Insights

Established Expertise With nearly 40 years of experience in financial services, MARG Financial demonstrates a strong foundation and stability, making it an attractive partner for clients seeking trusted financial advisory services.

Niche Market Focus MARG primarily serves individuals, corporate, and professional clients within the Mid Atlantic region, presenting opportunities to expand strategic partnerships and service offerings within specialized market segments.

Revenue Growth Potential Generating an estimated revenue between 50 million to 100 million USD, MARG is positioned for growth, creating prospects for technology integration, product expansion, and enhanced investment solutions to capture additional market share.

Technology Stack Utilizing advanced cloud and CDN solutions such as Amazon Web Services and Cloudflare, MARG shows a commitment to modern infrastructure, opening doors for collaboration on fintech innovations and digital financial platforms.

Partnership Opportunities As an independent firm affiliated with Cetera Wealth Services, MARG offers a channel for joint product offerings, co-branded financial services, and strategic alliances targeting both retail and professional clients in the financial sector.

MARG Financial Tech Stack

MARG Financial uses 8 technology products and services including iCIMS, Amazon S3, Google Hosted Libraries, and more. Explore MARG Financial's tech stack below.

  • iCIMS
    Applicant Tracking Systems
  • Amazon S3
    Content Delivery Network
  • Google Hosted Libraries
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Video.js
    Javascript Libraries
  • UPS
    Logistics
  • Piwik
    System Analytics & Monitoring
  • Microsoft ASP.NET
    Web Frameworks

Media & News

MARG Financial's Email Address Formats

MARG Financial uses at least 1 format(s):
MARG Financial Email FormatsExamplePercentage
First.Last@margfinancial.comJohn.Doe@margfinancial.com
94%
Last@margfinancial.comDoe@margfinancial.com
3%
Fir.Last@margfinancial.comJoh.Doe@margfinancial.com
2%
Last.First@margfinancial.comDoe.John@margfinancial.com
1%

Frequently Asked Questions

Where is MARG Financial's headquarters located?

Minus sign iconPlus sign icon
MARG Financial's main headquarters is located at 1800 Route 34 Bldg 2 Suite 201 Wall Township, New Jersey 07719 United States. The company has employees across 1 continents, including North America.

What is MARG Financial's phone number?

Minus sign iconPlus sign icon
You can contact MARG 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 MARG Financial's official website and social media links?

Minus sign iconPlus sign icon
MARG Financial's official website is margfinancial.com and has social profiles on LinkedIn.

What is MARG Financial's NAICS code?

Minus sign iconPlus sign icon
MARG Financial's NAICS code is 52 - Finance and Insurance.

How many employees does MARG Financial have currently?

Minus sign iconPlus sign icon
As of May 2026, MARG Financial has approximately 43 employees across 1 continents, including North America. Key team members include Chief Executive Officer/Managing Partner: L. B.Vice President Of Advisory: J. T.Managing Partner: A. S.. Explore MARG Financial's employee directory with LeadIQ.

What industry does MARG Financial belong to?

Minus sign iconPlus sign icon
MARG Financial operates in the Financial Services industry.

What technology does MARG Financial use?

Minus sign iconPlus sign icon
MARG Financial's tech stack includes iCIMSAmazon S3Google Hosted LibrariesCloudflare CDNVideo.jsUPSPiwikMicrosoft ASP.NET.

What is MARG Financial's email format?

Minus sign iconPlus sign icon
MARG Financial's email format typically follows the pattern of First.Last@margfinancial.com. Find more MARG Financial email formats with LeadIQ.

When was MARG Financial founded?

Minus sign iconPlus sign icon
MARG Financial was founded in 1975.

MARG Financial

Financial ServicesNew Jersey, United States11-50 Employees

MARG Financial, officially Mid Atlantic Resource Group, is a diversified financial services firm based in Wall, New Jersey, with additional offices in Totowa and Hamilton. The firm is independently owned and has nearly four decades of experience serving individuals, corporate and professional clients. Its stated aim is to help clients and their families plan for long-term financial security, create value for clients and associates, and make a meaningful difference in daily practice.

Securities are offered through Cetera Wealth Services LLC and advisory services are provided through Cetera Investment Advisers LLC, with Cetera operating under separate ownership from MARG Financial. This affiliation means clients may access brokerage or investment advisory services through Cetera affiliates, subject to state registrations and availability. The accompanying disclosures note that products and services may not be available in every state or through every advisor listed, reflecting regulatory and registration considerations.

Section iconCompany Overview

Headquarters
1800 Route 34 Bldg 2 Suite 201 Wall Township, New Jersey 07719 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
1975
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    MARG Financial's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    MARG Financial's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

ยฉ LeadIQ, Inc. All rights reserved.