Luminary Financial Group

Finance · Ohio, United States · 1-10 Employees

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Overview

Headquarters

6788 Providence St, Whitehouse, Ohio, 43...

Phone Number

(419) 877-8250

Revenue

<$5 Million

Industry

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

Luminary Financial Group provides personalized financial guidance to help clients achieve financial wellness throughout various life stages. They offer a comprehensive range of services including financial advice, retirement planning, investment management, and estate planning. The firm emphasizes individualized plans tailored to each client's unique needs and priorities, ensuring transparency and trust in their financial journey. Their mission is to illuminate the path to financial security and legacy planning for individuals and families.Explore more
Luminary Financial Group's Social MediaPopular SearchesLuminary Financial GroupWatson & Weldy Financial PlanningWatson & Weldy Financial AdvisorsWatson & Weldy Financial Group LLCRuss - Insurance Agency & Financial PlanningSIC Code 62,628NAICS Code 52,523Show more

Luminary Financial Group Org Chart

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NP
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Director, Client Experience

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Luminary Financial Group

<$5M
1-10
Private
-
-
NP
Natalie PrzybylskiDirector, Client Experience
$7.6M
11-50
Private
-
2018
KC
Kevin ChristensenSenior Wealth Advisor
<$5M
1-10
Private
-
2009
AB
Angi BurkardDirector, Marketing
<$5M
1-10
Private
-
2011
BP
Bhumi PatelManager, Business
<$5M
1-10
Private
-
2013
Kerry Poulson, President at TrueCourse Investment Management
Kerry PoulsonPresident
<$5M
1-10
Private
-
1987
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Luminary Financial Group Tech Stack

A closer look at the technologies used by Luminary Financial Group

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Frequently Asked Questions Regarding Luminary Financial Group

What is Luminary Financial Group's official website?
Luminary Financial Group's official website is www.luminaryfg.com
What is Luminary Financial Group's Revenue?
Luminary Financial Group's revenue is <$5 Million
What is Luminary Financial Group's SIC code?
Luminary Financial Group's SIC: 62,628
What is Luminary Financial Group's NAICS code?
Luminary Financial Group's NAICS: 52,523
How many employees does Luminary Financial Group have?
Luminary Financial Group has 1-10 employees
What industry does Luminary Financial Group belong to?
Luminary Financial Group is in the industry of: Finance, Securities Trading
What is Luminary Financial Group competition?
Luminary Financial Group top competitors include: Pinnacle Group Financial Services, TPS Advisors, APR Financial Group, Alan K Modest and Associates
What technology does Luminary Financial Group use?
Some of the popular technologies that Luminary Financial Group uses are: WordPress.org, PHP, Cloudflare Website Optimization, Smarsh
How do I contact Luminary Financial Group?
Luminary Financial Group contact info: Phone number: (419) 877-8250 Website: www.luminaryfg.com
What does Luminary Financial Group do?

Luminary Financial Group provides personalized financial guidance to help clients achieve financial wellness throughout various life stages. They offer a comprehensive range of services including financial advice, retirement planning, investment management, and estate planning. The firm emphasizes individualized plans tailored to each client's uniq... ue needs and priorities, ensuring transparency and trust in their financial journey. Their mission is to illuminate the path to financial security and legacy planning for individuals and families.Read More

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

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