Insights

Independent advisory TAG Insurance and Financial Services operates as an independent agency, suggesting a readiness to tailor carrier relationships and risk solutions for clients, including small businesses and families seeking customized coverage.

Full service offering With a complete line of insurance products and financial services for both families and businesses, there are cross-sell opportunities across personal and commercial lines to increase wallet share.

Leadership credibility Principal and broker Sid Pfaff has long industry tenure, LUTCF designation, and NAIFA involvement, signaling trust and potential to attract referrals and strategic partnerships within the advisor community.

Tech footprint Utilizes cloud and web infrastructure (AWS, Microsoft 365) which can support scalable onboarding, client portals, and digital communications to improve sales outreach and service delivery.

Growth potential Revenue in the mid single to low double digits with a compact team (2-10 employees) indicates opportunity to expand cross-sell, digital marketing, and partner channels to accelerate growth in a competitive market.

TAG Insurance and Financial Services Email Formats	Example	Percentage
First@taginsuranceservices.com	John@taginsuranceservices.com	75%
FLast@taginsuranceservices.com	JDoe@taginsuranceservices.com	25%

TAG Insurance and Financial Services Email Formats

Example

Percentage

First@taginsuranceservices.com

John@taginsuranceservices.com

75%

FLast@taginsuranceservices.com

JDoe@taginsuranceservices.com

25%

Frequently Asked Questions

What is TAG Insurance and Financial Services's phone number?

You can contact TAG Insurance and Financial Services's main corporate office by phone at

+1-480-553-****

. 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 TAG Insurance and Financial Services's official website and social media links?

TAG Insurance and Financial Services's official website is taginsuranceservices.com and has social profiles on LinkedIn.

How much revenue does TAG Insurance and Financial Services generate?

As of September 2026, TAG Insurance and Financial Services's annual revenue is estimated to be $1M - $10M.

What is TAG Insurance and Financial Services's NAICS code?

TAG Insurance and Financial Services's NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does TAG Insurance and Financial Services have currently?

As of September 2026, TAG Insurance and Financial Services has approximately 5 employees across 1 continents, including North America. Key team members include Insurance Broker: E. S. Explore TAG Insurance and Financial Services's employee directory with LeadIQ.

What industry does TAG Insurance and Financial Services belong to?

TAG Insurance and Financial Services operates in the Insurance industry.

What technology does TAG Insurance and Financial Services use?

TAG Insurance and Financial Services's tech stack includes Amazon Web Services, Microsoft 365, GoDaddy and Nginx.

What is TAG Insurance and Financial Services's email format?

TAG Insurance and Financial Services's email format typically follows the pattern of First@taginsuranceservices.com. Find more TAG Insurance and Financial Services email formats with LeadIQ.

When was TAG Insurance and Financial Services founded?

TAG Insurance and Financial Services was founded in 2009.

TAG Insurance and Financial Services

Q: What technology does TAG Insurance and Financial Services use?

TAG Insurance and Financial Services's tech stack includes Nginx, Microsoft 365, GoDaddy, Amazon Web Services.

Q: What is TAG Insurance and Financial Services's NAICS code?

TAG Insurance and Financial Services's NAICS code is 524 (Insurance Carriers and Related Activities).

InsuranceArizona, United States2-10 Employees

TAG Insurance and Financial Services, operating as The Trusted Advisors Group, is an independent insurance agency and financial services firm based in Tempe, Arizona. The company provides a full range of insurance products and related services aimed at individuals, families, and businesses, with a focus on helping clients manage risk and protect their financial futures. Led by principal and broker Sid Pfaff, a longtime industry professional with a LUTCF designation, the firm emphasizes independent representation and advisory support within the insurance and financial services landscape. While the organization positions itself within the broader insurance industry as a local, client-focused agency, its roots trace back to broader industry experience and involvement in professional associations. The business operates from its Tempe location and serves its regional market as a small, specialized agency within the independent channel. A notable contextual detail is the leadership's active participation in industry groups, reflecting a commitment to professional standards and knowledge exchange.

Insights

Similar companies to TAG Insurance and Financial Services

State Farm

Prudential Financial

The Hartford

Travelers

USAA

Allstate

Farmers Insurance

Progressive