Family-Owned and Operated for 20 years!
We are a full service accounting, bookkeeping, payroll, and tax firm that includes wealth management and financial planning for individual and business needs.
Founded in 2001 by, President Craig Loeffler, our business has grown to serve thousands of clients throughout the United States. Douglas Loeffler, Vice President of Loeffler Financial Group, manages and maintains the day-to-day operations of the business, while Craig focuses on client’s needs for wealth management and the financial planning division. Each has their own approach to client relationships and business development. However, the two compliment one another providing fresh, new perspectives and depths within the company.
The passion, and the relationships we have with our clients are what set the firm apart from competitors, along with our industry-low fees. Our knowledgeable and widely diverse staff is always available to help answer any questions you may have, no matter what time of day. We make suggestions that save valuable time along with giving our client’s money saving solutions. We are committed to being more than just your accounting and financial firm. We work with you on a personal level to determine the best solutions for your unique individual and business needs
Our website exists to provide our clients and potential clients with information concerning our firm and our unique, low-pressure approach to personal and professional services. We have an excellent client-retention rate, and we are extremely proud of the high-quality services that our firm provides. There is a reason we have been voted #1 for the past 3 years for Readers’ Choice Awards, and a Neighborhood Favorite!
Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. When you are ready to learn more about what we can do for you, we encourage you to contact us.
Call 717-393-7366 or email firstname.lastname@example.org to see how we can help assist you on a business or personal level.