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Souza Financial Group Logo
Souza Financial Group CB Rank
2892089
Heat Score
31
Souza Financial Group is an investment management company that provides investment advice and financial planning services.
Private Danville, Illinois, United States1-10 souzafg.com
Advice
Finance
Financial Services
Overview

Souza Financial Group
Heat Score
31

Growth Score
pts
in past quarter
Heat Score 31
-9 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
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About Souza Financial Group

CB Rank
2892089
Souza Financial Group is an investment management company that provides investment advice and financial planning services.
Private Danville, Illinois, United States1-10 souzafg.com
Advice
Finance
Financial Services

Key People

Details

Legal Name Souza Financial Group, LLC
Also Known As SFG
Operating Status Active
Company Type For Profit
Founders  Keith Souza
Phone Number 1 (217) 446-6500
Contact Email keith.souza@lpl.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Investment Advice
Provides guidance on investment decisions to help clients manage and grow their financial assets.
Financial Planning Services
Offers comprehensive financial planning to help clients organize their finances and plan for future financial goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 2

Employee Profiles

News

News and Press

News•Oct 22, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$71.8KThis year, Souza Financial Group is projected to spend $71.8K on IT, according to Aberdeen.

Active Website Tech Count

5Souza Financial Group is actively using 5 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Euro.
Sub-Organizations
Frequently Asked Questions

Where is Souza Financial Group's headquarters? Souza Financial Group is located in Danville, Illinois, United States.Who are Souza Financial Group's competitors? Alternatives and possible competitors to Souza Financial Group may include Cedar Mountain Advisers, New Era Investments, and  Alpine Planning Group.
Who We Are
What We Do
Helpful Links
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