portrait of Beth Lofgren
FINANCIAL ADVISOR

Beth Lofgren

CFP®, CEPA®, RICP®
1726 Gunbarrel Rd Suite 150, Chattanooga, TN 37421opens in a new window
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Healthcare Professionals

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CEPA®

    Certified Exit Planning Advisor®

  • RICP®

    Retirement Income Certified Professional®

Personal Interests

  • Animal Rescue
  • Spending Time with Family
  • Cycling
  • Mountain Biking

Team Members

  • Darlene Barnes
    Sr. Branch Office Administrator
  • Kristin Spencer
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(423) 499-4144

Fax

(888) 426-2586

Office Address

1726 Gunbarrel Rd Suite 150
Chattanooga, TN 37421opens in a new window

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