Lucero Financial Planning

Finance · New Mexico, United States · 1-10 Employees

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Overview

Headquarters

365 Schulte Rd NW, Los Ranchos, New Mexi...

Phone Number

(505) 342-0246

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About Lucero Financial Planning

Lucero Financial Planning specializes in helping clients achieve financial independence through a range of services including diversified investments, life insurance, 401ks, and tax reduction strategies. Established in 1991, the company focuses on increasing personal wealth for both short-term and long-term goals. They provide tailored investment strategies for families and emphasize the importance of retirement planning to preserve wealth. Their services are available to clients in several states, including Arizona, California, and Texas.Explore more
Lucero Financial Planning's Social MediaPopular SearchesLucero Financial PlanningElizabeth LuceroElizabeth Lucero ChFCElizabeth Lucero - Chartered Financial Consultant....Lucero ElizabethSIC Code 62,628NAICS Code 52,523Show more

Lucero Financial Planning Org Chart

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Compare insights from companies similar to Lucero Financial Planning, 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

Lucero Financial Planning

<$5M
1-10
Private
-
-
MM
Melissa MinterFinancial Advisor
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2010
RP
Ryan PeelerFinancial Planning Assistant
<$5M
1-10
Private
-
2019
<$5M
1-10
Private
-
2006
AF
Alan FischerOwner, Founder, and Senior Wealth Manager
<$5M
1-10
Private
-
-
CB
Christopher BarovichBusiness Partner & Managing Field & Osj Advisor
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Lucero Financial Planning Tech Stack

A closer look at the technologies used by Lucero Financial Planning

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Frequently Asked Questions Regarding Lucero Financial Planning

What is Lucero Financial Planning's official website?
Lucero Financial Planning's official website is www.lucerofinancialplanning.com
What is Lucero Financial Planning's Revenue?
Lucero Financial Planning's revenue is <$5 Million
What is Lucero Financial Planning's SIC code?
Lucero Financial Planning's SIC: 62,628
What is Lucero Financial Planning's NAICS code?
Lucero Financial Planning's NAICS: 52,523
How many employees does Lucero Financial Planning have?
Lucero Financial Planning has 1-10 employees
What industry does Lucero Financial Planning belong to?
Lucero Financial Planning is in the industry of: Finance, Securities Trading
What is Lucero Financial Planning competition?
Lucero Financial Planning top competitors include: Great Lakes Wealth Advisors, Legacy One Financial, Camerio, Sachs Financial Servic
What technology does Lucero Financial Planning use?
Some of the popular technologies that Lucero Financial Planning uses are: Squarespace Online Stores, Adobe Typekit, GoDaddy DNS, Squarespace
How do I contact Lucero Financial Planning?
Lucero Financial Planning contact info: Phone number: (505) 342-0246 Website: www.lucerofinancialplanning.com
What does Lucero Financial Planning do?

Lucero Financial Planning specializes in helping clients achieve financial independence through a range of services including diversified investments, life insurance, 401ks, and tax reduction strategies. Established in 1991, the company focuses on increasing personal wealth for both short-term and long-term goals. They provide tailored investment s... trategies for families and emphasize the importance of retirement planning to preserve wealth. Their services are available to clients in several states, including Arizona, California, and Texas.Read More

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

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