Jim Lorenzen
Finance · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
2655 1st St Ste 250, Simi Valley, Califo...Phone Number
(805) 265-5416Website
www.indfin.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Jim Lorenzen
The Independent Financial Group, based in Simi Valley, CA, specializes in tax-advantaged retirement planning and wealth management solutions. They offer services aimed at individual investors, focusing on developing objective wealth management strategies aligned with personal values. The firm emphasizes the importance of working with a fiduciary advisor to navigate financial planning effectively. Their resources include tools for retirement planning, investment strategies, and educational materials to assist clients in achieving their financial goals.Explore more
Jim Lorenzen Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Jim Lorenzen your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Earning: See what the market has to say on Jim Lorenzen recently announced quarterly report
Jim Lorenzen, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Jim Lorenzen
Check out if Jim Lorenzen is spiking on competitors!
Funding: Get notified immidiatlly once Jim Lorenzen has new funding data
Click to see if Jim Lorenzen had a recent Job posting/layoffs
Check if Jim Lorenzen has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Jim Lorenzen launches new products
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Website visits: Recent activity has been detected on your website
Recommended Actions
Find VP level buyers at Jim Lorenzen
Find 2 more new buyers
Compare Similar Companies to Jim Lorenzen
Compare insights from companies similar to Jim Lorenzen, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Jim Lorenzen is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Jim Lorenzen is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Jim Lorenzen.
Jim Lorenzen Tech Stack
A closer look at the technologies used by Jim Lorenzen
See more technologies
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Jim Lorenzen
Sign Up For FreeTo access detailed company insights
The Independent Financial Group, based in Simi Valley, CA, specializes in tax-advantaged retirement planning and wealth management solutions. They offer services aimed at individual investors, focusing on developing objective wealth management strategies aligned with personal values. The firm emphasizes the importance of working with a fiduciary ad... Read More
