Lewis Stefani Group

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

200 SW Market St Ste 1700, Portland, Ore...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1

About Lewis Stefani Group

Lewis Stefani Group is an independent financial firm that provides a comprehensive range of investment and financial services, including employer-sponsored retirement plans. They focus on offering objective and unbiased advice, aiming to build long-lasting relationships with their clients through financial education and meticulous planning. The firm is dedicated to supporting clients at all life milestones, helping them achieve financial freedom. Their services are tailored for individuals and families seeking guidance in navigating their financial journeys.Explore more
Popular SearchesLewis Stefani GroupSIC Code 62,628NAICS Code 52,523Show more

Lewis Stefani Group Org Chart

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Financial Advisor

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Financial Advisor

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To Financial Advisers Assistant

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Financial Advisor

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To Financial Advisers Assistant

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lewis Stefani Group

<$5M
11-50
Private
-
-
JR
Jay RecchiaFinancial Advisor
<$5M
1-10
Private
-
2000
DS
David SchleisPresident & Accountant
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
N/A
<$5M
1-10
Private
-
-
FL
Francis LeonardFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lewis Stefani Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Lewis Stefani Group Tech Stack

A closer look at the technologies used by Lewis Stefani Group

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Frequently Asked Questions Regarding Lewis Stefani Group

What is Lewis Stefani Group's official website?
Lewis Stefani Group's official website is www.lewis-stefani-group.com
What is Lewis Stefani Group's Revenue?
Lewis Stefani Group's revenue is <$5 Million
What is Lewis Stefani Group's SIC code?
Lewis Stefani Group's SIC: 62,628
What is Lewis Stefani Group's NAICS code?
Lewis Stefani Group's NAICS: 52,523
How many employees does Lewis Stefani Group have?
Lewis Stefani Group has 11-50 employees
What industry does Lewis Stefani Group belong to?
Lewis Stefani Group is in the industry of: Finance, Securities Trading
What is Lewis Stefani Group competition?
Lewis Stefani Group top competitors include: wendystefani.com, Harp Financial Group, Financial Advisors, Stan Bumgarner Wealth Management
What companies has Lewis Stefani Group acquired?
Lewis Stefani Group has acquired the companies: ReliaStar Life Insurance, Benefit Strategies, Benefit Informatics, Pen-Cal
What technology does Lewis Stefani Group use?
Some of the popular technologies that Lewis Stefani Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, GoDaddy DNS
What does Lewis Stefani Group do?

Lewis Stefani Group is an independent financial firm that provides a comprehensive range of investment and financial services, including employer-sponsored retirement plans. They focus on offering objective and unbiased advice, aiming to build long-lasting relationships with their clients through financial education and meticulous planning. The fir... m is dedicated to supporting clients at all life milestones, helping them achieve financial freedom. Their services are tailored for individuals and families seeking guidance in navigating their financial journeys.Read More

Is Lewis Stefani Group a public company?
Lewis Stefani Group is private company therefore does not currently have an official ticker symbol
See more information about Lewis Stefani Group

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