portrait of Beth Lofgren
FINANCIAL ADVISOR

Beth Lofgren

CFP®, CEPA®, CRPC™
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Focus Areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • College Savings
  • Charitable Giving

Certifications

  • CFP®

    Certified Financial Planner™

  • CEPA®

    Certified Exit Planning Advisor®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

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

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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

Fax

(888) 426-2586

Branch Team

  • Darlene Barnes
    Sr. Branch Office Administrator

Office Address

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

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