What is Goldstein Financial Group, LLC's NAICS code?

Goldstein Financial Group, LLC's NAICS code is 524 (Insurance Carriers and Related Activities).

Insights

Independent luxury focus Target high net-worth clients and family offices seeking tailored life insurance strategies through GFG's proprietary underwriting and portfolio optimization process, highlighting a personalized, independent brokerage edge via the M Financial Group partnership.

Strategic partnerships Leverage the recent Capital Strategies Group partnership to expand distribution, co-create advanced life insurance solutions, and access larger advisor networks for cross-sell opportunities and enhanced capital positioning.

Underwriting precision Position GFG’s sophisticated medical and financial underwriting and analytical reporting as a differentiator for complex cases, offering value to advisors managing high-end portfolios and business owner risk mitigation.

Technology enablement Highlight the tech stack and digital capabilities (drupal/WordPress, SharpSpring, cloud hosting) to streamline client onboarding, reporting, and advisor collaboration, presenting an efficient, scalable service offering to prospective partners.

Growth potential Target mid-market advisory firms looking to access national resources and scale their life insurance solutions through GFG and M Financial Group, offering co-branded education, analytics, and portfolio optimization for revenue expansion.

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Goldstein Financial Group, LLC Tech Stack

Goldstein Financial Group, LLC uses 8 technology products and services including Google Hosted Libraries, Drupal, WordPress, and more. Explore Goldstein Financial Group, LLC's tech stack below.

Google Hosted Libraries
Content Delivery Network
Drupal
Content Management System
WordPress
Content Management System
Microsoft 365
Email
DynDNS
Infrastructure As A Service
SharpSpring
Marketing Automation
DigitalOcean Web Hosting
Web Hosting
Apache
Web Servers

Media & News

Goldstein Financial Group, LLC's Email Address Formats

Goldstein Financial Group, LLC uses at least 3 email formats:

Goldstein Financial Group, LLC Email Formats	Example	Percentage
FLast@goldsteinfinancial.com	JDoe@goldsteinfinancial.com	63%
Last@goldsteinfinancial.com	Doe@goldsteinfinancial.com	25%
FirstLast@goldsteinfinancial.com	JohnDoe@goldsteinfinancial.com	12%

Frequently Asked Questions

What is Goldstein Financial Group, LLC's phone number?

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

+1-847-272-****

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

Goldstein Financial Group, LLC's official website is goldsteinfinancial.com and has social profiles on LinkedIn.

How much revenue does Goldstein Financial Group, LLC generate?

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

What is Goldstein Financial Group, LLC's SIC code and NAICS code?

Goldstein Financial Group, LLC's SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 524 - Insurance Carriers and Related Activities.

How many employees does Goldstein Financial Group, LLC have currently?

As of July 2026, Goldstein Financial Group, LLC has approximately 1 employees across 1 continents, including North America. Key team members include Director: L. H., Operations Manager: J. G. and Case Manager: S. T. Explore Goldstein Financial Group, LLC's employee directory with LeadIQ.

What industry does Goldstein Financial Group, LLC belong to?

Goldstein Financial Group, LLC operates in the Insurance industry.

What technology does Goldstein Financial Group, LLC use?

Goldstein Financial Group, LLC's tech stack includes Google Hosted Libraries, Drupal, WordPress, Microsoft 365, DynDNS, SharpSpring, DigitalOcean Web Hosting and Apache.

What is Goldstein Financial Group, LLC's email format?

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

Goldstein Financial Group, LLC

Q: What technology does Goldstein Financial Group, LLC use?

Goldstein Financial Group, LLC's tech stack includes Slider Revolution, Contact Form 7, oEmbed, Microsoft 365, DigitalOcean Web Hosting.

InsuranceIllinois, United States0-1 Employees

Goldstein Financial Group, LLC operates in the insurance sector, focusing on high-end life insurance solutions. The firm utilizes a proprietary process that combines thorough market reviews, advanced underwriting, and analytical reporting to assist families, family offices, and business owners in evaluating current portfolios, identifying opportunities, and recommending portfolio improvements aimed at reducing risk and enhancing long-term value. Based in Deerfield, Illinois, the company emphasizes education for clients and their advisors and collaborates with client teams and national resources to deliver tailored, long-term guidance.