Lakeside Financial Planning

Finance · New Hampshire, United States · 1-10 Employees

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Overview

Headquarters

53 Ryan Farm Rd, Windham, New Hampshire,...

Phone Number

(781) 270-1501

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lakeside Financial Planning

Southern New Hampshire Financial Planning is a certified independent financial advisor and planner located in Windham, New Hampshire, and Burlington, Massachusetts. They offer a range of services including retirement planning, investment planning, tax planning, estate planning, and insurance planning, focusing on personalized strategies to meet clients' unique financial goals. The firm aims to help hardworking individuals achieve financial peace of mind and security for their future. With a fee-only model, they prioritize clients' best interests while delivering comprehensive financial insights and management.Explore more
Lakeside Financial Planning's Social MediaPopular SearchesLakeside Financial Planning LLCLakeside Financial PlanningLakeside Financial Planning andLakesidefinancialplan ComSIC Code 62,628NAICS Code 52,523Show more

Lakeside Financial Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lakeside Financial Planni...

<$5M
1-10
Private
-
2014
$8.6M
11-50
Private
-
2010
EK
Erich KelleyWealth Advisor
<$5M
1-10
Private
-
2008
N/A
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
1983
<$5M
1-10
Private
-
2010
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

Lakeside Financial Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Lakeside Financial Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lakeside Financial Planning.

Lakeside Financial Planning Tech Stack

A closer look at the technologies used by Lakeside Financial Planning

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Frequently Asked Questions Regarding Lakeside Financial Planning

What is Lakeside Financial Planning's official website?
Lakeside Financial Planning's official website is www.lakesidefinancialplan.com
What is Lakeside Financial Planning's Revenue?
Lakeside Financial Planning's revenue is <$5 Million
What is Lakeside Financial Planning's SIC code?
Lakeside Financial Planning's SIC: 62,628
What is Lakeside Financial Planning's NAICS code?
Lakeside Financial Planning's NAICS: 52,523
How many employees does Lakeside Financial Planning have?
Lakeside Financial Planning has 1-10 employees
What industry does Lakeside Financial Planning belong to?
Lakeside Financial Planning is in the industry of: Finance, Securities Trading
What is Lakeside Financial Planning competition?
Lakeside Financial Planning top competitors include: Bayntree Wealth Advisors, Jgs Wealth Management, Radnor Financial Advisors, Charles Carroll Financial Partners
What technology does Lakeside Financial Planning use?
Some of the popular technologies that Lakeside Financial Planning uses are: Eploy, Engage ATS, Google Font API, Empetus
How do I contact Lakeside Financial Planning?
Lakeside Financial Planning contact info: Phone number: (781) 270-1501 Website: www.lakesidefinancialplan.com
What does Lakeside Financial Planning do?

Southern New Hampshire Financial Planning is a certified independent financial advisor and planner located in Windham, New Hampshire, and Burlington, Massachusetts. They offer a range of services including retirement planning, investment planning, tax planning, estate planning, and insurance planning, focusing on personalized strategies to meet cli... ents' unique financial goals. The firm aims to help hardworking individuals achieve financial peace of mind and security for their future. With a fee-only model, they prioritize clients' best interests while delivering comprehensive financial insights and management.Read More

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

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