Lighthouse Financial & Tax
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
2204 Plaza Dr Ste 100, Rocklin, Californ...Phone Number
(916) 677-6677Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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1
About Lighthouse Financial & Tax
Lighthouse Financial & Tax, led by owner Jim Kersey, specializes in providing retirement planning services, including asset protection, family legacy planning, and retirement income strategies. With over 40 years of experience, the firm focuses on helping retirees secure their financial future while minimizing risks. They offer customized plans that address long-term care costs and ensure a steady income throughout retirement. Their target clients include individuals and families preparing for retirement, seeking peace of mind and financial security.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Lighthouse Financial & Ta...
<$5M
1-10
Private
-
1980
N/A
Company Profile Activity
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Lighthouse Financial & Tax is experiencing very low activity levels compared to other companies in the Finance sector.
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Lighthouse Financial & Tax, led by owner Jim Kersey, specializes in providing retirement planning services, including asset protection, family legacy planning, and retirement income strategies. With over 40 years of experience, the firm focuses on helping retirees secure their financial future while minimizing risks. They offer customized plans tha... Read More
