Insights

Expanding Client Base With nearly 40 years of experience and a diversified client focus, MARG Financial is well-positioned to expand their services to emerging market segments such as high-net-worth individuals and small businesses seeking tailored financial solutions.

Technology Adoption Utilizing advanced tech stack components like Amazon Web Services and Cloudflare CDN indicates a commitment to digital efficiency and security, presenting opportunities to offer cutting-edge financial technology integrations and advisory services.

Mid-Sized Market Focus As a mid-sized firm with 51-200 employees and revenues between 50 to 100 million dollars, MARG Financial presents a lucrative target for scalable partnership opportunities such as wealth management tools, compliance solutions, and advanced analytics platforms.

Leverage Industry Trends Looking at the competitive landscape with large firms like Charles Schwab and Merrill Lynch, there is an opportunity to differentiate by offering innovative niche financial products, personalized digital experiences, or cost-effective advisory services tailored for midsize firms.

Growth through Strategic Alliances MARG Financial’s established presence in New Jersey and its independent ownership structure make it an ideal partner for strategic alliances aimed at regional expansion, enhanced service offerings, and investing in financial advisory innovations that adapt to evolving market demands.

MARG Financial Tech Stack

MARG Financial uses 8 technology products and services including Amazon Web Services, jsDelivr, Amazon S3, and more. Explore MARG Financial's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • jsDelivr
    Content Delivery Network
  • Amazon S3
    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?

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MARG Financial's main headquarters is located at 1800 Route 34 Bldg 2 Suite 201 Wall, New Jersey United States. The company has employees across 2 continents, including North AmericaAsia.

What is MARG Financial's phone number?

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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?

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

What is MARG Financial's SIC code NAICS code?

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MARG Financial's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does MARG Financial have currently?

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As of February 2026, MARG Financial has approximately 42 employees across 2 continents, including North AmericaAsia. 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?

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MARG Financial operates in the Financial Services industry.

What technology does MARG Financial use?

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MARG Financial's tech stack includes Amazon Web ServicesjsDelivrAmazon S3Cloudflare CDNVideo.jsUPSPiwikMicrosoft ASP.NET.

What is MARG Financial's email format?

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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?

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MARG Financial was founded in 1975.

MARG Financial

Financial ServicesNew Jersey, United States11-50 Employees

Mid Atlantic Resource Group (MARG) is a diversified financial services firm headquartered in Wall, NJ with additional offices in Totowa and Hamilton NJ.  MARG is independently owned and operated with close to 40 years of experience working with individuals, corporate and professional clients.

Our mission is to strive to build secure financial futures for our clients and their families, create value for our clients and associates and make a difference every day!

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services LLC site at https://cetera.com/cetera-wealth-services/disclosures

Section iconCompany Overview

Headquarters
1800 Route 34 Bldg 2 Suite 201 Wall, New Jersey United States
Phone number
SIC Code
8742 - Management Consulting Services
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

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