LifeFocus Financial Advisors
Finance · Washington, United States · 1-10 Employees
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Overview
Headquarters
420 Wellington Ave Ste 101, Walla Walla,...Phone Number
(509) 526-4521Website
www.lifefocusadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
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Aug
ZI Rank
1
1
1
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1
About LifeFocus Financial Advisors
LifeFocus Financial Advisors specializes in retirement and tax planning, offering services such as investment management to help clients maximize their income and reduce taxes. They primarily serve individuals aged 50 and older with retirement savings of $500,000 or more, who are either nearing retirement or already retired. The firm emphasizes a disciplined, long-term investment strategy that aligns their interests with those of their clients by operating on a fee-only basis. Their mission is to provide clients with the confidence to achieve their life goals and live their best life.Explore more
LifeFocus Financial Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitch ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
LifeFocus Financial Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
LifeFocus Financial Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about LifeFocus Financial Advisors.
LifeFocus Financial Advisors Tech Stack
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Frequently Asked Questions Regarding LifeFocus Financial Advisors
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LifeFocus Financial Advisors specializes in retirement and tax planning, offering services such as investment management to help clients maximize their income and reduce taxes. They primarily serve individuals aged 50 and older with retirement savings of $500,000 or more, who are either nearing retirement or already retired. The firm emphasizes a d... Read More
