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      Loring Ward

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      Loring Ward reviews

      A Company with Purpose - Anonymous employee Loring Ward Employee Review

      5.0
      Sep 22, 2016
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      Loring Ward is a company driven by purpose and values. It's unusual to find a company so focused on doing what is right for its employees and its clients. The people are awesome and the opportunity to learn and grow is endless.

      Cons

      You definitely need to believe in the mission of helping financial advisors help their clients. If not, it probably won't be a good fit. Everything we do is focused on improving people’s financial lives.

      Explore other reviews about Loring Ward

      5.0
      Dec 20, 2025
      Relationship manager
      Recommend
      CEO approval
      Business outlook

      Pros

      Fellow employees and the passion to serve.

      Cons

      Disjointed teams around the office creates little villages.

      5.0
      Oct 5, 2016
      Anonymous employee
      Recommend
      CEO approval
      Business outlook

      Pros

      I love all the employees I work with on a daily basis. We work as a great team and I feel like I can trust them with anything. The company has a very calm and laid-back environment which makes for an overall pleasant work day. Each month we have a new fun activity to participate in with fellow coworkers (one time we even had a Mario Kart tournament). These events are definitely morale-boosters! The CEO, Alex Potts, is probably the friendliest guy I've ever met. He makes a point to have a relationship with each and every employee. Overall, I am very content here and can see why so many of my coworkers have been around for 5+ years.

      Cons

      The company is a little behind on maintaining their online presence; however, I know they are currently making an effort to improve that problem.

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