Lazarus Financial Planning

Finance · North Carolina, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

5614 Welkin Ct, Durham, North Carolina, ...

Phone Number

(919) 321-0606

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Lazarus Financial Planning

Lazarus Financial Planning offers financial planning and investment management services tailored for progressive, socially responsible investors aged 20 to late 50s. The firm emphasizes the importance of aligning financial practices with personal values, providing an integrated approach to managing finances. As a registered investment advisor in North Carolina, they are prepared to expand their services to other states as client needs grow. Their focus is on delivering personalized financial strategies while ensuring compliance with regulatory requirements.Explore more
Popular SearchesLazarus Financial Planning LLCLazarus Financial PlanningLazarus Investment Group IncThe Lazarus Group LLCLazarus Financial Group IncSIC Code 62,628NAICS Code 52,523Show more

Lazarus Financial Planning Org Chart

PhoneEmail
JL
United States flag for contact location.

Financial Planner

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Lazarus Financial Planning your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Lazarus Financial Planning

Compare insights from companies similar to Lazarus Financial Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lazarus Financial Plannin...

<$5M
1-10
Private
-
2004
JL
Jennifer LazarusFinancial Planner
$13.7M
1-10
Private
-
2019
PG
Patrick GoldenFinancial Advisor
<$5M
1-10
Private
-
2020
Matthew Fox, Founder & Wealth Advisor at Ithaca Wealth Management
Matthew FoxFounder & Wealth Advisor
<$5M
1-10
Private
-
2012
TF
Tammy FrickeDirector, Operations
<$5M
1-10
Private
-
2004
PK
Peter KrullPartner and Director of Sustainable Investing
<$5M
1-10
Private
<$5M
2015
WS
William SomersInvestment Advisor & Representative
<$5M
1-10
Private
-
2013
ME
Marc EppingerFinancial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lazarus Financial Planning Tech Stack

A closer look at the technologies used by Lazarus Financial Planning

Top Finance Companies

Frequently Asked Questions Regarding Lazarus Financial Planning

What is Lazarus Financial Planning's official website?
Lazarus Financial Planning's official website is www.lazarusfp.com
What is Lazarus Financial Planning's Revenue?
Lazarus Financial Planning's revenue is <$5 Million
What is Lazarus Financial Planning's SIC code?
Lazarus Financial Planning's SIC: 62,628
What is Lazarus Financial Planning's NAICS code?
Lazarus Financial Planning's NAICS: 52,523
How many employees does Lazarus Financial Planning have?
Lazarus Financial Planning has 1-10 employees
What industry does Lazarus Financial Planning belong to?
Lazarus Financial Planning is in the industry of: Finance, Securities Trading
What is Lazarus Financial Planning competition?
Lazarus Financial Planning top competitors include: Cascade Financial Strategies, Cypress Wealth Advisors, Golden Wealth Management, Ithaca Wealth Management
What technology does Lazarus Financial Planning use?
Some of the popular technologies that Lazarus Financial Planning uses are: Google Universal Analytics, Squarespace Online Stores, Adobe Typekit, Google Font API
How do I contact Lazarus Financial Planning?
Lazarus Financial Planning contact info: Phone number: (919) 321-0606 Website: www.lazarusfp.com
What does Lazarus Financial Planning do?

Lazarus Financial Planning offers financial planning and investment management services tailored for progressive, socially responsible investors aged 20 to late 50s. The firm emphasizes the importance of aligning financial practices with personal values, providing an integrated approach to managing finances. As a registered investment advisor in No... rth Carolina, they are prepared to expand their services to other states as client needs grow. Their focus is on delivering personalized financial strategies while ensuring compliance with regulatory requirements.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.