Insights

Client Appreciation Strong client engagement evidenced by a 45th anniversary and a dedicated client appreciation event, signaling opportunities to introduce premium advisory and legacy planning services to loyal clients and families.

Growth Readiness Revenue in the 10M–25M range with a small to mid-sized team (11-50 employees) suggests potential for scalable technology and process optimization, including CRM enhancement, financial analytics, and back-office automation to support growth.

Digital Footprint Tech stack includes cloud and analytics tools (AWS, Office 365, Datadog, Piwik PRO) indicating openness to digital modernization; opportunity to propose integrated cybersecurity, data governance, and customer engagement platforms.

Market Expansion Licensed to sell securities across multiple states highlights geographic expansion potential and need for compliance, training, and scalable regulatory technology to support growth into additional jurisdictions.

Industry Positioning Operating in a competitive financial services landscape with large peers; position Sackett Financial Group as a personalized, trust-based advisory option for high-touch families and small businesses, offering differentiated services such as tax planning, business succession, and retirement planning.

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Sackett Financial Group Tech Stack

Sackett Financial Group uses 8 technology products and services including QuickBooks, Hotjar, iCIMS, and more. Explore Sackett Financial Group's tech stack below.

Sackett Financial Group's Email Address Formats

Sackett Financial Group uses at least 3 email formats:
Sackett Financial Group Email FormatsExamplePercentage
First@sackettfinancial.comJohn@sackettfinancial.com
79%
Last@sackettfinancial.comDoe@sackettfinancial.com
16%
Middle@sackettfinancial.comMichael@sackettfinancial.com
5%

Frequently Asked Questions

What is Sackett Financial Group's phone number?

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You can contact Sackett Financial Group'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 Sackett Financial Group's official website and social media links?

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Sackett Financial Group's official website is sackettfinancial.com and has social profiles on LinkedIn.

How much revenue does Sackett Financial Group generate?

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As of October 2026, Sackett Financial Group's annual revenue is estimated to be $10M - $25M.

What is Sackett Financial Group's SIC code and NAICS code?

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Sackett Financial Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Sackett Financial Group have currently?

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As of October 2026, Sackett Financial Group has approximately 16 employees across 1 continents, including North America. Key team members include Lead Ecomerce Developer: H. M. and Accountant: V. M. Explore Sackett Financial Group's employee directory with LeadIQ.

What industry does Sackett Financial Group belong to?

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Sackett Financial Group operates in the Financial Services industry.

What technology does Sackett Financial Group use?

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Sackett Financial Group's tech stack includes QuickBooks, Hotjar, iCIMS, Amazon Web Services, Office 365, Datadog, Site24x7 and Piwik PRO Core.

What is Sackett Financial Group's email format?

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Sackett Financial Group's email format typically follows the pattern of First@sackettfinancial.com. Find more Sackett Financial Group email formats with LeadIQ.

When was Sackett Financial Group founded?

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Sackett Financial Group was founded in 1980.
Sackett Financial Group logo

Sackett Financial Group

Financial ServicesCalifornia, United States11-50 Employees

Sackett Financial Group operates in the Financial Services sector, providing guidance and information to help individuals and their businesses make informed financial decisions. Based in Brea, California, the firm has served Orange County for more than three decades, emphasizing long-term relationships with clients and a focus on helping them pursue their desired lifestyle through clarity and confidence in their financial life. The organization highlights its role as a licensed securities adviser across several states, reflecting a regional footprint and adherence to regulatory requirements in its professional scope.

 Targeting families and business owners, Sackett Financial Group aims to support clients whether they seek to grow their business or secure a comfortable retirement, by entering client relationships with the goal of trust and reliability. The firm communicates a commitment to dependable information for decision-making, and it operates with a stability-focused perspective, evidenced by a long-standing presence in Orange County and a stated purpose centered on lifelong service. A recent note references participation in a 2025 client appreciation event marking the firm’s 45th anniversary, suggesting ongoing client engagement and community presence.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Sackett Financial Group's revenue is estimated to be in the range of $10M - $25M

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