Insights

Niche Market Focus Dale A. Frank Financial Group specializes in personalized financial and insurance solutions for high-net-worth individuals seeking asset preservation and tailored investment strategies, presenting an opportunity to cross-sell advanced wealth management and premium insurance products.

Growing Revenue Potential With revenue estimates between 10 to 25 million dollars and a dedicated team, the company demonstrates scalability prospects, making it a viable target for expanding service offerings or strategic partnerships in personalized financial planning.

Technology Adoption The use of modern tech stacks like React and Lodash indicates a focus on digital engagement, offering an entry point to introduce innovative financial planning tools, client portals, or automated advisory services to enhance client experience.

Insurance Portfolio Expansion Having over 20 years of insurance brokerage experience with access to numerous providers positions the company for growth in niche or specialized insurance products, encouraging collaboration in areas like cyber insurance, high-value asset coverage, or executive protection.

Market Positioning Aligning with larger competitors in the financial advisory space suggests opportunities for collaboration or differentiation through personalized customer service, boutique offerings, and community engagement to attract affluent clients seeking tailored financial solutions.

Dale A. Frank Financial Group Tech Stack

Dale A. Frank Financial Group uses 8 technology products and services including Webpack, Mailgun, Google Fonts API, and more. Explore Dale A. Frank Financial Group's tech stack below.

  • Webpack
    Development
  • Mailgun
    Email
  • Google Fonts API
    Font Scripts
  • RequireJS
    Javascript Frameworks
  • React
    Javascript Frameworks
  • TweenMax
    Javascript Frameworks
  • Zepto
    Javascript Libraries
  • Lodash
    Javascript Libraries

Media & News

Dale A. Frank Financial Group's Email Address Formats

Dale A. Frank Financial Group uses at least 1 format(s):
Dale A. Frank Financial Group Email FormatsExamplePercentage
First@dalefrankinsurance.comJohn@dalefrankinsurance.com
50%
First@dalefrankinsurance.comJohn@dalefrankinsurance.com
50%

Frequently Asked Questions

Where is Dale A. Frank Financial Group's headquarters located?

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Dale A. Frank Financial Group's main headquarters is located at 2 Amherst Road P/o Box 455 Sunderland, Massachusetts 01375 United States. The company has employees across 1 continents, including North America.

What is Dale A. Frank Financial Group's phone number?

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You can contact Dale A. Frank Financial Group'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 Dale A. Frank Financial Group's official website and social media links?

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Dale A. Frank Financial Group's official website is dalefrankinsurance.com and has social profiles on LinkedIn.

What is Dale A. Frank Financial Group's SIC code NAICS code?

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Dale A. Frank Financial Group's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Dale A. Frank Financial Group have currently?

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As of February 2026, Dale A. Frank Financial Group has approximately 9 employees across 1 continents, including North America. Key team members include President: D. F.Director Of Operations: W. L.Financial Services Associate: S. W.. Explore Dale A. Frank Financial Group's employee directory with LeadIQ.

What industry does Dale A. Frank Financial Group belong to?

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Dale A. Frank Financial Group operates in the Financial Services industry.

What technology does Dale A. Frank Financial Group use?

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Dale A. Frank Financial Group's tech stack includes WebpackMailgunGoogle Fonts APIRequireJSReactTweenMaxZeptoLodash.

What is Dale A. Frank Financial Group's email format?

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Dale A. Frank Financial Group's email format typically follows the pattern of First@dalefrankinsurance.com. Find more Dale A. Frank Financial Group email formats with LeadIQ.

Dale A. Frank Financial Group

Financial ServicesMassachusetts, United States2-10 Employees

Dale A. Frank Financial Services

The preservation of your assets – whether they are stocks, bonds, or tangible goods – is our primary concern. We work tirelessly to develop and implement powerful financial strategies geared towards higher yields, less taxes, and a more viable future for your investment portfolio.

We can effectively manage – and cultivate – your stocks, annuities, mutual funds, retirement plans, and trusts. We offer more than a half century of combined financial experience, professional ism, and caring. We are committed to your prosperity – and your peace of mind.



Dale A. Frank Insurance

The Dale A. Frank Insurance Agency is an independent insurance agency that has been operating in the Commonwealth of Massachusetts for over 20 years. As a member of SIAA Insurance Choices Agents, we have access to more insurance companies than most agencies. Through this network of Independent Agents, we can provide the best protection from the financial impact of lawsuits, fires, auto accidents, and other unexpected losses. Our friendly agents are dedicated to answering your questions and guiding you through the process of providing the right coverage at the best rate possible.

Section iconCompany Overview

Headquarters
2 Amherst Road P/o Box 455 Sunderland, Massachusetts 01375 United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Dale A. Frank Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Dale A. Frank Financial Group's revenue is estimated to be in the range of $10M$25M

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