Lakeview Financial

Insurance · Idaho, United States · 11-50 Employees

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Overview

Headquarters

10074 W Fairview Ave Ste 140, Boise, Ida...

Phone Number

(800) 841-2855

Revenue

<$5 Million

Industry

Insurance
ZI Rank: 2
Signal Type
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ZI Rank
2
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About Lakeview Financial

Lakeview Financial is a Boise-based financial agency that has been assisting individuals, families, and businesses in securing their financial futures for over 20 years. The company offers a range of products and services including life insurance, annuities, long-term care, and life settlements, with a focus on online application platforms and accelerated underwriting. Their mission emphasizes the importance of client interests, team unity, and positive change, ensuring that clients receive tailored financial solutions. Lakeview Financial is committed to adapting to a virtual world, providing tools and resources that allow clients to manage their financial needs from the comfort of their homes.Explore more
Lakeview Financial's Social MediaPopular SearchesLakeview FinancialLakeview Financial Services LLCLakeview Financial ServicesLakeview Financial Group IncLakeview Financial| AboutSIC Code 64,641NAICS Code 52,524Show more

Lakeview Financial Org Chart

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Chief Operating Officer

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Chief Financial Officer

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RT
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Director, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lakeview Financial

<$5M
11-50
Private
<$5M
2006
CJ
Cheryl JeffsChief Operating Officer
$6M
1-10
Private
-
2017
GK
Gary KnappTeam Member
$5.4M
1-10
Private
-
2011
<$5M
1-10
Private
-
2017
DB
Daniel BergmanOwner & Chief Operating Officer
<$5M
1-10
Private
-
2009
GW
Garnet WilsonGeneral Manager
<$5M
1-10
Private
-
2010
JF
Jack FlemingPrincipal Broker and Owner
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Company Profile Activity

i

Among all Insurance companies

Low Activity

High Activity

Activity Insights

Lakeview Financial is experiencing very low activity levels compared to other companies in the Insurance sector.

What does this means?

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

Lakeview Financial financials insights

Gather financial insights about Lakeview Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Lakeview Financial's Financials Insights

Lakeview Financial Tech Stack

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Frequently Asked Questions Regarding Lakeview Financial

What is Lakeview Financial's official website?
Lakeview Financial's official website is www.lakeviewfinancial.net
What is Lakeview Financial's Revenue?
Lakeview Financial's revenue is <$5 Million
What is Lakeview Financial's SIC code?
Lakeview Financial's SIC: 64,641
What is Lakeview Financial's NAICS code?
Lakeview Financial's NAICS: 52,524
How many employees does Lakeview Financial have?
Lakeview Financial has 11-50 employees
What industry does Lakeview Financial belong to?
Lakeview Financial is in the industry of: Insurance
What is Lakeview Financial competition?
Lakeview Financial top competitors include: FamilyLifeQuote, Leonard Financial Solutions, Mueller Oriol Agency, Comrade Financial Group
What technology does Lakeview Financial use?
Some of the popular technologies that Lakeview Financial uses are: Microsoft 365, GoDaddy DNS, Cloudflare DNS, Microsoft Exchange Online
Who is the CFO of Lakeview Financial?
Lakeview Financial's CFO is Roni Wheaton
How do I contact Lakeview Financial?
Lakeview Financial contact info: Phone number: (800) 841-2855 Website: www.lakeviewfinancial.net
What does Lakeview Financial do?

Lakeview Financial is a Boise-based financial agency that has been assisting individuals, families, and businesses in securing their financial futures for over 20 years. The company offers a range of products and services including life insurance, annuities, long-term care, and life settlements, with a focus on online application platforms and acce... lerated underwriting. Their mission emphasizes the importance of client interests, team unity, and positive change, ensuring that clients receive tailored financial solutions. Lakeview Financial is committed to adapting to a virtual world, providing tools and resources that allow clients to manage their financial needs from the comfort of their homes.Read More

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

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