Insights

Personalized Financial Planning Puckett Financial Group emphasizes a holistic and personalized approach, presenting an opportunity to offer advanced financial technology solutions that enhance client engagement and tailored service delivery.

Community Integration With long-standing relationships within the local community and professional alliances, there is potential to introduce regional marketing strategies and localized digital tools to strengthen their community presence.

Growth Potential Operating within the financial services sector with a revenue estimate between 10 million and 25 million, the firm shows growth potential and may benefit from scalable financial management platforms or client relationship management (CRM) solutions.

Competitive Landscape Similar companies have large teams and extensive resources; therefore, targeted offerings such as specialized compliance or customizable financial planning software could differentiate Puckett Financial Group in a competitive environment.

Technology Stack Insights Using platforms like Wagtail and Cloudflare indicates a focus on web presence and security; this offers sales opportunities for enhanced cybersecurity tools, website optimization, and digital marketing solutions.

Puckett Financial Group Tech Stack

Puckett Financial Group uses 8 technology products and services including Wagtail, Cloudflare, jQuery, and more. Explore Puckett Financial Group's tech stack below.

  • Wagtail
    Content Management System
  • Cloudflare
    Content Management System
  • jQuery
    Javascript Libraries
  • Constant Contact
    Marketing Automation
  • Google Code Prettify
    Miscellaneous
  • Priority Hints
    Performance
  • X-XSS-Protection
    Security
  • Material Design Lite
    UI Frameworks

Media & News

Puckett Financial Group's Email Address Formats

Puckett Financial Group uses at least 2 format(s):
Puckett Financial Group Email FormatsExamplePercentage
First@pswealth.comJohn@pswealth.com
78%
FirstL@pswealth.comJohnD@pswealth.com
22%

Frequently Asked Questions

Where is Puckett Financial Group's headquarters located?

Minus sign iconPlus sign icon
Puckett Financial Group's main headquarters is located at 20 Liberty Street Westminster, Maryland 21157 United States. The company has employees across 1 continents, including North America.

What is Puckett Financial Group's official website and social media links?

Minus sign iconPlus sign icon
Puckett Financial Group's official website is pfgplanning.com and has social profiles on LinkedIn.

What is Puckett Financial Group's NAICS code?

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

How many employees does Puckett Financial Group have currently?

Minus sign iconPlus sign icon
As of February 2026, Puckett Financial Group has approximately 5 employees across 1 continents, including North America. Key team members include Chief Executive Officer: S. S.Founding Partner: D. H.Lpl Financial Advisor: A. P.. Explore Puckett Financial Group's employee directory with LeadIQ.

What industry does Puckett Financial Group belong to?

Minus sign iconPlus sign icon
Puckett Financial Group operates in the Financial Services industry.

What technology does Puckett Financial Group use?

Minus sign iconPlus sign icon
Puckett Financial Group's tech stack includes WagtailCloudflarejQueryConstant ContactGoogle Code PrettifyPriority HintsX-XSS-ProtectionMaterial Design Lite.

What is Puckett Financial Group's email format?

Minus sign iconPlus sign icon
Puckett Financial Group's email format typically follows the pattern of First@pswealth.com. Find more Puckett Financial Group email formats with LeadIQ.

When was Puckett Financial Group founded?

Minus sign iconPlus sign icon
Puckett Financial Group was founded in 2007.

Puckett Financial Group

Financial ServicesMaryland, United States2-10 Employees

The independent financial advisors at Puckett Financial Group use a holistic perspective and take a personalized approach to financial planning. By understanding your specific needs and desires, our team is able to design a plan that aligns with your personal values and financial objectives. 
Our Certified Financial Planner™ Practinioners (CFP®) have been a part of the community for many years and have developed valuable professional alliances to assist you with integrating tax services or estate planning into your financial plan. Financial planning includes many elements that need to function together cohesively. An advantage to working with Puckett Financial Group is our ability to serve in tandem with other professionals to develop a well coordinated financial plan.

Securities offered through LPL Financial, Member SIPC www.sipc.org
Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.  For a list of states in which we are registered to do business, please visit www.PFGplanning.com

Section iconCompany Overview

Headquarters
20 Liberty Street Westminster, Maryland 21157 United States
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Puckett Financial Group's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Puckett Financial Group's revenue is estimated to be in the range of $10M$25M

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.

© LeadIQ, Inc. All rights reserved.