Life Goals Financial

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

134 Majestic Dr, Mars, Pennsylvania, 160...

Phone Number

(724) 432-3333

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 Life Goals Financial

LIFE GOALS FINANCIAL LLC is an independent financial services firm dedicated to helping clients achieve their financial goals through personalized financial management. They offer a range of services including insurance, investing, retirement planning, estate planning, and wealth preservation, supported by educational resources such as newsletters, calculators, and videos. The firm emphasizes a proactive approach to personal finance, aiming to empower clients with knowledge and tools for better financial decision-making. Their target clients include individuals seeking guidance in financial management and planning.Explore more
Life Goals Financial's Social MediaPopular SearchesLife Goals FinancialLife Goals Financial LLCgoalsfinancial.comSIC Code 62,628NAICS Code 52,523Show more

Life Goals Financial Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Life Goals Financial

<$5M
1-10
Private
-
-
$6.1M
1-10
Private
-
1988
BK
Brent KalbRegistered Representative
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
SV
Staci VuAdministrative Assistant
<$5M
1-10
Private
-
-
JA
Jay AgarwalFinancial Professional
<$5M
1-10
Private
-
2019
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Life Goals Financial Tech Stack

A closer look at the technologies used by Life Goals Financial

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Frequently Asked Questions Regarding Life Goals Financial

What is Life Goals Financial's official website?
Life Goals Financial's official website is www.goalsfinancial.com
What is Life Goals Financial's Revenue?
Life Goals Financial's revenue is <$5 Million
What is Life Goals Financial's SIC code?
Life Goals Financial's SIC: 62,628
What is Life Goals Financial's NAICS code?
Life Goals Financial's NAICS: 52,523
How many employees does Life Goals Financial have?
Life Goals Financial has 1-10 employees
What industry does Life Goals Financial belong to?
Life Goals Financial is in the industry of: Finance, Securities Trading
What is Life Goals Financial competition?
Life Goals Financial top competitors include: Resolution Wealth Management, Anthony Alfieri, Jeff Schuur - Financial Advisor, Henderson Financial Services
What technology does Life Goals Financial use?
Some of the popular technologies that Life Goals Financial uses are: Cloudflare Website Optimization, Google Cloud DNS, Google Cloud Platform, Google Font API
How do I contact Life Goals Financial?
Life Goals Financial contact info: Phone number: (724) 432-3333 Website: www.goalsfinancial.com
What does Life Goals Financial do?

LIFE GOALS FINANCIAL LLC is an independent financial services firm dedicated to helping clients achieve their financial goals through personalized financial management. They offer a range of services including insurance, investing, retirement planning, estate planning, and wealth preservation, supported by educational resources such as newsletters,... calculators, and videos. The firm emphasizes a proactive approach to personal finance, aiming to empower clients with knowledge and tools for better financial decision-making. Their target clients include individuals seeking guidance in financial management and planning.Read More

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

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