Insights

Community Focus Established local presence in Beaver Falls with 55 years in the region, suggesting receptive markets for personalized financial planning services and cross-sell across local small businesses and nonprofit organizations.

Independent Advisor Independent firm with Commonwealth Financial Network affiliation, indicating flexibility in product selection and potential to upsell advisory services, retirement planning, and insurance offerings to clients seeking comprehensive financial solutions.

Mid-Market Growth Revenue in the mid-range with a lean team (11-50 employees) presents an opportunity to scale through added financial planning services, digital onboarding, and tech-enabled client engagement to attract more high-quality RIA clients.

Tech Enablement Current tech stack includes MySQL, PHP, DocuSign and analytics tooling; potential to leverage client portals, e-signature workflows, and data integrations to improve onboarding, cross-sell, and client retention.

Strategic Partnerships Broad state coverage and affiliation with registered advisory networks suggest collaboration opportunities with regional nonprofits, small businesses, and employer-sponsored plans to expand assets under management and advisory relationships.

Flick Financial Tech Stack

Flick Financial uses 8 technology products and services including FMG Suite, Underscore.js, jQuery, and more. Explore Flick Financial's tech stack below.

  • FMG Suite
    Content Marketing
  • Underscore.js
    Javascript Libraries
  • jQuery
    Javascript Libraries
  • DocuSign
    Miscellaneous
  • Lua
    Programming Languages
  • Datadog
    Real User Monitoring
  • New Relic
    Real User Monitoring
  • Apache
    Web Servers

Flick Financial's Email Address Formats

Flick Financial uses at least 1 format(s):
Flick Financial Email FormatsExamplePercentage
First@flickfinancial.netJohn@flickfinancial.net
75%
F.Last@flickfinancial.netJ.Doe@flickfinancial.net
13%
Fir.Last@flickfinancial.netJoh.Doe@flickfinancial.net
12%

Frequently Asked Questions

What is Flick Financial's phone number?

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

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Flick Financial's official website is flickfinancial.net and has social profiles on LinkedIn.

How much revenue does Flick Financial generate?

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As of July 2026, Flick Financial's annual revenue is estimated to be $10M - $25M.

What is Flick Financial's NAICS code?

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Flick Financial's NAICS code is 52 - Finance and Insurance.

How many employees does Flick Financial have currently?

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As of July 2026, Flick Financial has approximately 11 employees across 1 continents, including North America. Key team members include Partner, Investment Specialist: C. B. A. C. L.Partner, Financial Planner: L. K. F.Marketing Coordinator: L. K.. Explore Flick Financial's employee directory with LeadIQ.

What industry does Flick Financial belong to?

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Flick Financial operates in the Financial Services industry.

What technology does Flick Financial use?

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Flick Financial's tech stack includes FMG SuiteUnderscore.jsjQueryDocuSignLuaDatadogNew RelicApache.

What is Flick Financial's email format?

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Flick Financial's email format typically follows the pattern of First@flickfinancial.net. Find more Flick Financial email formats with LeadIQ.
Flick Financial logo

Flick Financial

Financial ServicesPennsylvania, United States11-50 Employees

Flick Financial is an independent financial services firm that collaborates with individuals, families, small businesses, nonprofit organizations, and their employees to address investments, insurance, retirement planning, and overall financial strategy. With more than a century of combined experience, the team emphasizes a broad, ongoing approach to helping clients pursue their financial goals and serves as a long-term resource for their affairs. The firm has deep roots in Beaver County, Pennsylvania, where it has maintained a local presence for decades and operates from its Beaver Falls base. It operates within the investment advisory and securities space, coordinating advisory services through Commonwealth Financial Network and emphasizing prudence and compliance in its client relationships. While the firm serves a residential client base across multiple states, its local focus and community ties are highlighted as a core aspect of its identity.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

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

Section iconFunding & Financials

  • $10M - $25M

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

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