Lifeway Financial

Finance · Texas, United States · 11-50 Employees

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Overview

Headquarters

7160 Dallas Pkwy Ste 520, Plano, Texas, ...

Phone Number

(972) 378-3776

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Dec
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May
ZI Rank
1
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2

About Lifeway Financial

Lifeway Financial Corporation, based in Plano, Texas, specializes in financial planning, investment management, and retirement planning services. The company offers personalized, fee-only advisory services to individuals and family groups, focusing on creating tailored strategies for investment, insurance, and estate planning. Lifeway aims to provide a supportive environment where clients can clarify their goals and commit to actionable financial plans. Their mission is to help clients prepare for financial freedom and navigate the complexities of financial decision-making.Explore more
Lifeway Financial's Social MediaPopular SearchesLifeway Financial CorpLifeway Financial Services LLCLifeway FinancialSIC Code 62,628NAICS Code 52,523Show more

Lifeway Financial Org Chart

PhoneEmail
DM
United States flag for contact location.

Director, Financial Planning

PhoneEmail
TT
United States flag for contact location.

Director, Investment Management

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lifeway Financial

<$5M
11-50
Private
-
1999
DM
Dallas McKeeDirector, Financial Planning
<$5M
1-10
Private
-
2000
BB
Brittany BettridgeDirector, Catering
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2019
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lifeway Financial Tech Stack

A closer look at the technologies used by Lifeway Financial

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Frequently Asked Questions Regarding Lifeway Financial

What is Lifeway Financial's official website?
Lifeway Financial's official website is www.lifewayfinancial.com
What is Lifeway Financial's Revenue?
Lifeway Financial's revenue is <$5 Million
What is Lifeway Financial's SIC code?
Lifeway Financial's SIC: 62,628
What is Lifeway Financial's NAICS code?
Lifeway Financial's NAICS: 52,523
How many employees does Lifeway Financial have?
Lifeway Financial has 11-50 employees
What industry does Lifeway Financial belong to?
Lifeway Financial is in the industry of: Finance, Securities Trading
What is Lifeway Financial competition?
Lifeway Financial top competitors include: Van Nostrand Wealth Management, Piermont Wealth Management, Poulos Advisors, Selkirk Wealth Advisors
What technology does Lifeway Financial use?
Some of the popular technologies that Lifeway Financial uses are: Google Font API, Microsoft 365, Google Tag Manager, Amazon Web Hosting
How do I contact Lifeway Financial?
Lifeway Financial contact info: Phone number: (972) 378-3776 Website: www.lifewayfinancial.com
What does Lifeway Financial do?

Lifeway Financial Corporation, based in Plano, Texas, specializes in financial planning, investment management, and retirement planning services. The company offers personalized, fee-only advisory services to individuals and family groups, focusing on creating tailored strategies for investment, insurance, and estate planning. Lifeway aims to provi... de a supportive environment where clients can clarify their goals and commit to actionable financial plans. Their mission is to help clients prepare for financial freedom and navigate the complexities of financial decision-making.Read More

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

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