What is First Fidelity Tax and Insurance's NAICS code?

First Fidelity Tax and Insurance's NAICS code is 524 (Insurance Carriers and Related Activities).

Insights

Diversified Offerings There is an opportunity to upsell related financial products by bundling CDs, IRAs, 401(k)s, fixed annuities, and life insurance into retirement planning packages for banks, credit unions, and independent offices seeking holistic retirement solutions.

No-Fee Value Proposition Leverage the no fees, no hidden costs, and fully insured accounts messaging to target fee-conscious institutions and retirees, highlighting cost-effective retirement asset management as a differentiator against higher-fee competitors.

Regional Expansion Needs Independent offices across the United States indicate potential for partner recruitment and channel expansion; focus on recruiting high-quality advisors in underserved regions to broaden geographic reach and accelerate growth.

Tech Enablement Current tech stack includes Microsoft 365 and security tools; there is room to optimize client onboarding, digital account management, and secure communications to improve efficiency, scale, and client trust for retirement-focused offerings.

Targeted Financial Services Market Revenue in the mid-range of 50–100 million with competitors of varied sizes suggests an opportunity to position as a trusted, independent retirement specialist for financial institutions seeking unbiased guidance and stable yields for clients.

First Fidelity Tax and Insurance Email Formats	Example	Percentage
First@firstfidelityamerica.com	John@firstfidelityamerica.com	100%

First Fidelity Tax and Insurance Email Formats

Example

Percentage

First@firstfidelityamerica.com

John@firstfidelityamerica.com

100%

Frequently Asked Questions

What is First Fidelity Tax and Insurance's phone number?

You can contact First Fidelity Tax and Insurance's main corporate office by phone at

+1-830-608-****

. 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 First Fidelity Tax and Insurance's official website and social media links?

First Fidelity Tax and Insurance's official website is firstfidelityamerica.com and has social profiles on LinkedIn.

How much revenue does First Fidelity Tax and Insurance generate?

As of August 2026, First Fidelity Tax and Insurance's annual revenue is estimated to be $50M - $100M.

What is First Fidelity Tax and Insurance's SIC code and NAICS code?

First Fidelity Tax and Insurance's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does First Fidelity Tax and Insurance have currently?

As of August 2026, First Fidelity Tax and Insurance has approximately 21 employees across 2 continents, including North America and Asia. Key team members include Owner: L. B., Software Engineer Developer: J. T. and Tax Preparer: N. P. Explore First Fidelity Tax and Insurance's employee directory with LeadIQ.

What industry does First Fidelity Tax and Insurance belong to?

First Fidelity Tax and Insurance operates in the Insurance industry.

What technology does First Fidelity Tax and Insurance use?

First Fidelity Tax and Insurance's tech stack includes Microsoft 365, Office 365, DigiCert and Google Search Console.

What is First Fidelity Tax and Insurance's email format?

First Fidelity Tax and Insurance's email format typically follows the pattern of First@firstfidelityamerica.com. Find more First Fidelity Tax and Insurance email formats with LeadIQ.

When was First Fidelity Tax and Insurance founded?

First Fidelity Tax and Insurance was founded in 2000.

First Fidelity Tax and Insurance

InsuranceTexas, United States11-50 Employees

First Fidelity Tax & Insurance operates within the insurance sector, evaluating offerings from banks and other financial institutions across the United States to secure favorable returns for clients on retirement-related products. Its product lineup includes certificates of deposit, IRAs, 401(k)s, fixed index annuities, fixed annuities, and life insurance, with services delivered through independent offices nationwide. The firm emphasizes providing unbiased, clear information to support retirement decisions and favors a personal, one-on-one engagement with clients.

Its client base includes retirees seeking safer, potentially higher-yield options for retirement assets, with a focus on principal preservation and fully insured accounts. The company is based in New Braunfels, Texas, and operates through independent offices across the United States in the insurance industry.

Insights

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