LVZ Advisors

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

240 S River Ave, Holland, Michigan, 4942...

Phone Number

(616) 394-4994

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
2

About LVZ Advisors

LVZ serves clients in all aspects of financial planning including life and long term care insurance, estate, and tax planning. We are also an Investment Adviser managing client accounts for financial advisors from all over the country. LVZ believes that integrity is our biggest asset and we hold ourselves to a higher standard. We believe that doing what's best for the client will allow our business to thrive and grow, building on a lasting reputation. We encourage you to find out more about our firm by exploring our website. Securities offered through NEXT Financial Group, Inc., member FINRA/SIPC. Investment advisory services offered through Lorence & Vander Zwart (LVZ Advisors Inc.) Lorence & Vander Zwart is not affiliated with NEXT Financial Group, Inc. To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com. Services not available in all states. This website is not directed to, or intended for distributionRead more
LVZ Advisors's Social MediaPopular SearchesLVZ Advisors IncLorence & Vander ZwartLvz IncLorence Vanderzwart2133 University Park Drive LLCSIC Code 62,628NAICS Code 52,523Show more

LVZ Advisors Org Chart

PhoneEmail
JL
United States flag for contact location.

President & Sales Agent

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LVZ Advisors

<$5M
1-10
Private
<$5M
1960
JL
James LorencePresident & Sales Agent
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
JW
Jennifer WahlChief Operating Officer
<$5M
11-50
Private
-
1989
SF
Sean FitzPatrickManaging Director
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

LVZ Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

LVZ Advisors financials insights

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

2020

Debt

$150K

See All LVZ Advisors's Financials Insights

LVZ Advisors Tech Stack

A closer look at the technologies used by LVZ Advisors

Top Finance Companies

Frequently Asked Questions Regarding LVZ Advisors

What is LVZ Advisors's official website?
LVZ Advisors's official website is www.lvzadvisors.com
What is LVZ Advisors's Revenue?
LVZ Advisors's revenue is <$5 Million
What is LVZ Advisors's SIC code?
LVZ Advisors's SIC: 62,628
What is LVZ Advisors's NAICS code?
LVZ Advisors's NAICS: 52,523
How many employees does LVZ Advisors have?
LVZ Advisors has 1-10 employees
What industry does LVZ Advisors belong to?
LVZ Advisors is in the industry of: Finance, Insurance, Securities Trading
What is LVZ Advisors competition?
LVZ Advisors top competitors include: Pillar Wealth Management, Stockade Wealth Management, Adams Gut & Associates, Lawrence Russell
What technology does LVZ Advisors use?
Some of the popular technologies that LVZ Advisors uses are: DocuSign, Microsoft 365, GoDaddy DNS, Fastly
How do I contact LVZ Advisors?
LVZ Advisors contact info: Phone number: (616) 394-4994 Website: www.lvzadvisors.com
What does LVZ Advisors do?

LVZ serves clients in all aspects of financial planning including life and long term care insurance, estate, and tax planning. We are also an Investment Adviser managing client accounts for financial advisors from all over the country. LVZ believes that integrity is our biggest asset and we hold ourselves to a higher standard. We believe that doing... what's best for the client will allow our business to thrive and grow, building on a lasting reputation. We encourage you to find out more about our firm by exploring our website. Securities offered through NEXT Financial Group, Inc., member FINRA/SIPC. Investment advisory services offered through Lorence & Vander Zwart (LVZ Advisors Inc.) Lorence & Vander Zwart is not affiliated with NEXT Financial Group, Inc. To view NEXT Financial Group's privacy policy and other important information, visit the "Customers" section of www.nextfinancial.com. Services not available in all states. This website is not directed to, or intended for distribution to, any person in any state or jurisdiction where such distribution would be contrary to law or regulation, or which would subject Lorence & Vander Zwart and NEXT Financial Group Inc. to licensing or registration requirements in such jurisdiction. NEXT Financial Group, Inc. is registered to sell securities in the following states: Alabama, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, New Hampshire, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin This website is not intended to provide investment, legal, or tax advice, nor is it an offer, or a solicitation for an offer to buy or sell any security. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to ...Read More

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

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