Insights

Client Education Financial services firm prioritizes ongoing client education, workshops, and relationship building, indicating opportunities to offer expanded advisory services, workshops on retirement planning, and value-added seminars to deepen engagement and cross-sell solutions.

Retirement Focus Specialization in near-retiree and retiree asset protection and tax efficiency suggests upsell potential for tax planning, estate considerations, and catastrophic health care planning services to existing clients approaching transition.

Growing Advisory Revenue range and franchise association with a growing network imply scalability opportunities, including onboarding for additional advisors, expanded digital client acquisition, and shared best practices to broaden market reach.

Technology Use Tech stack includes analytics and marketing tools (Hotjar, Google Analytics) and online services, signaling potential to enhance digital client onboarding, personalized planning experiences, and data-driven cross-selling campaigns.

Affiliations & Compliance Association with SEC registered advisory services and Retirement Income Source network points to compliance-ready platforms for offering broader retirement-income products, insurance-adjacent solutions, and strategic partnerships to expand product offerings.

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Retirement Income Source SFG Tech Stack

Retirement Income Source SFG uses 8 technology products and services including Facebook Pixel, Hotjar, Amazon Web Services, and more. Explore Retirement Income Source SFG's tech stack below.

Facebook Pixel
Analytics
Hotjar
Analytics
Amazon Web Services
Cloud Hosting
Salesforce
Customer Relationship Management
Microsoft 365
Email
Datadog
Real User Monitoring
HSTS
Security
Google Analytics
Web Analytics

Retirement Income Source SFG's Email Address Formats

Retirement Income Source SFG uses at least 3 email formats:

Retirement Income Source SFG Email Formats	Example	Percentage
FLast@scrantonfg.com	JDoe@scrantonfg.com	100%
FLast@scrantonfinancialgroup.com	JDoe@scrantonfinancialgroup.com	90%
FirstL@scrantonfinancialgroup.com	JohnD@scrantonfinancialgroup.com	10%

Frequently Asked Questions

What is Retirement Income Source SFG's phone number?

You can contact Retirement Income Source SFG's main corporate office by phone at

+1-860-399-****

. 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 Retirement Income Source SFG's official website and social media links?

Retirement Income Source SFG's official website is scrantonfinancialgroup.com and has social profiles on LinkedIn.

How much revenue does Retirement Income Source SFG generate?

As of August 2026, Retirement Income Source SFG's annual revenue is estimated to be $25M - $50M.

What is Retirement Income Source SFG's NAICS code?

Retirement Income Source SFG's NAICS code is 52 - Finance and Insurance.

How many employees does Retirement Income Source SFG have currently?

As of August 2026, Retirement Income Source SFG has approximately 32 employees across 1 continents, including North America. Key team members include Client Engagement Specialist: B. K., Financial Advisor: A. V. and Long-Term Care And Medicare Advisor: E. E. T. Explore Retirement Income Source SFG's employee directory with LeadIQ.

What industry does Retirement Income Source SFG belong to?

Retirement Income Source SFG operates in the Financial Services industry.

What technology does Retirement Income Source SFG use?

Retirement Income Source SFG's tech stack includes Facebook Pixel, Hotjar, Amazon Web Services, Salesforce, Microsoft 365, Datadog, HSTS and Google Analytics.

What is Retirement Income Source SFG's email format?

Retirement Income Source SFG's email format typically follows the pattern of FLast@scrantonfg.com. Find more Retirement Income Source SFG email formats with LeadIQ.

When was Retirement Income Source SFG founded?

Retirement Income Source SFG was founded in 1992.

Retirement Income Source SFG

Q: How many employees does Retirement Income Source SFG have currently?

Retirement Income Source SFG has approximately 32 employees.

Q: What technology does Retirement Income Source SFG use?

Retirement Income Source SFG's tech stack includes Amazon Web Services, Stellar.js, Bootstrap, Salesforce, jQuery.

Q: What is Retirement Income Source SFG's NAICS code?

Retirement Income Source SFG's NAICS code is 52 (Finance and Insurance).

Financial ServicesConnecticut, United States11-50 Employees

Retirement Income Source SFG operates as a financial services firm based in Westbrook, Connecticut, focusing on retirement planning and asset management. The firm aims to help clients nearing or entering retirement avoid common financial missteps such as inefficient asset allocations, excessive tax costs, and gaps in catastrophic health care planning. Ongoing communication, educational workshops, and client appreciation events are central to its approach to maintaining relationships with clients. A seven-step educational process guides clients to identify objectives and develop corresponding strategies. Investment advisory services are provided through Sound Income Strategies, LLC, an SEC-registered adviser, and Scranton Financial Group, LLC operates as a Retirement Income Source franchisee; the two entities are associated.