LVZ
Finance · Michigan, United States · 1-10 Employees
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Overview
Headquarters
240 S River Ave, Holland, Michigan, 4942...Website
www.lvzinc.comRevenue
<$5 MillionIndustry
About LVZ
LVZ Financial Planning is a financial services firm that offers hyper-personalized expertise in financial planning, investment management, and portfolio oversight. They serve individuals at critical life and financial crossroads, as well as financial advisors by managing their day-to-day operations. With over a century of combined experience, LVZ provides tailored strategies in areas such as tax and estate planning, cash flow management, and retirement planning. The firm has evolved from its origins in mutual fund sales to managing multi-million-dollar portfolios, emphasizing a team approach to client service.Explore more
SIC Code 62,628NAICS Code 52,523Show more
LVZ Org Chart
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LVZ Financial Planning is a financial services firm that offers hyper-personalized expertise in financial planning, investment management, and portfolio oversight. They serve individuals at critical life and financial crossroads, as well as financial advisors by managing their day-to-day operations. With over a century of combined experience, LVZ p... Read More
