Sortino Financial Group

Finance · Maryland, United States · 1-10 Employees

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Overview

Headquarters

9515 Deereco Rd Ste 715, Timonium, Maryl...

Phone Number

(410) 527-7997

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading Lending & Brokerage

About Sortino Financial Group

Sortino Financial is a financial services firm based in Baltimore, Maryland, catering to individuals, businesses, and federal employees. The firm offers a comprehensive suite of services including retirement planning, investment strategies, insurance, and tax planning, aimed at simplifying financial complexities for their clients. They focus on creating customized financial strategies that align with clients' unique goals and circumstances. Sortino Financial emphasizes a holistic approach, working collaboratively with clients' accounting and legal professionals to ensure a coordinated financial plan.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Sortino Financial Group Org Chart

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AK
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Director, Financial Services

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NW
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Director, Operations

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Financial Services Associate

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Compare Similar Companies to Sortino Financial Group

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sortino Financial Group

<$5M
1-10
Private
-
2011
AK
A. KelenDirector, Financial Services
<$5M
1-10
Private
-
1954
Jeff Birnbaum, Founder & Chief Executive Officer at Shaw & Associates
Jeff BirnbaumFounder & CEO
<$5M
11-50
Private
-
1985
MH
Michael HerkertService Professional
Illustration of an envelope

Sortino Financial Group Tech Stack

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Frequently Asked Questions Regarding Sortino Financial Group

What is Sortino Financial Group's official website?
Sortino Financial Group's official website is www.sortinofinancialgroup.com
What is Sortino Financial Group's Revenue?
Sortino Financial Group's revenue is <$5 Million
What is Sortino Financial Group's SIC code?
Sortino Financial Group's SIC: 62,628
What is Sortino Financial Group's NAICS code?
Sortino Financial Group's NAICS: 52,523
How many employees does Sortino Financial Group have?
Sortino Financial Group has 1-10 employees
What industry does Sortino Financial Group belong to?
Sortino Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Sortino Financial Group competition?
Sortino Financial Group top competitors include: Westchester Financial Advisors, Shaw & Associates
What technology does Sortino Financial Group use?
Some of the popular technologies that Sortino Financial Group uses are: Cloudflare Website Optimization, Datadog, Google Tag Manager, Font Awesome
How do I contact Sortino Financial Group?
Sortino Financial Group contact info: Phone number: (410) 527-7997 Website: www.sortinofinancialgroup.com
What does Sortino Financial Group do?

Sortino Financial is a financial services firm based in Baltimore, Maryland, catering to individuals, businesses, and federal employees. The firm offers a comprehensive suite of services including retirement planning, investment strategies, insurance, and tax planning, aimed at simplifying financial complexities for their clients. They focus on cre... ating customized financial strategies that align with clients' unique goals and circumstances. Sortino Financial emphasizes a holistic approach, working collaboratively with clients' accounting and legal professionals to ensure a coordinated financial plan.Read More

Is Sortino Financial Group a public company?
Sortino Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Sortino Financial Group

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