ProActive Advisors

Finance · Kentucky, United States · 1-10 Employees

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Overview

Headquarters

836 Euclid Ave Ste 306, Lexington, Kentu...

Phone Number

(859) 263-1117

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About ProActive Advisors

ProActive Advisors, LLC is a fiduciary advisory firm dedicated to helping individuals, families, small business owners, and private trusts grow and protect their wealth through comprehensive financial advice and guidance. Their services include family financial planning, retirement planning, investment management, estate and tax planning, and business consulting, all tailored to meet the unique needs of their clients. The firm emphasizes a solution-oriented approach, integrating financial planning with disciplined investment management to achieve clients' financial goals. ProActive Advisors also offers specialized services such as tax planning, charitable giving strategies, and special needs planning to enhance financial security and optimize wealth management.Explore more
ProActive Advisors's Social MediaPopular SearchesProactive Advisors LLCProactive AdvisorsProactive Advisors - LLCProactiveadvisorsProactiv Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

ProActive Advisors Org Chart

PhoneEmail
LY
United States flag for contact location.

Founder & Chief Investment Officer

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ProActive Advisors

<$5M
1-10
Private
-
2007
LY
Lawrence YorkFounder & Chief Investment Officer
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
2010
Robert Centrella, President & Managing Partner at Forza Investment Advisory
Robert CentrellaPresident & Managing Partner
<$5M
1-10
Private
-
2004
HV
Hunter VernonSenior Financial Advisor & Relationship Manager
<$5M
1-10
Private
-
2003
<$5M
1-10
Private
-
1997
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

ProActive Advisors Tech Stack

A closer look at the technologies used by ProActive Advisors

Top Finance Companies

Frequently Asked Questions Regarding ProActive Advisors

What is ProActive Advisors's official website?
ProActive Advisors's official website is www.proactiveadvisors.com
What is ProActive Advisors's Revenue?
ProActive Advisors's revenue is <$5 Million
What is ProActive Advisors's SIC code?
ProActive Advisors's SIC: 62,628
What is ProActive Advisors's NAICS code?
ProActive Advisors's NAICS: 52,523
How many employees does ProActive Advisors have?
ProActive Advisors has 1-10 employees
What industry does ProActive Advisors belong to?
ProActive Advisors is in the industry of: Finance, Securities Trading
What is ProActive Advisors competition?
ProActive Advisors top competitors include: Montecito Capital Management Group, Eppolito Financial Strategies, Forza Investment Advisory, Texas Retirement Solutions
What technology does ProActive Advisors use?
Some of the popular technologies that ProActive Advisors uses are: WordPress.org, PHP, Google Font API, YouTube
How do I contact ProActive Advisors?
ProActive Advisors contact info: Phone number: (859) 263-1117 Website: www.proactiveadvisors.com
What does ProActive Advisors do?

ProActive Advisors, LLC is a fiduciary advisory firm dedicated to helping individuals, families, small business owners, and private trusts grow and protect their wealth through comprehensive financial advice and guidance. Their services include family financial planning, retirement planning, investment management, estate and tax planning, and busin... ess consulting, all tailored to meet the unique needs of their clients. The firm emphasizes a solution-oriented approach, integrating financial planning with disciplined investment management to achieve clients' financial goals. ProActive Advisors also offers specialized services such as tax planning, charitable giving strategies, and special needs planning to enhance financial security and optimize wealth management.Read More

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

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