Top 20 Financial Services Companies in Billings

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Below is the list of Top 20 Financial Services Companies in Billings ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Billings

1. Western Security Bank

Industry: Financial Services

Location: Billings, Montana

Website: westernsecuritybank.com

Company Size: 51-200

Company Address: 2401 Grand Avenue, Billings, Montana, United States

Western Security Bank Contact Details

Name Title LinkedIn Phone Email
Bob Jenkins Re Secondary Marketing Specialist
Mike Hennessy V.p Real Estate Production Manager
Paul Peterson Director
Bradley Ball Assistant Vice President And Business Banker
Tami Hoines Loan Originator
Jan Peterson Senior Vice President
Anne Deboo Vice President
Requires/Intent and 32 more Employees
Risk Management & Compliance
Portfolio Management
and more

2. Altana Federal Credit Union

Industry: Financial Services

Location: Billings, Montana

Website: altanafcu.org

Company Founded: 1949

Company Size: 51-200

Company Address: 3212 Central Avenue, Billings, Montana, United States

Altana Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Heidi Knudson Business Development Manager
Helen Dutcher Marketing Coordinator
Ryan Cox Branch Manager
Jason Hagadone Business Lending Manager At Altana Federal Credit Union
Mark Hamilton Branch Manager
Becky Owens Financial Services Training Director
Angela Kallevig Loan Underwriter
Requires/Intent and 18 more Employees
Loan Origination & Servicing Platforms
Investment Advisory
Asset Management
ERP For Financial Institutions
and more

3. Strategic Retirement Plans

Industry: Financial Services

Location: Billings, Montana

Website: lapitoretirement.com

Company Size: 1-10

Company Address: 12 Avanta Way, Billings, Montana, United States

Strategic Retirement Plans Contact Details

Name Title LinkedIn Phone Email
Gabe Lapito Owner And Financial Advisor
Macc Ryan Gomendi Financial Advisor
Michelle Olson Controller
Requires/Intent
Risk Assessment & Mitigation
Technology Consulting
API Integration For FinTech
and more

4. Valley Federal Credit Union

Industry: Financial Services

Location: Billings, Montana

Website: valleyfcu.com

Company Founded: 1949

Company Size: 51-200

Company Address: 207 North Broadway, Billings, Montana, United States

Valley Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Ccue Casey Klein Senior Vice President Branch Administration
Deby Murch Administrator And Human Resources Generalist
Sean Paulauskis Branch Manager
Zach Zimmer Compliance Officer
Bryan Barth Account Representative
Kelsey Spieler Collections Representative Level 2
Scott Kanning Vice President Finanace
Requires/Intent and 3 more Employees
Marketing Services
Risk Assessment & Mitigation
Hedge Fund & Private Equity Consulting
Financial Forecasting & Modeling
Securities Trading & Brokerage
and more

5. Capstone Wealth Management

Industry: Financial Services

Location: Billings, Montana

Website: capstoneretire.com

Company Founded: 2002

Company Size: 1-10

Company Address: 1500 Poly Drive, Billings, Montana, United States

Capstone Wealth Management Contact Details

Name Title LinkedIn Phone Email
Crfa Chris Kline Certified Retirement Financial Advisor
Thomas Webber Financial Advisor
Kerrie Kern Client Relationship Specialist
Mike Conrads Owner
Requires/Intent
ERP For Financial Institutions
ESG & Sustainable Finance Consulting
and more

6. A Absolute Bail Bonds

Industry: Financial Services

Location: Billings, Montana

Website: aabsolutebail.com

Company Founded: 2013

Company Size: 1-10

Company Address: 2413 Montana Avenue, Billings, Montana, United States

A Absolute Bail Bonds Contact Details

Name Title LinkedIn Phone Email
Jodie Pittenger Office Manager At A Absolute Bail Bonds
Requires/Intent
Financial Forecasting & Modeling
Wealth Management
API Integration For FinTech
Compliance & Regulatory Advisory
and more

7. Division Mortgage Group

Industry: Financial Services

Location: Billings, Montana

Website: divisionmortgagegroup.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1320 Division Street, Billings, Montana, United States

Division Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Tavell Peete Owner And Broker
Kayli Teigen Mortgage Loan Originator
Kady Schell Mortgage Loan Originator
Robert Doore Business Development Manager
Requires/Intent
Compliance & Regulatory Advisory
Risk Management & Compliance
Branding & Public Relations
Hedge Fund & Private Equity Consulting
Financial Forecasting & Modeling
and more

8. Yellowstone Financial Services

Industry: Financial Services

Location: Billings, Montana

Company Size: 1-10

Company Address: 1430 Country Manor Boulevard, Billings, Montana, United States

Yellowstone Financial Services Contact Details

Name Title LinkedIn Phone Email
Rob Harsha Financial Advisor
Requires/Intent
Mortgage & Loan Processing
Online Advertising & SEO
Customer Relationship Management (CRM)
Securities Trading & Brokerage
and more

9. Office Equipment Solutions

Industry: Financial Services

Location: Billings, Montana

Company Size: 1-10

Company Address: 1827 Wyoming Avenue, Billings, Montana, United States

Office Equipment Solutions Contact Details

Name Title LinkedIn Phone Email
Dean Brake Owner
Requires/Intent
Legal Compliance & Advisory
AI-powered Financial Insights
ERP For Financial Institutions
Hedge Fund & Private Equity Consulting
Banking & Payment Processing
and more

10. Wallinder Mortgage Brokers

Industry: Financial Services

Location: Billings, Montana

Website: wallindermortgage.com

Company Size: 1-10

Company Address: 746 Grand Avenue, Billings, Montana, United States

Wallinder Mortgage Brokers Contact Details

Name Title LinkedIn Phone Email
Kim Moffet Licensed Mortgage Broker
Requires/Intent
Wealth Management
Business Strategy & Growth Consulting
API Integration For FinTech
Omnichannel Customer Support
and more

11. Wallwork Financial Corp

Industry: Financial Services

Location: Billings, Montana

Website: wallworkfinancial.com

Company Size: 1-10

Company Address: 700 Black Diamond Road, Billings, Montana, United States

Wallwork Financial Corp Contact Details

Name Title LinkedIn Phone Email
Don Hawkison Lease And Finance Manager
Jamie Wentz Marketing Administrator Assistant
Requires/Intent
Customer Relationship Management (CRM)
Treasury & Cash Flow Management
and more

12. Montana Brewing Co

Industry: Financial Services

Location: Billings, Montana

Website: montanabrewingcompany.com

Company Size: 11-50

Company Address: 113 North 28th Street, Billings, Montana, United States

Montana Brewing Co Contact Details

Name Title LinkedIn Phone Email
Jeff Cermak Cook
Jhancet Hagstrom Server
Joshua Glenn Dishwasher
Requires/Intent
Securities Trading & Brokerage
Insurance & Underwriting Services
Risk Management & Compliance
Digital Payment & Subscription Solutions
and more

13. Mcd Services

Industry: Financial Services

Location: Billings, Montana

Website: mcd-services.net

Company Size: 11-50

Company Address: 1921 17th Street West, Billings, Montana, United States

Mcd Services Contact Details

Name Title LinkedIn Phone Email
Matthew Thieneman Self Employed
Requires/Intent
Marketing Services
Securities Trading & Brokerage
Financial Auditing & Reporting
Omnichannel Customer Support
and more
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Billings Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Bob Jenkins Western Security Bank Re Secondary Marketing Specialist
2 Mike Hennessy Western Security Bank V.p Real Estate Production Manager
3 Paul Peterson Western Security Bank Director
4 Bradley Ball Western Security Bank Assistant Vice President And Business Banker
5 Tami Hoines Western Security Bank Loan Originator
6 Jan Peterson Western Security Bank Senior Vice President
7 Anne Deboo Western Security Bank Vice President
8 Heidi Knudson Altana Federal Credit Union Business Development Manager
9 Helen Dutcher Altana Federal Credit Union Marketing Coordinator
10 Ryan Cox Altana Federal Credit Union Branch Manager
11 Jason Hagadone Altana Federal Credit Union Business Lending Manager At Altana Federal Credit Union
12 Mark Hamilton Altana Federal Credit Union Branch Manager
13 Becky Owens Altana Federal Credit Union Financial Services Training Director
14 Angela Kallevig Altana Federal Credit Union Loan Underwriter
15 Gabe Lapito Strategic Retirement Plans Owner And Financial Advisor
16 Macc Ryan Gomendi Strategic Retirement Plans Financial Advisor
17 Michelle Olson Strategic Retirement Plans Controller
18 Ccue Casey Klein Valley Federal Credit Union Senior Vice President Branch Administration
19 Deby Murch Valley Federal Credit Union Administrator And Human Resources Generalist
20 Sean Paulauskis Valley Federal Credit Union Branch Manager
21 Zach Zimmer Valley Federal Credit Union Compliance Officer
22 Bryan Barth Valley Federal Credit Union Account Representative
23 Kelsey Spieler Valley Federal Credit Union Collections Representative Level 2
24 Scott Kanning Valley Federal Credit Union Vice President Finanace
25 Crfa Chris Kline Capstone Wealth Management Certified Retirement Financial Advisor
26 Thomas Webber Capstone Wealth Management Financial Advisor
27 Kerrie Kern Capstone Wealth Management Client Relationship Specialist
28 Mike Conrads Capstone Wealth Management Owner
29 Jodie Pittenger A Absolute Bail Bonds Office Manager At A Absolute Bail Bonds
30 Tavell Peete Division Mortgage Group Owner And Broker
31 Kayli Teigen Division Mortgage Group Mortgage Loan Originator
32 Kady Schell Division Mortgage Group Mortgage Loan Originator
33 Robert Doore Division Mortgage Group Business Development Manager
34 Rob Harsha Yellowstone Financial Services Financial Advisor
35 Dean Brake Office Equipment Solutions Owner
36 Kim Moffet Wallinder Mortgage Brokers Licensed Mortgage Broker
37 Don Hawkison Wallwork Financial Corp Lease And Finance Manager
38 Jamie Wentz Wallwork Financial Corp Marketing Administrator Assistant
39 Jeff Cermak Montana Brewing Co Cook
40 Jhancet Hagstrom Montana Brewing Co Server

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