Lohr & Company - Charlottesville, Virginia

Donna J.

Love working with Greg and Stephanie in the Madison office! Greg spent a great deal of time reviewing my options and selecting the plan that worked best for my situation, while Stephanie worked behind the scenes to set everything up. Despite abundant complications with my previous employer, including delay after delay, Greg and Stephanie worked diligently with me to set up my annuity to start in 2025! Thank you for your patience, guidance, and grace throughout this challenging process! I look forward to continuing our work together...

Allison S.

As we move into the "retirement" chapter of our life, we were looking for a financial advisor who could help us navigate the waters and found a lifeboat in Lohr & Company. I reached out to Stephanie and she immediately responded. She answered our questions, assisted in scheduling appointments around our busy schedules and has provided us with excellent customer service.
Greg is a wealth of knowledge regarding retirement, annuities, insurance plans, etc. He evaluated our financial holdings and has made carefully considered recommendations that will provide us a financial peace of mind for a very long time. Greg openly shared his time, his faith and was very patient to help us understand the process and answer our endless questions. He listened to learn about our past, where we were in the present and where we want to be for our future. We are confident that we will reach all of our future long-term financial goals with his guidance. Greg leads with God's guidance, and we feel blessed to have him as a trusted advisor. We would encourage anyone looking for financial guidance to consider Lohr & Company.

Meredyth C.

I highly recommend Lohr and Company to anyone looking for a financial advisor. My parents worked with Greg to develop their financial portfolio and they were always complimentary of Greg's financial knowledge and guidance. Since 2018, my husband and I have been blessed to have him as our financial advisor.

It was clear during our first meeting that Lohr and Company wanted to develop a real relationship with their clients and wasn't trying to simply sell a pre-fab, one-size-fits-all retirement plan. We spent a good deal of time talking about the things my husband and I enjoy and what we wanted our retirement years to look like. We discussed our financial situation, our goals for the future, and retirement timelines. Taking all of this into consideration, Greg created an individualized portfolio to help secure our financial future. The plan he created included not only investments, but also LTC insurance and a death benefit that ensures our child is taken care of.

We have regular meetings to review our progress towards our financial goals and discuss any changes that we may need to make. These discussions are never rushed, so at the conclusion of our meetings my husband and I both feel well informed and secure in the decisions we made. If anything comes up between our regular reviews, I can call or email my question or concern and get a prompt response.

If you are looking for a team that is honest and wants to help you achieve your goals, you need to call Lohr and Co.

Connally G.

Greg Lohr and his team possess industry knowledge and genuine care. They have spent years building the kind of business that can be passed down to the next generation (hence, Greg's son, Ethan, continues to exercise increasing degrees of responsibility). And this legacy commitment has implications: winning and keeping generations of clients demands consistent intelligence but also ongoing integrity. And it's that very combination of success and integrity which breeds ongoing trust in clients, me included.

To put it more succinctly, Greg and his team are financially sharp, personally involved, and consistently ethical. That's hard to beat.

Teresa P.

We recently retired and were looking for a knowledgeable financial advisor to help us manage our 401k assets and plan the best path forward for long term growth and future savings. We interviewed a number of advisors both in and out of state and really felt a connection with Greg Lohr. Greg has a personable and easy going approach, and he spent a considerable amount of time asking/answering questions and listening to the plans we had for our upcoming retirement adventures. From there he designed a plan that we really liked and adopted. Doing business with Greg, Ethan and Stephanie makes us feel like we have a financial partner on our side for the long term, and we couldn't be happier with our decision.

A.B. B.

Been with Lohr & Company for multiple years. Whenever I have a question or need anything specific, they have timely responded. At a much larger scale, their performance handling our funds has been excellent. Furthermore, they reach out to ensure we are satisfied. I strongly recommend their service.
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Saundra M.

They were referred to us by a friend whom has been using them for 25 years. They did not disappoint. They walk you through everything and what would work best for you. I feel secure in our decision in going with them. Very friendly and always there for any questions that arise. I would definitely recommend them!

Beth R.

I highly recommend Greg Lohr & Company! I have known Greg when he started his business years ago and used him then for financial needs. He was the first person that came to mind that I wanted to handle life changing financial matters going forward at the age of 53. I consider Greg and his wife Janet friends, and I trust Greg to advise and make the best decisions for me going forward so I don’t have to worry about my financial security going into retirement one day! Greg takes great time and care in listening and understanding where you are at in your life financially and all areas so he can make the best recommendations for you. He has a beautiful family that loves the Lord and he is so grateful for the Lord’s blessings. His office assistant, Stephanie, is very attentive and responds on matters quickly and with much care and detail. I have known Stephanie and her family from my younger days in our shared hometown. I trust Stephanie and Greg’s entire staff. I would recommend Lohr & Company without hesitation! They are truly one of a kind and the best in the business!

Beth Warren Rodgers
Forest, Va