Insights

Personalized Financial Services Sopher Financial Group emphasizes tailored financial planning and personalized client relationships, presenting an opportunity to offer advanced client engagement tools, CRM solutions, or tailored marketing services that enhance their bespoke approach.

Growth Potential With revenue between 1M and 10M and a small team of 2-10 employees, there is significant room for growth and expansion, indicating potential demand for scalable technology, marketing solutions, or operational support to facilitate their development.

Technology Stack The company's use of multiple web and security technologies suggests openness to technological enhancements; offering cybersecurity, website optimization, or client engagement platform upgrades could align with their current infrastructure.

Market Differentiation Operating within a competitive industry alongside large players like Fidelity and Charles Schwab, Sopher Financial Group may benefit from marketing or branding solutions that highlight their personalized, family-oriented service approach to attract more clients.

Industry Trends As a small firm within the rapidly evolving financial services sector, there is an opportunity to provide innovative fintech solutions, data analytics, or client onboarding tools that help them compete effectively and improve client experiences.

Sopher Financial Group Tech Stack

Sopher Financial Group uses 8 technology products and services including Hotjar, Section.io, FMG Suite, and more. Explore Sopher Financial Group's tech stack below.

  • Hotjar
    Analytics
  • Section.io
    Content Delivery Network
  • FMG Suite
    Content Marketing
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

Media & News

Sopher Financial Group's Email Address Formats

Sopher Financial Group uses at least 1 format(s):
Sopher Financial Group Email FormatsExamplePercentage
First@sopherfinancial.comJohn@sopherfinancial.com
30%
FLast@sopherfinancial.comJDoe@sopherfinancial.com
20%
First@sopherfinancial.comJohn@sopherfinancial.com
30%
FLast@sopherfinancial.comJDoe@sopherfinancial.com
20%

Frequently Asked Questions

Where is Sopher Financial Group's headquarters located?

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Sopher Financial Group's main headquarters is located at 258 Bridge Street Metuchen, New Jersey 08840 United States. The company has employees across 1 continents, including North America.

What is Sopher Financial Group's phone number?

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

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Sopher Financial Group's official website is sopherfinancial.com and has social profiles on LinkedIn.

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

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Sopher Financial Group's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does Sopher Financial Group have currently?

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As of January 2026, Sopher Financial Group has approximately 5 employees across 1 continents, including North America. Key team members include Financial Planner / Partner: L. B.Director Of Financial Planning Strategy & Lead Advisor: D. B. S.Financial Controller: D. S.. Explore Sopher Financial Group's employee directory with LeadIQ.

What industry does Sopher Financial Group belong to?

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Sopher Financial Group operates in the Financial Services industry.

What technology does Sopher Financial Group use?

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Sopher Financial Group's tech stack includes HotjarSection.ioFMG SuiteFont AwesomejQueryCloudflare Bot ManagementGoogle Tag ManagerBootstrap.

What is Sopher Financial Group's email format?

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Sopher Financial Group's email format typically follows the pattern of First@sopherfinancial.com. Find more Sopher Financial Group email formats with LeadIQ.

When was Sopher Financial Group founded?

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Sopher Financial Group was founded in 2003.

Sopher Financial Group

Financial ServicesNew Jersey, United States2-10 Employees

At Sopher Financial Group, our mission is to help our clients and their families achieve financial confidence by defining and establishing a well-balanced investment strategy within the context of their personal goals, objectives, and comfort level. For us, business is personal—we foster long-term relationships with our clients and remain committed to providing highly personal customer service in a family environment.

At Sopher Financial Group, we don’t believe in one-size-fits-all products and services. We don’t deal in cookie-cutter portfolios or fill-in-the-blank financial plans. Rather, we tailor our comprehensive menu of products and services to your individual financial situation, personal goals, and unique vision for your future. Our experienced financial professionals strive to provide you with clear explanations in plain English so that you can make informed choices between meaningful alternatives.



Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
 
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Section iconCompany Overview

Headquarters
258 Bridge Street Metuchen, New Jersey 08840 United States
Phone number
SIC Code
6282 - Investment Advice
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Sopher Financial Group's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Sopher Financial Group's revenue is estimated to be in the range of $1M$10M

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