Scott Loney, AWMA
Financial Planner
My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business
I help my clients, friends and family plan and achieve successful lives.
Scott Loney, AWMA
Financial Planner
For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
About Scott Loney, AWMA
About Scott Loney, AWMA
I help people plan successful lives. First step: Define what success means to you -- Hint: It probably isn't all about money.
"Wealth" is not success. An appropriate level of financial wealth is a tool you use to achieve success. Come help me help you define success and how to achieve it.
I'm Most Proud Of: The work I do to give my clients, friends and family a secure sense of their future well-being.
Solutions
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
The Prudential Difference
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- Property & Casualty: MI
- Variable Annuities: CA, FL, GA, MI
- Securities License: CA, FL, GA, IN, MI, NC, SC
- Variable Life Insurance: FL, GA, MI( CA License #0I19744)
- Fixed Annuities: FL, GA, MI( CA License #0I19744)
- Life Insurance: FL, GA, MI( CA License #0I19744)
Scott Loney offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Scott Loney offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.