Insights

Data security concern Recent data breach investigation highlights potential vulnerability in data protection practices. This presents an opportunity to discuss comprehensive cybersecurity, breach prevention, and incident response services.

Security and compliance As a financial services firm with security implications, there is a clear need for enhanced compliance programs, vendor risk management, and regulatory reporting solutions to strengthen trust with clients.

Technology modernization Current tech stack includes WordPress, MySQL, Azure, and HTTP/3, indicating room for modernization and integration services such as secure cloud hosting, data analytics, and scalable digital platforms.

Growth potential Revenue in the mid-range and a small to mid-sized employee base suggest opportunities for scalable financial product solutions, advisor onboarding tools, and client experience enhancements tailored to mid-market firms.

Partnership opportunities Distinct separation from Cetera and advisory/retail mix implies potential for tailored white-label or co-branded financial planning, custody, or investment advisory solutions to expand service offerings.

Similar companies to Georgetown Financial Group, Inc.

Georgetown Financial Group, Inc. Tech Stack

Georgetown Financial Group, Inc. uses 8 technology products and services including WordPress, MySQL, Microsoft 365, and more. Explore Georgetown Financial Group, Inc.'s tech stack below.

  • Content Management System
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • WPBakery
    Page Builders
  • Platform As A Service
  • HTTP/3
    Web & Portal Technology
  • Apache
    Web Servers

Georgetown Financial Group, Inc.'s Email Address Formats

Georgetown Financial Group, Inc. uses at least 4 email formats:
Georgetown Financial Group, Inc. Email FormatsExamplePercentage
First@gfginc.comJohn@gfginc.com
73%
FLast@gfginc.comJDoe@gfginc.com
13%
First.Last@gfginc.comJohn.Doe@gfginc.com
9%
FirstL@gfginc.comJohnD@gfginc.com
5%

Frequently Asked Questions

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

Minus sign iconPlus sign icon
You can contact Georgetown Financial Group, Inc.'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 Georgetown Financial Group, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Georgetown Financial Group, Inc.'s official website is gfginc.com and has social profiles on LinkedIn.

How much revenue does Georgetown Financial Group, Inc. generate?

Minus sign iconPlus sign icon
As of August 2026, Georgetown Financial Group, Inc.'s annual revenue is estimated to be $25M - $50M.

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

Minus sign iconPlus sign icon
Georgetown Financial Group, Inc.'s NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign icon
As of August 2026, Georgetown Financial Group, Inc. has approximately 23 employees across 1 continents, including North America. Key team members include President: J. D. A., Director Of Compliance Operations And Supervision , Osj Branch Manager/Registered Principal: R. C. and Assistant And Office Manager To President And Founder: D. J. Explore Georgetown Financial Group, Inc.'s employee directory with LeadIQ.

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

Minus sign iconPlus sign icon
Georgetown Financial Group, Inc. operates in the Financial Services industry.

What technology does Georgetown Financial Group, Inc. use?

Minus sign iconPlus sign icon
Georgetown Financial Group, Inc.'s tech stack includes WordPress, MySQL, Microsoft 365, Font Awesome, WPBakery, Microsoft Azure, HTTP/3 and Apache.

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

Minus sign iconPlus sign icon
Georgetown Financial Group, Inc.'s email format typically follows the pattern of First@gfginc.com. Find more Georgetown Financial Group, Inc. email formats with LeadIQ.

When was Georgetown Financial Group, Inc. founded?

Minus sign iconPlus sign icon
Georgetown Financial Group, Inc. was founded in 1991.
Georgetown Financial Group, Inc. logo

Georgetown Financial Group, Inc.

Financial ServicesConnecticut, United States11-50 Employees

Georgetown Financial Group, Inc. operates in the financial services sector and offers a range of products and services to clients, with the objective of helping clients plan for the future. The firm is headquartered in Georgetown, Connecticut, and maintains a presence in the local financial community, supported by a regional footprint that serves individual and advisory clients within the area. The organization works through its website to provide information about its offerings and governance, and it notes that securities are offered through Cetera Wealth Services and advisory services are provided by Cetera Investment Advisers, indicating its role within a network of affiliated, but separately owned, entities. Acknowledging a recent data security issue, the company has been involved in a consumer protection matter noted in public filings, reflecting ongoing attention to information security and client data. The business operates in a context alongside other large and established financial services organizations, illustrating the competitive environment in which it positions itself.

Section iconCompany Overview

Phone number
Website
gfginc.com
NAICS Code
52 - Finance and Insurance
Founded
1991
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Georgetown Financial Group, Inc.'s revenue is estimated to be in the range of $25M - $50M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.