We are an independent, full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by utilizing our sound financial information and comprehensive financial planning.
| Website | http://www.priorwealthplanning.com |
| Revenue | $4 million |
| Employees | View employees |
| Address | 17505 W Catawba Ave Ste 100, Cornelius, North Carolina 28031, US |
| Phone | +1 704-536-9900 |
| Fax | (704) 765-1812 |
| Industry | Finance General, Finance |
| Competitors | Wealthfront, Betterment, Personal Capital, Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Lynch, E*TRADE Bank c/o E*TRADE Financial, LLC, TD Ameritrade, Raymond James +46 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies |
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The L2 Financial annual revenue was $4 million in 2026.
L2 Financial is based in Cornelius, North Carolina.
The NAICS codes for L2 Financial are [52393, 52, 5239, 523].
The SIC codes for L2 Financial are [62, 628].