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Informed, Responsible Investing

Grow Your Wealth

Investment Growth With Loney Financial

Assets - Liabilities = Net Worth

A strategic approach to investments should grow your assets and reduce your liabilities simultaneously, and this is where Dan Loney does his best work.  He's a master of the fundamentals, he's always informed, and he's known for getting great investment returns for his clients.  Whether you have large-scale assets to invest, or you're just getting started, Dan and his team can help you nail it.   

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Personal/Household Investing

Family Investing For Your Home

Corporate Investing

Corporate Investing
Whether you're investing personal or corporate assets, the fundamentals are the same. Identify your risk tolerance, then utilize investment tools that will optimize growth and minimize taxes.

Testimonials

"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."

Ian Selbie
Founder, Sales Mentor

"It's this level of trust that you cannot buy anywhere and the primary reason why I continue to work with Loney Financial"

Vince Taylor
President, Pilot House Real Estate Inc.

"My father recommended your organization to me and I'm pleased to say that I, in turn, have recommended Loney Financial and the services that you provide to my family, friends, and my peers"

Wes Cox
President, Clean Air Services

"Your financial expertise has provided for increased financial protection while at the same time reduced exposure to taxation"

Sid Landolt
President, S&P Destination Properties

"The level of professionalism afforded me by your company leaves me with the desire to recommend your services to the people I associate with whether it be at a business or personal level"

Mike Crowley
Corporate Sales, Kal Tire.

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Take the first step toward total financial clarity. Our team is ready to help you navigate the complexities of investments, insurance, and estate planning with 30 years of proven leadership. Fill out the form below to let us know which areas of your financial life need a strategy, and we’ll be in touch to help you nail the fundamentals.