Top 5 Financial Services Companies in Basking Ridge

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Below is the list of Top 5 Financial Services Companies in Basking Ridge ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Basking Ridge

1. Cumanet

Industry: Financial Services

Location: Basking Ridge, New Jersey

Website: cumanet.com

Company Size: 11-50

Cumanet Contact Details

Name Title LinkedIn Phone Email
Matthew Buccino Consultant
Dan Von Schaumburg Director, Client Relations-cumanet
Samir Kothari Mortgage Loan Processor
Kaltrina Kobeci-cami Investor Reporting Specialist
Angelo Grillo Compliance Officer
Gayle Gasaway Mortgage Lending Operations Manager
Jonathan Schneider Secondary Market Admininstrator
Requires/Intent and 4 more Employees
Financial Auditing & Reporting
Mobile App Development For Financial Services
Credit Rating & Analysis
Mortgage & Loan Processing
and more

2. Lws Wealth Advisors

Industry: Financial Services

Location: Basking Ridge, New Jersey

Website: lwswealthadvisors.com

Company Size: 1-10

Lws Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Gregg Cohen Director Of Fixed Income, Wealth Advisor
Marc Lescarret Wealth Advisor
Linda Ferreira Client Service Associate
Linda Ferreira Registered Client Service Associate
Requires/Intent
Branding & Public Relations
AI-powered Financial Insights
Data Analytics & Business Intelligence
Fraud Detection & Prevention
and more

3. Delta Financial Group, Inc.

Industry: Financial Services

Location: Basking Ridge, New Jersey

Website: deltafinancialgroup.com

Company Founded: 1991

Company Size: 1-10

Company Address: 37 Stonehouse Road, Basking Ridge, New Jersey, United States

Delta Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
David Pasi Senior Portfolio Manager
Diana Ianni Client Relationship Manager
Wendi Ouellette Financial Advisor
Requires/Intent
AI-powered Financial Insights
Automation & Workflow Optimization
Financial Auditing & Reporting
and more

4. Income Discovery

Industry: Financial Services

Location: Basking Ridge, New Jersey

Company Founded: 2010

Company Size: 11-50

Company Address: 233 Mount Airy Road, Basking Ridge, New Jersey, United States

Income Discovery Contact Details

Name Title LinkedIn Phone Email
Daniel Mcdonald Senior Software Architect
Requires/Intent
Legal Compliance & Advisory
ESG & Sustainable Finance Consulting
and more

5. Capconnect Funding Group

Industry: Financial Services

Location: Basking Ridge, New Jersey

Website: capconnectfunding.com

Company Founded: 2013

Company Size: 1-10

Capconnect Funding Group Contact Details

Name Title LinkedIn Phone Email
Jeff Dusseldorp Business Capital Consultant
Requires/Intent
Branding & Public Relations
Customer Relationship Management (CRM)
Investment Advisory
and more
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Basking Ridge Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Matthew Buccino Cumanet Consultant
2 Dan Von Schaumburg Cumanet Director, Client Relations-cumanet
3 Samir Kothari Cumanet Mortgage Loan Processor
4 Kaltrina Kobeci-cami Cumanet Investor Reporting Specialist
5 Angelo Grillo Cumanet Compliance Officer
6 Gayle Gasaway Cumanet Mortgage Lending Operations Manager
7 Jonathan Schneider Cumanet Secondary Market Admininstrator
8 Gregg Cohen Lws Wealth Advisors Director Of Fixed Income, Wealth Advisor
9 Marc Lescarret Lws Wealth Advisors Wealth Advisor
10 Linda Ferreira Lws Wealth Advisors Client Service Associate
11 Linda Ferreira Lws Wealth Advisors Registered Client Service Associate
12 David Pasi Delta Financial Group, Inc. Senior Portfolio Manager
13 Diana Ianni Delta Financial Group, Inc. Client Relationship Manager
14 Wendi Ouellette Delta Financial Group, Inc. Financial Advisor
15 Daniel Mcdonald Income Discovery Senior Software Architect
16 Jeff Dusseldorp Capconnect Funding Group Business Capital Consultant

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