Timothy Loeffler, CFP®

  • Financial Planner
  • Registered Representative
  • Investment Advisor Representative


AR Insurance License # 17779085

CA Insurance License #  4289643

The cornerstone of my service is providing you with the knowledge and insights you need to make informed financial decisions with confidence.  We work together to establish your financial goals and objectives in the context of what you want to achieve as well as your time frame and risk and return preferences.   From saving more intelligently to investing more strategically to protecting your assets more effectively, I can help you find solutions to meet both your near-term needs and long-term objectives.

  • Holds the Series 7 and 66 Securities licenses
  • Holds a Property & Casualty license and is licensed to sell Life, Accident, and Health Insurance*
  • Received the Certified Financial Planner (CFP®), designation, the recognized standard of excellence for competent and ethical personal financial planning
  • Graduated from Bryant University with a BS in Business Administration with a concentration in Finance and a minor in Communication and Computer Information Systems
  • Enjoys reading, socializing, and outdoor activities
  • Resides in Hicksville, NY

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.

Check the background of this investment professional on FINRA’s BrokerCheck