Top 40 Financial Services Companies in Columbia

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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.

Financial Services Companies in Columbia

1. First Citizens Bank And Trust Company, Inc.

Industry: Financial Services

Location: Columbia, South Carolina

Website: firstcitizensonline.com

Company Founded: 1898

Company Size: 5001-10000

Company Address: 1230 Main, Columbia, South Carolina, United States

First Citizens Bank And Trust Company, Inc. Contact Details

Name Title LinkedIn Phone Email
Elizabeth Short Assistant Vice President And Relationship Manager
Angela English Senior Vice President, Director Of Corporate Communications And Assistant Corporate Secretary
Amy Vaughan Treasury Management Officer
Travis Mccormack Assistant Vice President And Retail Banker Ii
Jason Rogers Commercial Banker
Dot Gatlin Market Executive At First Citizens Bancorporation
William Arthur Retired Senior Vice President And Professional Banking Officer
Requires/Intent and 230 more Employees
Fraud Detection & Prevention
Insurance & Underwriting Services
and more

2. Midland Mortgage Corporation

Industry: Financial Services

Location: Columbia, South Carolina

Website: midlandmortgagecorp.com

Company Founded: 1982

Company Size: 11-50

Company Address: 1500 Richland Street, Columbia, South Carolina, United States

Midland Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Mick Jewell Loan Officer
Pamela Chesney Real Estate Loan Processor
James Sineath Mlo
Jane Hall Loan Originator In Columbia, Sc Nmls #288823
Daniel Buckner Mortgage Loan Originator Nmls# 1099974 At Midland Mortgage Corporation
Heather Brehm Loan Officer Nmls 1449320
Tara Bush Loan Officer
Requires/Intent and 82 more Employees
Risk Assessment & Mitigation
Investment Advisory
Treasury & Cash Flow Management
and more

3. South Carolina Retirement System Investment Commission

Industry: Financial Services

Location: Columbia, South Carolina

Company Founded: 2005

Company Size: 11-50

Company Address: 1201 Main Street, Columbia, South Carolina, United States

South Carolina Retirement System Investment Commission Contact Details

Name Title LinkedIn Phone Email
David Haas Director Of Private Equity
Robert Feinstein Managing Director Public And Private Markets
Andrew Chernick Chief Operating Officer
Bryan Moore Managing Director Of Public Markets
Jenna-leigh Parker Talent Acquisition Specialist
Timothy Bevard Junior Analyst
Joshua Restauri Associate Analyst
Requires/Intent and 14 more Employees
Risk Assessment & Mitigation
Wealth Management
and more

4. Resource Financial Services, Inc. Nmls Id#1339801

Industry: Financial Services

Location: Columbia, South Carolina

Website: resourcefinancialservices.com

Company Founded: 2008

Company Size: 11-50

Company Address: 2717 Devine Street, Columbia, South Carolina, United States

Resource Financial Services, Inc. Nmls Id#1339801 Contact Details

Name Title LinkedIn Phone Email
David Cain Regional Sales Manager And Mortgage Banker
Mark Taylor Branch Manager
Matt Vaughn Mortgage Loan Officer
Teresa Thomsen Branch Manager Nmls Id#541630
Stephen Johnson Insurance Broker
Stephen Johnson Insurance Broker
Melissa Mallory Chief Operations Officer And Operations Director
Requires/Intent and 17 more Employees
Mobile App Development For Financial Services
Automation & Workflow Optimization
ESG & Sustainable Finance Consulting
Quality Control & Assurance
and more

5. Abacus Planning Group

Industry: Financial Services

Location: Columbia, South Carolina

Website: abacusplanninggroup.com

Company Founded: 1998

Company Size: 11-50

Company Address: 2500 Devine Street, Columbia, South Carolina, United States

Abacus Planning Group Contact Details

Name Title LinkedIn Phone Email
Cheryl Holland President And Founder
Anne Ashworth Financial Advisor
Aaron Graham Certified Financial Planner
Ann Beckwith Financial Planning Associate
Alex Chastain Financial Planner At Abacus Planning Group, Inc
Molly Thomas Paraplanner And Insurance Strategist
Jon Robertson Financial Advisor
Requires/Intent and 13 more Employees
Branding & Public Relations
API Integration For FinTech
Marketing Services
and more

6. Valuant

Industry: Financial Services

Location: Columbia, South Carolina

Website: bevaluant.com

Company Founded: 2016

Company Size: 11-50

Company Address: 1201 Main Street, Columbia, South Carolina, United States

Valuant Contact Details

Name Title LinkedIn Phone Email
William Bossong Chief Executive Officer
Derek Hipp Co-founder And Director
Mikayla Spurlock Senior Analyst
Bhavna Mathur Product Owner
Lewis Hunter Client Services Intern
Alaina Feinberg Client Service Intern
Braiden Frawley Staff Analyst
Requires/Intent
Data Analytics & Business Intelligence
Sales & Lead Generation Strategy
Digital Payment & Subscription Solutions
Credit Rating & Analysis
and more

7. Allsouth Federal Credit Union

Industry: Financial Services

Location: Columbia, South Carolina

Company Founded: 1960

Company Size: 11-50

Company Address: 730 Elmwood Avenue, Columbia, South Carolina, United States

Allsouth Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Brian Bowen Executive Vice President
Perceffenessee Cantey Director Of Training And Development
Laurin Beckroge Creative Media Specialist
Jamie Rose-creagh Head Teller
Csie Arnold P. Gomez Cyber Security Architect
Quinton Williams Bank Teller
Kevin Cluppert Vp, Human Resources
Requires/Intent and 43 more Employees
Compliance & Regulatory Advisory
Sales & Lead Generation Strategy
Cybersecurity & Data Protection
and more

8. Davinci Financial Designs Llc

Industry: Financial Services

Location: Columbia, South Carolina

Website: davincifinancialdesigns.com

Company Founded: 2012

Company Size: 11-50

Company Address: 3200 Devine Street, Columbia, South Carolina, United States

Davinci Financial Designs Llc Contact Details

Name Title LinkedIn Phone Email
Cfpâ Jim Agostini Managing Partner
Jim Agostini Managing Partner
Patrick Burgess Financial Advisor, Cfp
Jeb Zoller Certified Financial Planner And Partner
Marla Warner Registered Administrative Associate
Arianna Rhue Administrative Assistant
Veronica Gray Administrative Assistant
Requires/Intent and 2 more Employees
API Integration For FinTech
Securities Trading & Brokerage
Legal Compliance & Advisory
Treasury & Cash Flow Management
and more

9. Penserv Plan Services

Industry: Financial Services

Location: Columbia, South Carolina

Website: penserv.com

Company Founded: 1986

Company Size: 51-200

Company Address: 102 Trade Zone Drive, Columbia, South Carolina, United States

Penserv Plan Services Contact Details

Name Title LinkedIn Phone Email
Andrea Francisco Financial Documentation Specialist
Natalie Cox Director Of Human Resources At Penserv Plan Services
Barry Cox Director Of Information Technology Operations And Communications
Ashley Haynes Conversions Specialist
Erin Kidd Internal Wholesaler
Joshua Byers Plan Manager
Steven Lee Information Technology Infrastructure Specialist, Systems Administrator
Requires/Intent and 16 more Employees
Blockchain & Cryptocurrency Solutions
Employee Training & Workforce Development
Debt Collection & Recovery
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
and more

10. Barron Financial Group

Industry: Financial Services

Location: Columbia, South Carolina

Website: barronfin.com

Company Size: 1-10

Company Address: 410 Veterans Road, Columbia, South Carolina, United States

Barron Financial Group Contact Details

Name Title LinkedIn Phone Email
Keith Barron Chief Executive Officer And Founder
Keith Barron Chief Executive Officer
Laura Barron President
Requires/Intent
Blockchain & Cryptocurrency Solutions
Risk Assessment & Mitigation
and more

11. Hobbs Group Advisors, Llc

Industry: Financial Services

Location: Columbia, South Carolina

Website: hobbsgroupadvisors.com

Company Founded: 2007

Company Size: 1-10

Company Address: 1704 Laurel Street, Columbia, South Carolina, United States

Hobbs Group Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Garet Strange Certified Financial Plannerâ
Thomas Manly Associate Advisor
Garet Strange Vice President Of Operations
Anna Hobbs Office Administrator
Requires/Intent
Tax Planning & Strategy
HR & Talent Acquisition
Automation & Workflow Optimization
ESG & Sustainable Finance Consulting
and more

12. Ridgeview High School

Industry: Financial Services

Location: Columbia, South Carolina

Company Size: 51-200

Company Address: 4801 Hard Scrabble Road, Columbia, South Carolina, United States

Ridgeview High School Contact Details

Name Title LinkedIn Phone Email
Terry Gillette Defensive Line Coach
Cara Baldwin Intern
Karin Crouch Dean Of Students
Brian Butler Defensive Line Football Coach
Julius Michalik Hs Science
David Batchelor Chorus Director
Ryan Graville Business Education Teacher
Requires/Intent and 17 more Employees
Sales & Lead Generation Strategy
Securities Trading & Brokerage
and more

13. Capital City Financial Partners

Industry: Financial Services

Location: Columbia, South Carolina

Website: capitalcityfinancialpartners.com

Company Founded: 2015

Company Size: 11-50

Company Address: 5111 Trenholm Road, Columbia, South Carolina, United States

Capital City Financial Partners Contact Details

Name Title LinkedIn Phone Email
Michael Norris Financial Advisor
Katherine Carragher Director Of Operations
Adam Smith Financial Advisor
Thomas Smith Financial Advisor
Greg Young Financial Advisor
Requires/Intent
Financial Forecasting & Modeling
AI-powered Financial Insights
Investment Advisory
and more

14. Midland Auto Recovery

Industry: Financial Services

Location: Columbia, South Carolina

Company Founded: 2005

Company Size: 11-50

Midland Auto Recovery Contact Details

Name Title LinkedIn Phone Email
Dick Frame President
Melissa Ingram Recovery Specialist
Requires/Intent
ESG & Sustainable Finance Consulting
Sales & Lead Generation Strategy
Business Strategy & Growth Consulting
and more

15. Guild Mortgage: Southeast Region

Industry: Financial Services

Location: Columbia, South Carolina

Website: guildmortgage.net

Company Size: 201-500

Company Address: 101 Westpark Boulevard, Columbia, South Carolina, United States

Guild Mortgage: Southeast Region Contact Details

Name Title LinkedIn Phone Email
Bailee Schone Loan Officer Assistant
Debby Smith Loan Processor Assistant
Nick Clyburn Mortgage Loan Originator
Jean Crowell Mortgage Loan Officer
Alondra Guerra Contract Manager
Kelton Brown Sales
Linda Blank Branch Administrative Assistant
Requires/Intent and 5 more Employees
Portfolio Management
Accounting Services
Compliance & Regulatory Advisory
Investment Advisory
Marketing Services
and more

16. Rlc Funding

Industry: Financial Services

Location: Columbia, South Carolina

Website: rlcfunding.com

Company Founded: 2011

Company Size: 11-50

Company Address: 111 Executive Center Drive, Columbia, South Carolina, United States

Rlc Funding Contact Details

Name Title LinkedIn Phone Email
Ron Elwood Sales And Marketing Manager
Valerie Lunsford Collections Specialist
Vicki Hall Credit Department
Allen Burns Collections Specialist At Rlc Funding
Requires/Intent
Business Strategy & Growth Consulting
Financial Forecasting & Modeling
Blockchain & Cryptocurrency Solutions
and more

17. Michael Oana Retirement Planning Specialist

Industry: Financial Services

Location: Columbia, South Carolina

Website: michaeloana.com

Company Size: 1-10

Company Address: 4408 Forest Drive, Columbia, South Carolina, United States

Michael Oana Retirement Planning Specialist Contact Details

Name Title LinkedIn Phone Email
Jaimee Gauthier-pensa Director Of Client Services
Benjamin Yglesias Registered Representative
Michelle Cox Client Concierge
Shannon Pollard Client Conceirge
Requires/Intent
Credit Rating & Analysis
Automation & Workflow Optimization
Portfolio Management
Asset Management
Cloud Computing Solutions
and more

18. Preservation Specialists, Llc

Industry: Financial Services

Location: Columbia, South Carolina

Website: scpreservation.com

Company Founded: 2004

Company Size: 1-10

Company Address: 250 Berryhill Road, Columbia, South Carolina, United States

Preservation Specialists, Llc Contact Details

Name Title LinkedIn Phone Email
Pat Strubbe Owner
William Overstreet Account Analyst
Rachel Pedde Associate Financial Representative
Mary Sanderson Client Support Specialist
Linda Young Financial Advisor
Requires/Intent
Mobile App Development For Financial Services
Sales & Lead Generation Strategy
Performance Tracking & KPI Analytics
Document Management & E-signature Solutions
and more

19. South Carolina Student Loan

Industry: Financial Services

Location: Columbia, South Carolina

Website: scstudentloan.org

Company Founded: 1973

Company Size: 11-50

Company Address: 8906 Two Notch Road, Columbia, South Carolina, United States

South Carolina Student Loan Contact Details

Name Title LinkedIn Phone Email
Ray Jones Vice-president Of Loan Programs
Trey Simon President And Chief Executive Officer
Amber Miller Human Resources Associate
Seniqua Griffin Senior Financial Specialist
Denise Easterling Vice President, Repayment Services
Krystle Brown Disability Examiner Ii
Sara Levan Customer Care Team At South Carolina Student Loan
Requires/Intent and 22 more Employees
Business Strategy & Growth Consulting
AI-powered Financial Insights
and more

20. Pendleton Street Advisors

Industry: Financial Services

Location: Columbia, South Carolina

Website: pendletonstreetadvisors.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1100 Shirley Street, Columbia, South Carolina, United States

Pendleton Street Advisors Contact Details

Name Title LinkedIn Phone Email
Matt Morley Chief Investment Officer
Serena Concepcion Client Service Representative
Richard Falkenstein Karr Properties, Inc
Rossi Clinton Research Analyst
Requires/Intent
Banking & Payment Processing
Quality Control & Assurance
ESG & Sustainable Finance Consulting
Securities Trading & Brokerage
and more

21. Modern Family Asset Management

Industry: Financial Services

Location: Columbia, South Carolina

Website: modernfamilyam.com

Company Founded: 2016

Company Size: 1-10

Company Address: 807 Gervais Street, Columbia, South Carolina, United States

Modern Family Asset Management Contact Details

Name Title LinkedIn Phone Email
Fred Quattlebaum Owner And Ceo, Senior Financial Advisor
Requires/Intent
Performance Tracking & KPI Analytics
Online Advertising & SEO
Data Analytics & Business Intelligence
and more

22. Trawick Financial Services, Inc.

Industry: Financial Services

Location: Columbia, South Carolina

Website: tfsquotes.com

Company Founded: 1992

Company Size: 1-10

Company Address: 3800 Forest Drive, Columbia, South Carolina, United States

Trawick Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Lee Trawick President And Chief Executive Officer And Founder
Requires/Intent
Credit Rating & Analysis
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
ERP For Financial Institutions
Risk Management & Compliance
and more

23. Je Wilson Advisors, Llc

Industry: Financial Services

Location: Columbia, South Carolina

Website: jewilson.com

Company Founded: 1982

Company Size: 1-10

Company Address: 2431 Devine Street, Columbia, South Carolina, United States

Je Wilson Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Erica Chappell Financial Planning Assistant
Requires/Intent
Technology Consulting
Cloud Computing Solutions
Data Analytics & Business Intelligence
HR & Talent Acquisition
Cybersecurity & Data Protection
and more

24. Mccain Financial Group, Inc.

Industry: Financial Services

Location: Columbia, South Carolina

Website: mccainfinancial.com

Company Size: 1-10

Company Address: P/o Box 6908, Columbia, South Carolina, United States

Mccain Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Lisa Houdek Office Administrator
Requires/Intent
HR & Talent Acquisition
Loan Origination & Servicing Platforms
Mobile App Development For Financial Services
Corporate Finance Strategy
and more

25. Sc Telco

Industry: Financial Services

Location: Columbia, South Carolina

Company Size: 11-50

Company Address: 1025 Pulaski Street, Columbia, South Carolina, United States

Sc Telco Contact Details

Name Title LinkedIn Phone Email
Cyndie Mccreight Recovery Supervisor
Requires/Intent
ERP For Financial Institutions
Sales & Lead Generation Strategy
and more

26. Wallick Investments, Llc

Industry: Financial Services

Location: Columbia, South Carolina

Website: wallickinvestments.com

Company Founded: 2005

Company Size: 1-10

Company Address: 1122 Lady Street, Columbia, South Carolina, United States

Wallick Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Wade Stinnette Principal, Senior Portfolio Manager
Requires/Intent
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
Blockchain & Cryptocurrency Solutions
API Integration For FinTech
and more

27. Cooperative Ministry

Industry: Financial Services

Location: Columbia, South Carolina

Company Size: 1-10

Company Address: 1928 Taylor Street, Columbia, South Carolina, United States

Cooperative Ministry Contact Details

Name Title LinkedIn Phone Email
Sarah Nevarez Director Of Supportive Health Services
Requires/Intent
Securities Trading & Brokerage
Credit Rating & Analysis
Sales & Lead Generation Strategy
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
and more

28. Palmetto Cooperative Services

Industry: Financial Services

Location: Columbia, South Carolina

Website: palmettocoop.com

Company Founded: 1969

Company Size: 51-200

Company Address: P/o Box 1787, Columbia, South Carolina, United States

Palmetto Cooperative Services Contact Details

Name Title LinkedIn Phone Email
Ed Culpepper President
Requires/Intent
Quality Control & Assurance
Tax Planning & Strategy
and more

29. 1st Choice Mortgage/equity Corp. Of Lexington

Industry: Financial Services

Location: Columbia, South Carolina

Website: 1choicemortgage.com

Company Founded: 1994

Company Size: 51-200

1st Choice Mortgage/equity Corp. Of Lexington Contact Details

Name Title LinkedIn Phone Email
Teresa Lagos Accounting Manager
Daniel Green Mortgage Banker
Berry Feagin Mortgage Consultant
Lynn Hollis Processor
Bob Morris Executive Vice President
Stephen Mccoy Loan Officer
Chuck Taylor Vice President
Requires/Intent
Banking & Payment Processing
Wealth Management
and more

30. Financial Mechanics

Industry: Financial Services

Location: Columbia, South Carolina

Website: fi-mech.com

Company Founded: 1999

Company Size: 1-10

Company Address: 1518 Adger Road, Columbia, South Carolina, United States

Financial Mechanics Contact Details

Name Title LinkedIn Phone Email
Swamp Fox Editor In Chief, The Swamp Fox
Requires/Intent
Digital Payment & Subscription Solutions
Corporate Finance Strategy
Branding & Public Relations
AI-powered Financial Insights
Tax Planning & Strategy
and more

31. Palmetto South Mortgage Corp

Industry: Financial Services

Location: Columbia, South Carolina

Website: palmettosouth.com

Company Size: 11-50

Company Address: 830 Gracern Road, Columbia, South Carolina, United States

Palmetto South Mortgage Corp Contact Details

Name Title LinkedIn Phone Email
Jan Lahan Director Of Administration
Brian Blackley Mortgage Consultant
David Huff Loan Officer
Requires/Intent
Treasury & Cash Flow Management
Performance Tracking & KPI Analytics
ESG & Sustainable Finance Consulting
Loan Origination & Servicing Platforms
and more

32. Ls Llc

Industry: Financial Services

Location: Columbia, South Carolina

Company Size: 1-10

Company Address: P/o Box 11208, Columbia, South Carolina, United States

Ls Llc Contact Details

Name Title LinkedIn Phone Email
Jose Romero Manager
Requires/Intent
Cloud Computing Solutions
ERP For Financial Institutions
Financial Forecasting & Modeling
and more
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Columbia Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Elizabeth Short First Citizens Bank And Trust Company, Inc. Assistant Vice President And Relationship Manager
2 Angela English First Citizens Bank And Trust Company, Inc. Senior Vice President, Director Of Corporate Communications And Assistant Corporate Secretary
3 Amy Vaughan First Citizens Bank And Trust Company, Inc. Treasury Management Officer
4 Travis Mccormack First Citizens Bank And Trust Company, Inc. Assistant Vice President And Retail Banker Ii
5 Jason Rogers First Citizens Bank And Trust Company, Inc. Commercial Banker
6 Dot Gatlin First Citizens Bank And Trust Company, Inc. Market Executive At First Citizens Bancorporation
7 William Arthur First Citizens Bank And Trust Company, Inc. Retired Senior Vice President And Professional Banking Officer
8 Mick Jewell Midland Mortgage Corporation Loan Officer
9 Pamela Chesney Midland Mortgage Corporation Real Estate Loan Processor
10 James Sineath Midland Mortgage Corporation Mlo
11 Jane Hall Midland Mortgage Corporation Loan Originator In Columbia, Sc Nmls #288823
12 Daniel Buckner Midland Mortgage Corporation Mortgage Loan Originator Nmls# 1099974 At Midland Mortgage Corporation
13 Heather Brehm Midland Mortgage Corporation Loan Officer Nmls 1449320
14 Tara Bush Midland Mortgage Corporation Loan Officer
15 David Haas South Carolina Retirement System Investment Commission Director Of Private Equity
16 Robert Feinstein South Carolina Retirement System Investment Commission Managing Director Public And Private Markets
17 Andrew Chernick South Carolina Retirement System Investment Commission Chief Operating Officer
18 Bryan Moore South Carolina Retirement System Investment Commission Managing Director Of Public Markets
19 Jenna-leigh Parker South Carolina Retirement System Investment Commission Talent Acquisition Specialist
20 Timothy Bevard South Carolina Retirement System Investment Commission Junior Analyst
21 Joshua Restauri South Carolina Retirement System Investment Commission Associate Analyst
22 David Cain Resource Financial Services, Inc. Nmls Id#1339801 Regional Sales Manager And Mortgage Banker
23 Mark Taylor Resource Financial Services, Inc. Nmls Id#1339801 Branch Manager
24 Matt Vaughn Resource Financial Services, Inc. Nmls Id#1339801 Mortgage Loan Officer
25 Teresa Thomsen Resource Financial Services, Inc. Nmls Id#1339801 Branch Manager Nmls Id#541630
26 Stephen Johnson Resource Financial Services, Inc. Nmls Id#1339801 Insurance Broker
27 Stephen Johnson Resource Financial Services, Inc. Nmls Id#1339801 Insurance Broker
28 Melissa Mallory Resource Financial Services, Inc. Nmls Id#1339801 Chief Operations Officer And Operations Director
29 Cheryl Holland Abacus Planning Group President And Founder
30 Anne Ashworth Abacus Planning Group Financial Advisor
31 Aaron Graham Abacus Planning Group Certified Financial Planner
32 Ann Beckwith Abacus Planning Group Financial Planning Associate
33 Alex Chastain Abacus Planning Group Financial Planner At Abacus Planning Group, Inc
34 Molly Thomas Abacus Planning Group Paraplanner And Insurance Strategist
35 Jon Robertson Abacus Planning Group Financial Advisor
36 William Bossong Valuant Chief Executive Officer
37 Derek Hipp Valuant Co-founder And Director
38 Mikayla Spurlock Valuant Senior Analyst
39 Bhavna Mathur Valuant Product Owner
40 Lewis Hunter Valuant Client Services Intern

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