Top 30 Financial Services Companies in Annapolis

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Below is the list of Top 30 Financial Services Companies in Annapolis ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Annapolis

1. Hannon Armstrong

Industry: Financial Services

Location: Annapolis, Maryland

Website: hannonarmstrong.com

Company Founded: 1981

Company Size: 51-200

Company Address: 1906 Towne Centre Boulevard, Annapolis, Maryland, United States

Hannon Armstrong Contact Details

Name Title LinkedIn Phone Email
Gil Jenkins Director, Corporate Communications
Josh Garrett Director â Private Investment Team
Josh Garrett Director â Private Investment Team
Josh Garrett Director â Private Investment Team
Guy Van Syckle Senior Manager
Jeff Eckel President And Chief Executive Officer
Aaron Mccrady Director - Investment Team
Requires/Intent and 47 more Employees
Business Strategy & Growth Consulting
Financial Planning & Retirement Solutions
and more

2. Starry Associates, Inc.

Industry: Financial Services

Location: Annapolis, Maryland

Website: starry-associates.com

Company Founded: 1983

Company Size: 51-200

Company Address: 175 Admiral Cochrane Drive, Annapolis, Maryland, United States

Starry Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Lloyd Farmer Senior Vice President
Anna Turrietta Senior Business Analyst
Sara Starry President At Starry Associates, Inc
Courtney George Transit Account Manager
Nageswara Sripathi Project Manager
Wendy Kuhn Accounting Manager
Augustin Diatta Application Support And Business Analyst
Requires/Intent and 8 more Employees
Automation & Workflow Optimization
Risk Management & Compliance
Treasury & Cash Flow Management
and more

3. Scarborough Capital Management

Industry: Financial Services

Location: Annapolis, Maryland

Website: 401kadvice.com

Company Founded: 1989

Company Size: 11-50

Company Address: 1906 Towne Centre Boulevard, Annapolis, Maryland, United States

Scarborough Capital Management Contact Details

Name Title LinkedIn Phone Email
Cfpâ Greg Ostrowski Managing Partner
Ccps David Herman Vice President Of Investments
David Herman Vice President Of Investments
Chfebc℠ Jonathan Szostek Vice President Of Investments, Retirement Advisor
Jonathan Szostek Vice President Of Investments, Retirement Advisor
Samantha Harris Paraplanner
Junette Mahler Marketing And Operations Coordinator
Requires/Intent and 3 more Employees
Securities Trading & Brokerage
Treasury & Cash Flow Management
and more

4. Watkins Consulting, Inc

Industry: Financial Services

Location: Annapolis, Maryland

Website: watkinsconsulting.com

Company Founded: 1990

Company Size: 11-50

Company Address: 888 Bestgate Road, Annapolis, Maryland, United States

Watkins Consulting, Inc Contact Details

Name Title LinkedIn Phone Email
Mark Johnston Senior Risk Management Director
Sandy Watkins Independent Contractor
Jim Plant Senior Managing Director
Randy Watkins Business Growth Consultant
J.t Watkins Principal Consultant
Michael Block Director
Dinesh Shankar Consultant
Requires/Intent
Asset Management
Sales & Lead Generation Strategy
Business Strategy & Growth Consulting
Risk Management & Compliance
and more

5. South River Mortgage

Industry: Financial Services

Location: Annapolis, Maryland

Website: southrivermortgage.com

Company Size: 51-200

Company Address: 1 Park Place, Annapolis, Maryland, United States

South River Mortgage Contact Details

Name Title LinkedIn Phone Email
Collin Copenhaver Assistant Vice President
Joshua Hannold Assistant Vice President
Requires/Intent
Automation & Workflow Optimization
Banking & Payment Processing
Asset Management
Financial Forecasting & Modeling
Accounting Services
and more

6. Wye River Group

Industry: Financial Services

Location: Annapolis, Maryland

Website: wyeriver.com

Company Founded: 1999

Company Size: 1-10

Company Address: 522 Chesapeake Avenue, Annapolis, Maryland, United States

Wye River Group Contact Details

Name Title LinkedIn Phone Email
Christopher Wienk Principal
Robert Ryan Associate
Pamela Kelly Senior Vice President
Bill Bass Senior Vice President
Megan Misencik Associate
Austin Spencer Associate
Requires/Intent
Risk Management & Compliance
Asset Management
Corporate Finance Strategy
ERP For Financial Institutions
AI-powered Financial Insights
and more

7. Mpb Commodities

Industry: Financial Services

Location: Annapolis, Maryland

Website: mpbcommodities.com

Company Founded: 1937

Company Size: 11-50

Company Address: 1997 Annapolis Exchange Parkway, Annapolis, Maryland, United States

Mpb Commodities Contact Details

Name Title LinkedIn Phone Email
Brian Shultz Senior Broker
Steven Luster Senior Broker And Vice President
Kevin Flanagan Vegetable Oil Broker
Patrick Emerson Commercial Operations Specialist
Courtney Hangliter Administrative Assistant
Christa Gallo Supply Chain Analyst
Requires/Intent
Risk Management & Compliance
Credit Rating & Analysis
and more

8. Atlantic Prime Mortgage

Industry: Financial Services

Location: Annapolis, Maryland

Website: atlanticprimemortgage.com

Company Founded: 2017

Company Size: 1-10

Company Address: 77 West Street, Annapolis, Maryland, United States

Atlantic Prime Mortgage Contact Details

Name Title LinkedIn Phone Email
Stacy Logan Branch Manager
Andrew Adler Mortgage Advisor
Requires/Intent
Asset Management
Mobile App Development For Financial Services
Sales & Lead Generation Strategy
Omnichannel Customer Support
Loan Origination & Servicing Platforms
and more

9. Saldana Advisory

Industry: Financial Services

Location: Annapolis, Maryland

Website: saldanaadvisory.com

Company Size: 1-10

Saldana Advisory Contact Details

Name Title LinkedIn Phone Email
Joseph Saldana Managing Partner
Requires/Intent
Quality Control & Assurance
Employee Training & Workforce Development
Securities Trading & Brokerage
Mortgage & Loan Processing
Cybersecurity & Data Protection
and more

10. Solvent

Industry: Financial Services

Location: Annapolis, Maryland

Website: solvent.io

Company Founded: 2019

Company Size: 11-50

Solvent Contact Details

Name Title LinkedIn Phone Email
Matthew Ozvat Product
Requires/Intent
AI-powered Financial Insights
Asset Management
and more

11. Merchant Processing Solutions, Inc.

Industry: Financial Services

Location: Annapolis, Maryland

Website: merchantproinc.com

Company Founded: 2007

Company Size: 11-50

Company Address: 200 Harry South Truman Parkway, Annapolis, Maryland, United States

Merchant Processing Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
Claudia Rogers Field Underwriter
Christian Worsham Client Account Manager
Christopher Thren Marketing Director
Lawrence Lawson Quality Control Supervisor
Requires/Intent
Financial Forecasting & Modeling
HR & Talent Acquisition
Business Strategy & Growth Consulting
Financial Auditing & Reporting
and more

12. Bay Point Wealth Management

Industry: Financial Services

Location: Annapolis, Maryland

Website: baypointwealth.com

Company Founded: 1995

Company Size: 1-10

Company Address: 582 Bellerive Road, Annapolis, Maryland, United States

Bay Point Wealth Management Contact Details

Name Title LinkedIn Phone Email
William Hufnell Certified Financial Planner
Elizabeth Yoder Financial Planning Associate
Kaitlin Mulrenin Marketing And Communications Coordinator At Bay Point Wealth Management
Bill Hufnell Associate Financial Advisor
Austin Smith Wealth Management Intern
Allison Gowallis Operations Specialist
Karen Riccardi Marketing Director
Requires/Intent
Digital Payment & Subscription Solutions
AI-powered Financial Insights
Blockchain & Cryptocurrency Solutions
Compliance & Regulatory Advisory
and more

13. Severn Financial Advisors, Llc

Industry: Financial Services

Location: Annapolis, Maryland

Website: severnfa.com

Company Size: 1-10

Company Address: 1610 West Street, Annapolis, Maryland, United States

Severn Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Wilson Phipps Partner
Steve Roth Financial Advisor And Partner
Sheila Compisi Marketing Director
Requires/Intent
Investment Advisory
Credit Rating & Analysis
IoT-enabled Smart Banking Solutions
Financial Forecasting & Modeling
and more

14. Financial Concepts Unlimited, Inc.

Industry: Financial Services

Location: Annapolis, Maryland

Website: fcuinc.com

Company Founded: 1990

Company Size: 1-10

Company Address: 30b West Street, Annapolis, Maryland, United States

Financial Concepts Unlimited, Inc. Contact Details

Name Title LinkedIn Phone Email
Chad Newcomb Wealth Manager, Principal
Lisa Holland Office Manager
Requires/Intent
Banking & Payment Processing
Wealth Management
Debt Collection & Recovery
Online Advertising & SEO
Investment Advisory
and more

15. Stellar Auto Loans (powered By Salrefi)

Industry: Financial Services

Location: Annapolis, Maryland

Website: salrefi.com

Company Founded: 2001

Company Size: 51-200

Company Address: 425 4th Street, Annapolis, Maryland, United States

Stellar Auto Loans (powered By Salrefi) Contact Details

Name Title LinkedIn Phone Email
Logan Simmers Telemarketing Manager
Requires/Intent
Risk Management & Compliance
Tax Planning & Strategy
Branding & Public Relations
and more

16. Jason Labarge At Premier Planning Group

Industry: Financial Services

Location: Annapolis, Maryland

Website: jasonlabarge.com

Company Size: 1-10

Company Address: 115 West Street, Annapolis, Maryland, United States

Jason Labarge At Premier Planning Group Contact Details

Name Title LinkedIn Phone Email
Jason Labarge President
Jessica Ringle Director Of Client Accounts
Requires/Intent
Quality Control & Assurance
Legal Compliance & Advisory
Digital Payment & Subscription Solutions
and more

17. Alacrity Collections Corporation

Industry: Financial Services

Location: Annapolis, Maryland

Website: alacritycollections.com

Company Founded: 1982

Company Size: 11-50

Company Address: 175 Admiral Cochrane Drive, Annapolis, Maryland, United States

Alacrity Collections Corporation Contact Details

Name Title LinkedIn Phone Email
Lisa Bremner Collections Manager
Jackie Flippo Client Support Manager
Requires/Intent
Data Analytics & Business Intelligence
Securities Trading & Brokerage
Financial Forecasting & Modeling
Treasury & Cash Flow Management
and more

18. Accredited Standards Committee X9, Inc. - Financial Industry Standards

Industry: Financial Services

Location: Annapolis, Maryland

Website: x9.org

Company Founded: 1975

Company Size: 1-10

Company Address: 275 West Street, Annapolis, Maryland, United States

Accredited Standards Committee X9, Inc. - Financial Industry Standards Contact Details

Name Title LinkedIn Phone Email
Steve Stevens Executive Director
Stan Ridgeway President
Requires/Intent
Tax Planning & Strategy
Business Strategy & Growth Consulting
Cloud Computing Solutions
Corporate Finance Strategy
Employee Training & Workforce Development
and more

19. Sera Capital Management

Industry: Financial Services

Location: Annapolis, Maryland

Website: seracapital.com

Company Founded: 1990

Company Size: 1-10

Company Address: 1910 Towne Centre Boulevard, Annapolis, Maryland, United States

Sera Capital Management Contact Details

Name Title LinkedIn Phone Email
Aifa Bryan D. Myers Investment Advisor Representative, Managing Partner
Requires/Intent
Employee Training & Workforce Development
Wealth Management
Technology Consulting
and more

20. The Retirement Planning Center Of Maryland

Industry: Financial Services

Location: Annapolis, Maryland

Website: saferetirementsolutions.com

Company Founded: 1975

Company Size: 1-10

Company Address: 1997 Annapolis Exchange Parkway, Annapolis, Maryland, United States

The Retirement Planning Center Of Maryland Contact Details

Name Title LinkedIn Phone Email
Rod Borowy President And Chief Executive Officer At The Retirement Planning Center Of Maryland
Requires/Intent
Investment Advisory
ESG & Sustainable Finance Consulting
Wealth Management
and more

21. Marbidco

Industry: Financial Services

Location: Annapolis, Maryland

Website: marbidco.org

Company Size: 1-10

Marbidco Contact Details

Name Title LinkedIn Phone Email
Sarah Fielder Communications Associate
Requires/Intent
Tax Planning & Strategy
Document Management & E-signature Solutions
Wealth Management
Business Strategy & Growth Consulting
API Integration For FinTech
and more

22. Advisors For Change

Industry: Financial Services

Location: Annapolis, Maryland

Website: advisorsforchange.com

Company Founded: 2006

Company Size: 11-50

Company Address: 1125 West Street, Annapolis, Maryland, United States

Advisors For Change Contact Details

Name Title LinkedIn Phone Email
Becky Scherr Senior Associate
Requires/Intent
Tax Planning & Strategy
Cloud Computing Solutions
and more

23. Comptroller Of The Treasury

Industry: Financial Services

Location: Annapolis, Maryland

Company Size: 11-50

Company Address: 110 Carroll Street, Annapolis, Maryland, United States

Comptroller Of The Treasury Contact Details

Name Title LinkedIn Phone Email
Andrew Hawkins Assistant Director Of Fiscal Services
Deaundrea Pointer Legislative Auditor
Lashawn Tanner Office Manager
Sandra Sanchez Technical Assistant
Requires/Intent
Cloud Computing Solutions
Corporate Finance Strategy
Data Analytics & Business Intelligence
and more

24. Flaherty Solutions

Industry: Financial Services

Location: Annapolis, Maryland

Website: flaherty-solutions.com

Company Founded: 2007

Company Size: 1-10

Company Address: 209 West Street, Annapolis, Maryland, United States

Flaherty Solutions Contact Details

Name Title LinkedIn Phone Email
Megan Clarke Quality Control Director
Requires/Intent
Hedge Fund & Private Equity Consulting
Compliance & Regulatory Advisory
Securities Trading & Brokerage
and more

25. Bay Banc Mortgage Corp

Industry: Financial Services

Location: Annapolis, Maryland

Website: baybanc.com

Company Size: 1-10

Company Address: 801 Compass Way, Annapolis, Maryland, United States

Bay Banc Mortgage Corp Contact Details

Name Title LinkedIn Phone Email
Trish Dunn Vice President
Requires/Intent
Quality Control & Assurance
Document Management & E-signature Solutions
Wealth Management
and more

26. Kensington Finance Corp

Industry: Financial Services

Location: Annapolis, Maryland

Website: mykensingtonfinance.com

Company Size: 11-50

Company Address: 1930 West Street, Annapolis, Maryland, United States

Kensington Finance Corp Contact Details

Name Title LinkedIn Phone Email
Aimee Perez Account Manager
Requires/Intent
Risk Management & Compliance
Automation & Workflow Optimization
and more
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Annapolis Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Gil Jenkins Hannon Armstrong Director, Corporate Communications
2 Josh Garrett Hannon Armstrong Director â Private Investment Team
3 Josh Garrett Hannon Armstrong Director â Private Investment Team
4 Josh Garrett Hannon Armstrong Director â Private Investment Team
5 Guy Van Syckle Hannon Armstrong Senior Manager
6 Jeff Eckel Hannon Armstrong President And Chief Executive Officer
7 Aaron Mccrady Hannon Armstrong Director - Investment Team
8 Lloyd Farmer Starry Associates, Inc. Senior Vice President
9 Anna Turrietta Starry Associates, Inc. Senior Business Analyst
10 Sara Starry Starry Associates, Inc. President At Starry Associates, Inc
11 Courtney George Starry Associates, Inc. Transit Account Manager
12 Nageswara Sripathi Starry Associates, Inc. Project Manager
13 Wendy Kuhn Starry Associates, Inc. Accounting Manager
14 Augustin Diatta Starry Associates, Inc. Application Support And Business Analyst
15 Cfpâ Greg Ostrowski Scarborough Capital Management Managing Partner
16 Ccps David Herman Scarborough Capital Management Vice President Of Investments
17 David Herman Scarborough Capital Management Vice President Of Investments
18 Chfebc℠ Jonathan Szostek Scarborough Capital Management Vice President Of Investments, Retirement Advisor
19 Jonathan Szostek Scarborough Capital Management Vice President Of Investments, Retirement Advisor
20 Samantha Harris Scarborough Capital Management Paraplanner
21 Junette Mahler Scarborough Capital Management Marketing And Operations Coordinator
22 Mark Johnston Watkins Consulting, Inc Senior Risk Management Director
23 Sandy Watkins Watkins Consulting, Inc Independent Contractor
24 Jim Plant Watkins Consulting, Inc Senior Managing Director
25 Randy Watkins Watkins Consulting, Inc Business Growth Consultant
26 J.t Watkins Watkins Consulting, Inc Principal Consultant
27 Michael Block Watkins Consulting, Inc Director
28 Dinesh Shankar Watkins Consulting, Inc Consultant
29 Collin Copenhaver South River Mortgage Assistant Vice President
30 Joshua Hannold South River Mortgage Assistant Vice President
31 Christopher Wienk Wye River Group Principal
32 Robert Ryan Wye River Group Associate
33 Pamela Kelly Wye River Group Senior Vice President
34 Bill Bass Wye River Group Senior Vice President
35 Megan Misencik Wye River Group Associate
36 Austin Spencer Wye River Group Associate
37 Brian Shultz Mpb Commodities Senior Broker
38 Steven Luster Mpb Commodities Senior Broker And Vice President
39 Kevin Flanagan Mpb Commodities Vegetable Oil Broker
40 Patrick Emerson Mpb Commodities Commercial Operations Specialist

Financial Services companies in different cities of Maryland

No. Industry Number of Contacts Download
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