Linker Financial Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

7575 N Cedar Ave Ste 102, Fresno, Califo...

Phone Number

(559) 650-2929

Revenue

<$5 Million

Industry

Finance Securities Trading

About Linker Financial Group

Linker Financial Group, Inc. provides tailored financial strategies to help clients confidently navigate their financial journeys. They serve pre-retirees, retirees, generational families, and business owners, offering services such as family wealth care planning, investment management, estate planning, retirement planning, tax strategies, and insurance planning. The company focuses on understanding clients' values and goals to create personalized financial plans that evolve with their needs. With a commitment to excellence, Linker Financial Group guides clients through major life changes and helps build a strong financial foundation for the future.Explore more
Linker Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Linker Financial Group Org Chart

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Case Manager

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Manager, Operations

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Case Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Linker Financial Group

<$5M
11-50
Private
-
1999
AS
Alice SalehiCase Manager
<$5M
1-10
Private
-
2009
NL
Nik LalFinancial Advisor & Group Director, Sherpa Financial
<$5M
1-10
Private
-
2014
SS
Shannon SmithwickPartner, Investment Advisor Representative
Illustration of an envelope

Linker Financial Group Tech Stack

A closer look at the technologies used by Linker Financial Group

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Frequently Asked Questions Regarding Linker Financial Group

What is Linker Financial Group's official website?
Linker Financial Group's official website is www.linkerfinancial.com
What is Linker Financial Group's Revenue?
Linker Financial Group's revenue is <$5 Million
What is Linker Financial Group's SIC code?
Linker Financial Group's SIC: 62,628
What is Linker Financial Group's NAICS code?
Linker Financial Group's NAICS: 52,523
How many employees does Linker Financial Group have?
Linker Financial Group has 11-50 employees
What industry does Linker Financial Group belong to?
Linker Financial Group is in the industry of: Finance, Securities Trading
What is Linker Financial Group competition?
Linker Financial Group top competitors include: Sherpa Financial Group, Foresight Wealth Solutions
What technology does Linker Financial Group use?
Some of the popular technologies that Linker Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Microsoft Azure, Datadog
How do I contact Linker Financial Group?
Linker Financial Group contact info: Phone number: (559) 650-2929 Website: www.linkerfinancial.com
What does Linker Financial Group do?

Linker Financial Group, Inc. provides tailored financial strategies to help clients confidently navigate their financial journeys. They serve pre-retirees, retirees, generational families, and business owners, offering services such as family wealth care planning, investment management, estate planning, retirement planning, tax strategies, and insu... rance planning. The company focuses on understanding clients' values and goals to create personalized financial plans that evolve with their needs. With a commitment to excellence, Linker Financial Group guides clients through major life changes and helps build a strong financial foundation for the future.Read More

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

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