Insights

Independent advisory Large independent financial planning and insurance firm with significant scale (51-200 employees; revenue $100M-$250M) presenting a broad opportunity to cross-sell insurance, investment products, and advisory services to existing clients and affiliates.

One-stop value Holistic ecosystem offering access to CPAs, estate planning attorneys, mortgage professionals, and home/auto insurance at discounted rates creates a fertile ground for bundled financial service packages and referrals to strategic partners.

Tech-savvy mix Active technology stack including HubSpot, Google Cloud, WordPress, Wix, and analytics tools signals readiness for digital outreach, marketing automation, and personalized client journeys to scale sales motions.

Growth potential Revenue in the hundreds of millions with a strong regional footprint in Michigan and recognition as a top workplace; potential to expand services, geographic reach, and deepen cross-sell to existing client base.

Financial services network Multiple regulated entities (insurance, securities via AEFS, advisory via FSAA) indicate recurring compliance needs and potential demand for technology, training, and outsourced compliance solutions to streamline operations.

Similar companies to Financial Services of America

Financial Services of America Tech Stack

Financial Services of America uses 8 technology products and services including Taboola, Adobe Creative Cloud, Canva, and more. Explore Financial Services of America's tech stack below.

Financial Services of America's Email Address Formats

Financial Services of America uses at least 5 email formats:
Financial Services of America Email FormatsExamplePercentage
FLast@fsa-1.comJDoe@fsa-1.com
100%
FLast@fsa1.comJDoe@fsa1.com
61%
First.Last@fsa1.comJohn.Doe@fsa1.com
28%
F.Last@fsa1.comJ.Doe@fsa1.com
6%
FirstLast@fsa1.comJohnDoe@fsa1.com
5%

Frequently Asked Questions

What is Financial Services of America's phone number?

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You can contact Financial Services of America's main corporate office by phone at . 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 Services of America's official website and social media links?

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Financial Services of America's official website is fsa1.com and has social profiles on LinkedIn.

How much revenue does Financial Services of America generate?

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As of September 2026, Financial Services of America's annual revenue is estimated to be $100M - $250M.

What is Financial Services of America's NAICS code?

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Financial Services of America's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Services of America have currently?

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As of September 2026, Financial Services of America has approximately 69 employees across 1 continents, including North America. Key team members include Senior Vice President: M. C., Vice-President: M. W. and Vice-President: P. N. Explore Financial Services of America's employee directory with LeadIQ.

What industry does Financial Services of America belong to?

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Financial Services of America operates in the Financial Services industry.

What technology does Financial Services of America use?

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Financial Services of America's tech stack includes Taboola, Adobe Creative Cloud, Canva, Wix, WordPress, Google Cloud, HubSpot and Piwik.

What is Financial Services of America's email format?

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Financial Services of America's email format typically follows the pattern of FLast@fsa-1.com. Find more Financial Services of America email formats with LeadIQ.

When was Financial Services of America founded?

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Financial Services of America was founded in 1984.
Financial Services of America logo

Financial Services of America

Financial ServicesMichigan, United States51-200 Employees

Financial Services of America, known as FSA, operates as a financial planning and insurance firm based in Troy, Michigan. The company positions itself as an independent adviser, offering a broad range of insurance and investment products while emphasizing an educational, unbiased approach to addressing clients’ financial concerns. In addition to traditional insurance offerings, FSA connects clients with professionals such as CPAs, estate planning attorneys, and mortgage specialists, aiming to create a comprehensive, one-stop experience for financial planning needs.
FSA serves individuals seeking holistic financial guidance and planning, leveraging its independent status to coordinate services through partnerships and advisory practices. The organization operates within the financial services sector, with multiple lines of service including insurance, securities through its registered entities, and investment advisory through its affiliated advisory practice, all while maintaining a local focus in Michigan. The firm situates itself among larger national financial institutions by stressing independent access to a wide array of products and collaborative support from professional partners.

Section iconCompany Overview

Phone number
Website
fsa1.com
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    Financial Services of America's revenue is estimated to be in the range of $100M - $250M

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