The Life Group

Finance · Iowa, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1545 Associates Dr Ste 104, Dubuque, Iow...

Phone Number

(563) 587-7840

Revenue

<$5 Million

Industry

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

About The Life Group

The Life Group offers expert financial planning services, specializing in retirement solutions that help clients visualize and achieve their retirement goals. With a team of financial advisors, CPAs, attorneys, and planning consultants, they provide tailored strategies through their proprietary Panoramic Retirement Plan, which incorporates income, investments, taxes, legacy, and health care. Their approach focuses on empowering clients to confidently navigate their financial journey, ensuring peace and purpose in their retirement. The Life Group aims to create a collaborative environment that puts clients' needs first, guiding them throughout every step of their financial planning.Explore more
The Life Group's Social MediaPopular SearchesThe LIFE Group LLCThe Life Group Financial ServicesLeverentz Insurance And Financial ExecutivesLeverentz Insurance and Financial Executives LLCLeverentz Insurance & Financial ExecutivesSIC Code 62,628NAICS Code 52,523Show more

The Life Group Org Chart

PhoneEmail
Michael Jennings, Chief Financial Officer at The Life Group
United States flag for contact location.

Chief Financial Officer

PhoneEmail
JD
United States flag for contact location.

Chief Marketing Officer

Flame icon indicating likelihood to engage via phone.PhoneFlame icon indicating likelihood to engage via email.Email
Jesse Fullan, Chief Operating Officer at The Life Group
United States flag for contact location.

Chief Operating Officer

PhoneEmail
JD
United States flag for contact location.

Chief Marketing Officer

PhoneEmail
KL
United States flag for contact location.

Owner and President

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
LS
United States flag for contact location.

Chief Distribution Officer & Financial Adviso...

PhoneEmail
BS
United States flag for contact location.

Financial Advisor

PhoneEmail
AM
United States flag for contact location.

Financial Planner

PhoneEmail
GK
United States flag for contact location.

Planning Advisor

PhoneEmail

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

Is The Life Group 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 The Life Group

Compare insights from companies similar to The Life Group, 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

The Life Group

<$5M
1-10
Private
-
2009
Michael Jennings, Chief Financial Officer at The Life Group
Michael JenningsChief Financial Officer
$7.3M
1-10
Private
-
2003
SC
Susan CookCertified Financial Planner
$5.6M
11-50
Private
-
2015
GF
Gregory FeeseWealth Management For Business Owners, Athletes & Retirees Advisor
<$5M
1-10
Private
-
2006
BZ
Beau ZumbuschFinancial Advisor
<$5M
1-10
Private
-
2013
<$5M
1-10
Private
<$5M
2002
Todd Schneider, Chief Executive Officer & Founder at Schneider Wealth Management
Todd SchneiderCEO & Founder
<$5M
1-10
Private
-
2019
BH
Bradley HablutzelPresident & Certified Financial Planner
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The Life Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The Life Group Tech Stack

A closer look at the technologies used by The Life Group

Top Finance Companies

Frequently Asked Questions Regarding The Life Group

What is The Life Group's official website?
The Life Group's official website is www.thelifegroupllc.com
What is The Life Group's Revenue?
The Life Group's revenue is <$5 Million
What is The Life Group's SIC code?
The Life Group's SIC: 62,628
What is The Life Group's NAICS code?
The Life Group's NAICS: 52,523
How many employees does The Life Group have?
The Life Group has 1-10 employees
What industry does The Life Group belong to?
The Life Group is in the industry of: Finance, Securities Trading
What is The Life Group competition?
The Life Group top competitors include: Mosaic Retirement Planning, Cornerstone Wealth Management, Lipscomb Investment Group, Horizons Wealth Management
What technology does The Life Group use?
Some of the popular technologies that The Life Group uses are: AppRiver, Google Cloud Web Serving, Google Cloud Platform, Google Workspace
Who is the CFO of The Life Group?
The Life Group's CFO is Michael Jennings
How do I contact The Life Group?
The Life Group contact info: Phone number: (563) 587-7840 Website: www.thelifegroupllc.com
What does The Life Group do?

The Life Group offers expert financial planning services, specializing in retirement solutions that help clients visualize and achieve their retirement goals. With a team of financial advisors, CPAs, attorneys, and planning consultants, they provide tailored strategies through their proprietary Panoramic Retirement Plan, which incorporates income,... investments, taxes, legacy, and health care. Their approach focuses on empowering clients to confidently navigate their financial journey, ensuring peace and purpose in their retirement. The Life Group aims to create a collaborative environment that puts clients' needs first, guiding them throughout every step of their financial planning.Read More

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

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.