Jeff Losh
FIC
I take the fear out of planning by creating an atmosphere where you can feel comfortable talking about your hopes and dreams.
State(s) Licensed: AZ, CO, FL, ID, KS, MT, NE, OR, PA, TX, WY
2956 Ginnala Dr Ste 101
Loveland, CO 80538
I take the fear out of planning by creating an atmosphere where you can feel comfortable talking about your hopes and dreams.
State(s) Licensed: AZ, CO, FL, ID, KS, MT, NE, OR, PA, TX, WY
Serving Northern Colorado, Steamboat Springs and the Western Slope for 20 years
I came to Thrivent as a career change after starting out in broadcasting. I love knowing that I can make a difference in my clients’ lives and their families’ lives as well. Because I did not come from a finance background, I feel I can hear and see things from my client’s perspective and find solutions that work and make sense.
My favorite part of this job is that it is never the same - each client has different needs and goals, and it’s fun helping you find the path that works for you to meet your goals. I look forward to creating an atmosphere where you can feel comfortable talking about all your hopes and dreams.
Providing financial guidance to help you meet your goals.
I'm here to help you meet your financial goals. I especially enjoy working with Families, Individuals, Couples, Pre-retired, Retired, and Professionals in areas of
- Retirement strategies
- Retirement income planning
- Investment strategies
- College planning
- Insurance strategies
- Budgeting and savings goals
I serve clients in Loveland, Fort Collins and surrounding areas of Northern Colorado, as well as Steamboat Springs and the Western Slope including Grand Junction and Montrose. I also meet with clients by phone or video call. You can book a meeting using the link above - I look forward to working with you!
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Location
Loveland Office
- Phone:
- 970-744-4629
- Fax:
- 970-692-2583
- Toll Free:
- 866-847-4493