LifeWealth Group

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

146 W Plant St Ste 240, Winter Garden, F...

Phone Number

(407) 299-4129

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LifeWealth Group

The LifeWealth Group specializes in creating retirement income strategies for individuals who are in or nearing retirement, ensuring their income lasts throughout their retirement years. With over 24 years of experience, they guide clients in Central Florida towards financial freedom by addressing common retirement concerns such as income, investments, health care, and legacy planning. Their services include investment advisory and insurance products, aimed at helping families build their dreams and secure their financial futures. The firm emphasizes a personalized approach to wealth management, focusing on the unique needs of each family.Explore more
LifeWealth Group's Social MediaPopular SearchesLifeWealth GroupThe LifeWealth GroupLifewealth Partners LLCSIC Code 62,628NAICS Code 52,523Show more

LifeWealth Group Org Chart

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Chief Operating Officer

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Manager, Operations

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Team Lead, Client Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifeWealth Group

<$5M
11-50
Private
-
2002
JL
Janice LamprechtChief Operating Officer
<$5M
11-50
Private
-
-
CW
Cheryl WhitingerDirector, Operations
<$5M
1-10
Private
-
2005
KR
Kara RobinsonRegistered Investment Advisor
<$5M
11-50
Private
-
2004
KB
Kyle BostonChief Investment Officer
<$5M
1-10
Private
-
2014
AH
Ansley HarringtonDirector, Operations
<$5M
1-10
Private
-
1998
KW
Katherine WheatonDirector, Business Operations
<$5M
1-10
Private
-
2014
DE
David EissmanOwner and President
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LifeWealth Group Tech Stack

A closer look at the technologies used by LifeWealth Group

LifeWealth Group News & Media

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Frequently Asked Questions Regarding LifeWealth Group

What is LifeWealth Group's official website?
LifeWealth Group's official website is www.thelifewealthgroup.com
What is LifeWealth Group's Revenue?
LifeWealth Group's revenue is <$5 Million
What is LifeWealth Group's SIC code?
LifeWealth Group's SIC: 62,628
What is LifeWealth Group's NAICS code?
LifeWealth Group's NAICS: 52,523
How many employees does LifeWealth Group have?
LifeWealth Group has 11-50 employees
What industry does LifeWealth Group belong to?
LifeWealth Group is in the industry of: Finance, Insurance, Securities Trading
What is LifeWealth Group competition?
LifeWealth Group top competitors include: Silversword Asset Management, Kanani Advisory Group, First Coast Financial Group, McCain & Associates of Ohio
What technology does LifeWealth Group use?
Some of the popular technologies that LifeWealth Group uses are: WordPress.org, Cloudflare Website Optimization, Google Font API, YouTube
How do I contact LifeWealth Group?
LifeWealth Group contact info: Phone number: (407) 299-4129 Website: www.thelifewealthgroup.com
What does LifeWealth Group do?

The LifeWealth Group specializes in creating retirement income strategies for individuals who are in or nearing retirement, ensuring their income lasts throughout their retirement years. With over 24 years of experience, they guide clients in Central Florida towards financial freedom by addressing common retirement concerns such as income, investme... nts, health care, and legacy planning. Their services include investment advisory and insurance products, aimed at helping families build their dreams and secure their financial futures. The firm emphasizes a personalized approach to wealth management, focusing on the unique needs of each family.Read More

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

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