Jeff Loring, founded Loring Advisory Group with a focus on developing comprehensive investment, insurance and retirement planning strategies for high-net-worth individuals and business owners. Jeff develops financial plans that support each client’s individual vision of success.
His career started in the property/casualty insurance industry in 1979 and transitioned to finance after enrolling in the College of Financial Planning to better understand his own investment strategies. It was at the College of Financial Planning that Jeff had found his calling as a financial advisor. In 1996, after several years with the firm now known as Ameriprise, Jeff started Loring Financial Planning & Investments to serve clients as an independent, fee-based financial advisor.
Jeff maintains a passion for working with business owners to manage both their personal finances and company retirement plans. As an entrepreneur and business owner he understands the intricacies of running a business and his specialized knowledge and expertise of investments, credit and insurance align with the needs of small business operations and ownership.
Jeff has been recognized as a Leaders Level Advisor by the Commonwealth Financial Network, a distinction bestowed to a small percentage of befitting advisors each year. Leaders Level advisors continually hone their expertise, share best practices and provide increasing levels of service, education and leadership to their peers and clients.
Jeff has lived in Smithfield, Rhode Island, since 1985. He and his wife, Colleen, have two grown children. He is proud to work beside his dynamic wife and his accomplished son, Nick. When not at work, Jeff can be found kayaking, gardening and golfing.
Professional Designations, Certifications, Securities Registrations and Licenses
- Certified Financial Planner™
- Chartered Retirement Plans SpecialistSM (CRPS®)
- FINRA General Securities Representative (Series 7)
- FINRA General Securities Principal Examination (Series 24)
- FINRA Uniform Securities Agent (Series 63)
- FINRA Uniform Investment Advisor (Series 65)
- Investment Advisor Representative
- Forbes’ Best-in-State Wealth Advisor, 2018, 2019* – Rhode Island
- Five Star Wealth Manager, 2013, 2018, 2019, 2020, 2021, 2022**
- Leaders Level advisor at Commonwealth Financial Network®, 2015–2021***
- Financial Planning Association (FPA)
- RI Society of Certified Financial Planners
- Corporation for Long-Term Care
- Past president of the Smithfield Rotary Club
*2018-2019 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2019 based on data gathered from June 2017 to June 2018. 30,000 Advisors were considered, 3,500 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
**2013, 2018-2022 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in 11/2022 based on data gathered within 12 months preceding the issue date. 648 advisors were considered,130 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
***Leader’s Level Award is a distinction based on annual production attained by just 6 percent of advisors affiliated with Commonwealth Financial Network.