Insights

Specialized Financial Services DOCTORS FINANCIAL SERVICES - DFS offers specialized financial services tailored for Doctors and High Net Worth Business Owners, focusing on comprehensive wealth planning and tax-efficient strategies, presenting a unique sales opportunity to target this niche market segment.

Innovative Product Launch The recent launch of the RSquared Retirement Trust by Doctorsfs presents a compelling sales opportunity due to its innovative features, including a 50% increase in retirement income with no additional funding, tax-free income options, and risk mitigation strategies. Sales representatives can leverage this new product to attract potential clients seeking enhanced retirement solutions.

Revenue Growth Potential With a revenue range of $0 - 10M, DOCTORS FINANCIAL SERVICES - DFS has significant growth potential in generating sales and expanding its market share. Business development professionals can capitalize on this financial opportunity to drive sales growth and explore partnership prospects with the company.

Competitive Landscape Analysis Understanding the competitive landscape by comparing DOCTORS FINANCIAL SERVICES - DFS with similar companies like Live Oak Bank and MedPro Group, which have varying employee sizes and revenue ranges, can provide valuable insights for sales professionals to identify strategic positioning and differentiate offerings effectively in the market.

Digital Marketing Insights Utilizing digital marketing tools such as Facebook Pixel, Google Hosted Libraries, and Squarespace on the company's website indicates a focus on online visibility and customer engagement. Sales development representatives can leverage these technologies to enhance outreach strategies and drive lead generation in the digital space.

Similar companies to DOCTORS FINANCIAL SERVICES - DFS

DOCTORS FINANCIAL SERVICES - DFS Tech Stack

DOCTORS FINANCIAL SERVICES - DFS uses 8 technology products and services including Facebook Pixel, Google Hosted Libraries, Squarespace, and more. Explore DOCTORS FINANCIAL SERVICES - DFS's tech stack below.

  • Facebook Pixel
    Analytics
  • Google Hosted Libraries
    Content Delivery Network
  • Squarespace
    Content Management System
  • Cart Functionality
    E-commerce
  • Modernizr
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • HSTS
    Security
  • Facebook
    Widgets

DOCTORS FINANCIAL SERVICES - DFS's Email Address Formats

DOCTORS FINANCIAL SERVICES - DFS uses at least 1 format(s):
DOCTORS FINANCIAL SERVICES - DFS Email FormatsExamplePercentage
FLast@doctorsfs.comJDoe@doctorsfs.com
43%
Last@doctorsfs.comDoe@doctorsfs.com
28%
First@doctorsfs.comJohn@doctorsfs.com
15%
First.Last@doctorsfs.comJohn.Doe@doctorsfs.com
14%

Frequently Asked Questions

Where is DOCTORS FINANCIAL SERVICES - DFS's headquarters located?

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DOCTORS FINANCIAL SERVICES - DFS's main headquarters is located at 7155 Old Katy Road, Suite N243 Houston, Texas 77024, US. The company has employees across 2 continents, including North AmericaAfrica.

What is DOCTORS FINANCIAL SERVICES - DFS's phone number?

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You can contact DOCTORS FINANCIAL SERVICES - DFS'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 DOCTORS FINANCIAL SERVICES - DFS's official website and social media links?

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DOCTORS FINANCIAL SERVICES - DFS's official website is doctorsfs.com and has social profiles on LinkedIn.

How much revenue does DOCTORS FINANCIAL SERVICES - DFS generate?

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As of May 2025, DOCTORS FINANCIAL SERVICES - DFS's annual revenue reached $750K.

What is DOCTORS FINANCIAL SERVICES - DFS's SIC code NAICS code?

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DOCTORS FINANCIAL SERVICES - DFS's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does DOCTORS FINANCIAL SERVICES - DFS have currently?

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As of May 2025, DOCTORS FINANCIAL SERVICES - DFS has approximately 3 employees across 2 continents, including North AmericaAfrica. Key team members include Co-Founder, Managing Director: M. H.Managing Director: J. H.Manager: L. M.. Explore DOCTORS FINANCIAL SERVICES - DFS's employee directory with LeadIQ.

What industry does DOCTORS FINANCIAL SERVICES - DFS belong to?

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DOCTORS FINANCIAL SERVICES - DFS operates in the Financial Services industry.

What technology does DOCTORS FINANCIAL SERVICES - DFS use?

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DOCTORS FINANCIAL SERVICES - DFS's tech stack includes Facebook PixelGoogle Hosted LibrariesSquarespaceCart FunctionalityModernizrjQueryHSTSFacebook.

What is DOCTORS FINANCIAL SERVICES - DFS's email format?

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DOCTORS FINANCIAL SERVICES - DFS's email format typically follows the pattern of . Find more DOCTORS FINANCIAL SERVICES - DFS email formats with LeadIQ.

When was DOCTORS FINANCIAL SERVICES - DFS founded?

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DOCTORS FINANCIAL SERVICES - DFS was founded in 2015.
DOCTORS FINANCIAL SERVICES - DFS

DOCTORS FINANCIAL SERVICES - DFS

Financial ServicesUnited States2-10 Employees

We offer comprehensive financial services dedicated to Doctors and High Net Worth Business Owners .  Our mission is to assist our clients to achieve financial peace of mind by providing comprehensive wealth planning  strategies accompanied with highly tax efficient structures, investments and insurance that grow and protect their wealth providing the ability to maintain their lifestyle in the present and the future. Ultimately, preserving their legacy that can be passed to future generations.

Section iconCompany Overview

Headquarters
7155 Old Katy Road, Suite N243 Houston, Texas 77024, US
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
2-10

Section iconFunding & Financials

  • $10M

    DOCTORS FINANCIAL SERVICES - DFS's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    DOCTORS FINANCIAL SERVICES - DFS's revenue is in the range of $10M

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