Insights

Client Education Target Greensmart Financials Group LLC as a partner for financial literacy initiatives and client education programs that can drive engagement across insurance, asset management, and retirement services.

Retirement Services Position 401k rollovers and asset management capabilities as a turnkey retirement solutions package to capture mid-market and small business clients seeking consolidated retirement planning.

Insurance Synergy Leverage cross-sell opportunities between life, health, Medicare, and annuities to increase wallet share among existing clients and attract individuals planning long-term protection.

SMB Focus Highlight tailored financial strategies for small businesses in Tallahassee and surrounding areas, including group coverage options, employee benefits, and business continuation planning.

Tech Enablement Offer digital onboarding, secure client portals, and data-driven advisory capabilities to modernize client experience and improve conversion for a small team with cloud-friendly tech stack.

Greensmart Financials Group LLC Tech Stack

Greensmart Financials Group LLC uses 8 technology products and services including Amazon Web Services, WordPress, Google Cloud, and more. Explore Greensmart Financials Group LLC's tech stack below.

  • Cloud Hosting
  • Content Management System
  • Infrastructure As A Service
  • Amazon ALB
    Load Balancers
  • Marketing Automation
  • HTML5 Mobile Boilerplate
    Mobile Application Development Platforms
  • reCAPTCHA
    Security
  • Apache HTTP Server
    Web Servers

Greensmart Financials Group LLC's Email Address Formats

Greensmart Financials Group LLC uses at least 2 format(s):
Greensmart Financials Group LLC Email FormatsExamplePercentage

Frequently Asked Questions

What is Greensmart Financials Group LLC's official website and social media links?

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Greensmart Financials Group LLC's official website is greensmartfinancials.com and has social profiles on LinkedIn.

How much revenue does Greensmart Financials Group LLC generate?

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As of August 2026, Greensmart Financials Group LLC's annual revenue is estimated to be $1M - $10M.

What is Greensmart Financials Group LLC's NAICS code?

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Greensmart Financials Group LLC's NAICS code is 52421 - Insurance Agencies and Brokerages.

How many employees does Greensmart Financials Group LLC have currently?

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As of August 2026, Greensmart Financials Group LLC has approximately 3 employees across 1 continents, including North America. Key team members include Ceo & Principal, Insurance Agency: C. D. S.Owner: P. G.Senior Agent: M. W.. Explore Greensmart Financials Group LLC's employee directory with LeadIQ.

What industry does Greensmart Financials Group LLC belong to?

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Greensmart Financials Group LLC operates in the Insurance Agencies and Brokerages industry.

What technology does Greensmart Financials Group LLC use?

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Greensmart Financials Group LLC's tech stack includes Amazon Web ServicesWordPressGoogle CloudAmazon ALBHighLevelHTML5 Mobile BoilerplatereCAPTCHAApache HTTP Server.

When was Greensmart Financials Group LLC founded?

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Greensmart Financials Group LLC was founded in 2020.
Greensmart Financials Group LLC logo

Greensmart Financials Group LLC

Insurance Agencies and BrokeragesFlorida, United States2-10 Employees

Greensmart Financials Group LLC operates in the insurance and financial services sector from Tallahassee, Florida. The firm offers a broad range of products and services, including life, health, and Medicare insurance, along with asset management, annuities, 401(k) rollovers, debt management, and customized financial lifestyle strategies. Its approach centers on helping individuals and businesses pursue financial security and long-term growth through education and personalized planning. The company targets clients seeking protection at different life stages and looking to align financial decisions with personal goals, aiming to provide sound investment options and strategies for sustainable well-being.

While positioned within the insurance agencies and brokerages industry, Greensmart Financials emphasizes a client-focused and education-driven model. Based in Tallahassee, the firm appears to operate on a smaller scale, with a local or regional footprint, and offers a suite of services designed to address protection, retirement planning, and financial management for its customers. The description notes a commitment to guiding clients toward financial success and security through customized solutions and knowledge sharing.

Section iconCompany Overview

NAICS Code
52421 - Insurance Agencies and Brokerages
Founded
2020
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Greensmart Financials Group LLC's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Greensmart Financials Group LLC's revenue is estimated to be in the range of $1M - $10M

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