Company profile

Lions Financial

Focused on serving the business and wealth management needs of our clients

Industry
Financial Services
Employees
101
Headquarters
New York, NY
Founded
2015
LinkedIn followers
2,864
Office locations
1

Lions Financial company summary

Lions Financial is a company in the Financial Services industry, headquartered in New York, NY, founded in 2015. On LinkedIn the company has around 101 employees and 2,864 followers. Its listed specialties include Deferred Compensation, Estate Planning, Executive Compensation, Succession Planning, Capital Raising.

What technology does Lions Financial use?

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About Lions Financial

We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your company. Here at Lions, we can help you implement strategic processes to obtain higher business growth and meet your long-term business goals. This frees us to prepare better-customized wealth management solutions to serve each of our client's unique needs and wants. The businesses we help most are: *Entrepreneurially-run and privately-held *Are sole proprietor, family-owned businesses, or partner-owned businesses. *Have been in business at least three years, generate between $3 million -$50 million annual revenue, in growth mode In addition to providing professional help with complicated business transactions, we are helping increase the likelihood that each business will be qualified to buy or to be sold. Our business advisory practice includes: business planning, transformation, organization, performance improvement, customer strategy & marketing, enterprise value, information technology, and results road-maps. We focus on providing the following financial advisory services: For businesses: Business succession plans Key-person protection plans Executive benefit plans Employee benefit plans For business owners: Financial & estate plans Asset & wealth management plans Retirement income plans Philanthropic plans To better leverage our various prior business category work experiences, we provide our advisory solutions in the following sectors: 1. Automotive 2. Commercial Real Estate 3. Hospitality 4. Retail & E-tail 5. Financial Services 6. Biopharmaceuticals & Healthcare 7. Marketing & Advertising 8. Engineering (including renewable energy)

Specialties

Deferred CompensationEstate PlanningExecutive CompensationSuccession PlanningCapital RaisingBusiness PlanningWealth ManagementConsultingStart UpTax Saving StrategiesBusinessFee Based PlanningBuy Out AgreementsEmployee Benefits

Where is Lions Financial located?

Lions Financial lists 1 location.

New York, NY, USHQ
45 Rockefeller Plaza 20th Floor

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Frequently asked questions about Lions Financial

What does Lions Financial do?

We are an Independent Financial Services & Business Advisory Firm In business, it is crucial to track every dollar that goes in and out; each business decision impacts your company. Here at Lions, we can help you implement strategic processes to obtain higher business growth and meet your long-term business goals. This frees us to prepare better-customized wealth management solutions to serve each of our client's unique needs and wants. The businesses we help most are: *Entrepreneurially-run and privately-held *Are sole proprietor, family-owned businesses, or partner-owned businesses. *Have been in business at least three years, generate between $3 million -$50 million annual revenue, in growth mode In addition to providing professional help with complicated business transactions, we are helping increase the likelihood that each business will be qualified to buy or to be sold. Our business advisory practice includes: business planning, transformation, organization, performance improvement, customer strategy & marketing, enterprise value, information technology, and results road-maps. We focus on providing the following financial advisory services: For businesses: Business succession plans Key-person protection plans Executive benefit plans Employee benefit plans For business owners: Financial & estate plans Asset & wealth management plans Retirement income plans Philanthropic plans To better leverage our various prior business category work experiences, we provide our advisory solutions in the following sectors: 1. Automotive 2. Commercial Real Estate 3. Hospitality 4. Retail & E-tail 5. Financial Services 6. Biopharmaceuticals & Healthcare 7. Marketing & Advertising 8. Engineering (including renewable energy)

How many employees does Lions Financial have?

Lions Financial has around 101 employees on LinkedIn.

Where is Lions Financial headquartered?

Lions Financial is headquartered in New York, NY.

When was Lions Financial founded?

Lions Financial was founded in 2015.

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