Luce and Associates

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

131 S Mechanic St, Jackson, Michigan, 49...

Phone Number

(517) 787-8810

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Feb
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ZI Rank
1
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About Luce and Associates

Luce and Associates is a private independent financial consulting firm that specializes in comprehensive financial planning and investment advisory services tailored for individuals, families, and business owners. The firm is dedicated to providing experienced financial guidance and exceptional personal service, emphasizing the lifestyle benefits of effective financial planning. They adhere to a fiduciary standard of care and offer a long-term commitment to the financial planning process. Their services include retirement planning, investment advice, estate planning, insurance, tax strategies, and overall financial management.Explore more
Popular SearchesLuce and AssociatesLuce & AssociatesLuce & Associates LLCSIC Code 62,628NAICS Code 52,523Show more

Luce and Associates Org Chart

PhoneEmail
DW
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Practice Manager

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Compare Similar Companies to Luce and Associates

Compare insights from companies similar to Luce and Associates, 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

Luce and Associates

<$5M
1-10
Private
-
2002
DW
Danielle WojtusikPractice Manager
<$5M
11-50
Private
<$5M
2006
DR
Dale RubinFounding Partner, Chief Investment Officer
<$5M
11-50
Private
-
2014
RB
Robert BadaliCEO & Founder
<$5M
1-10
Private
-
2013
SK
Shelley KemperManager, Marketing
<$5M
1-10
Private
-
2009
AW
Andrea WintererFounding Partner & CEO
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Luce and Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Luce and Associates Tech Stack

A closer look at the technologies used by Luce and Associates

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Frequently Asked Questions Regarding Luce and Associates

What is Luce and Associates's official website?
Luce and Associates's official website is www.luceandassoc.com
What is Luce and Associates's Revenue?
Luce and Associates's revenue is <$5 Million
What is Luce and Associates's SIC code?
Luce and Associates's SIC: 62,628
What is Luce and Associates's NAICS code?
Luce and Associates's NAICS: 52,523
How many employees does Luce and Associates have?
Luce and Associates has 1-10 employees
What industry does Luce and Associates belong to?
Luce and Associates is in the industry of: Finance, Securities Trading
What is Luce and Associates competition?
Luce and Associates top competitors include: Fulcrum Wealth Advisors, Pillar Wealth Management, Monument Retirement & Wealth Advisory, Wealth Advisory Services
What technology does Luce and Associates use?
Some of the popular technologies that Luce and Associates uses are: DocuSign, Cloudflare Website Optimization, Google Tag Manager, FMG Suite
How do I contact Luce and Associates?
Luce and Associates contact info: Phone number: (517) 787-8810 Website: www.luceandassoc.com
What does Luce and Associates do?

Luce and Associates is a private independent financial consulting firm that specializes in comprehensive financial planning and investment advisory services tailored for individuals, families, and business owners. The firm is dedicated to providing experienced financial guidance and exceptional personal service, emphasizing the lifestyle benefits o... f effective financial planning. They adhere to a fiduciary standard of care and offer a long-term commitment to the financial planning process. Their services include retirement planning, investment advice, estate planning, insurance, tax strategies, and overall financial management.Read More

Is Luce and Associates a public company?
Luce and Associates is private company therefore does not currently have an official ticker symbol
See more information about Luce and Associates

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