Loeffler Financial Group, LLC Employee Directory

AccountingPennsylvania, United States2-10 Employees

Loeffler Financial Group (LFG) is a strategic accounting and financial advisory firm serving individuals, business owners, real estate investors, and entrepreneurs with complex financial needs and a drive to grow.

We’re proudly family-owned and operated, combining the personal attention of a boutique firm with the expertise and horsepower of a national practice. Our 26-person team includes Big Four alumni and high-net-worth advisors—professionals who solve real financial problems and think several moves ahead.

Clients come to us for clarity, strategy, and results—not just compliance. We bring a forward-thinking, solutions-first mindset to every engagement, focused on helping businesses scale with smart systems, real-time data, and future-proof planning.

One of our fastest-growing areas is outsourced bookkeeping and advisory. We don’t just reconcile transactions, we build reliable financial infrastructure that enables better decisions. Paired with fractional CFO support, our bookkeeping clients gain visibility into performance, cash flow, and growth metrics month over month.

We also deliver comprehensive tax planning and preparation, along with payroll processing and quarterly filings—giving our clients one centralized team to handle the financial backend of their business from end to end.

We specialize in industries where precision and structure drive profit, including hospitality, real estate, retail, construction, and scaling small businesses.

Headquartered in Lancaster, Pennsylvania, with offices in New York, Philadelphia, Washington D.C., and Fort Lauderdale, we support clients across the East Coast with proactive, hands-on expertise.

LFG: Ahead of the curve.

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

Loeffler Financial Group, LLC Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

Loeffler Financial Group, LLC's Leadership

  • Stylized image of a person
    D. L.
    Vice President
    Phone icon
  • Stylized image of a person
    J. K.
    Client Relationship Manager
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  • Stylized image of a person
    S. R.
    Staff Accountant
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Loeffler Financial Group, LLC Employee Metrics

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

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
    Jan 23, 2026
  • Stylized image of a person
    J. K.
    Client Relationship Manager
    Phone icon
    United StatesPennsylvania
    Feb 18, 2026
  • Stylized image of a person
    S. R.
    Staff Accountant
    Phone icon
    United StatesPennsylvania
    Oct 18, 2025

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. The company's main headquarters is located in 2201 Columbia Avenue Lancaster, Pennsylvania 17601 United States. 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 7 employees as of February 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 February 2026, Loeffler Financial Group, LLC's key employees include:

  • Vice President: D. L.
  • Client Relationship Manager: J. K.
  • Staff Accountant: S. R.

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