Insights

Boutique Growth A small advisory firm with expansion potential, offering a path to scale operations by implementing a streamlined CRM and integrated back-office tools to improve client onboarding and service delivery.

Regulatory Readiness Securities offered through Cetera Advisor Networks LLC and FINRA/SIPC oversight suggest ongoing compliance needs; target opportunities include onboarding support for advisory platforms, regulatory reporting automation, and secure data handling aligned with broker-dealer standards.

Marketing Optimization Existing WordPress site and analytics tools (Yoast SEO, Hotjar, Piwik) indicate emphasis on online visibility; opportunities to optimize SEO, content marketing, lead capture, attribution, and managed hosting to attract and convert clients.

Tech Modernization The tech stack shows common web and analytics tools with room for deeper integration; propose CRM and portfolio-management integrations, as well as SSO and secure hosting to streamline advisor workflows and data flows.

Budget Focus With limited revenue, prioritize affordable, scalable pilots with clear ROI, flexible pricing, and phased rollouts to win buy-in from stakeholders.

Similar companies to FLP Financial Group LLC

FLP Financial Group LLC Tech Stack

FLP Financial Group LLC uses 8 technology products and services including Hotjar, TrackJS, WordPress, and more. Explore FLP Financial Group LLC's tech stack below.

Hotjar
Analytics
TrackJS
Analytics
WordPress
Content Management System
Font Awesome
Font Scripts
jQuery
Javascript Libraries
Yoast SEO
Search Engines
Piwik
System Analytics & Monitoring
AddToAny
Widgets

Media & News

FLP Financial Group LLC's Email Address Formats

FLP Financial Group LLC uses at least 1 format(s):

FLP Financial Group LLC Email Formats	Example	Percentage
FLast@flpfinancial.com	JDoe@flpfinancial.com	40%
First.Last@flpfinancial.com	John.Doe@flpfinancial.com	20%
LFirst@flpfinancial.com	DJohn@flpfinancial.com	20%
First@flpfinancial.com	John@flpfinancial.com	20%

Frequently Asked Questions

Where is FLP Financial Group LLC's headquarters located?

FLP Financial Group LLC's main headquarters is located at 409 Canal Street Milldale, Connecticut 06467 United States. The company has employees across 1 continents, including North America.

What is FLP Financial Group LLC's phone number?

You can contact FLP Financial Group LLC's main corporate office by phone at

+1-844-357-****

. 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 FLP Financial Group LLC's official website and social media links?

FLP Financial Group LLC's official website is flpfinancial.com and has social profiles on LinkedIn.

What is FLP Financial Group LLC's NAICS code?

FLP Financial Group LLC's NAICS code is 52 - Finance and Insurance.

How many employees does FLP Financial Group LLC have currently?

As of December 2025, FLP Financial Group LLC has approximately 13 employees across 1 continents, including North America. Key team members include Owner: P. K.Client Service Manager: N. C.Wealth Advisor: J. H.. Explore FLP Financial Group LLC's employee directory with LeadIQ.

What industry does FLP Financial Group LLC belong to?

FLP Financial Group LLC operates in the Financial Services industry.

What technology does FLP Financial Group LLC use?

FLP Financial Group LLC's tech stack includes HotjarTrackJSWordPressFont AwesomejQueryYoast SEOPiwikAddToAny.

What is FLP Financial Group LLC's email format?

FLP Financial Group LLC's email format typically follows the pattern of FLast@flpfinancial.com. Find more FLP Financial Group LLC email formats with LeadIQ.

FLP Financial Group LLC

Q: How many employees does FLP Financial Group LLC have currently?

FLP Financial Group LLC has approximately 13 employees.

Q: What technology does FLP Financial Group LLC use?

FLP Financial Group LLC's tech stack includes WordPress, Twemoji, AddToAny, HubSpot, PHP.

Q: What is FLP Financial Group LLC's NAICS code?

FLP Financial Group LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesConnecticut, United States11-50 Employees

FLP Financial Group LLC operates in the financial services industry and is based in Milldale, Connecticut. Securities offerings are conducted through Cetera Advisor Networks LLC, a FINRA/SIPC-member broker-dealer, while investment advisory services are provided by CWM, LLC, an SEC-registered investment adviser. Cetera Advisor Networks LLC is under separate ownership from other named entities.

It serves clients seeking access to securities investments and professional investment guidance within the United States through this dual-entity structure. The firm is small to mid-sized, reflecting its local footprint and the combination of broker-dealer and advisory services it utilizes.