Lenz Financial Group
Insurance · Oregon, United States · 11-50 Employees
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Overview
Headquarters
5550 S Macadam Ave Ste 120, Portland, Or...Phone Number
(503) 222-3924Website
www.lenzfinancial.comRevenue
$6.4 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
3
2
2
2
About Lenz Financial Group
Simplicity Portland (Lenz Financial) is a full-service brokerage and consulting firm that provides agents and advisors with comprehensive solutions in life insurance, annuities, and premium financing. The firm focuses on supporting advisors in creating holistic financial plans that enhance wealth accumulation while safeguarding assets. Their services include case management, underwriting support, advanced sales training, and proprietary technology tools. Simplicity is committed to education, value, and partnership, aiming to empower clients to achieve their financial goals.Explore more
Lenz Financial Group Org Chart
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Lenz Financial Group is experiencing very low activity levels compared to other companies in the Insurance sector.
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Lenz Financial Group financials insights
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2020
Debt
$150K
Lenz Financial Group Tech Stack
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Simplicity Portland (Lenz Financial) is a full-service brokerage and consulting firm that provides agents and advisors with comprehensive solutions in life insurance, annuities, and premium financing. The firm focuses on supporting advisors in creating holistic financial plans that enhance wealth accumulation while safeguarding assets. Their servic... Read More
