Insights

Client-Centric Approach Market Street Financial Group emphasizes providing comprehensive financial services in one convenient location, which indicates a focus on building strong, long-term client relationships. This approach offers opportunities to introduce additional tailored financial technology solutions that enhance client engagement and streamline their experience.

Small Team Flexibility With a small team of 2-10 employees, the company values personalized service and agility. This presents a chance to offer scalable, easy-to-implement financial tools and strategic consulting services that support growth without disrupting their personalized service model.

Revenue Range Opportunities Operating within a revenue range of one to ten million dollars, Market Street Financial Group may be seeking cost-effective, high-impact solutions such as financial analytics, marketing automation, or client management software to expand their client base and improve operational efficiency.

Legal and Tax Services Synergy The firm's integration of estate planning and legal services suggests an openness to partnerships with legal tech providers, estate planning platforms, or insurance technology firms, which could enhance their service offerings and provide cross-selling opportunities.

Market Trend Alignment Given the competitive landscape with large firms like Fidelity and Morgan Stanley, there's a potential to differentiate through personalized advisory technology, niche financial products, or specialized investment solutions that cater to clients seeking a more tailored approach.

Market Street Financial Group Tech Stack

Media & News

Market Street Financial Group's Email Address Formats

Market Street Financial Group uses at least 1 format(s):
Market Street Financial Group Email FormatsExamplePercentage
FLast@msfgonline.comJDoe@msfgonline.com
33%
First@msfgonline.comJohn@msfgonline.com
17%
FLast@msfgonline.comJDoe@msfgonline.com
33%
First@msfgonline.comJohn@msfgonline.com
17%

Frequently Asked Questions

Where is Market Street Financial Group's headquarters located?

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Market Street Financial Group's main headquarters is located at United States. The company has employees across 1 continents, including North America.

What is Market Street Financial Group's phone number?

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You can contact Market Street Financial Group'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 Market Street Financial Group's official website and social media links?

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Market Street Financial Group's official website is msfgonline.com and has social profiles on LinkedIn.

What is Market Street Financial Group's NAICS code?

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Market Street Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Market Street Financial Group have currently?

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As of February 2026, Market Street Financial Group has approximately 9 employees across 1 continents, including North America. Key team members include Owner: S. P.Manager: J. P.Financial Advisor: T. V.. Explore Market Street Financial Group's employee directory with LeadIQ.

What industry does Market Street Financial Group belong to?

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Market Street Financial Group operates in the Financial Services industry.

What is Market Street Financial Group's email format?

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Market Street Financial Group's email format typically follows the pattern of FLast@msfgonline.com. Find more Market Street Financial Group email formats with LeadIQ.

Market Street Financial Group

Financial ServicesUnited States2-10 Employees

Market Street Financial Group was founded in 1992. In its early days, MSFG was simply a financial services firm. Realizing the need for a more “well-rounded” and comprehensive approach, the founders of MSFG began assembling the different pieces of the puzzle to re-design the firm. The goal…make the financial lives of their clients simpler. That “simpler” financial life, as Market Street Financial Group sees it, is one where most, if not all, of one’s financial needs can be met in one place. From financial investments to tax preparation and planning; from estate and legal planning to home, auto, and Medicare insurance…it’s all here.

Estate planning and other legal services are provided by an on-site, independently contracted attorney. The financial and tax advisors at Market Street Financial Group are not attorneys and do not provide legal services.

Kevin Holt, Jeff Leppert, Mark Meloro, Jeff Kropp, Matt Eichert, Troy Vogt, Kelly Luke, and Kelly Doherty are Registered Representatives of and securities are offered through USA Financial Securities. Member FINRA/SIPC. A Registered Investment Advisor. 

Kevin Holt, Jeff Leppert, Mark Meloro, Jeff Kropp, Matt Eichert, Troy Vogt, and Kelly Doherty are Investment Advisor Representatives of Market Street Wealth Management. A Registered Investment Advisor. Market Street Financial Group, Market Street Wealth Management, Market Street Tax Services, and Market Street Insurance Services are not affiliated with USA Financial Securities.

Section iconCompany Overview

Headquarters
United States
Phone number
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Market Street Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Market Street Financial Group's revenue is estimated to be in the range of $1M$10M

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