Top 20 Financial Services Companies in Fishers

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

Financial Services Companies in Fishers

1. Forum Credit Union

Industry: Financial Services

Location: Fishers, Indiana

Website: forumcu.com

Company Founded: 1941

Company Size: 201-500

Company Address: 11313 Usa Parkway, Fishers, Indiana, United States

Forum Credit Union Contact Details

Name Title LinkedIn Phone Email
Elisa Abner-taschwer Talent Acquisition Manager
Anne Wiseman Vice President - Human Resources
Jim Carr Vice President-commercial Group
Michelle Adrian Mortgage Loan Officer
Jayla Lane Assistant Branch Manager
Cameron Piercefield Chief Technology And Risk Officer
Mike Senn Assistant Vice President, Mortgage Sales And Operations
Requires/Intent and 139 more Employees
IoT-enabled Smart Banking Solutions
Financial Forecasting & Modeling
Mobile App Development For Financial Services
Employee Training & Workforce Development
and more

2. Tailor-made Budgets

Industry: Financial Services

Location: Fishers, Indiana

Website: tailormadebudgets.com

Company Founded: 2005

Company Size: 1-10

Company Address: 14074 Trade Center Drive, Fishers, Indiana, United States

Tailor-made Budgets Contact Details

Name Title LinkedIn Phone Email
Ericka Young Certified Coach And Consultant And Budget Expert
Requires/Intent
Marketing Services
Blockchain & Cryptocurrency Solutions
Portfolio Management
and more

3. Biechele Royce Advisors, Inc.

Industry: Financial Services

Location: Fishers, Indiana

Website: biechele-royce.com

Company Founded: 1994

Company Size: 11-50

Biechele Royce Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Tom Barrett Chief Investment Officer
Rachel Rhiver Director Of Operations
Vicky Arguello Office Assistant
Kolena Bowman Portfolio Administrator
Requires/Intent
Portfolio Management
Tax Planning & Strategy
and more

4. Advocate Merchant Solutions

Industry: Financial Services

Location: Fishers, Indiana

Website: cardconnectdirect.com

Company Founded: 1998

Company Size: 51-200

Company Address: 11140 East 106th Street, Fishers, Indiana, United States

Advocate Merchant Solutions Contact Details

Name Title LinkedIn Phone Email
Amanda Lawless Senior Sales Executive
Amanda Massey Business Development Manager At Advocate Merchant Solutions
Katelyn Haddad Merchant Engagement Coordinator
Caroline Carter Merchant Engagement Coordinator
Greg Perry Chief Operations Officer
Kristyn Lovett Merchant Service Advocate
Requires/Intent
Automation & Workflow Optimization
Financial Forecasting & Modeling
Corporate Finance Strategy
and more

5. Rls Wealth

Industry: Financial Services

Location: Fishers, Indiana

Website: rlswm.com

Company Size: 1-10

Company Address: 11650 Lantern Road, Fishers, Indiana, United States

Rls Wealth Contact Details

Name Title LinkedIn Phone Email
Thomas Kopelman Fee-only Financial Advisor
Requires/Intent
Asset Management
Cybersecurity & Data Protection
and more

6. Lantern Global Advisors

Industry: Financial Services

Location: Fishers, Indiana

Website: lanternga.com

Company Size: 1-10

Company Address: 10100 Lantern Road, Fishers, Indiana, United States

Lantern Global Advisors Contact Details

Name Title LinkedIn Phone Email
Thomas Waterway Financial Advisor
Requires/Intent
Mobile App Development For Financial Services
Omnichannel Customer Support
API Integration For FinTech
and more

7. Realty Group Mortgage

Industry: Financial Services

Location: Fishers, Indiana

Company Size: 1-10

Company Address: 8390 East 116th Street, Fishers, Indiana, United States

Realty Group Mortgage Contact Details

Name Title LinkedIn Phone Email
Joe Salisbury Manager, Broker
Requires/Intent
HR & Talent Acquisition
Document Management & E-signature Solutions
Technology Consulting
and more

8. Harbinger Wealth Advisors

Industry: Financial Services

Location: Fishers, Indiana

Website: harbingerwealth.com

Company Founded: 2014

Company Size: 1-10

Harbinger Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Mark Hayes Founder And Certified Financial Planner
Requires/Intent
Quality Control & Assurance
Financial Auditing & Reporting
Online Advertising & SEO
Document Management & E-signature Solutions
and more

9. Sherpa Financial Group

Industry: Financial Services

Location: Fishers, Indiana

Website: sherpafg.com

Company Size: 1-10

Company Address: 10735 Sky Prairie Street, Fishers, Indiana, United States

Sherpa Financial Group Contact Details

Name Title LinkedIn Phone Email
Fitzgerald Charlier President Certified Financial Planner Crfa
Requires/Intent
Loan Origination & Servicing Platforms
Employee Training & Workforce Development
Risk Management & Compliance
Branding & Public Relations
and more

10. Wesleyan Investment Foundation Inc

Industry: Financial Services

Location: Fishers, Indiana

Website: wifonline.com

Company Size: 11-50

Company Address: P/o Box 7250, Fishers, Indiana, United States

Wesleyan Investment Foundation Inc Contact Details

Name Title LinkedIn Phone Email
Angela Schuch Account And Accounting Manager
Requires/Intent
API Integration For FinTech
Loan Origination & Servicing Platforms
and more

11. Midwest Business Funding

Industry: Financial Services

Location: Fishers, Indiana

Website: midwestbusinessfunding.com

Company Founded: 2008

Company Size: 1-10

Company Address: 10412 Allisonville Road, Fishers, Indiana, United States

Midwest Business Funding Contact Details

Name Title LinkedIn Phone Email
Rachel Anderson Processing Manager
Requires/Intent
ERP For Financial Institutions
Legal Compliance & Advisory
and more

12. The Michael Consulting Group, Inc., Dba Avisent

Industry: Financial Services

Location: Fishers, Indiana

Website: avisent.com

Company Founded: 1996

Company Size: 1-10

The Michael Consulting Group, Inc., Dba Avisent Contact Details

Name Title LinkedIn Phone Email
Roger Greenwalt Benefits Consultant
Requires/Intent
HR & Talent Acquisition
Legal Compliance & Advisory
Accounting Services
Quality Control & Assurance
Portfolio Management
and more

13. Morrow Financial Llc

Industry: Financial Services

Location: Fishers, Indiana

Website: morrowfinancial.com

Company Size: 11-50

Company Address: 532 Willowbrook Drive, Fishers, Indiana, United States

Morrow Financial Llc Contact Details

Name Title LinkedIn Phone Email
Lita Morrow Marketing Executive
Requires/Intent
Data Analytics & Business Intelligence
Omnichannel Customer Support
Performance Tracking & KPI Analytics
ERP For Financial Institutions
and more
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Fishers Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Elisa Abner-taschwer Forum Credit Union Talent Acquisition Manager
2 Anne Wiseman Forum Credit Union Vice President - Human Resources
3 Jim Carr Forum Credit Union Vice President-commercial Group
4 Michelle Adrian Forum Credit Union Mortgage Loan Officer
5 Jayla Lane Forum Credit Union Assistant Branch Manager
6 Cameron Piercefield Forum Credit Union Chief Technology And Risk Officer
7 Mike Senn Forum Credit Union Assistant Vice President, Mortgage Sales And Operations
8 Ericka Young Tailor-made Budgets Certified Coach And Consultant And Budget Expert
9 Tom Barrett Biechele Royce Advisors, Inc. Chief Investment Officer
10 Rachel Rhiver Biechele Royce Advisors, Inc. Director Of Operations
11 Vicky Arguello Biechele Royce Advisors, Inc. Office Assistant
12 Kolena Bowman Biechele Royce Advisors, Inc. Portfolio Administrator
13 Amanda Lawless Advocate Merchant Solutions Senior Sales Executive
14 Amanda Massey Advocate Merchant Solutions Business Development Manager At Advocate Merchant Solutions
15 Katelyn Haddad Advocate Merchant Solutions Merchant Engagement Coordinator
16 Caroline Carter Advocate Merchant Solutions Merchant Engagement Coordinator
17 Greg Perry Advocate Merchant Solutions Chief Operations Officer
18 Kristyn Lovett Advocate Merchant Solutions Merchant Service Advocate
19 Thomas Kopelman Rls Wealth Fee-only Financial Advisor
20 Thomas Waterway Lantern Global Advisors Financial Advisor
21 Joe Salisbury Realty Group Mortgage Manager, Broker
22 Mark Hayes Harbinger Wealth Advisors Founder And Certified Financial Planner
23 Fitzgerald Charlier Sherpa Financial Group President Certified Financial Planner Crfa
24 Angela Schuch Wesleyan Investment Foundation Inc Account And Accounting Manager
25 Rachel Anderson Midwest Business Funding Processing Manager
26 Roger Greenwalt The Michael Consulting Group, Inc., Dba Avisent Benefits Consultant
27 Lita Morrow Morrow Financial Llc Marketing Executive

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