LifeWorth Financial

Finance · North Carolina, United States · 11-50 Employees

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Overview

Headquarters

6235 Carnegie Blvd, Charlotte, North Car...

Phone Number

(704) 442-4410

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About LifeWorth Financial

LifeWorth Financial, based in Charlotte, NC, is an office of Northwestern Mutual that specializes in providing financial security through expert guidance and innovative solutions. The firm attracts clients nationwide who are committed to making a positive impact in their communities and achieving enduring financial security for their loved ones. Their team of licensed financial advisors is dedicated to understanding each client's unique story and aspirations. LifeWorth Financial has received recognition from Forbes for its excellence in wealth management and advisory services.Explore more
LifeWorth Financial's Social MediaPopular SearchesLifeWorth FinancialNorthwestern MutualLifeWorthFinancialNMMurden - Northwestern Mutualof Northwestern Mutual Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

LifeWorth Financial Org Chart

PhoneEmail
MH
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Client Relationship Manager

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DD
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Manager, Operations

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SJ
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Relationship Manager

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AC
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Financial Planning Analyst

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CC
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Paraplanner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LifeWorth Financial

<$5M
11-50
Private
-
-
MH
Monica HunsakerClient Relationship Manager
$8.6M
11-50
Private
-
1990
AT
Aline TayouraneDirector, Workflow Operations
<$5M
11-50
Private
-
2018
Jessica Ahrens, Chief Operating Officer at Strategic Wealth Partners
Jessica AhrensChief Operating Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
-
PG
Parker GillChief Operating Officer
<$5M
1-10
Private
-
1955
RE
Ryan EllerWealth Management Associate & Advisor
<$5M
11-50
Private
-
1991
HR
Hannah RothschildDirector, Marketing
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

LifeWorth Financial Tech Stack

A closer look at the technologies used by LifeWorth Financial

Top Finance Companies

Frequently Asked Questions Regarding LifeWorth Financial

What is LifeWorth Financial's official website?
LifeWorth Financial's official website is www.lifeworthfinancial.com
What is LifeWorth Financial's Revenue?
LifeWorth Financial's revenue is <$5 Million
What is LifeWorth Financial's SIC code?
LifeWorth Financial's SIC: 62,628
What is LifeWorth Financial's NAICS code?
LifeWorth Financial's NAICS: 52,523
How many employees does LifeWorth Financial have?
LifeWorth Financial has 11-50 employees
What industry does LifeWorth Financial belong to?
LifeWorth Financial is in the industry of: Finance, Insurance, Securities Trading
What is LifeWorth Financial competition?
LifeWorth Financial top competitors include: GG & E Wealth Management Advisors, Gould Financial, Gould Financial Group, Luca Partners
What technology does LifeWorth Financial use?
Some of the popular technologies that LifeWorth Financial uses are: YouTube, Cloudflare Security, Amazon CloudFront, Amazon S3
How do I contact LifeWorth Financial?
LifeWorth Financial contact info: Phone number: (704) 442-4410 Website: www.lifeworthfinancial.com
What does LifeWorth Financial do?

LifeWorth Financial, based in Charlotte, NC, is an office of Northwestern Mutual that specializes in providing financial security through expert guidance and innovative solutions. The firm attracts clients nationwide who are committed to making a positive impact in their communities and achieving enduring financial security for their loved ones. Th... eir team of licensed financial advisors is dedicated to understanding each client's unique story and aspirations. LifeWorth Financial has received recognition from Forbes for its excellence in wealth management and advisory services.Read More

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

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