What is Shuster Financial Group, LLC.'s NAICS code?

Shuster Financial Group, LLC.'s NAICS code is 52 (Finance and Insurance).

Insights

Growth potential Boutique financial services firm with 11-50 employees and revenues in the 10M-25M range presents a mid-market opportunity for scalable tech and operations enhancements, financial planning tools, and client experience platforms.

Tech modernization Current tech stack includes Adobe Experience Cloud, DocuSign, and Microsoft 365; potential upsell of integrated analytics, CRM, and workflow automation to streamline client onboarding, compliance, and document management.

Regulatory alignment As a broker/advisory firm working with AXA entities, there is potential to offer enhanced regulatory/compliance solutions, cyber risk assessments, and integrated insurance-tech services to support multi-department guidance.

Client experience Multi-department structure and concierge-level service indicate a focus on customized client journeys; opportunities exist for customer experience platforms, digital onboarding, and personalized advisory tools.

Growth through partnerships Revenue size and veteran market presence suggest value in strategic partnerships, co-branded marketing, and sales enablement programs with allied financial services firms to expand distribution and service lines.

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Shuster Financial Group, LLC. Tech Stack

Shuster Financial Group, LLC. uses 5 technology products and services including Adobe Experience Cloud, Network Solutions, Microsoft 365, and more. Explore Shuster Financial Group, LLC.'s tech stack below.

Adobe Experience Cloud
Data Management Platforms
Network Solutions
Domain Name Services
Microsoft 365
Email
DocuSign
Miscellaneous
Apache
Web Servers

Shuster Financial Group, LLC.'s Email Address Formats

Shuster Financial Group, LLC. uses at least 3 email formats:

Shuster Financial Group, LLC. Email Formats	Example	Percentage
FLast@shusterfinancial.com	JDoe@shusterfinancial.com	69%
First.Last@shusterfinancial.com	John.Doe@shusterfinancial.com	19%
Last@shusterfinancial.com	Doe@shusterfinancial.com	12%

Frequently Asked Questions

What is Shuster Financial Group, LLC.'s phone number?

You can contact Shuster Financial Group, LLC.'s main corporate office by phone at

+1-626-578-****

. 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 Shuster Financial Group, LLC.'s official website and social media links?

Shuster Financial Group, LLC.'s official website is shusterfinancial.com and has social profiles on LinkedIn.

How much revenue does Shuster Financial Group, LLC. generate?

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

What is Shuster Financial Group, LLC.'s SIC code and NAICS code?

Shuster Financial Group, LLC.'s SIC code is 6411 - Insurance Agents, Brokers, and Service and NAICS code is 52 - Finance and Insurance.

How many employees does Shuster Financial Group, LLC. have currently?

As of July 2026, Shuster Financial Group, LLC. has approximately 13 employees across 1 continents, including North America. Key team members include Associate Business Manager: M. O. Explore Shuster Financial Group, LLC.'s employee directory with LeadIQ.

What industry does Shuster Financial Group, LLC. belong to?

Shuster Financial Group, LLC. operates in the Financial Services industry.

What technology does Shuster Financial Group, LLC. use?

Shuster Financial Group, LLC.'s tech stack includes Adobe Experience Cloud, Network Solutions, Microsoft 365, DocuSign and Apache.

What is Shuster Financial Group, LLC.'s email format?

Shuster Financial Group, LLC.'s email format typically follows the pattern of FLast@shusterfinancial.com. Find more Shuster Financial Group, LLC. email formats with LeadIQ.

Shuster Financial Group, LLC.

Financial ServicesCalifornia, United States11-50 Employees

Shuster Financial Group, LLC is a boutique financial and insurance services firm with a multi-discipline approach designed to address a range of client needs. Based in Pasadena, California, the company emphasizes personalized service through a multi-department structure led by directors, aiming to provide guidance, protective strategies, and practical solutions for individuals, business owners, and the organizations that support them. Operating within the financial services industry, SFG positions itself as a long-established firm—having served clients for several decades—focused on preserving and enhancing client assets through tailored planning and advisory support. The firm operates in collaboration with AXA Advisors and related AXA entities, illustrating its alignment with licensed advisory and insurance product offerings while maintaining independence from its affiliated organizations.