Lesjak Planning

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

1991 Crocker Rd Ste 575, Westlake, Ohio,...

Phone Number

(440) 871-9500

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
1
1
1
3
1

About Lesjak Planning

Lesjak Planning is an independent financial planning firm that prioritizes the financial best interests of its clients. With over 40 years of experience, the firm emphasizes long-term relationships built on trust, transparency, and integrity. They offer plan-driven services and a next-generation road map designed to assist individuals and families in the early stages of their financial journey. Their comprehensive approach includes annual meetings and detailed reports to help clients monitor their financial plans effectively.Explore more
Lesjak Planning's Social MediaPopular SearchesLesjak Planning LLCLesjak Planning CorpLesjak Planning AsLesjak PlanningLesjakplanningSIC Code 62,628NAICS Code 52,523Show more

Lesjak Planning Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lesjak Planning

<$5M
1-10
Private
<$5M
1980
<$5M
11-50
Private
<$5M
1985
<$5M
1-10
Private
-
2012
RZ
Rockie ZeiglerFounder & Certified Financial Planner
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lesjak Planning financials insights

Gather financial insights about Lesjak Planning, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2024

Debt

$1M

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Lesjak Planning Tech Stack

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Frequently Asked Questions Regarding Lesjak Planning

What is Lesjak Planning's official website?
Lesjak Planning's official website is www.lesjakplanning.com
What is Lesjak Planning's Revenue?
Lesjak Planning's revenue is <$5 Million
What is Lesjak Planning's SIC code?
Lesjak Planning's SIC: 62,628
What is Lesjak Planning's NAICS code?
Lesjak Planning's NAICS: 52,523
How many employees does Lesjak Planning have?
Lesjak Planning has 1-10 employees
What industry does Lesjak Planning belong to?
Lesjak Planning is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Lesjak Planning competition?
Lesjak Planning top competitors include: Pillar Wealth Strategies, RP Zeigler Investment Services, Bernicke Wealth Management, Covenant Wealth Advisors
What technology does Lesjak Planning use?
Some of the popular technologies that Lesjak Planning uses are: reCAPTCHA, Eploy, Engage ATS, Empetus
How do I contact Lesjak Planning?
Lesjak Planning contact info: Phone number: (440) 871-9500 Website: www.lesjakplanning.com
What does Lesjak Planning do?

Lesjak Planning is an independent financial planning firm that prioritizes the financial best interests of its clients. With over 40 years of experience, the firm emphasizes long-term relationships built on trust, transparency, and integrity. They offer plan-driven services and a next-generation road map designed to assist individuals and families... in the early stages of their financial journey. Their comprehensive approach includes annual meetings and detailed reports to help clients monitor their financial plans effectively.Read More

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

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