For three decades, Dan Loney poured his heart and soul into helping his clients get their personal finance, corporate finance, insurance, and estate planning just right. In the community, Dan was known for his generosity and philanthropy and always found a way to serve and elevate others.
Now it's our turn; we stand on the shoulders of a giant.
We are Loney Financial, and we can help you or your business grow your wealth, protect it, and leave a legacy that serves your family, the way they deserve.
"I have trusted Loney Financial for over 15 years with my financial plans and strategy. Not only have they gone above and beyond the call of duty helping me with my divorce transition and the untimely death of my father, but I have come to think of them as lifelong friends. I have gladly sent many of my friends and family members, as it can be a challenge to find such a trusted financial advisor."
