Financial Group

Finance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

842 Anchor Rode Dr, Naples, Florida, 341...

Phone Number

(239) 596-7822

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Financial Group

Anchor Financial Group, LLC is a full-service Wealth Planning Firm serving the personal finance needs of individuals and families, as well as the retirement plan and benefits needs of small to medium-sized businesses. Sal Petralia, Managing Partner of Anchor Financial Group, began his career as a Financial Advisor thirty years ago at E.F. Hutton. Starting in 1995, Sal and his wife Lynda built an independent Wealth Planning Firm. Over two decades later, Sal proudly continues to service the financial management needs of many of his original clients, as well as their children and extended families. Sal built his practice around the mission of "the client's needs come first" and instilled that same value in his son, Nicholas, a LPL Financial Advisor who joined Sal as a partner in Anchor Financial Group in 2017. Anchor Financial Group provides clients with the best of both worlds: the market sophistication that Sal and Nicholas have honed through their combined 45 years of financial serviceRead more
Financial Group's Social MediaPopular SearchesFinancial Group LLCFinancial GroupAnchor Financial Group LLCAnchor FinancialAnchor Financial GroupSIC Code 62,628NAICS Code 52,523Show more

Financial Group Org Chart

PhoneEmail
NP
United States flag for contact location.

Managing Partner, LPL Financial Advisor, CERT...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Financial Group your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Financial Group

Compare insights from companies similar to Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Financial Group

<$5M
1-10
Private
-
1995
NP
Nick PetraliaManaging Partner, LPL Financial Advisor, CERTIFIED FINANCIAL PLANNER
<$5M
1-10
Private
-
2013
WF
Wendy FriederManager, Operations
<$5M
1-10
Private
-
2020
SB
Stacey BigleyPrivate Wealth Associate
<$5M
1-10
Private
-
2002
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
2007
MG
Mary GassmannOffice Manager, Tax
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Financial Group.

Financial Group Tech Stack

A closer look at the technologies used by Financial Group

Top Finance Companies

Frequently Asked Questions Regarding Financial Group

What is Financial Group's official website?
Financial Group's official website is www.anchorfinancialnaples.com
What is Financial Group's Revenue?
Financial Group's revenue is <$5 Million
What is Financial Group's SIC code?
Financial Group's SIC: 62,628
What is Financial Group's NAICS code?
Financial Group's NAICS: 52,523
How many employees does Financial Group have?
Financial Group has 1-10 employees
What industry does Financial Group belong to?
Financial Group is in the industry of: Finance, Securities Trading
What is Financial Group competition?
Financial Group top competitors include: Ratcliff Financial Services, Stratos Wealth Advisors, Premier Wealth Advisors, Waypoint Partners
What technology does Financial Group use?
Some of the popular technologies that Financial Group uses are: WordPress.org, reCAPTCHA, PHP, JQuery 1.11.1
How do I contact Financial Group?
Financial Group contact info: Phone number: (239) 596-7822 Website: www.anchorfinancialnaples.com
What does Financial Group do?

Anchor Financial Group, LLC is a full-service Wealth Planning Firm serving the personal finance needs of individuals and families, as well as the retirement plan and benefits needs of small to medium-sized businesses. Sal Petralia, Managing Partner of Anchor Financial Group, began his career as a Financial Advisor thirty years ago at E.F. Hutton. S... tarting in 1995, Sal and his wife Lynda built an independent Wealth Planning Firm. Over two decades later, Sal proudly continues to service the financial management needs of many of his original clients, as well as their children and extended families. Sal built his practice around the mission of "the client's needs come first" and instilled that same value in his son, Nicholas, a LPL Financial Advisor who joined Sal as a partner in Anchor Financial Group in 2017. Anchor Financial Group provides clients with the best of both worlds: the market sophistication that Sal and Nicholas have honed through their combined 45 years of financial services experience, and the passion and personal attention to detail of a boutique family firm. With a focus on transparency, responsiveness, consistent guidance, and commitment to safeguarding client interests and assets, Anchor Financial Group strives to be a valuable advocate for their client's best financial interests.Read More

What are Financial Group social media links?
Financial Group Linkedin page Financial Group Facebook page
Is Financial Group a public company?
Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Financial Group

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.