What is MPS LORIA Financial Planners's NAICS code?

MPS LORIA Financial Planners's NAICS code is 52 (Finance and Insurance).

Insights

Independent advisory Target firms emphasizing objective, conflict-free financial planning for families and business owners. Position as an independent, client-first partner to differentiate from larger, corporate-flavored firms.

Holistic wealth Leverage their holistic, integrated wealth management approach to offer scalable solutions across investment, retirement, risk management, and employee benefits to similarly sized clients seeking comprehensive planning.

Compliance aware Highlight know-how around regulatory constraints (SEC rules, LinkedIn posting limitations) to engage prospects requiring compliant communications, governance, and transparent fee structures.

Niche investors Capitalize on recent Luminar Technologies stake disclosure as a cue to connect with technology and growth-oriented clients seeking alternative investments and strategic asset allocation.

Growth potential With 11-50 employees and mid-market revenue, target mid-sized businesses and family offices that may benefit from expanding advisory services, fiduciary oversight, and employee benefit plan consulting to scale wealth management.

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MPS LORIA Financial Planners Tech Stack

MPS LORIA Financial Planners uses 8 technology products and services including Usercentrics, WordPress, Redis, and more. Explore MPS LORIA Financial Planners's tech stack below.

Usercentrics
Consent Management
WordPress
Content Management System
Redis
Database
Office 365
Office Suites
PHP
Programming Languages
Ninja Forms
Web Platform Extensions
Perfmatters
Web Platform Extensions
Sitelinks Search Box
Web Tools And Plugins

Media & News

MPS LORIA Financial Planners, LLC. invests into assets: stake in Luminar Technologies in the amount of $31K.
MPS Loria Financial Planners LLC acquired a new stake in Luminar Technologies in the fourth quarter valued at approximately $31,000.
Feb 17, 2021 | rivertonroll.com

MPS LORIA Financial Planners's Email Address Formats

MPS LORIA Financial Planners uses at least 3 email formats:

MPS LORIA Financial Planners Email Formats	Example	Percentage
FLast@mpsloria.com	JDoe@mpsloria.com	67%
First@mpsloria.com	John@mpsloria.com	22%
FirstL@mpsloria.com	JohnD@mpsloria.com	11%

Frequently Asked Questions

What is MPS LORIA Financial Planners's phone number?

You can contact MPS LORIA Financial Planners's main corporate office by phone at

+1-630-887-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is MPS LORIA Financial Planners's official website and social media links?

MPS LORIA Financial Planners's official website is mpsloria.com and has social profiles on LinkedIn.

How much revenue does MPS LORIA Financial Planners generate?

As of July 2026, MPS LORIA Financial Planners's annual revenue is estimated to be $1M - $10M.

What is MPS LORIA Financial Planners's SIC code and NAICS code?

MPS LORIA Financial Planners's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies and NAICS code is 52 - Finance and Insurance.

How many employees does MPS LORIA Financial Planners have currently?

As of July 2026, MPS LORIA Financial Planners has approximately 11 employees across 2 continents, including North America and Europe. Key team members include Senior Vice President: C. P., Operations Assistant: J. R. and Member: P. S. Explore MPS LORIA Financial Planners's employee directory with LeadIQ.

What industry does MPS LORIA Financial Planners belong to?

MPS LORIA Financial Planners operates in the Financial Services industry.

What technology does MPS LORIA Financial Planners use?

MPS LORIA Financial Planners's tech stack includes Usercentrics, WordPress, Redis, Office 365, PHP, Ninja Forms, Perfmatters and Sitelinks Search Box.

What is MPS LORIA Financial Planners's email format?

MPS LORIA Financial Planners's email format typically follows the pattern of FLast@mpsloria.com. Find more MPS LORIA Financial Planners email formats with LeadIQ.

MPS LORIA Financial Planners

Q: How many employees does MPS LORIA Financial Planners have currently?

MPS LORIA Financial Planners has approximately 11 employees.

Q: What technology does MPS LORIA Financial Planners use?

MPS LORIA Financial Planners's tech stack includes Google Fonts API, X-XSS-Protection, jQuery, Usercentrics, JW Player.

Financial ServicesIllinois, United States11-50 Employees

MPS LORIA Financial Planners is an independent financial services firm based in Burr Ridge, Illinois, that helps families and business owners grow, manage, and protect wealth. The firm provides objective guidance informed by a personalized, integrated approach to wealth management, delivered by an internal team of professionals with credentials such as CFP, AIF, and CEBS.

Clients work directly with the firm's internal professionals, with guidance free from corporate influences and supported by a broad professional network. Its holistic process centers on understanding client goals, maintaining open communication, and building long-term relationships while monitoring progress toward objectives. For inquiries, the firm provides an email address (info@mpsloria.com) and notes that LinkedIn comments are not accepted on its LinkedIn page.