Parker Financial Group focuses on 5 key areas:Comprehensive Financial Planning: We provide our clients with a customized Financial Plan that coordinates their investments, tax minimization, insurance and estate planning strategies. Retirement Planning: Creating a plan that ensures client's life-long commitment to hard work and savings results in the lifestyle they've always dreamed of. We offer hands-on assistance as our clients transition into retirement and provide a customized income distribution strategy. Wealth Management: We design a comprehensive investment strategy tailored to each client to help them grow their assets and protect their wealth. Our investment philosophy and principles are based on academic, time-tested wealth strategies and diversified portfolios.
| Website | http://www.theparkerfinancialgroup.com |
| Revenue | $5 million |
| Employees | 1 (1 on RocketReach) |
| Address | 10590 Independence Pointe Pkwy. Ste. 100, Matthews, North Carolina 28105, US |
| Phone | (704) 234-7626 |
| Industry | Investment Banking, Finance |
| Competitors | Fidelity Investments, Vanguard, Raymond James, Edward Jones, TIAA, Personal Capital, Betterment, Merrill Edge, Wealthfront, Schwab Advisor Services +34 more (view full list) |
| SIC | SIC Code 62 Companies |
| NAICS | NAICS Code 523 Companies, NAICS Code 52 Companies |
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Parker Financial Group LLC Questions
The Parker Financial Group LLC annual revenue was $5 million in 2026.
1 people are employed at Parker Financial Group LLC.
Parker Financial Group LLC is based in Matthews, North Carolina.
The NAICS codes for Parker Financial Group LLC are [523, 52].
The SIC codes for Parker Financial Group LLC are [62].
