Insights

Established Longevity With over 30 years of experience serving families and businesses in Orange County, Sackett Financial Group demonstrates stability and trustworthiness, making it an attractive partner for clients seeking reliable financial advisory services.

Growth Potential Operating with a revenue range of 10 to 25 million dollars and a small to medium-sized team, the company presents opportunities for expansion, especially through strategic technology upgrades and targeted marketing initiatives to reach more affluent clients.

Technology Integration Utilizing a comprehensive tech stack, including AWS, Datadog, and Cloudflare, indicates a focus on security, data analytics, and scalable infrastructure, providing avenues to leverage these tools for advanced client insights and service customization.

Market Differentiation Sackett Financial Group’s emphasis on long-term client relationships and personal trust positions it well against larger competitors, offering tailored financial solutions to clients valuing personalized, trusted advisory relationships.

Competitive Edge The company's licensing across multiple states and focus on tailored, confident financial decision-making suggest opportunities to expand service offerings or develop targeted marketing campaigns to attract high-net-worth individuals and business clients in these regions.

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
42%
Last@sackettfinancial.comDoe@sackettfinancial.com
8%
First@sackettfinancial.comJohn@sackettfinancial.com
42%
Last@sackettfinancial.comDoe@sackettfinancial.com
8%

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.

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

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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?

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As of January 2026, Sackett Financial Group has approximately 16 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?

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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 HotjarAmazon Web ServicesGoogle Hosted LibrariescdnjsJSON-LDDatadogHSTSCloudflare 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

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

Phone number
SIC Code
6282 - Investment Advice
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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