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Insights

Strong Client Relationships Cannon Financial Strategists demonstrates a commitment to long-term client engagement with many relationships exceeding 20 years, indicating a loyal customer base and opportunities for retention-driven upselling or expanded services.

Active Investment Strategy The company regularly invests in prominent corporations like Apple, Coca-Cola, and United Parcel Service, showcasing an active investment approach that could be a gateway to introducing new financial products or advisory services tailored to institutional investors.

Market Niche Focus Specializing in retirement planning and employer-sponsored retirement plans positions Cannon as a potential partner for companies seeking comprehensive retirement service solutions, creating opportunities for portfolio diversification or tech-enabled planning tools.

Mid-sized Market Position With revenue between 50 to 100 million dollars and a smaller employee base, Cannon can be targeted as a boutique financial service provider that values personalized service—a key selling point for clients seeking tailored financial planning.

Technology Utilization The company's use of modern web technologies indicates an openness to digital tools and analytics, providing opportunities to offer innovative fintech solutions, enhanced client portals, or data-driven investment insights to improve service delivery.

Cannon Financial Strategists, Inc. Tech Stack

Cannon Financial Strategists, Inc. uses 8 technology products and services including Open Graph, oEmbed, Modernizr, and more. Explore Cannon Financial Strategists, Inc.'s tech stack below.

  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • Modernizr
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Infinite Scroll
    Javascript Libraries
  • Leaflet
    Maps
  • Lua
    Programming Languages
  • X-XSS-Protection
    Security

Cannon Financial Strategists, Inc.'s Email Address Formats

Cannon Financial Strategists, Inc. uses at least 1 format(s):
Cannon Financial Strategists, Inc. Email FormatsExamplePercentage
First.Last@cannonfinancialstrategists.comJohn.Doe@cannonfinancialstrategists.com
94%
Last@cannonfinancialstrategists.comDoe@cannonfinancialstrategists.com
4%
FLast@cannonfinancialstrategists.comJDoe@cannonfinancialstrategists.com
2%

Frequently Asked Questions

Where is Cannon Financial Strategists, Inc.'s headquarters located?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc.'s main headquarters is located at 649-8 South Milledge Avenue Athens, Georgia 30605 United States. The company has employees across 1 continents, including North America.

What is Cannon Financial Strategists, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Cannon Financial Strategists, Inc.'s main corporate office by phone at
+1-706-548-****
. 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 Cannon Financial Strategists, Inc.'s official website and social media links?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc.'s official website is cannonfinancialstrategists.com and has social profiles on LinkedIn.

What is Cannon Financial Strategists, Inc.'s NAICS code?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Cannon Financial Strategists, Inc. have currently?

Minus sign iconPlus sign iconAs of May 2026, Cannon Financial Strategists, Inc. has approximately 38 employees across 1 continents, including North America. Key team members include Chief Executive Officer: K. D.Chief Operating Officer: C. E.President - CFP®: J. S.. Explore Cannon Financial Strategists, Inc.'s employee directory with LeadIQ.

What industry does Cannon Financial Strategists, Inc. belong to?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc. operates in the Financial Services industry.

What technology does Cannon Financial Strategists, Inc. use?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc.'s tech stack includes Open GraphoEmbedModernizrSwiperInfinite ScrollLeafletLuaX-XSS-Protection.

What is Cannon Financial Strategists, Inc.'s email format?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc.'s email format typically follows the pattern of First.Last@cannonfinancialstrategists.com. Find more Cannon Financial Strategists, Inc. email formats with LeadIQ.

When was Cannon Financial Strategists, Inc. founded?

Minus sign iconPlus sign iconCannon Financial Strategists, Inc. was founded in 1984.

Cannon Financial Strategists, Inc.

Financial ServicesGeorgia, United States11-50 Employees

At Cannon Financial Strategists, we’ve created a simplified, successful approach to retirement services and planning. Our firm was founded on a unique service model: satisfy a variety of roles that normally require multiple providers. 

Whether we’re assisting plan sponsors in the development and oversight of their employee’s retirement plan, or guiding individuals through the challenges of retirement income planning, our continuous goal is the delivery of prompt and thorough service. The proof of our success in this goal is evident in the longevity of our client relationships—many of our relationships extend more than 20+ years.

Section iconCompany Overview

Headquarters
649-8 South Milledge Avenue Athens, Georgia 30605 United States
Phone number
+1-706-548-****
Website
cannonfinancialstrategists.com
NAICS Code
52 - Finance and Insurance
Founded
1984
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Cannon Financial Strategists, Inc.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Cannon Financial Strategists, Inc.'s revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    K. D.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. E.
    Chief Operating Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    President - CFP®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. W.
    Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. P.
    Senior Vice President
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    T. B.
    Executive Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. P.
    Director, Enterprise Integration
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. F. S.
    Director, Retirement Plan Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. G.
    Executive Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. U.
    Director Of Tax Operations, Senior Tax Advisor
    Phone icon
    Mobile Phone

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