Insights

Growth opportunity Mid-sized financial services firm with a 27-year track record and revenue in the $10M-$25M range presents a potential upsell to advanced retirement planning, estate planning enhancements, and tax optimization services as assets and client complexity grow.

Retirement focus Strong emphasis on retirement planning, IRA and 401K rollovers, Social Security tax reduction, and long term care and Medicare Advantage insurance indicates opportunities to cross-sell holistic retirement solutions and wealth transfer planning.

Tech modernization Current tech stack (jQuery, jQuery UI, Microsoft ASP.NET) suggests openness to modernization projects, client portal enhancements, or secure digital onboarding to improve client experience and regulatory compliance.

Affiliations fit Positioned among well-funded, large-RIA peers; potential partnerships or referral arrangements with incumbents for white-label services, back-office support, or ancillary product distribution to expand service breadth.

Growth channels Smaller employee base relative to peers hints at scalable opportunities in automated client communication, budgeting tools, and education resources to attract and retain clients while maintaining service quality.

Similar companies to Reynolds Financial Group

Reynolds Financial Group Tech Stack

Reynolds Financial Group uses 3 technology products and services including jQuery, jQuery UI, Microsoft ASP.NET, and more. Explore Reynolds Financial Group's tech stack below.

  • jQuery
    Javascript Libraries
  • jQuery UI
    Javascript Libraries
  • Microsoft ASP.NET
    Web Frameworks

Reynolds Financial Group's Email Address Formats

Reynolds Financial Group uses at least 3 email formats:
Reynolds Financial Group Email FormatsExamplePercentage
FirstL@reynoldsfinancialgroup.netJohnD@reynoldsfinancialgroup.net
78%
FLast@reynoldsfinancialgroup.netJDoe@reynoldsfinancialgroup.net
11%
First@reynoldsfinancialgroup.netJohn@reynoldsfinancialgroup.net
11%

Frequently Asked Questions

What is Reynolds Financial Group's phone number?

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

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Reynolds Financial Group's official website is reynoldsfinancialgroup.net and has social profiles on LinkedIn.

How much revenue does Reynolds Financial Group generate?

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As of August 2026, Reynolds Financial Group's annual revenue is estimated to be $10M - $25M.

What is Reynolds Financial Group's NAICS code?

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

How many employees does Reynolds Financial Group have currently?

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As of August 2026, Reynolds Financial Group has approximately 11 employees across 1 continents, including North America. Key team members include Financial Services Professional: V. R. Explore Reynolds Financial Group's employee directory with LeadIQ.

What industry does Reynolds Financial Group belong to?

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Reynolds Financial Group operates in the Financial Services industry.

What technology does Reynolds Financial Group use?

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Reynolds Financial Group's tech stack includes jQuery, jQuery UI and Microsoft ASP.NET.

What is Reynolds Financial Group's email format?

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Reynolds Financial Group's email format typically follows the pattern of FirstL@reynoldsfinancialgroup.net. Find more Reynolds Financial Group email formats with LeadIQ.
Reynolds Financial Group logo

Reynolds Financial Group

Financial ServicesPennsylvania, United States11-50 Employees

Reynolds Financial Group is a financial services firm based in Irwin, Pennsylvania, offering a broad suite of planning and protection products to help individuals pursue retirement goals and manage risk. The company focuses on personalized financial guidance across areas such as retirement planning, IRA and 401(k) rollovers, investment planning, life insurance, annuities, estate and Medicaid planning, and Medicare and long-term care insurance, alongside college fund planning and debt consolidation for small businesses and individuals. Its services are aimed at clients seeking structured support for retirement and long-term financial security, addressing needs like tax reduction on Social Security, asset protection, and strategic planning for life events. Operating within the financial services industry, Reynolds Financial Group emphasizes a holistic approach to wealth and retirement planning to support clients’ varied financial objectives over time. The firm, which has been serving clients for 27 years, is located in the Pittsburgh metropolitan region and maintains a workforce described as mid-sized for its sector. A recent development includes continued expansion of its advisory and planning offerings to cover a wide range of insurance, estate, and tax planning needs.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

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

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