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Below is the list of Top 40 Financial Services Companies in Columbia ranked based on company size, client reviews, services, and awards.
Industry: Financial Services
Location: Columbia, Maryland
Company Founded: 1982
Company Size: 201-500
Company Address: 10227 Wincopin Circle, Columbia, Maryland, United States
Enterprise Community Investment, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Peter Fpa | Treasury Manager | |||
Charles Sydnor | Assistant General Counsel | |||
Philip Porter | Vice President, Syndication | |||
Darci Palmer | Real Estate Financial Analyst | |||
Leah Rogan | Senior Asset Manager, Structured Finance | |||
Mandi Solomon | Investor Relations Analyst | |||
Brian Windley | Vice President - Originator |
Industry: Financial Services
Location: Columbia, Maryland
Website: pinnacleadvisory.com
Company Founded: 1993
Company Size: 11-50
Company Address: 6345 Woodside Court, Columbia, Maryland, United States
Pinnacle Advisory Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kelly Jordan | It Specialist | |||
Lana Yoshii | Vice President | |||
Cfte Sean Dillon | Chief Investment Strategist | |||
Michael Green | Wealth Manager | |||
Ken Solow | Investment Committe Chair | |||
Tim Mascari | Associate Director, Strategic Partnerships | |||
Eric Gillentine | Accountant |
Industry: Financial Services
Location: Columbia, Maryland
Website: municap.com
Company Founded: 1997
Company Size: 11-50
Company Address: 8965 Guilford Road, Columbia, Maryland, United States
Municap, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Eric Gettmann | Associate | |||
Eva Kamau | Senior Associate | |||
Christopher Harrington | Research Editor | |||
Keenan Rice | President | |||
Emily Metzler | Senior Vice President | |||
Amanda Norman | Manager | |||
Jackie Abraham | Senior Associate |
Industry: Financial Services
Location: Columbia, Maryland
Website: nacm.org
Company Founded: 1896
Company Size: 11-50
Company Address: 8840 Columbia 100 Parkway, Columbia, Maryland, United States
National Association Of Credit Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Carol Fowle | Member Services And Bookstore Manager | |||
Tracey Flaesch | Meeting Coordinator | |||
Kendall Fairman | Account Executive | |||
Subir Nigam | Director Of Education Services | |||
Stephen Holman | Database Manager | |||
Steven Kurzban | Meeting Coordinator | |||
Angela Dejordy | Junior Graphic Designer |
Industry: Financial Services
Location: Columbia, Maryland
Website: athlonwealth.com
Company Founded: 2010
Company Size: 11-50
Company Address: 10715 Little Patuxent Parkway, Columbia, Maryland, United States
Athlon Wealth Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Colt Miles | Financial Consultant | |||
Mike Engler | Financial Advisor And Osj | |||
Christopher Sadowski | Associate |
Industry: Financial Services
Location: Columbia, Maryland
Website: premierfinancial1.com
Company Founded: 2007
Company Size: 1-10
Company Address: 6395 Dobbin Road, Columbia, Maryland, United States
Premier Financial Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Eli Rappaport | Vice President, Financial Planner | |||
Shlomo Rosenstein | Financial Professional |
Industry: Financial Services
Location: Columbia, Maryland
Website: bwwealth.com
Company Size: 1-10
Company Address: 10490 Little Patuxent Parkway, Columbia, Maryland, United States
Brightworks Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Scot Millen | Director Of Investments And Founding Partner | |||
Nancy Briguglio | Founder, Principal | |||
Nancy Briguglio | Founder, Principal |
Industry: Financial Services
Location: Columbia, Maryland
Website: bwfa.com
Company Founded: 1986
Company Size: 11-50
Company Address: 5950 Symphony Woods Road, Columbia, Maryland, United States
Baltimore-washington Financial Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Larry Post | Senior Tax And Planning Advisor | |||
Matthew Smiler | Tax Advisor | |||
Benjamin Dorsey | Director Of Tax Services | |||
Brian Murray | Tax Advisor | |||
Joseph Depatie | Associate Financial Planner | |||
Rob Carpenter | Chief Executive Officer |
Industry: Financial Services
Location: Columbia, Maryland
Website: lowefs.com
Company Size: 11-50
Company Address: 6230 Old Dobbin Lane, Columbia, Maryland, United States
Lowe Wealth Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Joshua Sacks | Director Of Financial Planning | |||
Gregory Lowe | Vice President, Chief Operations Officer | |||
Brad Williams | Chief Investment Officer | |||
Jennifer Kutchey | Financial Advisor, Cfp |
Industry: Financial Services
Location: Columbia, Maryland
Website: visionfinancial.com
Company Founded: 1993
Company Size: 11-50
Company Address: 9881 Broken Land Parkway, Columbia, Maryland, United States
Vision Financial Group, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Eric Metzman | Senior Financial Advisor And Partner | |||
Cfbs Josh Weszka | Financial Advisor | Managing Member | |||
Jordan Hucht | Financial Advisor | |||
Kisha Stephens | Client Services Manager |
Industry: Financial Services
Location: Columbia, Maryland
Website: wsl-llc.com
Company Founded: 2006
Company Size: 11-50
Company Address: 7160 Columbia Gateway, Columbia, Maryland, United States
Cavu Advisors (formerly Wsl Consulting) Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Armstrong | Chief Financial Officer Advisor | |||
Jacob Wikman | Program Analyst | |||
Jacob Wikman | Program Analyst | |||
Nicole Trimble | Chief Financial Officer | |||
Nicole Novack | Project Manager And Consultant | |||
Mark Persuitte | Web Developer | |||
Edward Cooke | Chief Financial Officer Advisor |
Industry: Financial Services
Location: Columbia, Maryland
Website: csdc.org
Company Founded: 1998
Company Size: 11-50
Company Address: 6731 Columbia Gateway Drive, Columbia, Maryland, United States
Charter Schools Development Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ashley Brown | Charter Schools Development Corporation | |||
Mark Zeizel | Assistant Vice President | |||
Laura Fiemann | Vice President, Cdfi Operations |
Industry: Financial Services
Location: Columbia, Maryland
Company Size: 11-50
Enterprise Community Loan Fund, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Joey Mattingly | Asset Manager | |||
Sharon Bollers | Senior Loan Officer | |||
Christine Zimmerman | Project Manager | |||
Myra Cobb-davis | Loan Portfolio Associate | |||
Brandon Matthews | Construction Manager | |||
Carol Crooks | Senior Loan Officer |
Industry: Financial Services
Location: Columbia, Maryland
Website: hialeahcapital.com
Company Size: 11-50
Company Address: 6200 Old Dobbin Lane, Columbia, Maryland, United States
Hialeah Capital Associates Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Omar Jennings | Founding Partner And President |
Industry: Financial Services
Location: Columbia, Maryland
Website: cccsmd.org
Company Founded: 1966
Company Size: 11-50
Company Address: 6315 Hillside Court, Columbia, Maryland, United States
Cccsmd Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Helene Raynaud | President And Chief Executive Officer | |||
Dustin Cosgrove | Office Manager |
Industry: Financial Services
Location: Columbia, Maryland
Website: williamsassetmanagement.com
Company Founded: 1994
Company Size: 1-10
Company Address: 8850 Columbia 100 Parkway, Columbia, Maryland, United States
Williams Asset Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Matt Harman | Client Service Associate | |||
G Tom Watson | Senior Financial Planning Associate And Chairman Of Investment Committee | |||
Marie Lee | Director Of Human Resources And Executive Assistant To The President |
Industry: Financial Services
Location: Columbia, Maryland
Website: diovrce-finances.com
Company Founded: 1983
Company Size: 1-10
Company Address: 10015 Old Columbia Road, Columbia, Maryland, United States
Faggio Financial Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Faggio | Managing Director |
Industry: Financial Services
Location: Columbia, Maryland
Website: tidepointeadvisors.com
Company Founded: 2010
Company Size: 1-10
Company Address: 6200 Old Dobbin Lane, Columbia, Maryland, United States
Tidepointe Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sarah Smith | Financial Assistant | |||
Sarah Smith | Financial Assistant |
Industry: Financial Services
Location: Columbia, Maryland
Website: noticeline.com
Company Founded: 2016
Company Size: 11-50
Noticeline, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Toyin Bello | Director Of Technology |
Industry: Financial Services
Location: Columbia, Maryland
Website: pinnacleadvisorsolutions.com
Company Founded: 2010
Company Size: 11-50
Company Address: 6345 Woodside Court, Columbia, Maryland, United States
Pinnacle Advisor Solutions Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michelle Wong | Client Relationship Specialist | |||
Rick Vollaro | Chief Investment Officer |
Industry: Financial Services
Location: Columbia, Maryland
Website: mddccua.org
Company Size: 11-50
Company Address: 8975 Guilford Road, Columbia, Maryland, United States
Maryland & Dc Credit Union Association Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Andre Lucas | Director Of Compliance | |||
Ramona Rosenberger | Special Projects | |||
India Barber | Bank Teller | |||
Leslie Ohern | Sales Manager |
Industry: Financial Services
Location: Columbia, Maryland
Website: columbiabenefits.com
Company Founded: 1978
Company Size: 11-50
Company Address: 8820 Columbia 100 Parkway, Columbia, Maryland, United States
Columbia Benefits Consultants, Inc. Dba Cbc Retirement Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Frank Murry | Investment Educator | |||
Janice Miller | Director Of Client Services, Advanced Markets | |||
Drew Beach | Retirement Plan Administrator | |||
Igor Sapozhnikov | Administrator | |||
Michelle Logan | Executive Assistant | |||
Cate Blumenfeld | Administration Manager |
Industry: Financial Services
Location: Columbia, Maryland
Website: daywm.com
Company Size: 1-10
Company Address: 7230 Lee Deforest Drive, Columbia, Maryland, United States
Day Financial Group, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Day | Financial Consultant |
Industry: Financial Services
Location: Columbia, Maryland
Website: wildelake.com
Company Size: 1-10
Company Address: 5460 Trumpeter Road, Columbia, Maryland, United States
Wilde Lake High School Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jennifer Koshy | Mathematics Teacher |
Industry: Financial Services
Location: Columbia, Maryland
Website: cavuadvisors.com
Company Founded: 2004
Company Size: 11-50
Company Address: 6990 Columbia Gateway Drive, Columbia, Maryland, United States
Cavu Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Julia Cannon | Accountant Consultant |
Industry: Financial Services
Location: Columbia, Maryland
Website: whiteoakwealthmanagement.com
Company Founded: 2016
Company Size: 1-10
Company Address: 5850 Waterloo Road, Columbia, Maryland, United States
White Oak Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
David Berger | Managing Member And Founder |
Industry: Financial Services
Location: Columbia, Maryland
Website: biegelwaller.com
Company Founded: 1998
Company Size: 11-50
Company Address: 10211 Wincopin Circle, Columbia, Maryland, United States
Biegel Waller Investment Advisory Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Laura Chaconas | Junior Analyst | |||
Allison Fontana | Tax Supervisor | |||
Annilin Buppert | Senior Tax Associate | |||
David Berger | Managing Director |
Industry: Financial Services
Location: Columbia, Maryland
Website: careonecredit.com
Company Size: 501-1000
Company Address: 9755 Patuxent Woods Drive, Columbia, Maryland, United States
Careone Debt Relief Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Demetria Nash | Creditor Services | |||
Matthew Hoover | Manager | |||
Debbie Jubb | Servicing Manager | |||
Wendy Hicks | Ops Manager | |||
Noel Aileen | Licensed Credit Counselor | |||
Lesley Chase | Customer Care Coach-dsp | |||
Jon Williams | Credit Negotiator |
Industry: Financial Services
Location: Columbia, Maryland
Company Size: 11-50
Platinum Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Andrew Lenich | Owner | |||
Chris Loyd | Owner |
Industry: Financial Services
Location: Columbia, Maryland
Website: cbpstaffing.com
Company Founded: 2004
Company Size: 11-50
Chesapeake Benefit Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Holler | Business Process Analyst |
Industry: Financial Services
Location: Columbia, Maryland
Website: rsdfinancial.com
Company Founded: 1999
Company Size: 1-10
Company Address: 8850 Columbia 100 Parkway, Columbia, Maryland, United States
Rsd Financial Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Roger Desai | Financial Planner | |||
Jessica Pritchard-ryan | Marketing And Office Assistant |
Industry: Financial Services
Location: Columbia, Maryland
Website: pathfinderpayments.com
Company Founded: 1998
Company Size: 1-10
Company Address: 9693 Gerwig Lane, Columbia, Maryland, United States
Pathfinder Payment Solutions Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jason Kula | Finance Manager |
Industry: Financial Services
Location: Columbia, Maryland
Company Size: 1-10
Patuxent Valuation Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Atanas Baltchev | Valuation Analyst |
Industry: Financial Services
Location: Columbia, Maryland
Website: firstach.com
Company Founded: 1998
Company Size: 1-10
Company Address: 9693 Gerwig Lane, Columbia, Maryland, United States
First Ach Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Paul Sabella | Chief Executive Officer |
Industry: Financial Services
Location: Columbia, Maryland
Website: coastalpension.com
Company Founded: 1989
Company Size: 11-50
Coastal Pension Services, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Marylou Stevens | Account Executive | |||
Terri Mannarino | Pension Administrator | |||
Joyce May | Account Manager | |||
John Sayman | Vice President Administration |
Industry: Financial Services
Location: Columbia, Maryland
Website: keeneyfinancial.com
Company Size: 11-50
Company Address: 6811 Benjamin Franklin Drive, Columbia, Maryland, United States
Keeney Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Zachary Boleyn | Client Service Associate |
Industry: Financial Services
Location: Columbia, Maryland
Website: drummondfinancials.com
Company Founded: 2017
Company Size: 1-10
Company Address: P/o Box 444, Columbia, Maryland, United States
Drummond Financial Services, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Alexander Somerville | District Manager | |||
Kathlene Mason | District Manager |
Industry: Financial Services
Location: Columbia, Maryland
Website: unbs.com
Company Founded: 1999
Company Size: 11-50
United National Bankcard Services, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Hae Kim | Sales Representative |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Peter Fpa | Enterprise Community Investment, Inc. | Treasury Manager | |||
2 | Charles Sydnor | Enterprise Community Investment, Inc. | Assistant General Counsel | |||
3 | Philip Porter | Enterprise Community Investment, Inc. | Vice President, Syndication | |||
4 | Darci Palmer | Enterprise Community Investment, Inc. | Real Estate Financial Analyst | |||
5 | Leah Rogan | Enterprise Community Investment, Inc. | Senior Asset Manager, Structured Finance | |||
6 | Mandi Solomon | Enterprise Community Investment, Inc. | Investor Relations Analyst | |||
7 | Brian Windley | Enterprise Community Investment, Inc. | Vice President - Originator | |||
8 | Kelly Jordan | Pinnacle Advisory Group | It Specialist | |||
9 | Lana Yoshii | Pinnacle Advisory Group | Vice President | |||
10 | Cfte Sean Dillon | Pinnacle Advisory Group | Chief Investment Strategist | |||
11 | Michael Green | Pinnacle Advisory Group | Wealth Manager | |||
12 | Ken Solow | Pinnacle Advisory Group | Investment Committe Chair | |||
13 | Tim Mascari | Pinnacle Advisory Group | Associate Director, Strategic Partnerships | |||
14 | Eric Gillentine | Pinnacle Advisory Group | Accountant | |||
15 | Eric Gettmann | Municap, Inc. | Associate | |||
16 | Eva Kamau | Municap, Inc. | Senior Associate | |||
17 | Christopher Harrington | Municap, Inc. | Research Editor | |||
18 | Keenan Rice | Municap, Inc. | President | |||
19 | Emily Metzler | Municap, Inc. | Senior Vice President | |||
20 | Amanda Norman | Municap, Inc. | Manager | |||
21 | Jackie Abraham | Municap, Inc. | Senior Associate | |||
22 | Carol Fowle | National Association Of Credit Management | Member Services And Bookstore Manager | |||
23 | Tracey Flaesch | National Association Of Credit Management | Meeting Coordinator | |||
24 | Kendall Fairman | National Association Of Credit Management | Account Executive | |||
25 | Subir Nigam | National Association Of Credit Management | Director Of Education Services | |||
26 | Stephen Holman | National Association Of Credit Management | Database Manager | |||
27 | Steven Kurzban | National Association Of Credit Management | Meeting Coordinator | |||
28 | Angela Dejordy | National Association Of Credit Management | Junior Graphic Designer | |||
29 | Colt Miles | Athlon Wealth Advisors | Financial Consultant | |||
30 | Mike Engler | Athlon Wealth Advisors | Financial Advisor And Osj | |||
31 | Christopher Sadowski | Athlon Wealth Advisors | Associate | |||
32 | Eli Rappaport | Premier Financial | Vice President, Financial Planner | |||
33 | Shlomo Rosenstein | Premier Financial | Financial Professional | |||
34 | Scot Millen | Brightworks Wealth Management | Director Of Investments And Founding Partner | |||
35 | Nancy Briguglio | Brightworks Wealth Management | Founder, Principal | |||
36 | Nancy Briguglio | Brightworks Wealth Management | Founder, Principal | |||
37 | Larry Post | Baltimore-washington Financial Advisors | Senior Tax And Planning Advisor | |||
38 | Matthew Smiler | Baltimore-washington Financial Advisors | Tax Advisor | |||
39 | Benjamin Dorsey | Baltimore-washington Financial Advisors | Director Of Tax Services | |||
40 | Brian Murray | Baltimore-washington Financial Advisors | Tax Advisor |
Financial Services companies in different cities of Maryland