Insights

Growth and scale Established regional financial services firm with 51-200 employees and revenue in the 100M–250M range, presenting a solid mid-market target for partnerships that require scalable technology, back-office support, and wealth management solutions.

Technology stack Leverages modern analytics and CRM tooling (Looker, Tableau, DBT, Jenkins, PostgreSQL, Salesforce Service Cloud, Datadog, Salesloft) signaling readiness for data-driven client insights, sales automation, and service optimization opportunities.

Headquarters shift Relocation to Bethesda, MD indicates strategic regional consolidation and potential regional expansion plans, creating openings for office-operations enhancement services, IT infrastructure upgrades, and local-market partnerships.

Independent and regional Independent, mid-Atlantic focus with strong presence and 38+ years in business, suggesting potential for consultative selling on succession planning, wealth management technology integrations, and fiduciary-compliant platforms.

Competitive landscape Operate among sizable peers with large distributions (Guardian Life, Prudential, Northwestern Mutual, etc.), creating opportunities to offer differentiated tech-enabled client experience, data analytics, and scalable service models to compete effectively for high-net-worth and middle-market clients.

Similar companies to First Financial Group

First Financial Group Tech Stack

First Financial Group uses 8 technology products and services including Looker, Tableau, DBT, and more. Explore First Financial Group's tech stack below.

First Financial Group's Email Address Formats

First Financial Group uses at least 4 email formats:
First Financial Group Email FormatsExamplePercentage
FLast@firstfinancialgroup.comJDoe@firstfinancialgroup.com
94%
First_Last@firstfinancialgroup.comJohn_Doe@firstfinancialgroup.com
2%
FirstLast@firstfinancialgroup.comJohnDoe@firstfinancialgroup.com
3%
FirstL@firstfinancialgroup.comJohnD@firstfinancialgroup.com
1%

Frequently Asked Questions

What is First Financial Group's official website and social media links?

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First Financial Group's official website is firstfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does First Financial Group generate?

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As of July 2026, First Financial Group's annual revenue is estimated to be $100M - $250M.

What is First Financial Group's SIC code and NAICS code?

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First Financial Group's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does First Financial Group have currently?

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As of July 2026, First Financial Group has approximately 51 employees across 1 continents, including North America. Key team members include Vice President: J. M. and Senior Pastor: A. Explore First Financial Group's employee directory with LeadIQ.

What industry does First Financial Group belong to?

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First Financial Group operates in the Financial Services industry.

What technology does First Financial Group use?

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First Financial Group's tech stack includes Looker, Tableau, DBT, Jenkins, PostgreSQL, Salesforce Service Cloud, Datadog and Salesloft.

What is First Financial Group's email format?

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First Financial Group's email format typically follows the pattern of FLast@firstfinancialgroup.com. Find more First Financial Group email formats with LeadIQ.
First Financial Group logo

First Financial Group

Financial ServicesUnited States51-200 Employees

First Financial Group is a United States–based financial services firm with a history spanning more than 38 years. After reuniting its Sparks, MD operation with its southern counterpart, the company established its headquarters in Bethesda, Maryland, and positions itself as a comprehensive firm serving financial needs across the Mid-Atlantic region. The organization operates through a network of representatives and client service personnel, indicating a model that combines advisory guidance with ongoing client support for individuals seeking to live wealthier, more secure financial lives. Its focus appears to be on providing diverse financial services through an independent platform, aligning with a market that includes large, established peers in the broader financial services industry. The firm targets clients seeking long-term financial planning and coordinated services delivered by a locally focused, independently owned entity. }

Section iconCompany Overview

SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $100M - $250M

    First Financial Group's revenue is estimated to be in the range of $100M - $250M

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