Insights

Client Occasion Strong 30+ year presence in Orange County with a 45th anniversary and a client appreciation event signaling a focus on client retention and loyalty programs that can be leveraged to offer premium advisory services or expanded financial planning packages.

Growth Readiness Revenue in the 10M-25M range and a mid-size employment base suggest capacity for scaled financial products, enhanced advisory services, or technology-enabled planning platforms to attract larger business clients and executives.

Regulatory Footprint Licensed to sell securities in seven states (AZ, CA, NC, NY, OR, TX, UT) presenting cross-state expansion opportunities, regional marketing initiatives, and multi-state advisory collaborations.

Technology Stack Utilizes common business and analytics tools (QuickBooks, Datadog, Cloudflare, iCIMS, Google libraries) indicating openness to integration of advanced financial planning software, cybersecurity services, and data-driven marketing platforms.

Competitive Positioning Compared to large firms, Sackett Financial Group presents as a boutique, relationship-focused adviser with longevity and trust, offering a entry point for high-net-worth families and small business owners seeking personalized planning and succession strategies.

Sackett Financial Group Tech Stack

Sackett Financial Group uses 8 technology products and services including QuickBooks, Hotjar, iCIMS, and more. Explore Sackett Financial Group's tech stack below.

  • QuickBooks
    Accounting And Finance
  • Hotjar
    Analytics
  • iCIMS
    Applicant Tracking Systems
  • Google Hosted Libraries
    Content Delivery Network
  • JSON-LD
    Javascript Frameworks
  • Microsoft Word
    Office Suites
  • Datadog
    Real User Monitoring
  • 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
79%
Last@sackettfinancial.comDoe@sackettfinancial.com
16%
Middle@sackettfinancial.comMichael@sackettfinancial.com
5%

Frequently Asked Questions

What is Sackett Financial Group's phone number?

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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?

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

How much revenue does Sackett Financial Group generate?

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

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

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Sackett Financial Group's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Sackett Financial Group have currently?

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As of July 2026, Sackett Financial Group has approximately 17 employees across 1 continents, including North America. Key team members include Lead Ecomerce Developer: H. M.Accountant: V. M.. Explore Sackett Financial Group's employee directory with LeadIQ.

What industry does Sackett Financial Group belong to?

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Sackett Financial Group operates in the Financial Services industry.

What technology does Sackett Financial Group use?

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Sackett Financial Group's tech stack includes QuickBooksHotjariCIMSGoogle Hosted LibrariesJSON-LDMicrosoft WordDatadogCloudflare Bot Management.

What is Sackett Financial Group's email format?

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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?

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Sackett Financial Group was founded in 1980.
Sackett Financial Group logo

Sackett Financial Group

Financial ServicesCalifornia, United States11-50 Employees

Sackett Financial Group operates in the Financial Services sector, providing guidance and information to help individuals and their businesses make informed financial decisions. Based in Brea, California, the firm has served Orange County for more than three decades, emphasizing long-term relationships with clients and a focus on helping them pursue their desired lifestyle through clarity and confidence in their financial life. The organization highlights its role as a licensed securities adviser across several states, reflecting a regional footprint and adherence to regulatory requirements in its professional scope.

 Targeting families and business owners, Sackett Financial Group aims to support clients whether they seek to grow their business or secure a comfortable retirement, by entering client relationships with the goal of trust and reliability. The firm communicates a commitment to dependable information for decision-making, and it operates with a stability-focused perspective, evidenced by a long-standing presence in Orange County and a stated purpose centered on lifelong service. A recent note references participation in a 2025 client appreciation event marking the firm’s 45th anniversary, suggesting ongoing client engagement and community presence.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1980
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

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

Section iconFunding & Financials

  • $10M - $25M

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

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