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Lookahead Advisory

Lookahead Advisory

Business Consulting and ServicesFlag of US1980 Willamette Falls Dr, # 260, United States1-10 Employees

Company overview

Headquarters1980 Willamette Falls Dr, # 260, West Linn, Oregon 97068, US
Website
NAICS5416
Keywords
Budgeting, Business Strategy, Accounting, Retirement Planning, Wealth Management, Tax Planning, Tax Preparation, Forecasting, Investment Strategy, Financial Forecasting, Tax Strategy
Founded2021
Employees1-10
Socials

Key Contact at Lookahead Advisory

Flag of US

Lorilyn Zabransky

Co-Founder

Lookahead Advisory Email Formats

Lookahead Advisory uses 2 email formats. The most common is {first name} (e.g., john@lookaheadadvisory.com), used 80% of the time.

FormatExamplePercentage
{first name}
john@lookaheadadvisory.com
80%
{first initial}
j@lookaheadadvisory.com
20%

About Lookahead Advisory

We share one purpose: making financial guidance accessible and actionable for real people and businesses. Whether you’re planning for retirement, growing your business, or building generational wealth, we craft straightforward strategies that meet your needs and dreams—without the Wall Street jargon. Work with our advisors to organize your financial life and get the right financial services to serve your needs at the right time.

$

Lookahead Advisory revenue & valuation

Annual revenue$427,775
Revenue per employee$86,000
Estimated valuation?$1,400,000
Total fundingNo funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Lookahead Advisory has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Lookahead Advisory has never raised funding before.

Frequently asked questions

Lookahead Advisory is located in 1980 Willamette Falls Dr, # 260, US.
Lookahead Advisory was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.
Lookahead Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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