| Name: | LIFETIME FINANCIAL GROUP, LLC |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC LIMITED LIABILITY COMPANY |
| Status: | Active |
| Date of registration: | 14 May 2014 (11 years ago) |
| Entity Number: | 4577151 |
| ZIP code: | 14614 |
| County: | Monroe |
| Place of Formation: | New York |
| Activity Description: | Insurance agency specializing in healthcare, and consulting. Can write any type of insurance. |
| Address: | 35 STATE STREET, P.O. BOX 14113, ROCHESTER, NY, United States, 14614 |
Contact Details
Phone +1 585-325-2525
Website http://www.lifetimefinancialgrp.com
| Unique Entity ID | Expiration Date | Physical Address | Mailing Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| KMJVF53NEMK4 | 2024-05-15 | 30 PRINCETON LANE, FAIRPORT, NY, 14450, 9021, USA | 30 PRINCETON LANE, FAIRPORT, NY, 14450, 1203, USA | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Congressional District | 25 |
| State/Country of Incorporation | NY, USA |
| Activation Date | 2023-05-18 |
| Initial Registration Date | 2009-09-30 |
| Entity Start Date | 2009-04-28 |
| Fiscal Year End Close Date | Dec 31 |
Service Classifications
| NAICS Codes | 524210, 524298, 525190, 541611, 541614, 561110 |
| Product and Service Codes | R408, R499, R703, R710, U001, U009, U099 |
Points of Contacts
| Electronic Business | |
|---|---|
| Title | PRIMARY POC |
| Name | CARMEN R COLEMAN |
| Role | PRESIDENT AND CEO |
| Address | 30 PRINCETON LANE, FAIRPORT, NY, 14450, 1203, USA |
| Title | ALTERNATE POC |
| Name | CARMEN R COLEMAN |
| Role | PRESIDENT AND CEO |
| Address | 30 PRINCETON LANE, FAIRPORT, NY, 14450, 1203, USA |
| Government Business | |
|---|---|
| Title | PRIMARY POC |
| Name | CARMEN R COLEMAN |
| Role | PRESIDENT AND CEO |
| Address | 30 PRINCETON LANE, FAIRPORT, NY, 14450, 1203, USA |
| Title | ALTERNATE POC |
| Name | CARMEN R COLEMAN |
| Role | PRESIDENT AND CEO |
| Address | 30 PRINCETON LANE, FAIRPORT, NY, 14450, 1203, USA |
| Past Performance | Information not Available |
|---|
| Name | Role | Address |
|---|---|---|
| LIFETIME FINANCIAL GROUP, LLC | DOS Process Agent | 35 STATE STREET, P.O. BOX 14113, ROCHESTER, NY, United States, 14614 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2014-05-14 | 2020-04-06 | Address | 30 PRINCETON LANE, FAIRPORT, NY, 14450, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 210222060431 | 2021-02-22 | BIENNIAL STATEMENT | 2020-05-01 |
| 200406060880 | 2020-04-06 | BIENNIAL STATEMENT | 2018-05-01 |
| 180126006146 | 2018-01-26 | BIENNIAL STATEMENT | 2016-05-01 |
| 140805000196 | 2014-08-05 | CERTIFICATE OF PUBLICATION | 2014-08-05 |
| 140514000451 | 2014-05-14 | ARTICLES OF ORGANIZATION | 2014-05-14 |
| Loan Number | Loan Funded Date | SBA Origination Office Code | Loan Delivery Method | Borrower Street Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7316828303 | 2021-01-28 | 0219 | PPS | 35 State St, Rochester, NY, 14614-1339 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 4026987307 | 2020-04-29 | 0219 | PPP | 35 STATE ST, ROCHESTER, NY, 14614-1339 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Status | User ID | Name of Firm | Trade Name | UEI | Address | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Active | P1140904 | LIFETIME FINANCIAL GROUP, LLC | - | KMJVF53NEMK4 | 30 PRINCETON LANE, FAIRPORT, NY, 14450-9021 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Name | Carmen Coleman |
| Role | Owner |
SBA Federal Certifications
| HUBZone Certified | No |
| Women Owned Certified | No |
| Women Owned Pending | No |
| Economically Disadvantaged Women Owned Certified | No |
| Economically Disadvantaged Women Owned Pending | No |
| Veteran-Owned Small Business Certified | No |
| Veteran-Owned Small Business Joint Venture | No |
| Service-Disabled Veteran-Owned Small Business Certified | No |
| Service-Disabled Veteran-Owned Small Business Joint Venture | No |
Bonding Levels
| Description | Construction Bonding Level (per contract) |
| Level | $0 |
| Description | Construction Bonding Level (aggregate) |
| Level | $0 |
| Description | Service Bonding Level (per contract) |
| Level | $2,000,000 |
| Description | Service Bonding Level (aggregate) |
| Level | $5,000,000 |
NAICS Codes with Size Determinations by NAICS
| Primary | Yes |
| Code | 524210 |
| NAICS Code's Description | Insurance Agencies and Brokerages |
| Small | Yes |
| Code | 524298 |
| NAICS Code's Description | All Other Insurance Related Activities |
| Small | Yes |
| Code | 525190 |
| NAICS Code's Description | Other Insurance Funds |
| Small | Yes |
| Code | 541611 |
| NAICS Code's Description | Administrative Management and General Management Consulting Services |
| Small | Yes |
| Code | 541614 |
| NAICS Code's Description | Process, Physical Distribution and Logistics Consulting Services |
| Small | Yes |
| Code | 561110 |
| NAICS Code's Description | Office Administrative Services |
| Small | Yes |
Export Profile (Trade Mission Online)
| Exporter | No |
| Export Business Activities | (none given) |
| Exporting to | (none given) |
| Desired Export Business Relationships | (none given) |
| Description of Export Objective(s) | (none given) |
Performance History (References)
| Name | Carmen Coleman |
| Contact | Carmen Coleman |
| Phone | 585-489-6444 |
Date of last update: 10 Mar 2025
Sources: New York Secretary of State
