Perpetual Lifestyle Planning

Finance · Alabama, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1 Perimeter Park S Ste 140S, Birmingham,...

Phone Number

(205) 235-5061

Revenue

<$5 Million

Industry

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

About Perpetual Lifestyle Planning

Perpetual Lifestyle Planning, led by Matt Wilson, offers personalized financial planning, wealth management, and insurance services in Birmingham, Alabama. The firm focuses on understanding clients' unique goals and values, providing guidance through life's financial decisions with a strong emphasis on building relationships. Their mission is to serve clients with honesty and integrity, reflecting their faith in their business practices. They aim to create a positive impact in clients' lives, ensuring that financial strategies align with personal aspirations and family legacies.Explore more
Perpetual Lifestyle Planning's Social MediaPopular SearchesPerpetual Lifestyle PlanningCom PerpetuallifestyleplanningPerpetual Lifestyle Planning - LLCSIC Code 62,628NAICS Code 52,523Show more

Perpetual Lifestyle Planning Org Chart

PhoneEmail
JG
United States flag for contact location.

Financial Planning Specialist

PhoneEmail

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

Is Perpetual Lifestyle Planning 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 Perpetual Lifestyle Planning

Compare insights from companies similar to Perpetual Lifestyle 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

Perpetual Lifestyle Plann...

<$5M
1-10
Private
-
2015
JG
Jodi GambiniFinancial Planning Specialist
$5.9M
11-50
Private
-
-
RW
Rachel WalkerManager, Client Services
<$5M
1-10
Private
-
2006
AG
Audrey GilbertOffice Administrator
<$5M
1-10
Private
-
1990
HW
Howard WacksManaging Partner
<$5M
1-10
Private
-
2005
KW
Karen WashoAdministrative Associate
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Perpetual Lifestyle Planning Tech Stack

A closer look at the technologies used by Perpetual Lifestyle Planning

Top Finance Companies

Frequently Asked Questions Regarding Perpetual Lifestyle Planning

What is Perpetual Lifestyle Planning's official website?
Perpetual Lifestyle Planning's official website is www.perpetuallifestyleplanning.com
What is Perpetual Lifestyle Planning's Revenue?
Perpetual Lifestyle Planning's revenue is <$5 Million
What is Perpetual Lifestyle Planning's SIC code?
Perpetual Lifestyle Planning's SIC: 62,628
What is Perpetual Lifestyle Planning's NAICS code?
Perpetual Lifestyle Planning's NAICS: 52,523
How many employees does Perpetual Lifestyle Planning have?
Perpetual Lifestyle Planning has 1-10 employees
What industry does Perpetual Lifestyle Planning belong to?
Perpetual Lifestyle Planning is in the industry of: Finance, Insurance, Securities Trading
What is Perpetual Lifestyle Planning competition?
Perpetual Lifestyle Planning top competitors include: Cornerstone Wealth Management, Westex Investment Services, Cape Cod Wealth Strategies & Insurance Services, Washo Financial
What technology does Perpetual Lifestyle Planning use?
Some of the popular technologies that Perpetual Lifestyle Planning uses are: WordPress.org, PHP, MailChimp, Elastic Email
How do I contact Perpetual Lifestyle Planning?
Perpetual Lifestyle Planning contact info: Phone number: (205) 235-5061 Website: www.perpetuallifestyleplanning.com
What does Perpetual Lifestyle Planning do?

Perpetual Lifestyle Planning, led by Matt Wilson, offers personalized financial planning, wealth management, and insurance services in Birmingham, Alabama. The firm focuses on understanding clients' unique goals and values, providing guidance through life's financial decisions with a strong emphasis on building relationships. Their mission is to se... rve clients with honesty and integrity, reflecting their faith in their business practices. They aim to create a positive impact in clients' lives, ensuring that financial strategies align with personal aspirations and family legacies.Read More

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

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.