“We’ve been clients of Lohr & Company since 2015 and have been quite pleased with all aspects of our relationship. At our initial meeting with Greg he did not ask how much money we wished to invest, but rather what we wanted to do in the future. He wanted us to be comfortable with his investing strategy and provided us a list of his clients and encouraged us to contact them. We knew a number of his clients and they were open and frank in response to our questions. After further meetings with Greg, he proposed an investment vehicle that both my wife and I were confident would meet our needs. Since that initial investment, we have relied on Greg’s advice for additional investments as well as withdrawals and other financial planning activities. In every instance, we have felt that Greg has had our best interests at heart. We recommend Lohr & Company without reservation.”
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