Lucas Group
Finance · Illinois, United States · 1-10 Employees
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Overview
Headquarters
1617 Temple Ln, Rockford, Illinois, 6111...Phone Number
(815) 964-9955Website
www.lucasgroupfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Lucas Group
Lucas Group Financial Advisors specializes in creating personalized financial plans that help clients build and protect wealth for the future. They offer independent, evidence-based investing and tax planning services, ensuring that recommendations are tailored to individual client needs. With a minimum investment requirement of $300,000, they cater to clients seeking comprehensive financial planning or hourly analysis. Their team consists of certified financial professionals dedicated to fostering meaningful relationships and guiding clients toward their financial goals.Explore more
Lucas Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Lucas Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Lucas Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Lucas Group.
Lucas Group Tech Stack
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Lucas Group Financial Advisors specializes in creating personalized financial plans that help clients build and protect wealth for the future. They offer independent, evidence-based investing and tax planning services, ensuring that recommendations are tailored to individual client needs. With a minimum investment requirement of $300,000, they cate... Read More
