Lancaster Financial Services

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

9056 Corporate Gardens Dr Ste 102, Germa...

Phone Number

(901) 683-3806

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lancaster Financial Services

As financial professionals with Woodbury Financial Services, Inc., Eddie M. Lancaster and Windall Lancaster provide comprehensive financial strategies for professionals, families and business owners through a variety of financial protection and asset accumulation products and services, which include life insurance, annuities and investments, as well as business and estate planning and retirement and education funding. They practice a client-focused approach to servicing the marketplace, helping craft strategies for each client's unique financial situation. Through Woodbury Financial Services, Inc. they work to help CPA's and tax professionals who are making the transition to integrate financial services into their practices. Together, they can provide advice about more sophisticated financial strategies that can help CPA's add value to their practice, build additional sources of income and develop stronger client relationships. Recognized for their leadership and service to clients, thRead more
Lancaster Financial Services's Social MediaPopular SearchesLancaster Financial ServicesWww LancasterfinancialservicesLancaster Financial Service LLCLancaster Financial Services IncLancaster FinancialSIC Code 62,628NAICS Code 52,523Show more

Lancaster Financial Services Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lancaster Financial Servi...

<$5M
11-50
Private
-
-
AJ
Andre JacksonAssistant Manager
<$5M
1-10
Private
-
1990
MS
Marc SigelManaging Partner, Financial Advisor
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2003
CM
Charlene MorrowOwner and President
<$5M
1-10
Private
-
-
JC
June ChowLpl Financial Advisor
<$5M
1-10
Private
-
2001
LD
Laura DuBayBenefits Coordinator & Licensed Agent
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lancaster Financial Services Tech Stack

A closer look at the technologies used by Lancaster Financial Services

Top Finance Companies

Frequently Asked Questions Regarding Lancaster Financial Services

What is Lancaster Financial Services's official website?
Lancaster Financial Services's official website is www.lancasterfinancialservices.com
What is Lancaster Financial Services's Revenue?
Lancaster Financial Services's revenue is <$5 Million
What is Lancaster Financial Services's SIC code?
Lancaster Financial Services's SIC: 62,628
What is Lancaster Financial Services's NAICS code?
Lancaster Financial Services's NAICS: 52,523
How many employees does Lancaster Financial Services have?
Lancaster Financial Services has 11-50 employees
What industry does Lancaster Financial Services belong to?
Lancaster Financial Services is in the industry of: Finance, Securities Trading
What is Lancaster Financial Services competition?
Lancaster Financial Services top competitors include: Broadridge Investor Communication Solutions, Strategic Resource Group, Cobblestone Financial Services, Morrow Financial Services
What technology does Lancaster Financial Services use?
Some of the popular technologies that Lancaster Financial Services uses are: Cloudflare Website Optimization, Cloudflare CDN, JQuery 1.11.1, Adwerx
How do I contact Lancaster Financial Services?
Lancaster Financial Services contact info: Phone number: (901) 683-3806 Website: www.lancasterfinancialservices.com
What does Lancaster Financial Services do?

As financial professionals with Woodbury Financial Services, Inc., Eddie M. Lancaster and Windall Lancaster provide comprehensive financial strategies for professionals, families and business owners through a variety of financial protection and asset accumulation products and services, which include life insurance, annuities and investments, as wel... l as business and estate planning and retirement and education funding. They practice a client-focused approach to servicing the marketplace, helping craft strategies for each client's unique financial situation. Through Woodbury Financial Services, Inc. they work to help CPA's and tax professionals who are making the transition to integrate financial services into their practices. Together, they can provide advice about more sophisticated financial strategies that can help CPA's add value to their practice, build additional sources of income and develop stronger client relationships. Recognized for their leadership and service to clients, they have received numerous company honors throughout their careers. Active in the industry, they are each members of the National Association of Insurance and Financial Advisors (NAIFA). Committed to professional education, Eddie holds a Bachelor of Science degree from the University of Memphis, a Master of Science degree from the University of Mississippi and is a graduate of the College for Financial Planning. She is also a member of the National Association for Female Executives. Windall holds a Bachelor of Business Administration from Delta State University. Additionally, Windall is a Certified Public Accountant (CPA), a member of the American Institute of Certified Public Accountants (AICPA) and the Tennessee Society of Certified Public Accountants. He was also awarded the outstanding Accounting Award in 2000 and the Distinguished Alumnus Award in 2001 from Delta State University. Windall is a member of the Memphis Estate Planning Council, and also serves on the Board of the Planned Giving Council at Delta State University. ...Read More

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

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