Silvis Financial

Finance · North Carolina, United States · 11-50 Employees

View Company Info for Free

Overview

Headquarters

3540 Toringdon Way Ste 200, Charlotte, N...

Revenue

<$5 Million

Industry

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

About Silvis Financial

Silvis Financial is a registered investment advisor based in Charlotte, NC, formerly known as LifePoint Financial Group. The firm specializes in comprehensive financial planning and investment management services, aimed at helping clients achieve their financial goals and create a work-optional lifestyle. Their target clients include individuals seeking guidance on retirement planning, education savings, and overall financial strategy. Silvis Financial emphasizes personalized service and utilizes financial planning software to assist clients in making informed decisions about their financial future.Explore more
Popular SearchesSilvis Financial LLCSIC Code 62,628NAICS Code 52,523Show more

Silvis Financial Org Chart

PhoneEmail
CW
United States flag for contact location.

Founder & Financial Advisor

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Silvis Financial your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Silvis Financial

Compare insights from companies similar to Silvis Financial, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Silvis Financial

<$5M
11-50
Private
-
-
CW
Christopher WoodsFounder & Financial Advisor
$5.7M
1-10
Private
-
-
N/A
<$5M
11-50
Private
-
-
Lauren Dobzinski, Chief Operating Officer at Pointer Financial Advisors
Lauren DobzinskiChief Operating Officer
<$5M
11-50
Private
-
-
RO
Ryan OldsFounder & Financial Planner
<$5M
11-50
Private
-
-
DD
Daniel DickieInvestment Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
ML
Melissa LemastersDirector, Administration
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Silvis Financial Tech Stack

A closer look at the technologies used by Silvis Financial

Top Finance Companies

Frequently Asked Questions Regarding Silvis Financial

What is Silvis Financial's official website?
Silvis Financial's official website is www.silvisfinancial.com
What is Silvis Financial's Revenue?
Silvis Financial's revenue is <$5 Million
What is Silvis Financial's SIC code?
Silvis Financial's SIC: 62,628
What is Silvis Financial's NAICS code?
Silvis Financial's NAICS: 52,523
How many employees does Silvis Financial have?
Silvis Financial has 11-50 employees
What industry does Silvis Financial belong to?
Silvis Financial is in the industry of: Finance, Securities Trading
What is Silvis Financial competition?
Silvis Financial top competitors include: Tines Capital, Mcintosh Financial Group, Capitalize Your Finances, Pointer Financial Advisors
What technology does Silvis Financial use?
Some of the popular technologies that Silvis Financial uses are: Google Font API, Google Tag Manager, jsDelivr, Google Global Site Tag
What does Silvis Financial do?

Silvis Financial is a registered investment advisor based in Charlotte, NC, formerly known as LifePoint Financial Group. The firm specializes in comprehensive financial planning and investment management services, aimed at helping clients achieve their financial goals and create a work-optional lifestyle. Their target clients include individuals se... eking guidance on retirement planning, education savings, and overall financial strategy. Silvis Financial emphasizes personalized service and utilizes financial planning software to assist clients in making informed decisions about their financial future.Read More

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

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.