Insights

Niche Financial Expertise Eric Scott Financial specializes in tax minimization strategies within the financial services industry, presenting an opportunity to cross-sell advanced tax planning, estate planning, and wealth management solutions to their clientele.

Small but Focused With a lean team of 2-10 employees, the firm values personalized service, making targeted technology integrations and scalable marketing solutions highly relevant to help expand their reach and operational efficiency.

Technology Stack Utilizing Google Cloud, WooCommerce, and other web tools indicates an openness to modern digital infrastructure, suggesting potential for partnerships in fintech integrations, digital marketing, and cybersecurity enhancements.

High Revenue Range Earning between 10 million to 25 million dollars positions the company as a promising client for premium investment management tools, compliance solutions, and financial advisory technology services.

Competitive Positioning Operating in a market with giants like Charles Schwab and Vanguard, Eric Scott Financial offers a niche, personalized approach which could benefit from tailored branding, client acquisition strategies, and strategic alliances in the financial advisory space.

Eric Scott Financial Tech Stack

Eric Scott Financial uses 8 technology products and services including WooCommerce, Google Cloud, jQuery Migrate, and more. Explore Eric Scott Financial's tech stack below.

  • WooCommerce
    E-commerce
  • Google Cloud
    Infrastructure As A Service
  • jQuery Migrate
    Javascript Libraries
  • OWL Carousel
    Javascript Libraries
  • Divi
    Page Builders
  • YouTube
    Video Players
  • PixelYourSite
    Web Platform Extensions
  • GoDaddy CoBlocks
    Web Platform Extensions

Media & News

Eric Scott Financial's Email Address Formats

Eric Scott Financial uses at least 1 format(s):
Eric Scott Financial Email FormatsExamplePercentage
First@ericscottfinancial.comJohn@ericscottfinancial.com
42%
FirstLast@ericscottfinancial.comJohnDoe@ericscottfinancial.com
8%
First@ericscottfinancial.comJohn@ericscottfinancial.com
42%
FirstLast@ericscottfinancial.comJohnDoe@ericscottfinancial.com
8%

Frequently Asked Questions

Where is Eric Scott Financial's headquarters located?

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Eric Scott Financial's main headquarters is located at 43 South 100 East Suite 201 St. George, Utah 84770 United States. The company has employees across 1 continents, including North America.

What is Eric Scott Financial's phone number?

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You can contact Eric Scott Financial'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 Eric Scott Financial's official website and social media links?

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Eric Scott Financial's official website is ericscottfinancial.com and has social profiles on LinkedIn.

What is Eric Scott Financial's SIC code NAICS code?

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Eric Scott Financial's SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Eric Scott Financial have currently?

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As of February 2026, Eric Scott Financial has approximately 3 employees across 1 continents, including North America. Key team members include President/Registered Investment Advisor: E. S.Executive Assistant Office Manager: K. S.Associate Advisor: J. T.. Explore Eric Scott Financial's employee directory with LeadIQ.

What industry does Eric Scott Financial belong to?

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Eric Scott Financial operates in the Financial Services industry.

What technology does Eric Scott Financial use?

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Eric Scott Financial's tech stack includes WooCommerceGoogle CloudjQuery MigrateOWL CarouselDiviYouTubePixelYourSiteGoDaddy CoBlocks.

What is Eric Scott Financial's email format?

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Eric Scott Financial's email format typically follows the pattern of First@ericscottfinancial.com. Find more Eric Scott Financial email formats with LeadIQ.

When was Eric Scott Financial founded?

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Eric Scott Financial was founded in 1996.

Eric Scott Financial

Financial ServicesUtah, United States2-10 Employees

Eric Scott Financial specializes in helping people to avoid paying unnecessary income taxes, Social Security taxes, capital gain taxes, estate taxes and securities. He focuses on IRAs, and has saved hundreds of thousands of dollars on taxes for individuals and their children. He believes strongly in diversification. His experience, integrity, and commitment to client satisfaction enable him to evaluate each client’s needs and desires and then formulate a strategy to help achieve realistic financial objectives.

Investment advisory services offered through Horter Investment Management, LLC, a SEC-Registered Investment Advisor. Horter Investment Management does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements.  Insurance and annuity products are sold separately through Eric Scott Financial. Securities transactions for Horter Investment Management clients are placed through E*TRADE Advisor Services, TD Ameritrade and Nationwide Advisory Solutions.

Section iconCompany Overview

Headquarters
43 South 100 East Suite 201 St. George, Utah 84770 United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
NAICS Code
52 - Finance and Insurance
Founded
1996
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Eric Scott Financial's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Eric Scott Financial's revenue is estimated to be in the range of $10M$25M

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