Lifetime Advisors Group

Finance · Rhode Island, United States · 1-10 Employees

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Overview

Headquarters

623 Post Rd, Warwick, Rhode Island, 0288...

Phone Number

(401) 821-0080

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Lifetime Advisors Group

Lifetime Advisors Group offers comprehensive financial planning and advisory services, integrating tax strategy, estate planning, and investment management. They cater to a diverse clientele, including business owners, retirees, working professionals, and women seeking to take control of their financial futures. The firm emphasizes a coordinated approach to managing clients' financial lives, aiming to reduce stress and enhance lifestyle through informed decision-making. Their team consists of financial advisors, CPAs, and estate attorneys, ensuring a holistic strategy for wealth management.Explore more
Lifetime Advisors Group's Social MediaPopular SearchesLifetime Advisors GroupLife Time Ins Group LLCLifeTime Advisors Group LLCLifetime AdvisorsLifetime Advisors Group - HomeSIC Code 62,628NAICS Code 52,523Show more

Lifetime Advisors Group Org Chart

PhoneEmail
Gayle Jendzejec, President at Lifetime Advisors Group
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lifetime Advisors Group

<$5M
1-10
Private
-
2001
$7.3M
1-10
Private
-
2007
<$5M
1-10
Private
-
2007
SV
Sal VelazquezVice President, Sales
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
2016
JM
Jeanie McMonigalManager, Client Services
<$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

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

What does this means?

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

Lifetime Advisors Group Tech Stack

A closer look at the technologies used by Lifetime Advisors Group

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Frequently Asked Questions Regarding Lifetime Advisors Group

What is Lifetime Advisors Group's official website?
Lifetime Advisors Group's official website is www.lifetimeadvisorsgroup.com
What is Lifetime Advisors Group's Revenue?
Lifetime Advisors Group's revenue is <$5 Million
What is Lifetime Advisors Group's SIC code?
Lifetime Advisors Group's SIC: 62,628
What is Lifetime Advisors Group's NAICS code?
Lifetime Advisors Group's NAICS: 52,523
How many employees does Lifetime Advisors Group have?
Lifetime Advisors Group has 1-10 employees
What industry does Lifetime Advisors Group belong to?
Lifetime Advisors Group is in the industry of: Finance, Securities Trading
What is Lifetime Advisors Group competition?
Lifetime Advisors Group top competitors include: Rich Michaels Investments, Bussenger Financial Group, Copper Canyon Wealth Management, Rogers Financial Group
What technology does Lifetime Advisors Group use?
Some of the popular technologies that Lifetime Advisors Group uses are: Cloudflare Website Optimization, Proofpoint, Google Font API, Google Tag Manager
How do I contact Lifetime Advisors Group?
Lifetime Advisors Group contact info: Phone number: (401) 821-0080 Website: www.lifetimeadvisorsgroup.com
What does Lifetime Advisors Group do?

Lifetime Advisors Group offers comprehensive financial planning and advisory services, integrating tax strategy, estate planning, and investment management. They cater to a diverse clientele, including business owners, retirees, working professionals, and women seeking to take control of their financial futures. The firm emphasizes a coordinated ap... proach to managing clients' financial lives, aiming to reduce stress and enhance lifestyle through informed decision-making. Their team consists of financial advisors, CPAs, and estate attorneys, ensuring a holistic strategy for wealth management.Read More

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

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