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Hoffman Financial Group Logo
Hoffman Financial Group CB Rank
1250854
Heat Score
27
Hoffman Financial Group provides retirement planning, investment management, 401(k), IRA rollovers, life insurance & tax planning services.
Founded
obfuscation
Private Alpharetta, Georgia, United States1-10 hoffmancorporation.com
Financial Services
Life Insurance
Retirement
Overview

Hoffman Financial Group
Heat Score
27

Growth Score
pts
in past quarter
Heat Score 27
-16 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Hoffman Financial Group

CB Rank
1250854
Hoffman Financial Group provides retirement planning, investment management, 401(k), IRA rollovers, life insurance & tax planning services.
Founded
obfuscation
Private Alpharetta, Georgia, United States1-10 hoffmancorporation.com
Financial Services
Life Insurance
Retirement

Details

Operating Status Active
Company Type For Profit
Phone Number +1.770.709.5959
Contact Email info@hoffmancorporation.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
Service to design retirement income strategies incorporating insurance, dividends, and fixed-income investments to meet individual retirement goals.
Investment Management
Service providing portfolio risk analysis and adjustments to align investments with clients' financial goals and risk tolerance.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 15
News

News and Press

News•Nov 13, 2025
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News•Aug 14, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

1,604
80.83%
 in past month

IT Spend

$605.4KThis year, Hoffman Financial Group is projected to spend $605.4K on IT, according to Aberdeen.

Active Website Tech Count

3Hoffman Financial Group is actively using 3 technologies for its website, according to BuiltWith. These include DNSSEC, IPv6, and  Validate Audio.
Sub-Organizations
Frequently Asked Questions

Where is Hoffman Financial Group's headquarters? Hoffman Financial Group is located in Alpharetta, Georgia, United States.Who are Hoffman Financial Group's competitors? Alternatives and possible competitors to Hoffman Financial Group may include Wells Fargo, HighTower Advisors, and  Creative Planning.
Who We Are
What We Do
Helpful Links
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