Lighthouse Planning Consultants

Finance · New Jersey, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

900 Haddon Ave Ste 432, Collingswood, Ne...

Phone Number

(856) 488-2851

Revenue

$6.6 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
2
1
2
1
1

About Lighthouse Planning Consultants

Lighthouse Planning Consultants offers personalized financial guidance and services tailored to individuals facing unique financial challenges at various life stages. Their expertise includes personal finance, business planning, special needs planning, retirement strategies, estate management, and insurance solutions. The firm aims to help clients achieve their financial goals through data-driven investment strategies and comprehensive wealth management tools. They serve a diverse clientele, focusing on providing exceptional client service and support throughout their financial journeys.Explore more
Lighthouse Planning Consultants's Social MediaPopular SearchesLighthouse Planning ConsultantsLighthouseplanningconsultants.comlhplan.comLincoln Financial Advisors CorpSIC Code 62,628NAICS Code 52,523Show more

Lighthouse Planning Consultants Org Chart

PhoneEmail
PG
United States flag for contact location.

Chief Administrative Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
KF
United States flag for contact location.

Vice President, Operations

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Lighthouse Planning Consultants your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Lighthouse Planning Consultants

Compare insights from companies similar to Lighthouse Planning Consultants, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lighthouse Planning Consu...

$6.6M
11-50
Private
-
-
PG
Peter GiaccioChief Administrative Officer
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$6.3M
11-50
Private
-
2011
LK
Larry KooninChief Financial Officer
<$5M
1-10
Private
-
2019
<$5M
11-50
Private
-
2014
MW
Matthew WhitsonLevel One Financial Partner & Planner
<$5M
1-10
Private
-
2013
RM
Ross MarynellManager, Founding Member
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Lighthouse Planning Consultants is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Lighthouse Planning Consultants Tech Stack

A closer look at the technologies used by Lighthouse Planning Consultants

Most Recent Scoops

Project
A mid-level source in Construction & Real Estate has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to building management software within the next three months. Lighthouse Planning Consultants is currently evaluating 360Facility by FacilitiesNet and ML Work Orders. The organization will be decreasing investments and is considering the use of a contingent workforce to support these efforts.
Spending/Investment, Request for Proposal (RFP), Contingent Workforce, Financial Planning, Real Estate, Software, Construction, Facilities Management, Utility Operations
Project
A mid-level source in Construction & Real Estate has indicated that the organization is planning to release a request for proposal (RFP) for initiatives related to environmental health and safety within the next three to six months. Lighthouse Planning Consultants is currently evaluating eCompliance and HSI Donesafe. The organization is expected to use a contingent workforce to support these efforts.
Request for Proposal (RFP), Contingent Workforce, Compliance, Real Estate, Construction, Safety, Health & Safety
Project
A mid-level source in Construction & Real Estate has indicated that the organization has completed initiatives related to property operations and management within the last nine months.
Real Estate, Construction, Facilities Management, Operations
Project
A mid-level source in Construction & Real Estate has indicated that the organization has completed initiatives related to drones and autonomous vehicles within the last nine months.
Real Estate, Construction, Automotive, Autonomous Technology
Pain Point
Project
Pain Point, Spending/Investment, Accounting, Financial Planning, Financial Systems, Real Estate, Software, Construction, Financial Reporting, Finance
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Lighthouse Planning Consultants

What is Lighthouse Planning Consultants's official website?
Lighthouse Planning Consultants's official website is www.lhplan.com
What is Lighthouse Planning Consultants's Revenue?
Lighthouse Planning Consultants's revenue is $6.6 Million
What is Lighthouse Planning Consultants's SIC code?
Lighthouse Planning Consultants's SIC: 62,628
What is Lighthouse Planning Consultants's NAICS code?
Lighthouse Planning Consultants's NAICS: 52,523
How many employees does Lighthouse Planning Consultants have?
Lighthouse Planning Consultants has 11-50 employees
What industry does Lighthouse Planning Consultants belong to?
Lighthouse Planning Consultants is in the industry of: Finance, Securities Trading
What is Lighthouse Planning Consultants competition?
Lighthouse Planning Consultants top competitors include: Copper Canyon Wealth Management, Cleveland Financial Group, Sachs Financial Servic, Summit Asset Management
What technology does Lighthouse Planning Consultants use?
Some of the popular technologies that Lighthouse Planning Consultants uses are: Cloudflare Website Optimization, Google Font API, Microsoft 365, Google Tag Manager
How do I contact Lighthouse Planning Consultants?
Lighthouse Planning Consultants contact info: Phone number: (856) 488-2851 Website: www.lhplan.com
What does Lighthouse Planning Consultants do?

Lighthouse Planning Consultants offers personalized financial guidance and services tailored to individuals facing unique financial challenges at various life stages. Their expertise includes personal finance, business planning, special needs planning, retirement strategies, estate management, and insurance solutions. The firm aims to help clients... achieve their financial goals through data-driven investment strategies and comprehensive wealth management tools. They serve a diverse clientele, focusing on providing exceptional client service and support throughout their financial journeys.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.