Lauer Wealth
Finance · Indiana, United States · 1-10 Employees
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Overview
Headquarters
196 E 112 S, Valparaiso, Indiana, 46304,...Phone Number
(219) 243-8129Website
www.lauerwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1
About Lauer Wealth
Lauer Wealth Management is a fee-only investment advisory and financial planning firm that offers a wide range of services including investment management, personal cash flow planning, budgeting, debt management, college and retirement planning, business planning, and tax planning. The firm specializes in creating customized financial plans, with many clients utilizing a Lifetime Cash Flow Plan to forecast their income and expenses. Lauer Wealth is committed to acting as fiduciaries, ensuring that their clients' best interests are prioritized without the influence of commission-based products. They work closely with clients on tax planning, collaborating with a CPA firm to provide comprehensive financial guidance.Explore more
Lauer Wealth Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Lauer Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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Lauer Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lauer Wealth.
Lauer Wealth financials insights
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2021
Debt
$11K
Lauer Wealth Tech Stack
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Lauer Wealth Management is a fee-only investment advisory and financial planning firm that offers a wide range of services including investment management, personal cash flow planning, budgeting, debt management, college and retirement planning, business planning, and tax planning. The firm specializes in creating customized financial plans, with m... Read More
