Souza Financial Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

712 W Fairchild St Apt 1, Danville, Illi...

Phone Number

(217) 446-6500

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
1
1
1
1
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1

About Souza Financial Group

Souza Financial Group, located in Danville, IL, specializes in providing financial planning and advisory services to clients primarily from the local community. The firm is independent and backed by LPL Financial, the nation's largest independent brokerage firm. With over 30 years of experience in the securities industry, Souza Financial Group focuses on understanding clients' financial situations and tailoring recommendations to meet their specific goals. Their process involves listening to clients, analyzing their financial circumstances, and providing personalized recommendations followed by ongoing support.Explore more
Souza Financial Group's Social MediaPopular SearchesSouza Financial Group LLCSouza Financial GroupFinancial Group LLCSIC Code 62,628NAICS Code 52,523Show more

Souza Financial Group Org Chart

PhoneEmail
Keith Souza, President at Souza Financial Group
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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Souza Financial Group

<$5M
1-10
Private
-
2006
Keith Souza, President at Souza Financial Group
Keith SouzaPresident
$8.5M
11-50
Private
-
2009
MG
Myha GingerManager, Operations
<$5M
1-10
Private
-
1998
MB
Matthew BaileyFinancial Advisor
<$5M
1-10
Private
-
2015
N/A
<$5M
1-10
Private
-
1981
RF
Richard FisherManaging Partner
<$5M
1-10
Private
-
1999
DW
Douglas WierPresident & Principal
<$5M
1-10
Private
-
2003
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Souza Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Souza Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Souza Financial Group.

Souza Financial Group Tech Stack

A closer look at the technologies used by Souza Financial Group

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Frequently Asked Questions Regarding Souza Financial Group

What is Souza Financial Group's official website?
Souza Financial Group's official website is www.souzafg.com
What is Souza Financial Group's Revenue?
Souza Financial Group's revenue is <$5 Million
What is Souza Financial Group's SIC code?
Souza Financial Group's SIC: 62,628
What is Souza Financial Group's NAICS code?
Souza Financial Group's NAICS: 52,523
How many employees does Souza Financial Group have?
Souza Financial Group has 1-10 employees
What industry does Souza Financial Group belong to?
Souza Financial Group is in the industry of: Finance, Securities Trading
What is Souza Financial Group competition?
Souza Financial Group top competitors include: Longroad Wealth Managers, Associated Planning Services, Hastie Financial Group, Fisher Wealth Management
What technology does Souza Financial Group use?
Some of the popular technologies that Souza Financial Group uses are: WordPress.org, reCAPTCHA, PHP, Google Tag Manager
How do I contact Souza Financial Group?
Souza Financial Group contact info: Phone number: (217) 446-6500 Website: www.souzafg.com
What does Souza Financial Group do?

Souza Financial Group, located in Danville, IL, specializes in providing financial planning and advisory services to clients primarily from the local community. The firm is independent and backed by LPL Financial, the nation's largest independent brokerage firm. With over 30 years of experience in the securities industry, Souza Financial Group focu... ses on understanding clients' financial situations and tailoring recommendations to meet their specific goals. Their process involves listening to clients, analyzing their financial circumstances, and providing personalized recommendations followed by ongoing support.Read More

What are Souza Financial Group social media links?
Souza Financial Group Linkedin page Souza Financial Group Twitter page Souza Financial Group Facebook page
Is Souza Financial Group a public company?
Souza Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Souza Financial Group

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