Loeffler Financial Group, LLC logo

Loeffler Financial Group, LLC Employee Directory

AccountingPennsylvania, United States2-10 Employees

Loeffler Financial Group, LLC (LFG) is a boutique-style accounting and financial advisory firm that serves individuals, business owners, real estate investors, and entrepreneurs with complex financial needs. Based in Lancaster, Pennsylvania, with additional offices on the East Coast, the firm emphasizes clear strategy and forward-looking planning to help clients scale their operations and make informed decisions. LFG positions itself as a family-owned practice combining personalized service with the capabilities of a broader, national-level firm, supported by a team that includes experienced professionals and specialists in high-net-worth advisory. One of its growth areas is outsourced bookkeeping and advisory, where it aims to establish reliable financial infrastructure, provide monthly visibility into performance metrics, and complement bookkeeping with fractional CFO support. The firm also offers comprehensive tax planning and preparation, payroll processing, and quarterly filings, acting as a centralized partner for the financial backend of client businesses across industries such as hospitality, real estate, retail, construction, and scaling small enterprises.

Find Loeffler Financial Group, LLC employees' phone numbers or email addresses

Loeffler Financial Group, LLC Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Loeffler Financial Group, LLC's Leadership

  • Stylized image of a person
    D. L.
    Vice President
    Phone icon
  • Stylized image of a person
    B. L.
    Marketing And Communications Director
    Phone icon
  • Stylized image of a person
    S. L.
    Project Manager
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  • Stylized image of a person
    J. K.
    Client Relationship Manager
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  • Stylized image of a person
    S. R.
    Staff Accountant
    Phone icon

Loeffler Financial Group, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Customer Success
  • Program & Project Management
  • Administrative
  • Analytics
  • Other
  • Sales

Contact profiles from Loeffler Financial Group, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. L.
    Vice President
    Phone icon
    United StatesPennsylvania
    Mar 25, 2026
  • Stylized image of a person
    B. L.
    Marketing And Communications Director
    Phone icon
    United StatesKentucky
    Apr 17, 2026
  • Stylized image of a person
    S. L.
    Project Manager
    Phone icon
    United StatesPennsylvania
    Jul 01, 2026
  • Stylized image of a person
    J. K.
    Client Relationship Manager
    Phone icon
    United StatesPennsylvania
    May 31, 2026
  • Stylized image of a person
    S. R.
    Staff Accountant
    Phone icon
    United StatesPennsylvania
    Apr 17, 2026

Frequently Asked Questions

What is Loeffler Financial Group, LLC known for?

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Loeffler Financial Group, LLC was founded in 2001 operates in the Accounting industry. Explore Loeffler Financial Group, LLC's company overview page for more information.

What is Loeffler Financial Group, LLC's most common email format?

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Loeffler Financial Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Loeffler Financial Group, LLC email formats with LeadIQ.

How many employees does Loeffler Financial Group, LLC have currently?

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Loeffler Financial Group, LLC has approximately 8 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Loeffler Financial Group, LLC's key employees and leadership?

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As of August 2026, Loeffler Financial Group, LLC's key employees include:

  • Vice President: D. L.
  • Marketing And Communications Director: B. L.
  • Project Manager: S. L.
  • Client Relationship Manager: J. K.
  • Staff Accountant: S. R.

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