SR Financial Group

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

2385 NW Executive Center Dr Ste 100, Boc...

Phone Number

(561) 981-2525

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About SR Financial Group

SR Financial Group is a financial services firm based in Boca Raton, FL, dedicated to providing families and businesses with innovative financial strategies and planning. They offer a range of services including retirement planning, income planning, legacy planning, insurance solutions, and wealth management. The company focuses on building long-term relationships with clients by delivering personalized and ethically sound financial solutions. Their mission is to empower clients to achieve financial independence through customized plans that address both individual and business needs.Explore more
SR Financial Group's Social MediaPopular SearchesSR Financial GroupSr Financial IncSIC Code 62,628NAICS Code 52,523Show more

SR Financial Group Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

SR Financial Group

<$5M
1-10
Private
-
-
$6.5M
11-50
Private
-
1986
PM
Patti MalyDirector, Operations
<$5M
1-10
Private
-
1991
RJ
Rachael JungeOffice Manager
<$5M
1-10
Private
-
2010
Michael Cratty, President & Investment Advisor & Representative at Cratty & Swanson Advisors
Michael CrattyPresident & Investment Advisor & Representative
<$5M
1-10
Private
-
2016
Christopher Chang, Advisory Services Head at Greenline Associates
Christopher ChangAdvisory Services Head
<$5M
1-10
Private
<$5M
2011
RB
Ryan BoydstonAdvisor and Operations Manager
<$5M
1-10
Private
-
-
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

SR Financial Group Tech Stack

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Frequently Asked Questions Regarding SR Financial Group

What is SR Financial Group's official website?
SR Financial Group's official website is www.srfinancialinc.net
What is SR Financial Group's Revenue?
SR Financial Group's revenue is <$5 Million
What is SR Financial Group's SIC code?
SR Financial Group's SIC: 62,628
What is SR Financial Group's NAICS code?
SR Financial Group's NAICS: 52,523
How many employees does SR Financial Group have?
SR Financial Group has 1-10 employees
What industry does SR Financial Group belong to?
SR Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is SR Financial Group competition?
SR Financial Group top competitors include: Altitude Planning Group, Cratty & Swanson Advisors, Greenline Associates, Soard Financial Management
What technology does SR Financial Group use?
Some of the popular technologies that SR Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Google Universal Analytics
How do I contact SR Financial Group?
SR Financial Group contact info: Phone number: (561) 981-2525 Website: www.srfinancialinc.net
What does SR Financial Group do?

SR Financial Group is a financial services firm based in Boca Raton, FL, dedicated to providing families and businesses with innovative financial strategies and planning. They offer a range of services including retirement planning, income planning, legacy planning, insurance solutions, and wealth management. The company focuses on building long-te... rm relationships with clients by delivering personalized and ethically sound financial solutions. Their mission is to empower clients to achieve financial independence through customized plans that address both individual and business needs.Read More

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

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