What is Agrillo Financial Group's NAICS code?

Agrillo Financial Group's NAICS code is 52 (Finance and Insurance).

Insights

Personalized Financial Planning Agrillo Financial Group emphasizes a personalized approach to financial planning, highlighting opportunities to offer customized wealth management solutions and comprehensive financial advisory services tailored to individual client needs.

Family-Driven Team With a family-oriented leadership structure, there is potential to target clients seeking trusted, family-centric financial advice, especially those interested in estate and legacy planning services that align with personal values.

Growth Potential Operating with revenue between 1 million and 10 million, the firm is positioned as a small to mid-sized player, suggesting opportunities for scalable financial products, digital solutions, and expansion strategies to increase market share.

Digital Presence & Content The company's use of modern web technologies and recent publication of Outlook 2022 indicates an openness to digital engagement, creating avenues to promote online financial education, webinars, and digital client onboarding services.

Niche Market Focus Specializing in holistic life-stage financial strategies, the firm can be targeted with tailored investment, insurance, and estate planning solutions—especially for clients seeking trusted advisors with a personal touch and long-term financial security focus.

Similar companies to Agrillo Financial Group

Agrillo Financial Group Tech Stack

Agrillo Financial Group uses 8 technology products and services including RSS, WordPress, oEmbed, and more. Explore Agrillo Financial Group's tech stack below.

RSS
Content Management System
WordPress
Content Management System
oEmbed
Dev Tools
jQuery Migrate
Javascript Libraries
imagesLoaded
Javascript Libraries
Elementor
Page Builders
Priority Hints
Performance
Google Search Console
Web Analytics

Media & News

Agrillo Financial Group launches Outlook 2022: Passing the Baton.
First things first, Agrillo Financial Group is very excited to announce that tomorrow (Tuesday, December 7) Agrillo Financial Group is set to release Outlook 2022: Passing the Baton.
Dec 08, 2021 | agrillofinancialgroup.com

Agrillo Financial Group's Email Address Formats

Agrillo Financial Group uses at least 1 format(s):

Agrillo Financial Group Email Formats	Example	Percentage
First@agrillofinancialgroup.com	John@agrillofinancialgroup.com	60%
First.Last@agrillofinancialgroup.com	John.Doe@agrillofinancialgroup.com	20%
FLast@agrillofinancialgroup.com	JDoe@agrillofinancialgroup.com	20%

Frequently Asked Questions

Where is Agrillo Financial Group's headquarters located?

Agrillo Financial Group's main headquarters is located at 1858 Hempstead Turnpike East Meadow, New York 11554 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Agrillo Financial Group's phone number?

You can contact Agrillo Financial Group's main corporate office by phone at

+1-516-542-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Agrillo Financial Group's official website and social media links?

Agrillo Financial Group's official website is agrillofinancialgroup.com and has social profiles on LinkedIn.

What is Agrillo Financial Group's SIC code NAICS code?

Agrillo Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Agrillo Financial Group have currently?

As of December 2025, Agrillo Financial Group has approximately 1 employees across 2 continents, including North AmericaEurope. Key team members include President: T. A.President: T. A.Owner: D. A.. Explore Agrillo Financial Group's employee directory with LeadIQ.

What industry does Agrillo Financial Group belong to?

Agrillo Financial Group operates in the Financial Services industry.

What technology does Agrillo Financial Group use?

Agrillo Financial Group's tech stack includes RSSWordPressoEmbedjQuery MigrateimagesLoadedElementorPriority HintsGoogle Search Console.

What is Agrillo Financial Group's email format?

Agrillo Financial Group's email format typically follows the pattern of First@agrillofinancialgroup.com. Find more Agrillo Financial Group email formats with LeadIQ.

Agrillo Financial Group

Q: How many employees does Agrillo Financial Group have currently?

Agrillo Financial Group has approximately 1 employees.

Q: What technology does Agrillo Financial Group use?

Agrillo Financial Group's tech stack includes Font Awesome, reCAPTCHA, jQuery Migrate, Twemoji, Google Analytics.

Financial ServicesNew York, United States0-1 Employees

Agrillo Financial Group is a financial services firm based in East Meadow, New York, offering personalized financial planning and wealth management. Founded by Dee Agrillo, a CFP practitioner, the firm operates with her son Ted, who brings Wall Street experience to investment, estate, and insurance planning. The team emphasizes dedication, knowledge, and mutual trust as the foundation for helping clients pursue long-term financial goals, with planning delivered through LPL Financial.

The firm describes its approach as lifecycle-based planning, guiding clients through stages of life to protect wealth and long-term financial security via a diversified wealth management strategy. In December 2021, Agrillo Financial Group issued Outlook 2022: Passing the Baton.

Company Overview

Headquarters: 1858 Hempstead Turnpike East Meadow, New York 11554 United States
Phone number: +1-516-542-****
Website: agrillofinancialgroup.com
SIC Code: 6282 - Investment Advice
NAICS Code: 52 - Finance and Insurance
Employees: 0-1