George Loomis, CFP^®

Focus Areas

Comprehensive Financial Planning

Investment Management

Insurance Planning

About the Financial Advisor

George is skilled in the financial industry.  He has served as a Senior Executive in commercial banking, as an Independent Financial and Marketing Consultant, and as an Owner, Officer, and Director of several corporations. 

George focuses on serving his clients in Minneapolis, MN.  He also holds Securities, Investment Advisory, and Insurance licenses in the several states where his clients reside. 

George serves his clients by helping them put together a financial plan with investment strategies. 

Education and Designations

• Williams College, Bachelor’s Degree, Psychology
• University of Hartford, Master’s Degree, Business Administration 
• CFP^® – Certified Financial Planner^™

Personal Life

 George and his wife, Diane, have two children and five grandchildren. He is an avid golfer.