L2 Advisors

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

2674 Kraft Ave SE, Grand Rapids, Michiga...

Phone Number

(616) 971-0033

Revenue

<$5 Million

Industry

Finance Securities Trading

About L2 Advisors

L2 Advisors is a financial advisory firm specializing in retirement planning and generational wealth management, serving clients for nearly two decades. They offer customized financial planning services aimed at helping clients achieve their financial goals through their proprietary TruVectr FORMula. The firm focuses on simplifying clients' financial lives, allowing them to concentrate on their passions while ensuring confidence in their financial future. Their target clients include individuals seeking personalized retirement strategies and wealth management solutions for future generations.Explore more
L2 Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

L2 Advisors Org Chart

PhoneEmail
ML
United States flag for contact location.

Manager, Licensed Account & Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

L2 Advisors

<$5M
1-10
Private
-
2008
ML
Mary LynchManager, Licensed Account & Operations
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
<$5M
1-10
Private
-
2016
SG
Susan GreenRelationship Manager & Research Associate
Illustration of an envelope

L2 Advisors Tech Stack

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Frequently Asked Questions Regarding L2 Advisors

What is L2 Advisors's official website?
L2 Advisors's official website is www.l2-advisors.com
What is L2 Advisors's Revenue?
L2 Advisors's revenue is <$5 Million
What is L2 Advisors's SIC code?
L2 Advisors's SIC: 62,628
What is L2 Advisors's NAICS code?
L2 Advisors's NAICS: 52,523
How many employees does L2 Advisors have?
L2 Advisors has 1-10 employees
What industry does L2 Advisors belong to?
L2 Advisors is in the industry of: Finance, Securities Trading
What is L2 Advisors competition?
L2 Advisors top competitors include: Sterling Wealth Partners, Great Lakes Wealth Advisors, Vertex Capital Advisors
What technology does L2 Advisors use?
Some of the popular technologies that L2 Advisors uses are: DocuSign, Cloudflare Website Optimization, Bitly, Datadog
How do I contact L2 Advisors?
L2 Advisors contact info: Phone number: (616) 971-0033 Website: www.l2-advisors.com
What does L2 Advisors do?

L2 Advisors is a financial advisory firm specializing in retirement planning and generational wealth management, serving clients for nearly two decades. They offer customized financial planning services aimed at helping clients achieve their financial goals through their proprietary TruVectr FORMula. The firm focuses on simplifying clients' financi... al lives, allowing them to concentrate on their passions while ensuring confidence in their financial future. Their target clients include individuals seeking personalized retirement strategies and wealth management solutions for future generations.Read More

What are L2 Advisors social media links?
L2 Advisors Linkedin page L2 Advisors Facebook page
Is L2 Advisors a public company?
L2 Advisors is private company therefore does not currently have an official ticker symbol
See more information about L2 Advisors

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