Top 20 Financial Services Companies in Farmington

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

Financial Services Companies in Farmington

1. Mw Financial Group Ltd.

Industry: Financial Services

Location: Farmington, Connecticut

Website: mwfinancial.com

Company Founded: 1983

Company Size: 51-200

Company Address: 197 Scott Swamp Road, Farmington, Connecticut, United States

Mw Financial Group Ltd. Contact Details

Name Title LinkedIn Phone Email
Shane Richardson Financial Representative
Morris Mete Managing Director And Certified Financial Planner At Mw Financial Group, Ltd
Sal Nesci Financial Representative
Anjenette Barad-colby Financial Professional
Arthur Sandella Insurance Broker
Brian Keigan Financial Advisor Of Park Avenue Securities
Thomas Grant Vice President, Strategic Wealth Planning
Requires/Intent and 14 more Employees
ESG & Sustainable Finance Consulting
Financial Planning & Retirement Solutions
Legal Compliance & Advisory
Treasury & Cash Flow Management
Customer Relationship Management (CRM)
and more

2. Horizon Technology Finance

Industry: Financial Services

Location: Farmington, Connecticut

Website: horizontechfinance.com

Company Founded: 2003

Company Size: 11-50

Company Address: 312 Farmington Avenue, Farmington, Connecticut, United States

Horizon Technology Finance Contact Details

Name Title LinkedIn Phone Email
Rob Michaud Investment Associate
Rob Pomeroy Chief Executive Officer
Greg Clark Managing Director - Horizon Technology Finance Man
Ed Mahoney Lead Director
Daniel Trolio Vice President Of Finance, Interim Chief Financial Officer
Lynn Dombrowski Corporate Controller
Lucia Lamb Legal Assistant
Requires/Intent and 1 more Employees
Credit Rating & Analysis
Employee Training & Workforce Development
Banking & Payment Processing
Investment Advisory
Technology Consulting
and more

3. Wmgna, Llc

Industry: Financial Services

Location: Farmington, Connecticut

Website: wmgna.com

Company Founded: 1995

Company Size: 1-10

Company Address: 10 Talcott Notch Road, Farmington, Connecticut, United States

Wmgna, Llc Contact Details

Name Title LinkedIn Phone Email
Christopher Powers Wealth Advisor
Stacee Schnurr Client Relations Manager
Beth Martin Director Of First Impressions
Jordan Friedman Fintech Coordinator
Requires/Intent
Financial Auditing & Reporting
Financial Forecasting & Modeling
HR & Talent Acquisition
Performance Tracking & KPI Analytics
and more

4. Mjp Wealth Advisors

Industry: Financial Services

Location: Farmington, Connecticut

Website: mjpassociates.com

Company Founded: 1981

Company Size: 1-10

Company Address: 790 Farmington Avenue, Farmington, Connecticut, United States

Mjp Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Michele Vendig Senior Vice President
Jared Needelman Senior Client Associate And Technology Specialist
Michael Stamos Wealth Advisor
Requires/Intent
Insurance & Underwriting Services
Sales & Lead Generation Strategy
Mortgage & Loan Processing
Investment Advisory
and more

5. Center For Financial Training Atlantic & Central States

Industry: Financial Services

Location: Farmington, Connecticut

Website: cftnow.org

Company Founded: 1901

Company Size: 1-10

Company Address: 10 Waterside Drive, Farmington, Connecticut, United States

Center For Financial Training Atlantic & Central States Contact Details

Name Title LinkedIn Phone Email
Deborah Rondeau Education Administrator And Registrar
Crista Olson Vice President
Sharon Courtot Customer Service Specialist
Karen Mcmullen Senior Vice President And Regional Director
Requires/Intent
IoT-enabled Smart Banking Solutions
Employee Training & Workforce Development
and more

6. Rgb Financial

Industry: Financial Services

Location: Farmington, Connecticut

Website: rgbfinancial.com

Company Founded: 1984

Company Size: 1-10

Company Address: 16 Spring Lane, Farmington, Connecticut, United States

Rgb Financial Contact Details

Name Title LinkedIn Phone Email
Jennifer Chase Partner
Requires/Intent
Securities Trading & Brokerage
HR & Talent Acquisition
ERP For Financial Institutions
Tax Planning & Strategy
API Integration For FinTech
and more

7. Titan Brokerage Services

Industry: Financial Services

Location: Farmington, Connecticut

Website: titanbrokerageservices.com

Company Founded: 2013

Company Size: 1-10

Company Address: 1031 Farmington Avenue, Farmington, Connecticut, United States

Titan Brokerage Services Contact Details

Name Title LinkedIn Phone Email
Marc Toomey President And Chief Executive Officer
Requires/Intent
Business Strategy & Growth Consulting
Debt Collection & Recovery
and more

8. Smartmarketdata

Industry: Financial Services

Location: Farmington, Connecticut

Website: smartmarketdata.com

Company Founded: 2014

Company Size: 1-10

Company Address: 200 South Road, Farmington, Connecticut, United States

Smartmarketdata Contact Details

Name Title LinkedIn Phone Email
Larry Green President
Requires/Intent
Portfolio Management
Omnichannel Customer Support
Financial Planning & Retirement Solutions
and more

9. Sagebroadview Financial Planning, Llc

Industry: Financial Services

Location: Farmington, Connecticut

Company Founded: 2014

Company Size: 11-50

Sagebroadview Financial Planning, Llc Contact Details

Name Title LinkedIn Phone Email
Karina Salés Associate Financial Advisor
Karina Linehan Associate Advisor
Requires/Intent
Corporate Finance Strategy
Loan Origination & Servicing Platforms
Banking & Payment Processing
Hedge Fund & Private Equity Consulting
and more

10. Tenpath Financial Group

Industry: Financial Services

Location: Farmington, Connecticut

Website: tenpathfinancial.com

Company Founded: 2017

Company Size: 1-10

Company Address: 74 Batterson Park Road, Farmington, Connecticut, United States

Tenpath Financial Group Contact Details

Name Title LinkedIn Phone Email
Craig Breitsprecher Co-founder
Requires/Intent
Customer Relationship Management (CRM)
Employee Training & Workforce Development
Loan Origination & Servicing Platforms
and more

11. Insurbanc

Industry: Financial Services

Location: Farmington, Connecticut

Website: insurbanc.com

Company Founded: 2001

Company Size: 11-50

Company Address: 10 Executive Drive, Farmington, Connecticut, United States

Insurbanc Contact Details

Name Title LinkedIn Phone Email
Barbara Carlevale Assistant Vice President- Cash Management
Melissa Revelle Administrative Project Coordinator
Lauren Griffin Accounting Assistant
Requires/Intent
Loan Origination & Servicing Platforms
Financial Auditing & Reporting
Credit Rating & Analysis
Risk Management & Compliance
and more

12. Farmington Mortgage Co

Industry: Financial Services

Location: Farmington, Connecticut

Company Size: 11-50

Company Address: 7 Melrose Drive, Farmington, Connecticut, United States

Farmington Mortgage Co Contact Details

Name Title LinkedIn Phone Email
Marquis Tate Mortgage Post Closer
Requires/Intent
Compliance & Regulatory Advisory
Automation & Workflow Optimization
and more

13. Mutual Financial Group (wisconsin)

Industry: Financial Services

Location: Farmington, Connecticut

Website: mutualfingroup.com

Company Size: 1-10

Mutual Financial Group (wisconsin) Contact Details

Name Title LinkedIn Phone Email
James Longe Financial Advisor
Requires/Intent
Legal Compliance & Advisory
Securities Trading & Brokerage
Automation & Workflow Optimization
Marketing Services
and more

14. Radler Retirement Strategies

Industry: Financial Services

Location: Farmington, Connecticut

Website: radlerretirement.com

Company Size: 1-10

Company Address: 195 Farmington Avenue, Farmington, Connecticut, United States

Radler Retirement Strategies Contact Details

Name Title LinkedIn Phone Email
Andrea Kobela Administrative Assistant
Requires/Intent
Technology Consulting
Fraud Detection & Prevention
Cloud Computing Solutions
Investment Advisory
and more
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Farmington Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Shane Richardson Mw Financial Group Ltd. Financial Representative
2 Morris Mete Mw Financial Group Ltd. Managing Director And Certified Financial Planner At Mw Financial Group, Ltd
3 Sal Nesci Mw Financial Group Ltd. Financial Representative
4 Anjenette Barad-colby Mw Financial Group Ltd. Financial Professional
5 Arthur Sandella Mw Financial Group Ltd. Insurance Broker
6 Brian Keigan Mw Financial Group Ltd. Financial Advisor Of Park Avenue Securities
7 Thomas Grant Mw Financial Group Ltd. Vice President, Strategic Wealth Planning
8 Rob Michaud Horizon Technology Finance Investment Associate
9 Rob Pomeroy Horizon Technology Finance Chief Executive Officer
10 Greg Clark Horizon Technology Finance Managing Director - Horizon Technology Finance Man
11 Ed Mahoney Horizon Technology Finance Lead Director
12 Daniel Trolio Horizon Technology Finance Vice President Of Finance, Interim Chief Financial Officer
13 Lynn Dombrowski Horizon Technology Finance Corporate Controller
14 Lucia Lamb Horizon Technology Finance Legal Assistant
15 Christopher Powers Wmgna, Llc Wealth Advisor
16 Stacee Schnurr Wmgna, Llc Client Relations Manager
17 Beth Martin Wmgna, Llc Director Of First Impressions
18 Jordan Friedman Wmgna, Llc Fintech Coordinator
19 Michele Vendig Mjp Wealth Advisors Senior Vice President
20 Jared Needelman Mjp Wealth Advisors Senior Client Associate And Technology Specialist
21 Michael Stamos Mjp Wealth Advisors Wealth Advisor
22 Deborah Rondeau Center For Financial Training Atlantic & Central States Education Administrator And Registrar
23 Crista Olson Center For Financial Training Atlantic & Central States Vice President
24 Sharon Courtot Center For Financial Training Atlantic & Central States Customer Service Specialist
25 Karen Mcmullen Center For Financial Training Atlantic & Central States Senior Vice President And Regional Director
26 Jennifer Chase Rgb Financial Partner
27 Marc Toomey Titan Brokerage Services President And Chief Executive Officer
28 Larry Green Smartmarketdata President
29 Karina Salés Sagebroadview Financial Planning, Llc Associate Financial Advisor
30 Karina Linehan Sagebroadview Financial Planning, Llc Associate Advisor
31 Craig Breitsprecher Tenpath Financial Group Co-founder
32 Barbara Carlevale Insurbanc Assistant Vice President- Cash Management
33 Melissa Revelle Insurbanc Administrative Project Coordinator
34 Lauren Griffin Insurbanc Accounting Assistant
35 Marquis Tate Farmington Mortgage Co Mortgage Post Closer
36 James Longe Mutual Financial Group (wisconsin) Financial Advisor
37 Andrea Kobela Radler Retirement Strategies Administrative Assistant

Financial Services companies in different cities of Connecticut

No. Industry Number of Contacts Download
1 Financial services Companies in Stamford 36192
2 Financial services Companies in Greenwich 27840
3 Financial services Companies in Hartford 11136
4 Financial services Companies in Norwalk 10208
5 Financial services Companies in New Haven 5104
6 Financial services Companies in Westport 16240
7 Financial services Companies in Glastonbury 7888
8 Financial services Companies in Shelton 6960
9 Financial services Companies in Danbury 5104
10 Financial services Companies in Darien 10208
11 Financial services Companies in West Hartford 8352
12 Financial services Companies in Fairfield 4640
13 Financial services Companies in Windsor 3248
14 Financial services Companies in Middletown 1856
15 Financial services Companies in Wallingford 1856
16 Financial services Companies in Wilton 2784
17 Financial services Companies in New Canaan 6032
18 Financial services Companies in Milford 3248
19 Financial services Companies in Bridgeport 1856
20 Financial services Companies in East Hartford 1856
21 Financial services Companies in Guilford 2784
22 Financial services Companies in Manchester 1856
23 Financial services Companies in Rocky Hill 3712
24 Financial services Companies in Waterbury 1392
25 Financial services Companies in Avon 5104
26 Financial services Companies in Hamden 2320
27 Financial services Companies in Newington 928