Top 10 Financial Services Companies in Edison

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Below is the list of Top 10 Financial Services Companies in Edison ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Edison

1. Primary Financial

Industry: Financial Services

Location: Edison, New Jersey

Website: primaryfinancial.net

Company Founded: 2013

Company Size: 51-200

Company Address: 110 Fieldcrest Avenue, Edison, New Jersey, United States

Primary Financial Contact Details

Name Title LinkedIn Phone Email
Diego Correa Sales Director-multicultural Markets
Mauricio Henao Financial Services Professional
Tremaine Bembry Financial Advisor
Adam Weiss Financial Services Representative
Dylan Dobrosky Intern
Mario Meola Financial Consultant
Marc Scarrillo Case Design Specialist
Requires/Intent
Corporate Finance Strategy
Cybersecurity & Data Protection
Investment Advisory
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
and more

2. Gitterman Wealth Management, Llc

Industry: Financial Services

Location: Edison, New Jersey

Website: gittermanwealth.com

Company Founded: 1989

Company Size: 11-50

Company Address: 379 Thornall Street, Edison, New Jersey, United States

Gitterman Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Adam Bernstein Esg And Impact Analyst
Gary Davis Chief Operating Officer, Chief Compliance Officer @ Gitterman Wealth Management, Llc
Jon Terebetski Associate
Planner Daniel Armas Wealth Manager
Ira Goldberg Wealth Manager
Jane Krier Wealth Manager
Gregory Giardino Financial Planner
Requires/Intent
API Integration For FinTech
Mobile App Development For Financial Services
Corporate Finance Strategy
and more

3. Fountainhead Capital Management - Ria

Industry: Financial Services

Location: Edison, New Jersey

Website: fcapmanagement.com

Company Founded: 2001

Company Size: 11-50

Company Address: 110 Fieldcrest Avenue, Edison, New Jersey, United States

Fountainhead Capital Management - Ria Contact Details

Name Title LinkedIn Phone Email
Talia Sacco Marketing Director
Bryce Bednorz Financial Strategist
Sharon Scarpa Associate, Project Manager
Thomas Petrocelli Financial Analyst
Paul Lebowitz Cfp
Requires/Intent
Financial Auditing & Reporting
Data Analytics & Business Intelligence
Risk Management & Compliance
and more

4. Inteliclear Llc

Industry: Financial Services

Location: Edison, New Jersey

Website: inteliclear.com

Company Founded: 2004

Company Size: 1-10

Company Address: 40 Brunswick Avenue, Edison, New Jersey, United States

Inteliclear Llc Contact Details

Name Title LinkedIn Phone Email
Uma Balla Application Developer
Martin Barretto Director
Bob Victor Managing Director
Requires/Intent
Banking & Payment Processing
Asset Management
Fraud Detection & Prevention
Digital Payment & Subscription Solutions
Blockchain & Cryptocurrency Solutions
and more

5. Geremia Financial Services, Llc

Industry: Financial Services

Location: Edison, New Jersey

Website: geremiafinancial.com

Company Size: 1-10

Company Address: 1090 King Georges Post Road, Edison, New Jersey, United States

Geremia Financial Services, Llc Contact Details

Name Title LinkedIn Phone Email
Frank Geremia Managing Member
Requires/Intent
Sales & Lead Generation Strategy
Financial Forecasting & Modeling
Risk Management & Compliance
Mobile App Development For Financial Services
Portfolio Management
and more

6. Prosperum Business Solutions

Industry: Financial Services

Location: Edison, New Jersey

Website: prosperumsolutions.com

Company Founded: 2014

Company Size: 11-50

Prosperum Business Solutions Contact Details

Name Title LinkedIn Phone Email
Jamaisa Hicks Funding Specialist
Requires/Intent
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
Debt Collection & Recovery
ERP For Financial Institutions
Accounting Services
and more

7. Parallel Mortgage Corp

Industry: Financial Services

Location: Edison, New Jersey

Website: parallelmtg.com

Company Founded: 2007

Company Size: 1-10

Company Address: 860 Route 1, Edison, New Jersey, United States

Parallel Mortgage Corp Contact Details

Name Title LinkedIn Phone Email
Manuel Carrero Licensed Loan Officer
Manuel Carrero Loan Officer At Parallel Mortgage Corp
Karen Velazquez Loan Officer At Parallel Mortgage Corp
Requires/Intent
Insurance & Underwriting Services
Marketing Services
Fraud Detection & Prevention
and more

8. Agr Financial, Llc

Industry: Financial Services

Location: Edison, New Jersey

Website: agrfinancial.com

Company Founded: 1995

Company Size: 11-50

Company Address: 100 Metroplex Drive, Edison, New Jersey, United States

Agr Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Kimberly Webb Phone Sales
Requires/Intent
Credit Rating & Analysis
Financial Auditing & Reporting
and more
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Edison Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Diego Correa Primary Financial Sales Director-multicultural Markets
2 Mauricio Henao Primary Financial Financial Services Professional
3 Tremaine Bembry Primary Financial Financial Advisor
4 Adam Weiss Primary Financial Financial Services Representative
5 Dylan Dobrosky Primary Financial Intern
6 Mario Meola Primary Financial Financial Consultant
7 Marc Scarrillo Primary Financial Case Design Specialist
8 Adam Bernstein Gitterman Wealth Management, Llc Esg And Impact Analyst
9 Gary Davis Gitterman Wealth Management, Llc Chief Operating Officer, Chief Compliance Officer @ Gitterman Wealth Management, Llc
10 Jon Terebetski Gitterman Wealth Management, Llc Associate
11 Planner Daniel Armas Gitterman Wealth Management, Llc Wealth Manager
12 Ira Goldberg Gitterman Wealth Management, Llc Wealth Manager
13 Jane Krier Gitterman Wealth Management, Llc Wealth Manager
14 Gregory Giardino Gitterman Wealth Management, Llc Financial Planner
15 Talia Sacco Fountainhead Capital Management - Ria Marketing Director
16 Bryce Bednorz Fountainhead Capital Management - Ria Financial Strategist
17 Sharon Scarpa Fountainhead Capital Management - Ria Associate, Project Manager
18 Thomas Petrocelli Fountainhead Capital Management - Ria Financial Analyst
19 Paul Lebowitz Fountainhead Capital Management - Ria Cfp
20 Uma Balla Inteliclear Llc Application Developer
21 Martin Barretto Inteliclear Llc Director
22 Bob Victor Inteliclear Llc Managing Director
23 Frank Geremia Geremia Financial Services, Llc Managing Member
24 Jamaisa Hicks Prosperum Business Solutions Funding Specialist
25 Manuel Carrero Parallel Mortgage Corp Licensed Loan Officer
26 Manuel Carrero Parallel Mortgage Corp Loan Officer At Parallel Mortgage Corp
27 Karen Velazquez Parallel Mortgage Corp Loan Officer At Parallel Mortgage Corp
28 Kimberly Webb Agr Financial, Llc Phone Sales

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