Lantz Financial

Finance · Illinois, United States · 11-50 Employees

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Overview

Headquarters

1733 Park St Ste 350, Naperville, Illino...

Phone Number

(331) 204-6230

Revenue

$5.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lantz Financial

Lantz Financial is an independent financial planning firm dedicated to helping clients at all stages of life achieve their financial goals through personalized strategies. They offer a range of services including retirement planning, tax planning, risk management, and estate planning, focusing on long-term success rather than short-term performance. With offices in Naperville, Illinois, and Bonita Springs, Florida, the firm emphasizes building lasting relationships and providing expert guidance tailored to individual needs. Their mission is to empower clients to live better lives by ensuring financial security and peace of mind.Explore more
Lantz Financial's Social MediaPopular SearchesLantz Financial TeamLantz Financial LLCEdwards, Peak, Gerdes & Lantz LLPEdwards, Peak, GerdesLantzSIC Code 62,628NAICS Code 52,523Show more

Lantz Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lantz Financial

$5.7M
11-50
Private
-
2002
SL
Sheila LantzChief Operations Officer
<$5M
1-10
Private
-
2013
CD
Cheryl Di MarcoPresident & Founder
<$5M
1-10
Private
-
1986
N/A
<$5M
1-10
Private
-
2014
ES
Erik SelnessWealth Advisor
<$5M
1-10
Private
-
1986
LA
Larry AdamChief Information Officer
<$5M
1-10
Private
-
1995
JM
Jeffrey MurphyChief Investment Officer
<$5M
1-10
Private
-
1984
ME
Michael ErpenbachDirector, Client Services
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lantz Financial Tech Stack

A closer look at the technologies used by Lantz Financial

Lantz Financial News & Media

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Frequently Asked Questions Regarding Lantz Financial

What is Lantz Financial's official website?
Lantz Financial's official website is www.lantzteam.com
What is Lantz Financial's Revenue?
Lantz Financial's revenue is $5.7 Million
What is Lantz Financial's SIC code?
Lantz Financial's SIC: 62,628
What is Lantz Financial's NAICS code?
Lantz Financial's NAICS: 52,523
How many employees does Lantz Financial have?
Lantz Financial has 11-50 employees
What industry does Lantz Financial belong to?
Lantz Financial is in the industry of: Finance, Securities Trading
What is Lantz Financial competition?
Lantz Financial top competitors include: Dogwood Wealth Advisors, Murphy Wealth Management, Fusco Financial Associates, Century Plan Solutions
What technology does Lantz Financial use?
Some of the popular technologies that Lantz Financial uses are: Cloudflare Website Optimization, AppRiver, YouTube, Microsoft 365
How do I contact Lantz Financial?
Lantz Financial contact info: Phone number: (331) 204-6230 Website: www.lantzteam.com
What does Lantz Financial do?

Lantz Financial is an independent financial planning firm dedicated to helping clients at all stages of life achieve their financial goals through personalized strategies. They offer a range of services including retirement planning, tax planning, risk management, and estate planning, focusing on long-term success rather than short-term performance... . With offices in Naperville, Illinois, and Bonita Springs, Florida, the firm emphasizes building lasting relationships and providing expert guidance tailored to individual needs. Their mission is to empower clients to live better lives by ensuring financial security and peace of mind.Read More

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

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