Longevity Financial Group

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

5027 Mercer St, Montgomery, Alabama, 361...

Phone Number

(334) 343-2740

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Longevity Financial Group

The Longevity Financial Group specializes in concierge-level wealth planning tailored for women in transition or wealth-building stages. They focus on providing clarity, peace, and purpose through values-based financial planning that emphasizes deep listening and follow-through. The firm aims to empower women leaders navigating life's financial turning points, ensuring they do not face these challenges alone. Founded by Heather Anne, the group is dedicated to executing financial strategies with faith, clarity, and care.Explore more
Longevity Financial Group's Social MediaPopular SearchesLongevity Financial Group LLCThe Longevity Financial GroupLongevity Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Longevity Financial Group Org Chart

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HG
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Founder & Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longevity Financial Group

<$5M
11-50
Private
<$5M
-
HG
Heather GrubbsFounder & Financial Planner
$8.7M
1-10
Private
-
2006
LW
Lisa WelchOffice Manager
$5.1M
11-50
Private
-
2001
CD
Camarie DeWeeseAdministrative Assistant
<$5M
11-50
Private
-
2016
AM
Amber McGlothlinDirector, Operations
<$5M
1-10
Private
<$5M
2014
NL
Nina LuongAssociate General Agent and Office Manager
<$5M
1-10
Private
-
-
SW
Stephen WebbFinancial Advisor
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Longevity Financial Group financials insights

Gather financial insights about Longevity Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$16K

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Longevity Financial Group Tech Stack

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Frequently Asked Questions Regarding Longevity Financial Group

What is Longevity Financial Group's official website?
Longevity Financial Group's official website is www.longevityplansnow.com
What is Longevity Financial Group's Revenue?
Longevity Financial Group's revenue is <$5 Million
What is Longevity Financial Group's SIC code?
Longevity Financial Group's SIC: 62,628
What is Longevity Financial Group's NAICS code?
Longevity Financial Group's NAICS: 52,523
How many employees does Longevity Financial Group have?
Longevity Financial Group has 11-50 employees
What industry does Longevity Financial Group belong to?
Longevity Financial Group is in the industry of: Finance, Securities Trading
What is Longevity Financial Group competition?
Longevity Financial Group top competitors include: Natca, Webbs Family Financial Services, Paradise Financial Partners, Elite Financial Insurance Group
What technology does Longevity Financial Group use?
Some of the popular technologies that Longevity Financial Group uses are: GoCentral, Google Font API, YouTube, Microsoft 365
How do I contact Longevity Financial Group?
Longevity Financial Group contact info: Phone number: (334) 343-2740 Website: www.longevityplansnow.com
What does Longevity Financial Group do?

The Longevity Financial Group specializes in concierge-level wealth planning tailored for women in transition or wealth-building stages. They focus on providing clarity, peace, and purpose through values-based financial planning that emphasizes deep listening and follow-through. The firm aims to empower women leaders navigating life's financial tur... ning points, ensuring they do not face these challenges alone. Founded by Heather Anne, the group is dedicated to executing financial strategies with faith, clarity, and care.Read More

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

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