What is Financial Directions Group, Inc.'s NAICS code?

Financial Directions Group, Inc.'s NAICS code is 52 (Finance and Insurance).

Insights

Focus on SMEs With a small team of 2-10 employees and a revenue range of 10 to 25 million dollars, Financial Directions Group demonstrates a strong niche in serving small to medium-sized businesses, representing an opportunity to offer tailored financial services such as streamlined retirement plans and wealth management solutions.

Digital Engagement Utilizing modern tech stack tools like Amazon Web Services, Datadog, and PayPal indicates an openness to digital and online engagement, which可以 be leveraged to promote digital-first financial products, virtual consultations, and online advisor services to attract tech-savvy clients.

Market Positioning Operating in the competitive financial services industry with larger firms like Fidelity and Vanguard nearby, there is potential to differentiate through personalized retirement and wealth advisory services, emphasizing fiduciary responsibility and comprehensive client education.

Client Education Emphasis Their commitment to employee education within retirement planning presents opportunities to bundle client education platforms, virtual seminars, or informational content offerings for businesses to increase client engagement and add value.

Service Customization Offering a broad range of investment options and customized retirement plans highlights a focus on tailored financial solutions, which can be expanded through targeted upselling of advanced investment management services or estate planning solutions to existing clients.

Financial Directions Group, Inc. Tech Stack

Financial Directions Group, Inc. uses 8 technology products and services including Amazon Web Services, Cloudflare CDN, JSON-LD, and more. Explore Financial Directions Group, Inc.'s tech stack below.

Amazon Web Services

Cloud Hosting

Cloudflare CDN

Content Delivery Network

JSON-LD

Javascript Frameworks

jQuery UI

Javascript Libraries

Google Maps

Maps

PayPal

Payment Processing

New Relic

Real User Monitoring

AddThis

Widgets

Financial Directions Group, Inc. Email Formats	Example	Percentage
FLast@financialdirections.com	JDoe@financialdirections.com	100%

Financial Directions Group, Inc. Email Formats

Example

Percentage

FLast@financialdirections.com

JDoe@financialdirections.com

100%

Frequently Asked Questions

Where is Financial Directions Group, Inc.'s headquarters located?

Financial Directions Group, Inc.'s main headquarters is located at 5001 Weston Parkway Suite 200 Cary, North Carolina 27513 United States. The company has employees across 1 continents, including North America.

What is Financial Directions Group, Inc.'s phone number?

You can contact Financial Directions Group, Inc.'s main corporate office by phone at

+1-919-678-****

. 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 Financial Directions Group, Inc.'s official website and social media links?

Financial Directions Group, Inc.'s official website is financialdirections.com and has social profiles on LinkedIn.

What is Financial Directions Group, Inc.'s SIC code NAICS code?

Financial Directions Group, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Financial Directions Group, Inc. have currently?

As of June 2026, Financial Directions Group, Inc. has approximately 5 employees across 1 continents, including North America. Key team members include Chief Executive Officer: R. S.President/Owner, Cpa And Cfp®: L. S.Partner: T. H.. Explore Financial Directions Group, Inc.'s employee directory with LeadIQ.

What industry does Financial Directions Group, Inc. belong to?

Financial Directions Group, Inc. operates in the Financial Services industry.

What technology does Financial Directions Group, Inc. use?

Financial Directions Group, Inc.'s tech stack includes Amazon Web ServicesCloudflare CDNJSON-LDjQuery UIGoogle MapsPayPalNew RelicAddThis.

What is Financial Directions Group, Inc.'s email format?

Financial Directions Group, Inc.'s email format typically follows the pattern of FLast@financialdirections.com. Find more Financial Directions Group, Inc. email formats with LeadIQ.

When was Financial Directions Group, Inc. founded?

Financial Directions Group, Inc. was founded in 1989.

Financial Directions Group, Inc.

Financial ServicesNorth Carolina, United States2-10 Employees

Financial Directions Group, Inc. is a small financial services firm based in Cary, North Carolina. Established in 1989, it serves both businesses and individuals with a broad set of financial services.

In retirement planning, the firm helps design and administer employer programs and can act as a fiduciary (3(21)) while providing employee education; designs range from standard 401(k) or 403(b) plans to more advanced arrangements. In wealth advisory, it works with clients to define goals and create plans that address retirement, education, disability and long-term care, life insurance, and estate planning. Its investment management practice builds portfolios aligned with a client’s risk profile and objectives and offers a wide spectrum of investment products. Securities are offered through Cetera Advisors LLC and advisory services through Cetera Investment Advisers LLC.

Insights

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