Insights

Established Presence Sackett Financial Group has over 30 years of experience serving clients in Orange County, demonstrating longstanding stability and deep local market knowledge that can be leveraged for expanding their client base or cross-selling financial products.

Client Engagement Their recent participation in the 2025 Client Appreciation event highlights a focus on client relationship management and loyalty, presenting opportunities to introduce advanced digital tools or loyalty programs to enhance customer retention.

Digital Infrastructure Utilizing advanced technology such as Amazon Web Services, Datadog, and Cloudflare, the company is well-equipped to adopt innovative fintech solutions, which could open avenues for partnership in cybersecurity, data analytics, or client portal enhancements.

Growth Potential With revenue estimates between 10 and 25 million dollars and a relatively small team of up to 50 employees, Sackett Financial Group shows potential for scalable growth, indicating opportunities for technology upgrades or service diversification to support expansion.

Market Opportunities Operating in multiple states including California, Texas, and New York, they serve a broad market segment. This geographic spread offers avenues for targeted marketing campaigns and tailored financial solutions to address regional client needs.

Sackett Financial Group Tech Stack

Sackett Financial Group uses 8 technology products and services including Hotjar, Amazon Web Services, Google Hosted Libraries, and more. Explore Sackett Financial Group's tech stack below.

  • Hotjar
    Analytics
  • Amazon Web Services
    Cloud Hosting
  • Google Hosted Libraries
    Content Delivery Network
  • cdnjs
    Content Delivery Network
  • JSON-LD
    Javascript Frameworks
  • Datadog
    Real User Monitoring
  • HSTS
    Security
  • Cloudflare Bot Management
    Security

Sackett Financial Group's Email Address Formats

Sackett Financial Group uses at least 1 format(s):
Sackett Financial Group Email FormatsExamplePercentage
First@sackettfinancial.comJohn@sackettfinancial.com
44%
Last@sackettfinancial.comDoe@sackettfinancial.com
9%
Middle@sackettfinancial.comMichael@sackettfinancial.com
3%
First@sackettfinancial.comJohn@sackettfinancial.com
44%

Frequently Asked Questions

Where is Sackett Financial Group's headquarters located?

Minus sign iconPlus sign icon
Sackett Financial Group's main headquarters is located at 915 West Imperial Highway #160 Brea, California 92821 United States. The company has employees across 1 continents, including North America.

What is Sackett Financial Group's phone number?

Minus sign iconPlus sign icon
You can contact Sackett 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 Sackett Financial Group's official website and social media links?

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

What is Sackett Financial Group's SIC code NAICS code?

Minus sign iconPlus sign icon
Sackett Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Sackett Financial Group have currently?

Minus sign iconPlus sign icon
As of April 2026, Sackett Financial Group has approximately 18 employees across 1 continents, including North America. Key team members include Art Director: S. M.Lead Ecomerce Developer: H. M.Client Service Associate: J. P.. Explore Sackett Financial Group's employee directory with LeadIQ.

What industry does Sackett Financial Group belong to?

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

What technology does Sackett Financial Group use?

Minus sign iconPlus sign icon
Sackett Financial Group's tech stack includes HotjarAmazon Web ServicesGoogle Hosted LibrariescdnjsJSON-LDDatadogHSTSCloudflare Bot Management.

What is Sackett Financial Group's email format?

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

When was Sackett Financial Group founded?

Minus sign iconPlus sign icon
Sackett Financial Group was founded in 1980.

Sackett Financial Group

Financial ServicesCalifornia, United States11-50 Employees

We have been providing reliable information for confident decisions for more than 30 years in Orange County to families and their businesses. 

Sackett Financial Group’s purpose is to assist clients achieve their desired lifestyle, for a life time.  Whether you aspire to take your business to new heights, or simply to retire comfortably with your family, allow us to provide you with clarity and confidence in your financial life.  Choosing a business, tax, and financial adviser is an important decision.  We enter into every business relationship for the long term and will do our best to earn your trust.

Licensed to sell securities in the following states: AZ, CA, NC, NY, OR, TX, and UT.

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Section iconCompany Overview

Headquarters
915 West Imperial Highway #160 Brea, California 92821 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Sackett Financial Group's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Sackett Financial Group's revenue is estimated to be in the range of $25M$50M

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.