Our goal is to help clients develop a financial roadmap and feel confident with their investment strategy. By offering education and guidance from an experienced team, Lifelong Investments LLC seeks to help clients find financial independence. Registered Representatives offer securities through First Allied Securities, Inc. a Registered Broker/Dealer Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc., a Registered Investment Adviser. First Allied entities are under separate ownership from any other named entity.
View Top Employees from Lifelong Investments| Website | http://www.lifelonginvestments.com |
| Revenue | $600000 |
| Employees | 7 (6 on RocketReach) |
| Founded | 2007 |
| Address | 155 Passaic Ave Suite 310, Fairfield, New Jersey 07004, US |
| Phone | (973) 317-2831 |
| Fax | (973) 317-2877 |
| Technologies |
JavaScript,
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Twitter
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| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 62 Companies, SIC Code 628 Companies |
| NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies |
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Lifelong Investments Questions
The Lifelong Investments annual revenue was $600000 in 2024.
Brad Katz is the President and Wealth Manager of Lifelong Investments.
6 people are employed at Lifelong Investments.
Lifelong Investments is based in Fairfield, New Jersey.
The NAICS codes for Lifelong Investments are [5239, 52393, 523, 52].
The SIC codes for Lifelong Investments are [62, 628].
Top Lifelong Investments Employees
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13
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ViewDayana Moya
Client Relationship Manager and Life Producer Agent at Lifelong Investments
Bloomfield, New Jersey, United States1
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