Livswell

Finance · South Carolina, United States · 1-10 Employees

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Overview

Headquarters

77 Grove St, Charleston, South Carolina,...

Phone Number

(843) 408-0404

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
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ZI Rank
1
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About Livswell

Livswell is an independent, full-service investment management and financial planning firm that specializes in assisting clients over the age of 50 with complex financial decisions during the second half of life. Their services include financial planning, custom investment strategies, tax minimization, and life optimization. The firm aims to help clients maximize their return on life, whether they are already retired, retiring soon, or contemplating retirement. Livswell is dedicated to providing tailored solutions to enhance financial freedom for their clients.Explore more
Livswell's Social MediaPopular SearchesLivswellLivswell - - An Independent Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Livswell Org Chart

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Director, Administrative Operations & Client ...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Livswell

<$5M
1-10
Private
-
2005
RW
Rachel WyattDirector, Administrative Operations & Client Relations
<$5M
11-50
Private
-
2000
Eric Bishoff, President & Chief Executive Officer at The Bishoff Financial Group
Eric BishoffPresident & CEO
<$5M
1-10
Private
-
2023
JP
John PotterManaging Partner, Financial Advisor
<$5M
1-10
Private
-
1990
BW
Brett WatersSAIPA Article Clerk
<$5M
1-10
Private
-
2012
KS
Kristy SpeightClient Service Associate
<$5M
1-10
Private
-
1976
AT
Andrew TengbladFinancial Advisor & President & Partner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Livswell Tech Stack

A closer look at the technologies used by Livswell

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Frequently Asked Questions Regarding Livswell

What is Livswell's official website?
Livswell's official website is www.livswell.com
What is Livswell's Revenue?
Livswell's revenue is <$5 Million
What is Livswell's SIC code?
Livswell's SIC: 62,628
What is Livswell's NAICS code?
Livswell's NAICS: 52,523
How many employees does Livswell have?
Livswell has 1-10 employees
What industry does Livswell belong to?
Livswell is in the industry of: Finance, Securities Trading
What is Livswell competition?
Livswell top competitors include: Stratton & Cote Financial, The Wealth Planning Group, Schmocker Financial Services, The Bishoff Financial Group
What technology does Livswell use?
Some of the popular technologies that Livswell uses are: Drupal, Proofpoint, Google Tag Manager, GoDaddy DNS
How do I contact Livswell?
Livswell contact info: Phone number: (843) 408-0404 Website: www.livswell.com
What does Livswell do?

Livswell is an independent, full-service investment management and financial planning firm that specializes in assisting clients over the age of 50 with complex financial decisions during the second half of life. Their services include financial planning, custom investment strategies, tax minimization, and life optimization. The firm aims to help c... lients maximize their return on life, whether they are already retired, retiring soon, or contemplating retirement. Livswell is dedicated to providing tailored solutions to enhance financial freedom for their clients.Read More

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

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