LifePlan Financial Advisors

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

1 The Meadows Dr, Newnan, Georgia, 30265...

Phone Number

(678) 364-9677

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
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ZI Rank
1
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About LifePlan Financial Advisors

LifePlan Financial Advisors is an independent financial advisory firm based in Georgia, specializing in financial planning, retirement, and investment guidance for women and families. They serve clients in Newnan, Peachtree City, and Atlanta, focusing on those building wealth, navigating life transitions, or managing complex financial situations. Their services include personalized financial planning, investment strategies, and support for various life stages, including retirement and caregiving. The firm aims to empower clients with the knowledge and tools necessary to achieve financial confidence and security.Explore more
LifePlan Financial Advisors's Social MediaPopular SearchesLifeplan Financial Advisors IncLifeplan Financial AdvisorsLifePlan Financiallifeplan financial advisors LLCFinancial Advisors IncSIC Code 62,628NAICS Code 52,523Show more

LifePlan Financial Advisors Org Chart

PhoneEmail
GG
United States flag for contact location.

Financial Advisor & Business Owner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifePlan Financial Adviso...

<$5M
1-10
Private
-
1997
GG
Gwen GarrisonFinancial Advisor & Business Owner
$5.6M
1-10
Private
-
1979
Travis Ivanoff, Chief Executive Officer, Ivanoff Wealth Management at Ivanoff Advisors
Travis IvanoffCEO, Ivanoff Wealth Management
<$5M
1-10
Private
-
2006
BZ
Beau ZumbuschFinancial Advisor
<$5M
1-10
Private
-
-
CM
Catherine McDougallPresident & Founder
<$5M
1-10
Private
-
2009
EJ
Eric JudyFounder & Financial Advisor & Investment Advisor & Representative & Insurance Broker
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LifePlan Financial Advisors Tech Stack

A closer look at the technologies used by LifePlan Financial Advisors

Top Finance Companies

Frequently Asked Questions Regarding LifePlan Financial Advisors

What is LifePlan Financial Advisors's official website?
LifePlan Financial Advisors's official website is www.lifeplanfinancialadvisors.com
What is LifePlan Financial Advisors's Revenue?
LifePlan Financial Advisors's revenue is <$5 Million
What is LifePlan Financial Advisors's SIC code?
LifePlan Financial Advisors's SIC: 62,628
What is LifePlan Financial Advisors's NAICS code?
LifePlan Financial Advisors's NAICS: 52,523
How many employees does LifePlan Financial Advisors have?
LifePlan Financial Advisors has 1-10 employees
What industry does LifePlan Financial Advisors belong to?
LifePlan Financial Advisors is in the industry of: Finance, Securities Trading
What is LifePlan Financial Advisors competition?
LifePlan Financial Advisors top competitors include: Asset & Income Management, Cornerstone Wealth Management, Ivanoff Advisors, RZA Wealth Management
What technology does LifePlan Financial Advisors use?
Some of the popular technologies that LifePlan Financial Advisors uses are: Cloudflare Website Optimization, Google Font API, Google Tag Manager, GoDaddy DNS
How do I contact LifePlan Financial Advisors?
LifePlan Financial Advisors contact info: Phone number: (678) 364-9677 Website: www.lifeplanfinancialadvisors.com
What does LifePlan Financial Advisors do?

LifePlan Financial Advisors is an independent financial advisory firm based in Georgia, specializing in financial planning, retirement, and investment guidance for women and families. They serve clients in Newnan, Peachtree City, and Atlanta, focusing on those building wealth, navigating life transitions, or managing complex financial situations. T... heir services include personalized financial planning, investment strategies, and support for various life stages, including retirement and caregiving. The firm aims to empower clients with the knowledge and tools necessary to achieve financial confidence and security.Read More

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

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