laney advisors

Business Services · California, United States · 1-10 Employees

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Overview

Headquarters

3281 Yellowtail Dr, Rossmoor, California...

Phone Number

(253) 848-1642

Revenue

<$5 Million

Industry

Business Services Finance Project Management Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
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Aug
ZI Rank
1
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1
1
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1

About laney advisors

Laney Advisors is an independent consulting firm that specializes in transparent financial and life planning, catering to individuals, families, and small businesses. The firm offers professional financial advice, retirement and finance planning, specialized consulting for unique situations, and insurance and risk management services. Additionally, they provide estate and legacy planning to ensure clients' wishes are honored and managed efficiently. Led by Peter Laney, a CERTIFIED FINANCIAL PLANNER professional, the firm focuses on personalized strategies to help clients navigate complex financial decisions.Explore more
Popular SearchesLaney Advisors LtdLaney AdvisorsLaney Peter CfpLaney PeterSIC Code 87,874NAICS Code 54,541Show more

laney advisors Org Chart

PhoneEmail
PL
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Certified Financial Planner & Practitioner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

laney advisors

<$5M
1-10
Private
-
1981
PL
Peter LaneyCertified Financial Planner & Practitioner
<$5M
1-10
Private
-
1970
RA
Rachele AndersonDirector, Operations
<$5M
1-10
Private
-
-
DJ
Danielle JelicClient Services Assistant
<$5M
1-10
Private
-
2008
DA
Dustin AiguierCertified Financial Planner
<$5M
1-10
Private
<$5M
2014
EC
Evan ConleyFinancial Advisor & Pension Specialist
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2016
HD
Heather DissmeyerManager, Operations
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

laney advisors is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

laney advisors is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about laney advisors.

laney advisors Tech Stack

A closer look at the technologies used by laney advisors

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Frequently Asked Questions Regarding laney advisors

What is laney advisors's official website?
laney advisors's official website is www.laneyadvisors.com
What is laney advisors's Revenue?
laney advisors's revenue is <$5 Million
What is laney advisors's SIC code?
laney advisors's SIC: 87,874
What is laney advisors's NAICS code?
laney advisors's NAICS: 54,541
How many employees does laney advisors have?
laney advisors has 1-10 employees
What industry does laney advisors belong to?
laney advisors is in the industry of: Business Services, Finance, Project Management
What is laney advisors competition?
laney advisors top competitors include: Cape Cod Wealth Strategies & Insurance Services, CFH Financial Services, Josten Financial, Copper Canyon Wealth Management
What technology does laney advisors use?
Some of the popular technologies that laney advisors uses are: Squarespace Online Stores, Adobe Typekit, BlueHost, Squarespace
How do I contact laney advisors?
laney advisors contact info: Phone number: (253) 848-1642 Website: www.laneyadvisors.com
What does laney advisors do?

Laney Advisors is an independent consulting firm that specializes in transparent financial and life planning, catering to individuals, families, and small businesses. The firm offers professional financial advice, retirement and finance planning, specialized consulting for unique situations, and insurance and risk management services. Additionally,... they provide estate and legacy planning to ensure clients' wishes are honored and managed efficiently. Led by Peter Laney, a CERTIFIED FINANCIAL PLANNER professional, the firm focuses on personalized strategies to help clients navigate complex financial decisions.Read More

Is laney advisors a public company?
laney advisors is private company therefore does not currently have an official ticker symbol
See more information about laney advisors

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