Lumen Financial Group

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

1 Oxford Vly Ste 150, Langhorne, Pennsyl...

Phone Number

(215) 702-9757

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
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About Lumen Financial Group

Lumen Financial Group specializes in comprehensive financial planning, focusing on helping individuals prepare for retirement and achieve their long-term financial goals. Their personalized services cater to a diverse clientele, including individuals, families, and businesses, addressing unique financial needs such as wealth building, asset protection, and insurance. The team, led by experienced financial professionals, emphasizes open communication and long-term relationships with clients. With a commitment to tailored financial solutions, Lumen Financial Group aims to demystify the financial planning process for their clients.Explore more
Lumen Financial Group's Social MediaPopular SearchesLumen Financial GroupBryan J ConnollyConnolly Bryanlumenfinancialgroup.comBryan J Connolly CFP - 1SIC Code 62,628NAICS Code 52,523Show more

Lumen Financial Group Org Chart

PhoneEmail
BC
United States flag for contact location.

Certified Financial Planner

PhoneEmail
AC
United States flag for contact location.

Certified Financial Planner

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Lumen Financial Group

<$5M
1-10
Private
-
2007
BC
Bryan ConnollyCertified Financial Planner
<$5M
1-10
Private
-
2002
LM
Lana MeadDirector, Client Relations
<$5M
11-50
Private
-
2009
MB
Michele BeerninkDirector, Private Wealth Services
<$5M
1-10
Private
-
2005
KH
Katherine HansonClient Services & Sales Assistant
<$5M
1-10
Private
-
2021
HA
Heath AbernathyCertified Financial Planner
<$5M
1-10
Private
-
-
Joseph Morson, Founder & President at Life Values Financial
Joseph MorsonFounder & President
<$5M
1-10
Private
-
-
WM
Walter McDanielFashion Photographer and Blogger
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lumen Financial Group Tech Stack

A closer look at the technologies used by Lumen Financial Group

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Frequently Asked Questions Regarding Lumen Financial Group

What is Lumen Financial Group's official website?
Lumen Financial Group's official website is www.lumenfinancialgroup.com
What is Lumen Financial Group's Revenue?
Lumen Financial Group's revenue is <$5 Million
What is Lumen Financial Group's SIC code?
Lumen Financial Group's SIC: 62,628
What is Lumen Financial Group's NAICS code?
Lumen Financial Group's NAICS: 52,523
How many employees does Lumen Financial Group have?
Lumen Financial Group has 1-10 employees
What industry does Lumen Financial Group belong to?
Lumen Financial Group is in the industry of: Finance, Securities Trading
What is Lumen Financial Group competition?
Lumen Financial Group top competitors include: Life Values Financial, Washo Financial, Walter McDaniel, Alliance Financial & Income Tax
What technology does Lumen Financial Group use?
Some of the popular technologies that Lumen Financial Group uses are: Cloudflare Website Optimization, Cloudflare CDN, Datadog, Google Font API
How do I contact Lumen Financial Group?
Lumen Financial Group contact info: Phone number: (215) 702-9757 Website: www.lumenfinancialgroup.com
What does Lumen Financial Group do?

Lumen Financial Group specializes in comprehensive financial planning, focusing on helping individuals prepare for retirement and achieve their long-term financial goals. Their personalized services cater to a diverse clientele, including individuals, families, and businesses, addressing unique financial needs such as wealth building, asset protect... ion, and insurance. The team, led by experienced financial professionals, emphasizes open communication and long-term relationships with clients. With a commitment to tailored financial solutions, Lumen Financial Group aims to demystify the financial planning process for their clients.Read More

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

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