The DFS Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

2425 N Central Expy Ste 700, Richardson,...

Phone Number

(972) 417-2900

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About The DFS Group

The DFS Financial Group is an independent, family-owned financial firm that specializes in providing diversified financial services to successful business owners, professionals, and community leaders. Their offerings include private wealth management, asset protection planning, portfolio management, retirement planning, and tax strategies, all tailored to meet the unique needs of high-net-worth individuals and businesses. The firm emphasizes a personalized approach, focusing on education, communication, and building strong relationships to empower clients in their financial decision-making. With a commitment to exceptional client service, The DFS Financial Group aims to elevate clients' financial well-being and ensure long-term success.Explore more
The DFS Group's Social MediaPopular SearchesThe DFS Groupthe dfs group LLCDFS Insurance Services LLCDFS Group LLCDFS GROUP IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The DFS Group

<$5M
1-10
Private
-
2013
N/A
$8.7M
11-50
Private
-
-
SS
Stacy SachsFinancial Advisor
$5.9M
11-50
Private
-
-
SW
Shelly WalkerManager, Client Services
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
VP
Veronica PineLead Client Intake Administrator
<$5M
1-10
Private
-
2008
CR
Candace RapanottiManager, Marketing
<$5M
1-10
Private
-
2009
AH
Alexi HalavazisChief Compliance Officer & Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The DFS Group Tech Stack

A closer look at the technologies used by The DFS Group

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Frequently Asked Questions Regarding The DFS Group

What is The DFS Group's official website?
The DFS Group's official website is www.thedfsgroupllc.com
What is The DFS Group's Revenue?
The DFS Group's revenue is <$5 Million
What is The DFS Group's SIC code?
The DFS Group's SIC: 62,628
What is The DFS Group's NAICS code?
The DFS Group's NAICS: 52,523
How many employees does The DFS Group have?
The DFS Group has 1-10 employees
What industry does The DFS Group belong to?
The DFS Group is in the industry of: Finance, Securities Trading
What is The DFS Group competition?
The DFS Group top competitors include: Rogers Financial Group, Sachs Financial Servic, Foundation Wealth Advisors, Copper Canyon Wealth Management
What technology does The DFS Group use?
Some of the popular technologies that The DFS Group uses are: GoCentral, Smarsh, GoDaddy DNS, Amazon Web Hosting
How do I contact The DFS Group?
The DFS Group contact info: Phone number: (972) 417-2900 Website: www.thedfsgroupllc.com
What does The DFS Group do?

The DFS Financial Group is an independent, family-owned financial firm that specializes in providing diversified financial services to successful business owners, professionals, and community leaders. Their offerings include private wealth management, asset protection planning, portfolio management, retirement planning, and tax strategies, all tail... ored to meet the unique needs of high-net-worth individuals and businesses. The firm emphasizes a personalized approach, focusing on education, communication, and building strong relationships to empower clients in their financial decision-making. With a commitment to exceptional client service, The DFS Financial Group aims to elevate clients' financial well-being and ensure long-term success.Read More

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

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