Preservation Associates

Finance · Indiana, United States · 1-10 Employees

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Overview

Headquarters

7950 N Shadeland Ave Ste 300, Indianapol...

Phone Number

(317) 579-1888

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Preservation Associates

Preservation Associates LLC is a financial services firm that specializes in providing high-quality insurance and financial products to individuals and businesses. They focus on retirement planning, offering strategies to ensure tax-free income during retirement, and addressing health care needs through Medicare. Their services include income planning, retirement strategies, and insurance solutions tailored to meet the unique goals of their clients. The company aims to create a secure and worry-free retirement for its clients by integrating all aspects of their wealth into a coordinated strategy.Explore more
Popular SearchesPreservation Associates LLCPreservation Associates IncPreservation AssociatesSIC Code 62,628NAICS Code 52,523Show more

Preservation Associates Org Chart

PhoneEmail
ME
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Preservation Associates

<$5M
1-10
Private
-
1988
ME
Michael EganTax Accountant
$8.7M
11-50
Private
-
2003
LC
Linda CooperAdministrative Specialist
<$5M
1-10
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-
2016
Christopher Chang, Advisory Services Head at Greenline Associates
Christopher ChangAdvisory Services Head
<$5M
11-50
Private
-
2015
CA
Cathy AdairDirector, Marketing MBA
<$5M
1-10
Private
-
2016
Richard Lucas, President, Nestegg Wealth Advisors at Nestegg Wealth Advisors
Richard LucasPresident, Nestegg Wealth Advisors
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2012
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Company Profile Activity

i

Among all Finance companies

Low Activity

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Activity Insights

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

What does this means?

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

Preservation Associates Tech Stack

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Frequently Asked Questions Regarding Preservation Associates

What is Preservation Associates's official website?
Preservation Associates's official website is www.preservationassociatesllc.com
What is Preservation Associates's Revenue?
Preservation Associates's revenue is <$5 Million
What is Preservation Associates's SIC code?
Preservation Associates's SIC: 62,628
What is Preservation Associates's NAICS code?
Preservation Associates's NAICS: 52,523
How many employees does Preservation Associates have?
Preservation Associates has 1-10 employees
What industry does Preservation Associates belong to?
Preservation Associates is in the industry of: Finance, Insurance, Securities Trading
What is Preservation Associates competition?
Preservation Associates top competitors include: Nestegg Wealth Advisors, Income for Life, Greenline Associates, Bayntree Wealth Advisors
What technology does Preservation Associates use?
Some of the popular technologies that Preservation Associates uses are: WordPress.org, reCAPTCHA, Google Universal Analytics, Cloudflare CDN
How do I contact Preservation Associates?
Preservation Associates contact info: Phone number: (317) 579-1888 Website: www.preservationassociatesllc.com
What does Preservation Associates do?

Preservation Associates LLC is a financial services firm that specializes in providing high-quality insurance and financial products to individuals and businesses. They focus on retirement planning, offering strategies to ensure tax-free income during retirement, and addressing health care needs through Medicare. Their services include income plann... ing, retirement strategies, and insurance solutions tailored to meet the unique goals of their clients. The company aims to create a secure and worry-free retirement for its clients by integrating all aspects of their wealth into a coordinated strategy.Read More

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

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