“We have used Lohr & Company for several years. From the start of our journey with Lohr & Company, Greg, Ethan and Stephanie have demonstrated a high level of professionalism, with a deep knowledge of investments, retirement planning, and tax-efficient strategies. Being a small family-owned company, no 800 numbers to find someone, one call to the office and you get a real person which is important to our family. Greg is knowledgeable, easy to work with, and responds quickly to questions and Stephanie took the worry out of setting up new accounts and liaising with account providers. Greg and Ethan tailored plans to our family goals rather than provide cookie-cutter advice. Lohr and Company have been such an important resource... We would not be as financially secure as we are without them.”
Financial Advising
“We have used Lohr & Company for several years. From the start of our journey with Lohr & Company, Greg, Ethan and Stephanie have demonstrated a high level of professionalism, with a deep knowledge of investments, retirement planning, and tax-efficient strategies. Being a small family-owned company, no 800 numbers to find someone, one call to the office and you get a real person which is important to our family. Greg is knowledgeable, easy to work with, and responds quickly to questions and Stephanie took the worry out of setting up new accounts and liaising with account providers. Greg and Ethan tailored plans to our family goals rather than provide cookie-cutter advice. Lohr and Company have been such an important resource... We would not be as financially secure as we are without them.”