Top 20 Financial Services Companies in Braintree

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

Financial Services Companies in Braintree

1. Invoice Cloud, Inc.

Industry: Financial Services

Location: Braintree, Massachusetts

Company Founded: 2009

Company Size: 51-200

Company Address: 30 Braintree Hill, Braintree, Massachusetts, United States

Invoice Cloud, Inc. Contact Details

Name Title LinkedIn Phone Email
Gretchen Schmitt Account Executive
David Drew Sales Enablement Director
Steve Schult Senior Vice President Product
Tim Fugger Regional Sales Director
Matt Pritzel Regional Sales Director
Gregory Cantor Sales Development Representative
Tommy Burchard Sales Development Representative
Requires/Intent and 27 more Employees
HR & Talent Acquisition
Financial Auditing & Reporting
and more

2. Securian Advisors Of New England

Industry: Financial Services

Location: Braintree, Massachusetts

Website: securianne.com

Company Founded: 2017

Company Size: 1-10

Company Address: 35 Braintree Hill, Braintree, Massachusetts, United States

Securian Advisors Of New England Contact Details

Name Title LinkedIn Phone Email
Leo Choquette Investment Executive
Chandler Winchester Financial Advisor Who Works With Individuals, Families, Small Business
Donald Jones Investment Specialist
Bryan Lebeau Associate
Requires/Intent
AI-powered Financial Insights
ERP For Financial Institutions
IoT-enabled Smart Banking Solutions
Accounting Services
HR & Talent Acquisition
and more

3. Leveroni Financial Management Corp.

Industry: Financial Services

Location: Braintree, Massachusetts

Website: leveroni.com

Company Founded: 1976

Company Size: 1-10

Company Address: 50 Braintree Hill, Braintree, Massachusetts, United States

Leveroni Financial Management Corp. Contact Details

Name Title LinkedIn Phone Email
Cfpâ Lee Generous Wealth Advisor
Timothy Leveroni Senior Partner
Requires/Intent
Employee Training & Workforce Development
Securities Trading & Brokerage
Data Analytics & Business Intelligence
and more

4. Invoice Cloud, Inc.

Industry: Financial Services

Location: Braintree, Massachusetts

Website: invoicecloud.net

Company Size: 1-10

Company Address: 35 Braintree Hill, Braintree, Massachusetts, United States

Invoice Cloud, Inc. Contact Details

Name Title LinkedIn Phone Email
Matt Farrow Senior Director, Partnerships
Steele Shane Payer Support Supervisor
Arvina Barnes Senior Regional Direcor Of Sales
Sam Evrard Vice President, Strategic Accounts And Partnerships
Requires/Intent
Insurance & Underwriting Services
IoT-enabled Smart Banking Solutions
and more

5. U.s. Wealth Management

Industry: Financial Services

Location: Braintree, Massachusetts

Website: uswealthmanagement.com

Company Founded: 1997

Company Size: 11-50

Company Address: 30 Braintree Hill, Braintree, Massachusetts, United States

U.s. Wealth Management Contact Details

Name Title LinkedIn Phone Email
Thomas Schulte Financial Planning And Investment Operations Associate
Rob Napolitano Director Of Investment Operations And Associate Portfolio Manager
Max Kolbrenner Wealth Advisor
David Goller Director Of Operations
Tyler Prost Marketer
Requires/Intent
Fraud Detection & Prevention
Mortgage & Loan Processing
and more

6. Marino, Stram & Associates, Llc

Industry: Financial Services

Location: Braintree, Massachusetts

Website: marinostram.com

Company Founded: 1997

Company Size: 11-50

Company Address: 25 Braintree Hill, Braintree, Massachusetts, United States

Marino, Stram & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Rick Stram Financial Advisor, Managing Director
Denise Del Monaco Director Of Compliance
Caroline Brodigan Financial Services Coordinator
Rick Stram Principal
Melissa Silvia Executive Assistant
Requires/Intent
Asset Management
IoT-enabled Smart Banking Solutions
Compliance & Regulatory Advisory
and more

7. Kelly Financial Services

Industry: Financial Services

Location: Braintree, Massachusetts

Website: kellyfinancial.org

Company Founded: 2003

Company Size: 11-50

Company Address: 10 Forbes Road, Braintree, Massachusetts, United States

Kelly Financial Services Contact Details

Name Title LinkedIn Phone Email
Mary Kelly Financial Service Advisor
Requires/Intent
API Integration For FinTech
Treasury & Cash Flow Management
Insurance & Underwriting Services
HR & Talent Acquisition
and more

8. Liberty Bay Credit Union

Industry: Financial Services

Location: Braintree, Massachusetts

Website: libertybaycu.org

Company Founded: 1917

Company Size: 51-200

Company Address: 350 Granite Street, Braintree, Massachusetts, United States

Liberty Bay Credit Union Contact Details

Name Title LinkedIn Phone Email
Frederick Williams Senior Vice President And Chief Financial Officer
Bill Sprague Vice President Information Technology
Laura Williams Member Services Representative
Karuna Rai Financial Services Representative
Tricia Gosnell Mortgage Representative At Liberty Bay Credit Union
Emily Percy Itm Teller
Requires/Intent
Risk Assessment & Mitigation
Employee Training & Workforce Development
Mergers & Acquisitions Advisory
ESG & Sustainable Finance Consulting
and more

9. Gosselin Consulting Group Llc

Industry: Financial Services

Location: Braintree, Massachusetts

Website: gosselinconsultinggroup.com

Company Founded: 2010

Company Size: 1-10

Company Address: 25 Braintree Hill, Braintree, Massachusetts, United States

Gosselin Consulting Group Llc Contact Details

Name Title LinkedIn Phone Email
Shawn Charles Managing Partner, Co-founder, Investment Consultant At Gosselin Consulting Group Llc
Requires/Intent
Document Management & E-signature Solutions
Financial Auditing & Reporting
and more

10. Taxsense

Industry: Financial Services

Location: Braintree, Massachusetts

Website: taxsense.com

Company Founded: 1983

Company Size: 11-50

Company Address: 100 Grandview Road, Braintree, Massachusetts, United States

Taxsense Contact Details

Name Title LinkedIn Phone Email
James Henderson Cpa And Owner
Shalonda Wright Owner
Requires/Intent
Cybersecurity & Data Protection
Credit Rating & Analysis
Quality Control & Assurance
and more

11. Pallas Capital Advisors

Industry: Financial Services

Location: Braintree, Massachusetts

Website: pallascapitaladvisors.com

Company Founded: 2019

Company Size: 11-50

Company Address: 45 Braintree Hill, Braintree, Massachusetts, United States

Pallas Capital Advisors Contact Details

Name Title LinkedIn Phone Email
John Routhier Portfolio Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
AI-powered Financial Insights
Banking & Payment Processing
Mergers & Acquisitions Advisory
Financial Forecasting & Modeling
and more

12. The Colbent Corporation

Industry: Financial Services

Location: Braintree, Massachusetts

Website: colbent.com

Company Size: 11-50

Company Address: 161 Bay State Drive, Braintree, Massachusetts, United States

The Colbent Corporation Contact Details

Name Title LinkedIn Phone Email
Paul Caouette Senior Project Manager
Billy Torres Account Manager
Requires/Intent
Financial Forecasting & Modeling
HR & Talent Acquisition
Employee Training & Workforce Development
Mergers & Acquisitions Advisory
and more

13. Harbor Mortgage Solutions, Inc.

Industry: Financial Services

Location: Braintree, Massachusetts

Website: harbormortgage.com

Company Founded: 1991

Company Size: 1-10

Company Address: 100 Grandview Road, Braintree, Massachusetts, United States

Harbor Mortgage Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
Cindy Morin Mortgage Processor And Underwriter
Cindy Morin Processor
Requires/Intent
Wealth Management
Hedge Fund & Private Equity Consulting
Financial Auditing & Reporting
and more
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Braintree Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Gretchen Schmitt Invoice Cloud, Inc. Account Executive
2 David Drew Invoice Cloud, Inc. Sales Enablement Director
3 Steve Schult Invoice Cloud, Inc. Senior Vice President Product
4 Tim Fugger Invoice Cloud, Inc. Regional Sales Director
5 Matt Pritzel Invoice Cloud, Inc. Regional Sales Director
6 Gregory Cantor Invoice Cloud, Inc. Sales Development Representative
7 Tommy Burchard Invoice Cloud, Inc. Sales Development Representative
8 Leo Choquette Securian Advisors Of New England Investment Executive
9 Chandler Winchester Securian Advisors Of New England Financial Advisor Who Works With Individuals, Families, Small Business
10 Donald Jones Securian Advisors Of New England Investment Specialist
11 Bryan Lebeau Securian Advisors Of New England Associate
12 Cfpâ Lee Generous Leveroni Financial Management Corp. Wealth Advisor
13 Timothy Leveroni Leveroni Financial Management Corp. Senior Partner
14 Matt Farrow Invoice Cloud, Inc. Senior Director, Partnerships
15 Steele Shane Invoice Cloud, Inc. Payer Support Supervisor
16 Arvina Barnes Invoice Cloud, Inc. Senior Regional Direcor Of Sales
17 Sam Evrard Invoice Cloud, Inc. Vice President, Strategic Accounts And Partnerships
18 Thomas Schulte U.s. Wealth Management Financial Planning And Investment Operations Associate
19 Rob Napolitano U.s. Wealth Management Director Of Investment Operations And Associate Portfolio Manager
20 Max Kolbrenner U.s. Wealth Management Wealth Advisor
21 David Goller U.s. Wealth Management Director Of Operations
22 Tyler Prost U.s. Wealth Management Marketer
23 Rick Stram Marino, Stram & Associates, Llc Financial Advisor, Managing Director
24 Denise Del Monaco Marino, Stram & Associates, Llc Director Of Compliance
25 Caroline Brodigan Marino, Stram & Associates, Llc Financial Services Coordinator
26 Rick Stram Marino, Stram & Associates, Llc Principal
27 Melissa Silvia Marino, Stram & Associates, Llc Executive Assistant
28 Mary Kelly Kelly Financial Services Financial Service Advisor
29 Frederick Williams Liberty Bay Credit Union Senior Vice President And Chief Financial Officer
30 Bill Sprague Liberty Bay Credit Union Vice President Information Technology
31 Laura Williams Liberty Bay Credit Union Member Services Representative
32 Karuna Rai Liberty Bay Credit Union Financial Services Representative
33 Tricia Gosnell Liberty Bay Credit Union Mortgage Representative At Liberty Bay Credit Union
34 Emily Percy Liberty Bay Credit Union Itm Teller
35 Shawn Charles Gosselin Consulting Group Llc Managing Partner, Co-founder, Investment Consultant At Gosselin Consulting Group Llc
36 James Henderson Taxsense Cpa And Owner
37 Shalonda Wright Taxsense Owner
38 John Routhier Pallas Capital Advisors Portfolio Manager
39 Paul Caouette The Colbent Corporation Senior Project Manager
40 Billy Torres The Colbent Corporation Account Manager

Financial Services companies in different cities of Massachusetts

No. Industry Number of Contacts Download
1 Financial services Companies in Boston 169632
2 Financial services Companies in Cambridge 12312
3 Financial services Companies in Waltham 22572
4 Financial services Companies in Newton 10260
5 Financial services Companies in Burlington 10944
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14 Financial services Companies in Wellesley 6840
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19 Financial services Companies in Salem 4104
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21 Financial services Companies in Concord 2052
22 Financial services Companies in Norwell 3420
23 Financial services Companies in Wilmington 4104
24 Financial services Companies in Amherst 2736
25 Financial services Companies in Andover 4788
26 Financial services Companies in Marlborough 4104
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28 Financial services Companies in North Andover 4104
29 Financial services Companies in Bedford 684