LeadIQ logo
Learn more at LeadIQ.com

Insights

Growth potential Mid-sized financial services firm with modest revenue and a small team presents an opportunity to offer scalable tech, operations, and security solutions tailored to support scaling client service and advisory capabilities.

Tech footprint Adoption of cloud and monitoring tools (AWS, Google Analytics, Datadog, Site24x7) indicates openness to modernization; present upsell around cloud cost optimization, security hardening, data analytics, and integrated CRM/automation.

Security posture Cloudflare Bot Management and monitoring stack suggest focus on cybersecurity; position value in advanced threat protection, compliance documentation, and incident response planning for regulated financial services.

Funding readiness Revenue in the lower-mid range with ambitious growth prospects; target for multi-year advisory, retirement planning platforms, or fintech partnerships that scale with revenue growth.

Market positioning Competitors listed are large, established firms; carve out a niche for personalized, high-touch wealth management services and partner ecosystems to differentiate through customization and responsive service.

Similar companies to McCarthy Financial Group, P.A.

McCarthy Financial Group, P.A. Tech Stack

McCarthy Financial Group, P.A. uses 8 technology products and services including Amazon Web Services, Google Domains, Microsoft 365, and more. Explore McCarthy Financial Group, P.A.'s tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • Google Domains
    Domain Name Services
  • Font Awesome
    Font Scripts
  • Datadog
    Real User Monitoring
  • Site24x7
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics

McCarthy Financial Group, P.A.'s Email Address Formats

McCarthy Financial Group, P.A. uses at least 1 email format:
McCarthy Financial Group, P.A. Email FormatsExamplePercentage
First@kevincmccarthy.comJohn@kevincmccarthy.com
100%

Frequently Asked Questions

What is McCarthy Financial Group, P.A.'s official website and social media links?

Minus sign iconPlus sign iconMcCarthy Financial Group, P.A.'s official website is mccarthyfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does McCarthy Financial Group, P.A. generate?

Minus sign iconPlus sign icon As of August 2026, McCarthy Financial Group, P.A.'s annual revenue is estimated to be $1M - $10M.

What is McCarthy Financial Group, P.A.'s NAICS code?

Minus sign iconPlus sign iconMcCarthy Financial Group, P.A.'s NAICS code is 52 - Finance and Insurance.

How many employees does McCarthy Financial Group, P.A. have currently?

Minus sign iconPlus sign iconAs of August 2026, McCarthy Financial Group, P.A. has approximately 5 employees across 1 continents, including North America. Key team members include Chief Advisor/President: K. M., Owner: R. C. and Vice President: G. G. Explore McCarthy Financial Group, P.A.'s employee directory with LeadIQ.

What industry does McCarthy Financial Group, P.A. belong to?

Minus sign iconPlus sign iconMcCarthy Financial Group, P.A. operates in the Financial Services industry.

What technology does McCarthy Financial Group, P.A. use?

Minus sign iconPlus sign iconMcCarthy Financial Group, P.A.'s tech stack includes Amazon Web Services, Google Domains, Microsoft 365, Font Awesome, Datadog, Site24x7, Cloudflare Bot Management and Google Analytics.

What is McCarthy Financial Group, P.A.'s email format?

Minus sign iconPlus sign iconMcCarthy Financial Group, P.A.'s email format typically follows the pattern of First@kevincmccarthy.com. Find more McCarthy Financial Group, P.A. email formats with LeadIQ.

When was McCarthy Financial Group, P.A. founded?

Minus sign iconPlus sign iconMcCarthy Financial Group, P.A. was founded in 1995.
McCarthy Financial Group, P.A. logo

McCarthy Financial Group, P.A.

Financial ServicesFlorida, United States2-10 Employees

McCarthy Financial Group, P.A. operates in the financial services sector, focusing on helping clients pursue long-term financial objectives. The firm emphasizes personalized planning, aiming to understand each client's unique needs, wants, and goals. It then develops, implements, and continuously monitors customized strategies aligned with those individual aspirations. Based in Hialeah, Florida, the practice serves a small team and provides client-centered financial planning. By concentrating on tailored, ongoing guidance rather than standardized approaches, the firm addresses the specific financial challenges its clients face.

Section iconCompany Overview

Website
mccarthyfinancialgroup.com
NAICS Code
52 - Finance and Insurance
Founded
1995
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    McCarthy Financial Group, P.A.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Chief Advisor/President at McCarthy Financial Group, P.A.
    K. M.
    Chief Advisor/President
    Mobile Phone
  • Owner at McCarthy Financial Group, P.A.
    R. C.
    Owner
    Mobile Phone
  • Vice President at McCarthy Financial Group, P.A.
    G. G.
    Vice President
    Mobile Phone
  • Operations Manager at McCarthy Financial Group, P.A.
    D. M.
    Operations Manager
    Mobile Phone
  • Marketing Coordinator at McCarthy Financial Group, P.A.
    S. G.
    Marketing Coordinator
    Mobile Phone

Employee Directory

  • Financial Consultant at McCarthy Financial Group, P.A.
    A. F.
    Financial Consultant
    Mobile Phone

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.

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.