Here at Lumina, we are lighting the way towards financial success for small business owners as well as high net worth and ultra high net worth individuals. With decades of experience in financial services, our Investment and Consulting Groups advise clients to ensure they are financially prepared for the future. We specialize in offering a familiar, friendly, and professional experience.
Company Details
- Employees
- 2
- Founded
- 2024
- Address
- 4580 Stephen Circle,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://aldeninvestmentgroup.com
- Keywords
- Personal Financial Planning, Business Retirement Plan Review, Business Retirement Plan Setup, Tax Planning, Portfolio Review, Investment Review, Legacy/Estate Planning, Succession Planning, Exit Planning, Business Valuations, Growth Acceleration, Risk Assessment, Leadership Consulting, M&A Support.
- HQ
- Canton, OH
Lumina Wealth Management Llc Questions
Lumina Wealth Management Llc's website is http://aldeninvestmentgroup.com
Lumina Wealth Management Llc's LinkedIn profile is https://www.linkedin.com/company/luminawealthmanagementllc
Lumina Wealth Management Llc has
2 employees.
View email and phone details for 2
employees at Lumina Wealth Management Llc.
Lumina Wealth Management Llc's industry is
Financial Services
Lumina Wealth Management Llc's top competitors are
Lumina Wealth Management,
Exitwell Advisors,
Lumida Wealth.
Lumina Wealth Management Llc's categories are Financial Services
Lumina Wealth Management Llc's founding year is 2024
