Insights

Small firm scale Anchor Certified Planners Grp is a small financial services firm with a lean team, suggesting opportunities to offer cost-effective, automated solutions that scale without large headcount increases.

Revenue potential Reported annual revenue in the $1M–$10M range indicates mid-market status with room for growth-focused services such as practice management, client experience platforms, and digital marketing to attract higher-net-worth segments.

Tech stack Current use of standard web technologies and analytics tools implies openness to modern fintech integrations, CRM enhancements, data analytics, and marketing automation to optimize client acquisition and retention.

Location edge Being based in Maitland, Florida positions the firm to leverage regional advisory market growth in Florida, with potential cross-sell opportunities to local professionals and small business owners.

Competitive landscape Operating alongside larger regional firms suggests a need for differentiated value propositions such as personalized planning, niche specialties, and scalable investment solutions to win share from bigger incumbents.

Anchor Certified Planners Grp Tech Stack

Anchor Certified Planners Grp uses 8 technology products and services including html5media, Font Awesome, jQuery, and more. Explore Anchor Certified Planners Grp's tech stack below.

  • html5media
    Audio, Video, Graphics
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Node.js
    Programming Languages
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Express
    Web Frameworks
  • GoDaddy
    Web Hosting

Media & News

Anchor Certified Planners Grp's Email Address Formats

Anchor Certified Planners Grp uses at least 1 format(s):
Anchor Certified Planners Grp Email FormatsExamplePercentage
First@billgrigat.comJohn@billgrigat.com
100%

Frequently Asked Questions

Where is Anchor Certified Planners Grp's headquarters located?

Minus sign iconPlus sign icon
Anchor Certified Planners Grp's main headquarters is located at 101 Southhall Lane Maitland, Florida 32751 United States. The company has employees across 1 continents, including North America.

What is Anchor Certified Planners Grp's phone number?

Minus sign iconPlus sign icon
You can contact Anchor Certified Planners Grp's main corporate office by phone at . 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 Anchor Certified Planners Grp's official website and social media links?

Minus sign iconPlus sign icon
Anchor Certified Planners Grp's official website is billgrigat.com and has social profiles on LinkedIn.

What is Anchor Certified Planners Grp's NAICS code?

Minus sign iconPlus sign icon
Anchor Certified Planners Grp's NAICS code is 52 - Finance and Insurance.

How many employees does Anchor Certified Planners Grp have currently?

Minus sign iconPlus sign icon
As of January 2026, Anchor Certified Planners Grp has approximately 5 employees across 1 continents, including North America. Key team members include Owner And President: B. G.Director Of Marketing: A. H.Director Of Marketing: A. R.. Explore Anchor Certified Planners Grp's employee directory with LeadIQ.

What industry does Anchor Certified Planners Grp belong to?

Minus sign iconPlus sign icon
Anchor Certified Planners Grp operates in the Financial Services industry.

What technology does Anchor Certified Planners Grp use?

Minus sign iconPlus sign icon
Anchor Certified Planners Grp's tech stack includes html5mediaFont AwesomejQueryNode.jsGoogle Tag ManagerGoogle AnalyticsExpressGoDaddy.

What is Anchor Certified Planners Grp's email format?

Minus sign iconPlus sign icon
Anchor Certified Planners Grp's email format typically follows the pattern of First@billgrigat.com. Find more Anchor Certified Planners Grp email formats with LeadIQ.
Anchor Certified Planners Grp logo

Anchor Certified Planners Grp

Financial ServicesFlorida, United States2-10 Employees

Anchor Certified Planners Grp operates in the financial services sector and is based in Maitland, Florida.

The firm appears to be small in size, with a limited local footprint, and maintains a website at billgrigat.com.

The available information does not provide detail on its specific services, client base, or market niche. It is positioned as a small player within the broader financial services landscape in the region.

Section iconCompany Overview

Headquarters
101 Southhall Lane Maitland, Florida 32751 United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Anchor Certified Planners Grp's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Anchor Certified Planners Grp's revenue is estimated to be in the range of $1M$10M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.