Top 75 Financial Services Companies in Colorado Springs

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Below is the list of Top 75 Financial Services Companies in Colorado Springs ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Colorado Springs

1. Mortgage Solutions Financial

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: msfhome.com

Company Founded: 1995

Company Size: 201-500

Company Address: 5455 North Union Boulevard, Colorado Springs, Colorado, United States

Mortgage Solutions Financial Contact Details

Name Title LinkedIn Phone Email
Art Marine Branch Manager
Ben Robinson Chief Operations Officer
Jesse Lopez Vice President Training And Development
Garry Marshall Branch Manager
Mike Pavlovich Branch Manager
Jeffrey Smith Regional Vice President
Sherry Morgan Loan Officer
Requires/Intent and 125 more Employees
Legal Compliance & Advisory
Cloud Computing Solutions
API Integration For FinTech
and more

2. Summit Wealth Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: summitwealthgroup.com

Company Founded: 2002

Company Size: 51-200

Company Address: 13710 Struthers Road, Colorado Springs, Colorado, United States

Summit Wealth Group Contact Details

Name Title LinkedIn Phone Email
Jon Wardenburg Owner And Financial Planner
Randy Morris Ceo, President
David Lee Financial Advisor
Jamie Cochran Financial Advisor
Nathan Archuleta Advisor, Wealth Accumulation Specialist
Scott Marks Associate Advisor
Kelsey Herrmann-stanzel Financial Planner
Requires/Intent and 11 more Employees
Mortgage & Loan Processing
Financial Auditing & Reporting
AI-powered Financial Insights
and more

3. Strategic Financial Partners

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: sfp.us

Company Size: 11-50

Company Address: 1755 Telstar Drive, Colorado Springs, Colorado, United States

Strategic Financial Partners Contact Details

Name Title LinkedIn Phone Email
George Krasnopolskiy Financial Advisor
John Ferguson Owner
Michael Pappin Financial Advisor
Cal Welling Advisor
Randy Ward Financial Advisor
Kc Carpenter Financial Services Representative
Zachary Nielson Financial Advisor
Requires/Intent and 11 more Employees
Data Analytics & Business Intelligence
Blockchain & Cryptocurrency Solutions
Credit Rating & Analysis
Asset Management
Automation & Workflow Optimization
and more

4. Accelerated Wealth Llc

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 11-50

Company Address: 13570 Meadowgrass Drive, Colorado Springs, Colorado, United States

Accelerated Wealth Llc Contact Details

Name Title LinkedIn Phone Email
Will Duffy Investment Advisor Representative
Ryan Hall Investment Advisor Representative
Dustin West Senior Financial Advisor
Brittany Rogers Financial Advisor
Brittany Betz Financial Advisor
Michael Enyart Client Case Manager
Charlie Walton Wealth Strategist
Requires/Intent and 3 more Employees
API Integration For FinTech
Omnichannel Customer Support
Mortgage & Loan Processing
Financial Planning & Retirement Solutions
and more

5. Envoy Financial

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: envoyfinancial.com

Company Founded: 1991

Company Size: 11-50

Company Address: 5333 North Union Boulevard, Colorado Springs, Colorado, United States

Envoy Financial Contact Details

Name Title LinkedIn Phone Email
Bruce Bruinsma Chief Executive Officer
Rick Brink Account Services Manager
Alyssa Bone Marketing Coordinator
Joe Flanery Lifestage Specialist
Erika Boden Investment Advisor
Bruce Bruinsma Chief Executive Officer
Jenna Kelly Administrator
Requires/Intent
Business Strategy & Growth Consulting
Document Management & E-signature Solutions
Tax Planning & Strategy
and more

6. First Affirmative Financial Network

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: firstaffirmative.com

Company Founded: 1988

Company Size: 11-50

Company Address: 5475 Mark Dabling Boulevard, Colorado Springs, Colorado, United States

First Affirmative Financial Network Contact Details

Name Title LinkedIn Phone Email
Bill Hairgrove Vice President Sales
Amy Thacker Chief Operating Officer
Holly Testa Director, Shareowner Engagement
Greg Garvan President
Matthew Thomas Account Services Specialist
Requires/Intent
Tax Planning & Strategy
Treasury & Cash Flow Management
Debt Collection & Recovery
Corporate Finance Strategy
and more

7. Central Bancorp

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Founded: 2008

Company Size: 51-200

Company Address: 1 South Nevada Avenue, Colorado Springs, Colorado, United States

Central Bancorp Contact Details

Name Title LinkedIn Phone Email
Crystal Johnston Csr
Owen Stockton Vice President Of It
Vanessa Aumiller Staff Accountant
Dave Harms Senior Staff Accountant
Jan Clark Human Resource Administrator
Shannon Smith Director Of Human Resources
Sara Holtsclaw Community Bank President
Requires/Intent and 1 more Employees
Cloud Computing Solutions
ERP For Financial Institutions
Mobile App Development For Financial Services
and more

8. Air Academy Federal Credit Union

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: aafcu.com

Company Founded: 1955

Company Size: 51-200

Company Address: 4920 North Union Boulevard, Colorado Springs, Colorado, United States

Air Academy Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Lisa Simpson Chief Operations Officer
Butch Hill Vice President And Chief Information Officer
Brad Barnes Vice President And Chief Financial Officer
Jo-ann Moore Human Resources Generalist
Jeremy Taylor Chief Information Officer
Christopher Darby Manager
Devon Mckenzie-thomas Financial Services Representative
Requires/Intent and 10 more Employees
Online Advertising & SEO
Tax Planning & Strategy
Loan Origination & Servicing Platforms
ERP For Financial Institutions
Financial Planning & Retirement Solutions
and more

9. Glen Eyrie Conference Center

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: gleneyrie.org

Company Founded: 1953

Company Size: 51-200

Company Address: 3820 North 30th Street, Colorado Springs, Colorado, United States

Glen Eyrie Conference Center Contact Details

Name Title LinkedIn Phone Email
John Walters Director Of Sales Marketing
Sarah Dias Event Planner
Sarah Dias Event Planner
Karen Eaglin Director Of Programs And Event Planning
Lynnette Derck Food And Beverage Administrative Assistant
Elaine Holz Day Event Coordinator
Amy Carr Housekeeper
Requires/Intent and 6 more Employees
Cloud Computing Solutions
Investment Advisory
Employee Training & Workforce Development
and more

10. Center For College Solutions

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: centerforcollegesolutions.com

Company Founded: 2002

Company Size: 1-10

Company Address: 3952 Pine Air Place, Colorado Springs, Colorado, United States

Center For College Solutions Contact Details

Name Title LinkedIn Phone Email
Beth Walker Founder
Requires/Intent
Cybersecurity & Data Protection
Blockchain & Cryptocurrency Solutions
AI-powered Financial Insights
Financial Planning & Retirement Solutions
HR & Talent Acquisition
and more

11. The Money Couple

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: themoneycouple.com

Company Founded: 2006

Company Size: 1-10

Company Address: 4194 Royal Pine Drive, Colorado Springs, Colorado, United States

The Money Couple Contact Details

Name Title LinkedIn Phone Email
Bethany Palmer Chief Executive Officer
Requires/Intent
Wealth Management
Financial Planning & Retirement Solutions
Treasury & Cash Flow Management
Customer Relationship Management (CRM)
and more

12. Benton Capital

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: bentoncap.com

Company Size: 1-10

Company Address: 12295 Oracle Boulevard, Colorado Springs, Colorado, United States

Benton Capital Contact Details

Name Title LinkedIn Phone Email
Marisol Gerth Mortgage Loan Officer
Requires/Intent
AI-powered Financial Insights
Hedge Fund & Private Equity Consulting
and more

13. Aventa Credit Union

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: aventa.com

Company Founded: 1957

Company Size: 51-200

Company Address: 2735 Dublin Boulevard, Colorado Springs, Colorado, United States

Aventa Credit Union Contact Details

Name Title LinkedIn Phone Email
Cude Shannon Mendes Business Relations Manager And Corporate Trainer
Patrick Harrigan Chief Risk Officer And General Counsel
Deborah Brown Human Capital Officer
Karin Kovalovsky Chief Marketing Officer
Neil Brown Contact Center Branch Manager
Sacha Forero Mortgage Manager
Rob Mcclean Mortgage Loan Officer
Requires/Intent and 6 more Employees
Legal Compliance & Advisory
Mortgage & Loan Processing
Compliance & Regulatory Advisory
and more

14. Credit Service Company Inc

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: creditservicecompany.com

Company Founded: 1947

Company Size: 51-200

Company Address: 2150 Lelaray Street, Colorado Springs, Colorado, United States

Credit Service Company Inc Contact Details

Name Title LinkedIn Phone Email
Julie Boots Client Relations Executive
David Cannella Chief Executive Officer
Requires/Intent
API Integration For FinTech
Automation & Workflow Optimization
and more

15. The Alliance Development Fund, Inc. (adf)

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Founded: 1978

Company Size: 1-10

The Alliance Development Fund, Inc. (adf) Contact Details

Name Title LinkedIn Phone Email
Dale Demarchi Vice President For Marketing
Joseph Padilla Vice President Of Ministry Relationships
Rachel Gray Manager For Customer Care
Traci Boyd Associate Ministry Relationship Manager
Darlene Lanzi Customer Care Representative
Beverly Kreider Senior Accountant
Joe Lamendola Executive Vice President
Requires/Intent
Quality Control & Assurance
Treasury & Cash Flow Management
Fraud Detection & Prevention
HR & Talent Acquisition
Wealth Management
and more

16. Intervest International

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: intervestintl.com

Company Founded: 1980

Company Size: 51-200

Company Address: 1980 Dominion Way, Colorado Springs, Colorado, United States

Intervest International Contact Details

Name Title LinkedIn Phone Email
David Smith Chief Executive Officer
James Miller Financial Advisor
Dan Price Head Of Recruitment
Nancy Stice Financial Planner
Patricia Valencia Commissions Coordinator
Requires/Intent
Fraud Detection & Prevention
Portfolio Management
Online Advertising & SEO
and more

17. Mcnew & Associates, Inc.

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: mcnewassociates.com

Company Founded: 2007

Company Size: 1-10

Company Address: 4445 Northpark Drive, Colorado Springs, Colorado, United States

Mcnew & Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Talli Russell Executive Assistant
Helen Kunz Accounting Manager
Susan Ko Staff Accountant
Frank Mcnew Bricklayer
Requires/Intent
Blockchain & Cryptocurrency Solutions
Performance Tracking & KPI Analytics
Mortgage & Loan Processing
Technology Consulting
Compliance & Regulatory Advisory
and more

18. Trusted Lending Advisors

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Founded: 2009

Company Size: 1-10

Company Address: 2120 Hollow Brook Drive, Colorado Springs, Colorado, United States

Trusted Lending Advisors Contact Details

Name Title LinkedIn Phone Email
Cynthia Roe-lenox Branch Manager
Leslie White Loan Processor
Wendy Williams Branch Manager
Susan Draney Underwriter
Anne Hoffman Processor
Bryan Demille Mortgage Loan Originator
Brenda Procko Loan Officer
Requires/Intent and 2 more Employees
Credit Rating & Analysis
Hedge Fund & Private Equity Consulting
Banking & Payment Processing
and more

19. Central Bank & Trust

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: cbtcolorado.com

Company Founded: 2009

Company Size: 11-50

Company Address: 1 South Nevada Avenue, Colorado Springs, Colorado, United States

Central Bank & Trust Contact Details

Name Title LinkedIn Phone Email
Paul Thornsberry Evp, Director Of Lending
Sue Rockwell Vice President Operations And Bsa Officer
Joan Alvey Operations And Branch Manager
Anna Clayton Vice President Technology Services
Brenda Oaks Avp, Internet Banking
Gayle Dockery Trust Operations Supervisor
Erin Henke Teller
Requires/Intent
Compliance & Regulatory Advisory
Corporate Finance Strategy
Wealth Management
Cloud Computing Solutions
Marketing Services
and more

20. Waterstone

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Founded: 2007

Company Size: 51-200

Company Address: 10807 New Allegiance Drive, Colorado Springs, Colorado, United States

Waterstone Contact Details

Name Title LinkedIn Phone Email
John Mulder President
Requires/Intent
Mergers & Acquisitions Advisory
Tax Planning & Strategy
ESG & Sustainable Finance Consulting
and more

21. Right Course Wealth Management

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: rtcourse.com

Company Size: 1-10

Company Address: 5875 Lehman Drive, Colorado Springs, Colorado, United States

Right Course Wealth Management Contact Details

Name Title LinkedIn Phone Email
John Anderson Rt Course
Brianna Anderson Paraplanner
Requires/Intent
Risk Assessment & Mitigation
Treasury & Cash Flow Management
ESG & Sustainable Finance Consulting
and more

22. The Corundum Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: thecorundumgroup.com

Company Founded: 1992

Company Size: 11-50

Company Address: 1 South Nevada Avenue, Colorado Springs, Colorado, United States

The Corundum Group Contact Details

Name Title LinkedIn Phone Email
Benjamin Clemens Wealth Associate
Requires/Intent
Digital Payment & Subscription Solutions
Legal Compliance & Advisory
and more

23. Colorado Mortgage Company

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: coloradomortgage.company

Company Founded: 2013

Company Size: 1-10

Company Address: 418 West Bijou Street, Colorado Springs, Colorado, United States

Colorado Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Beth Haney Director Of Marketing And Client Relations
Requires/Intent
Legal Compliance & Advisory
Sales & Lead Generation Strategy
and more

24. National Loan Clearinghouse

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: natloan.com

Company Founded: 2013

Company Size: 11-50

Company Address: 6755 Earl Drive, Colorado Springs, Colorado, United States

National Loan Clearinghouse Contact Details

Name Title LinkedIn Phone Email
Adam Santistevan Commercial Funding
Randee Vanness Director Of Corporate Funding
Requires/Intent
Financial Auditing & Reporting
Mobile App Development For Financial Services
and more

25. Bonfire Financial

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: bonfirefinancial.com

Company Founded: 2017

Company Size: 1-10

Company Address: 2 North Nevada Avenue, Colorado Springs, Colorado, United States

Bonfire Financial Contact Details

Name Title LinkedIn Phone Email
Sheila Mclaughlin Operations Manager
Requires/Intent
Automation & Workflow Optimization
Cloud Computing Solutions
and more

26. Millennium Financial Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: mifigroup.com

Company Founded: 2012

Company Size: 1-10

Company Address: 3225 Austin Bluffs Parkway, Colorado Springs, Colorado, United States

Millennium Financial Group Contact Details

Name Title LinkedIn Phone Email
John Brown Co Founder
Crystal Hayes Collections
Requires/Intent
Omnichannel Customer Support
Corporate Finance Strategy
AI-powered Financial Insights
and more

27. Century Financial Group, Strategic Staffing Solutions, Bene-fit Solutions, Llc

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 1-10

Century Financial Group, Strategic Staffing Solutions, Bene-fit Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Jessa Unkrich Independent Contractor
Requires/Intent
Online Advertising & SEO
Insurance & Underwriting Services
and more

28. American Funding Group Llc

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 11-50

Company Address: 101 Sahwatch Street, Colorado Springs, Colorado, United States

American Funding Group Llc Contact Details

Name Title LinkedIn Phone Email
Gabrielle Salstead Iso Relations
Requires/Intent
Debt Collection & Recovery
Fraud Detection & Prevention
Mortgage & Loan Processing
and more

29. Producers Financial Network, Llc

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: pfnco.com

Company Size: 1-10

Company Address: 5350 Tomah Drive, Colorado Springs, Colorado, United States

Producers Financial Network, Llc Contact Details

Name Title LinkedIn Phone Email
David Jacobberger Retirement Planning And Financial Advising, New Business Case Manager
Lydia Gardner New Business Development
Lydia Campbell Onboarding Specialist
Requires/Intent
Insurance & Underwriting Services
Risk Management & Compliance
Wealth Management
Document Management & E-signature Solutions
Mergers & Acquisitions Advisory
and more

30. 7300 Wealth Management, Llc.

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: 7300wealth.com

Company Size: 1-10

Company Address: 7035 Campus Drive, Colorado Springs, Colorado, United States

7300 Wealth Management, Llc. Contact Details

Name Title LinkedIn Phone Email
Doug Duggan Director Of Business Development
Paul Fitzgerald Managing Director
Requires/Intent
Cloud Computing Solutions
Accounting Services
and more

31. American Physician Financial Solutions

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: apfsbilling.com

Company Founded: 2007

Company Size: 11-50

Company Address: 1125 Kelly Johnson Boulevard, Colorado Springs, Colorado, United States

American Physician Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Marcy Riviezzo Director, Consulting Services
Rick Nielson Chief Information Officer
Cheryl Nash Director Of Operations
Nick Estrada Accounts Receivable Professional
Lisa Franklin Account Manager
Requires/Intent
Banking & Payment Processing
Customer Relationship Management (CRM)
Debt Collection & Recovery
Cybersecurity & Data Protection
and more

32. The Orchard Foundation

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: inspire-giving.com

Company Founded: 1960

Company Size: 11-50

Company Address: 8595 Explorer Drive, Colorado Springs, Colorado, United States

The Orchard Foundation Contact Details

Name Title LinkedIn Phone Email
Dana Chippindale Development And Marketing Services Manager
Kay Knotts Cart Field Coordinator
Jeremy Sadler Founder
Doug Shehane Files And Office Services Coordinator
Lucy Amparan Account Administrator
Jessica Iverson Operations Accountant
Jennifer Cowley Clip Field Coordinator
Requires/Intent
Fraud Detection & Prevention
Portfolio Management
Loan Origination & Servicing Platforms
Tax Planning & Strategy
and more

33. Springs Wealth Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: springswealthgroup.com

Company Founded: 2018

Company Size: 1-10

Company Address: 201 East Las Animas Street, Colorado Springs, Colorado, United States

Springs Wealth Group Contact Details

Name Title LinkedIn Phone Email
Katie Howe Wealth Management
Requires/Intent
Debt Collection & Recovery
Legal Compliance & Advisory
and more

34. Colorado Professional Services

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: colorado-pro.com

Company Founded: 2006

Company Size: 11-50

Company Address: 1042 West Baptist Road, Colorado Springs, Colorado, United States

Colorado Professional Services Contact Details

Name Title LinkedIn Phone Email
Max Brandon Managing Principal
Requires/Intent
Omnichannel Customer Support
API Integration For FinTech
and more

35. Resolute Independent Advisors

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: riagroups.com

Company Founded: 2017

Company Size: 11-50

Company Address: 102 South Tejon Street, Colorado Springs, Colorado, United States

Resolute Independent Advisors Contact Details

Name Title LinkedIn Phone Email
Marion Baker Managing Partner
William Mercer Senior Vice President
Requires/Intent
Accounting Services
Omnichannel Customer Support
Automation & Workflow Optimization
and more

36. Integrity Mortgage & Financial Inc

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: integritymtg.com

Company Size: 11-50

Company Address: 5528 Library Lane, Colorado Springs, Colorado, United States

Integrity Mortgage & Financial Inc Contact Details

Name Title LinkedIn Phone Email
Amy Rowe Executive Assistant
Andrew Mcadam Director Of Business Development
Richard Evans Mortgage Loan Originator
Ryan Grubb Loan Officer
Maria Mavilla Customer Service Manager
Samantha Samantha.mason Loan Advisor
Cynthia Ortega Licensed Loan Officer
Requires/Intent and 2 more Employees
AI-powered Financial Insights
Online Advertising & SEO
Fraud Detection & Prevention
Asset Management
Compliance & Regulatory Advisory
and more

37. Cwa/itu Negotiated Pension Plan

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: cwaitu.com

Company Size: 11-50

Company Address: 831 South Nevada Avenue, Colorado Springs, Colorado, United States

Cwa/itu Negotiated Pension Plan Contact Details

Name Title LinkedIn Phone Email
Lori Castle Pension Plan Administrator
Melissa Anderson Benefits Specialist
Requires/Intent
Banking & Payment Processing
Branding & Public Relations
Business Strategy & Growth Consulting
and more

38. Altitude Financial Planning

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: altitudefp.com

Company Size: 1-10

Company Address: 1880 Office Club, Colorado Springs, Colorado, United States

Altitude Financial Planning Contact Details

Name Title LinkedIn Phone Email
Alaeja Koons Marketing And Social Media Coordinator
Craig Melsoni Vice President
Requires/Intent
Corporate Finance Strategy
Branding & Public Relations
Automation & Workflow Optimization
and more

39. Pennica Financial Group Llc

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: pennicafinancial.com

Company Founded: 1993

Company Size: 11-50

Company Address: 2975 Broadmoor Valley Road, Colorado Springs, Colorado, United States

Pennica Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Sally Vanwinkle Adminstrative Assistant
Nicole Whelan Assistant
Requires/Intent
Financial Planning & Retirement Solutions
Investment Advisory
Technology Consulting
Tax Planning & Strategy
and more

40. Financial Architect Network

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 11-50

Company Address: 13540 Meadowgrass Drive, Colorado Springs, Colorado, United States

Financial Architect Network Contact Details

Name Title LinkedIn Phone Email
Holly Heiman Client Services Representative
Requires/Intent
Insurance & Underwriting Services
Omnichannel Customer Support
Mortgage & Loan Processing
Mobile App Development For Financial Services
and more

41. Erickson Financial Services

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: efsbenefits.com

Company Founded: 1998

Company Size: 11-50

Company Address: 5350 Tomah Drive, Colorado Springs, Colorado, United States

Erickson Financial Services Contact Details

Name Title LinkedIn Phone Email
Lon Luna Health Benefits Broker And Account Manager
Reid Luna Assistant Broker
Requires/Intent
Tax Planning & Strategy
Cloud Computing Solutions
and more

42. One Point Funding Inc

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 1-10

Company Address: 6040 Fence Post Drive, Colorado Springs, Colorado, United States

One Point Funding Inc Contact Details

Name Title LinkedIn Phone Email
Tom Susemihl Senior Loan Officer
Requires/Intent
Financial Auditing & Reporting
Sales & Lead Generation Strategy
API Integration For FinTech
Financial Planning & Retirement Solutions
Branding & Public Relations
and more

43. Collins Wealth Management

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: collinswealth.com

Company Founded: 2006

Company Size: 1-10

Company Address: 2153 Chuckwagon Road, Colorado Springs, Colorado, United States

Collins Wealth Management Contact Details

Name Title LinkedIn Phone Email
Dara Dietz Coordinator
Requires/Intent
Investment Advisory
Insurance & Underwriting Services
Wealth Management
Portfolio Management
and more

44. Government Leasing, Llc

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: gleasing.com

Company Founded: 1982

Company Size: 11-50

Company Address: 830 Tenderfoot Hill Road, Colorado Springs, Colorado, United States

Government Leasing, Llc Contact Details

Name Title LinkedIn Phone Email
Bob Mcinnis Account Manager
Jeff Wert Senior Contracts Administrator
Stephinie Beesley Accounting Manager
Requires/Intent
Cybersecurity & Data Protection
Quality Control & Assurance
Financial Auditing & Reporting
and more

45. Senior Tax Advisory Group, Inc.

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: springstax.com

Company Founded: 2000

Company Size: 11-50

Company Address: 1901 North Union Boulevard, Colorado Springs, Colorado, United States

Senior Tax Advisory Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Rona Whiting Director Of Client Service
Steve Oakley Tax Associate
Requires/Intent
Blockchain & Cryptocurrency Solutions
Mobile App Development For Financial Services
Compliance & Regulatory Advisory
and more

46. Purpose Planning

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: purposeplanning.com

Company Founded: 1990

Company Size: 1-10

Company Address: P/o Box 62937, Colorado Springs, Colorado, United States

Purpose Planning Contact Details

Name Title LinkedIn Phone Email
Cameron Groah Financial Advisor
Requires/Intent
Asset Management
Financial Forecasting & Modeling
Risk Assessment & Mitigation
Wealth Management
and more

47. Seamount Financial Group, Inc.

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: seamountfinancial.com

Company Founded: 1982

Company Size: 1-10

Company Address: 90 South Cascade Avenue, Colorado Springs, Colorado, United States

Seamount Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Katarina Garcia Executive Assistant At Seamount Financial Group, Inc
Requires/Intent
Omnichannel Customer Support
Mergers & Acquisitions Advisory
and more

48. Trustee Services Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: trusteeservicesgroup.com

Company Founded: 2010

Company Size: 1-10

Company Address: 1755 Telstar Drive, Colorado Springs, Colorado, United States

Trustee Services Group Contact Details

Name Title LinkedIn Phone Email
Cindy Moritz Executive Assistant
Deena Gilbert Human Resources Specialist
Requires/Intent
Risk Assessment & Mitigation
Technology Consulting
Corporate Finance Strategy
HR & Talent Acquisition
and more

49. Petra Financial Advisors, Inc.

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 1-10

Company Address: 2 North Cascade Avenue, Colorado Springs, Colorado, United States

Petra Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Jennifer Hernandez Financial Planner
Requires/Intent
Mobile App Development For Financial Services
Insurance & Underwriting Services
Cloud Computing Solutions
and more

50. All About Merchants

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: allaboutmerchants.net

Company Founded: 2007

Company Size: 1-10

Company Address: 2502 West Colorado Avenue, Colorado Springs, Colorado, United States

All About Merchants Contact Details

Name Title LinkedIn Phone Email
Richard Fullerton Regional Director
Bob Jackson Business Center Executive
Requires/Intent
Employee Training & Workforce Development
Debt Collection & Recovery
Fraud Detection & Prevention
Mortgage & Loan Processing
and more

51. Bravo Screen Printing

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: bravotees.com

Company Size: 1-10

Company Address: 4602 Northpark Drive, Colorado Springs, Colorado, United States

Bravo Screen Printing Contact Details

Name Title LinkedIn Phone Email
Chance Baker Graphic Designer
Requires/Intent
API Integration For FinTech
Document Management & E-signature Solutions
and more

52. Senior Tax Advisory Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 1-10

Company Address: 1901 North Union Boulevard, Colorado Springs, Colorado, United States

Senior Tax Advisory Group Contact Details

Name Title LinkedIn Phone Email
Steve Ford Tax Supervisor
Darian Andreson President
Dave Wilkins Marketer
Requires/Intent
ERP For Financial Institutions
Blockchain & Cryptocurrency Solutions
and more

53. Apple Mortgage Corporation

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 11-50

Company Address: 1155 Kelly Johnson Boulevard, Colorado Springs, Colorado, United States

Apple Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Robert Kyle Senior Loan Officer
Requires/Intent
Asset Management
Treasury & Cash Flow Management
ERP For Financial Institutions
Fraud Detection & Prevention
and more

54. Lending Hand Mortgage

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: lhmtg.com

Company Size: 11-50

Company Address: 2913 North Pwers Boulevard, Colorado Springs, Colorado, United States

Lending Hand Mortgage Contact Details

Name Title LinkedIn Phone Email
Tyler Elkins Loan Officer Nmls #1368558
Requires/Intent
Compliance & Regulatory Advisory
Tax Planning & Strategy
and more

55. Cascade Investment Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: ciginc.net

Company Founded: 1994

Company Size: 1-10

Company Address: 90 South Cascade Avenue, Colorado Springs, Colorado, United States

Cascade Investment Group Contact Details

Name Title LinkedIn Phone Email
Theresa Brock Vice President, Investments
Requires/Intent
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
Technology Consulting
and more

56. Precision Wealth Management

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: precisionwealthmgt.com

Company Size: 1-10

Precision Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jon Boyd Financial Advisor
Requires/Intent
Quality Control & Assurance
Tax Planning & Strategy
and more

57. Home Key Mortgage Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: comortgageloans.com

Company Founded: 2016

Company Size: 1-10

Company Address: 611 North Weber Street, Colorado Springs, Colorado, United States

Home Key Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Kathleen Keithley Senior Mortgage Loan Originator
Requires/Intent
Compliance & Regulatory Advisory
Blockchain & Cryptocurrency Solutions
ERP For Financial Institutions
and more

58. Amcorp Management, Inc.

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: amcorpmanagement.com

Company Size: 201-500

Company Address: 3578 Hartsell, Colorado Springs, Colorado, United States

Amcorp Management, Inc. Contact Details

Name Title LinkedIn Phone Email
Woody Wrigley Business Consultant
Requires/Intent
Mergers & Acquisitions Advisory
Mobile App Development For Financial Services
Credit Rating & Analysis
and more

59. Charter Equity Research, Inc.

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: charterequityresearch.com

Company Founded: 2003

Company Size: 1-10

Company Address: 6 South Tejon Street, Colorado Springs, Colorado, United States

Charter Equity Research, Inc. Contact Details

Name Title LinkedIn Phone Email
Jill Snyder Administrator Assistant
Ryan Cram Equity Research Associate
Requires/Intent
Debt Collection & Recovery
Financial Auditing & Reporting
and more

60. College Funding Coaches

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: collegefundingcoaches.com

Company Founded: 2003

Company Size: 1-10

Company Address: 3952 Pine Air Place, Colorado Springs, Colorado, United States

College Funding Coaches Contact Details

Name Title LinkedIn Phone Email
Diana Spencer Academic Planning Coach
Requires/Intent
HR & Talent Acquisition
Branding & Public Relations
and more

61. Professional Mortgage Associates

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Size: 11-50

Company Address: 2630 Tenderfoot Hill Street, Colorado Springs, Colorado, United States

Professional Mortgage Associates Contact Details

Name Title LinkedIn Phone Email
Brian Jacenko Certified Mortgage Consultant
Requires/Intent
Hedge Fund & Private Equity Consulting
Omnichannel Customer Support
Quality Control & Assurance
Wealth Management
and more

62. Asi Capital, Llc

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: asicapital.com

Company Founded: 2012

Company Size: 1-10

Company Address: 9475 Briar Village Point, Colorado Springs, Colorado, United States

Asi Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Clem Borkowski Manager
Requires/Intent
Quality Control & Assurance
Financial Forecasting & Modeling
API Integration For FinTech
Securities Trading & Brokerage
Cybersecurity & Data Protection
and more

63. Atrium Capital Markets Group

Industry: Financial Services

Location: Colorado Springs, Colorado

Company Founded: 2008

Company Size: 1-10

Company Address: 555 Middle Creek Parkway, Colorado Springs, Colorado, United States

Atrium Capital Markets Group Contact Details

Name Title LinkedIn Phone Email
Silvana Richter Human Resources Manager
Requires/Intent
Hedge Fund & Private Equity Consulting
Treasury & Cash Flow Management
Financial Auditing & Reporting
and more

64. Robison Associates

Industry: Financial Services

Location: Colorado Springs, Colorado

Website: robisondental.com

Company Size: 1-10

Company Address: 3235 Templeton Gap Road, Colorado Springs, Colorado, United States

Robison Associates Contact Details

Name Title LinkedIn Phone Email
Roksanne Skidgel Dental Assistant
Requires/Intent
Financial Forecasting & Modeling
Wealth Management
and more
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Colorado Springs Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Art Marine Mortgage Solutions Financial Branch Manager
2 Ben Robinson Mortgage Solutions Financial Chief Operations Officer
3 Jesse Lopez Mortgage Solutions Financial Vice President Training And Development
4 Garry Marshall Mortgage Solutions Financial Branch Manager
5 Mike Pavlovich Mortgage Solutions Financial Branch Manager
6 Jeffrey Smith Mortgage Solutions Financial Regional Vice President
7 Sherry Morgan Mortgage Solutions Financial Loan Officer
8 Jon Wardenburg Summit Wealth Group Owner And Financial Planner
9 Randy Morris Summit Wealth Group Ceo, President
10 David Lee Summit Wealth Group Financial Advisor
11 Jamie Cochran Summit Wealth Group Financial Advisor
12 Nathan Archuleta Summit Wealth Group Advisor, Wealth Accumulation Specialist
13 Scott Marks Summit Wealth Group Associate Advisor
14 Kelsey Herrmann-stanzel Summit Wealth Group Financial Planner
15 George Krasnopolskiy Strategic Financial Partners Financial Advisor
16 John Ferguson Strategic Financial Partners Owner
17 Michael Pappin Strategic Financial Partners Financial Advisor
18 Cal Welling Strategic Financial Partners Advisor
19 Randy Ward Strategic Financial Partners Financial Advisor
20 Kc Carpenter Strategic Financial Partners Financial Services Representative
21 Zachary Nielson Strategic Financial Partners Financial Advisor
22 Will Duffy Accelerated Wealth Llc Investment Advisor Representative
23 Ryan Hall Accelerated Wealth Llc Investment Advisor Representative
24 Dustin West Accelerated Wealth Llc Senior Financial Advisor
25 Brittany Rogers Accelerated Wealth Llc Financial Advisor
26 Brittany Betz Accelerated Wealth Llc Financial Advisor
27 Michael Enyart Accelerated Wealth Llc Client Case Manager
28 Charlie Walton Accelerated Wealth Llc Wealth Strategist
29 Bruce Bruinsma Envoy Financial Chief Executive Officer
30 Rick Brink Envoy Financial Account Services Manager
31 Alyssa Bone Envoy Financial Marketing Coordinator
32 Joe Flanery Envoy Financial Lifestage Specialist
33 Erika Boden Envoy Financial Investment Advisor
34 Bruce Bruinsma Envoy Financial Chief Executive Officer
35 Jenna Kelly Envoy Financial Administrator
36 Bill Hairgrove First Affirmative Financial Network Vice President Sales
37 Amy Thacker First Affirmative Financial Network Chief Operating Officer
38 Holly Testa First Affirmative Financial Network Director, Shareowner Engagement
39 Greg Garvan First Affirmative Financial Network President
40 Matthew Thomas First Affirmative Financial Network Account Services Specialist

Financial Services companies in different cities of Colorado

No. Industry Number of Contacts Download
1 Financial services Companies in Denver 122032
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23 Financial services Companies in Highlands Ranch 4640