336.540.9700 | 800.779.2050
 
 


 
 
 

It's Always Personal. Our personal attention to client planning & customer service is truly what sets us apart from other firms... Our support staff actually outnumbers our advisors 2 to 1. We take pride in knowing every client by name, not account number, & always greeting clients on the phone with a helpful human voice, never a recorded menu.

True Independence. Unlike most firms, Loflin Financial is neither owned by nor obligated to any parent insurance or investment company, allowing us the freedom to always utilize the products that best benefit our clients needs. We do not participate in any third-party sales production contests and do not accept prizes or reward trips offered by investment companies for selling their proprietary products.

A "Disciplined Growth" Mindset. Our financial strategies are best suited for clients that are growth-minded while also paying close attention to guard against downside risk. Typically, our investment models are less aggressive than the norm, favoring consistency over volatility. After 25 years, our disciplined investing approach is sure not to sway with passing fads or investing gimmicks.

 
 
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and the federally registered CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Loflin Financial, Inc. is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA & SIPC, and advisory services offered through Summit Financial Group, Inc., a Registered Investment Adviser.
Loflin Financial Advisors serving Greensboro, NC | Planning for Investments, Insurance & Retirement