Loper Financial
Category: Professional Services > Financial and Investment Services
Building on the success of its Lynchburg headquarters, Loper Financial recently expanded its footprint to serve the needs of the Smith Mountain Lake community with the opening of its office at Westlake Corner.
Financial and Investment Services for SML Individuals, Families and Businesses
Led by President Abe Loper, a highly respected advisor and community leader, Loper Financial brings a legacy of excellence to Smith Mountain Lake. Loper has been recognized multiple times as the Lynchburg region’s Best Wealth Management Advisor, Best Civic Leader and Business Person of the Year, reflecting his dedication to both his clients and the communities he serves.
Loper Financial helps individuals take control of their financial futures with services like portfolio management, retirement planning, estate strategies and life insurance. They also assist clients with real estate goals, offering strategies for purchasing primary homes, vacation properties or investment properties. As fiduciary advisors, the team prioritizes your unique needs, partnering with local CPAs and attorneys to ensure a comprehensive approach.
Why Loper Financial
For business owners, Loper Financial also offers tailored services such as retirement planning, employee benefits, executive benefits and group insurance. They understand the challenges of running a business and aim to simplify the process of protecting it.
Backed by the resources of Equitable Advisors, Loper Financial combines national expertise with a local touch. Stop by the new Westlake office to meet the award-winning team and craft a strategy designed to help you achieve your personal and professional goals.
Ask The Home & Garden Expert
Abe Loper
President & Wealth Manager
Smith Mountain Lake is a special place with a vibrant community, and we’re excited to be providing personalized financial strategies that help our clients–both individuals and businesses–thrive.
FRESH IDEAS:
We offer regular, forward-looking client check-ins focused on recent economic changes, new tax laws and evolving personal circumstances, ensuring your financial plans remain agile and relevant.
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Contact Loper Financial
Professional Services > Financial and Investment Services
Franklin County13400 Booker T Washington Hwy, Moneta, Virginia 24121
434-214-0078
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Open by appointment. Schedule a consultation at https://calendly.com/abeloper