Top 20 Financial Services Companies in Fort Myers

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

Financial Services Companies in Fort Myers

1. Community Lending A Division Of Hamilton Group Funding

Industry: Financial Services

Location: Fort Myers, Florida

Website: communitylendingfl.com

Company Size: 11-50

Community Lending A Division Of Hamilton Group Funding Contact Details

Name Title LinkedIn Phone Email
Cheryl Euart Producing Sales Manager
Requires/Intent
Automation & Workflow Optimization
Legal Compliance & Advisory
and more

2. Icheckgateway.com

Industry: Financial Services

Location: Fort Myers, Florida

Website: icheckgateway.com

Company Founded: 2005

Company Size: 11-50

Company Address: 13099 South Cleveland Avenue, Fort Myers, Florida, United States

Icheckgateway.com Contact Details

Name Title LinkedIn Phone Email
Chris Hall Vice President
Sarah Wainright Director Of Underwriting, Aap
Requires/Intent
Fraud Detection & Prevention
Tax Planning & Strategy
Loan Origination & Servicing Platforms
Asset Management
Debt Collection & Recovery
and more

3. Midland Ira & 1031

Industry: Financial Services

Location: Fort Myers, Florida

Website: midlandira.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1520 Royal Palm Sq Boulevard, Fort Myers, Florida, United States

Midland Ira & 1031 Contact Details

Name Title LinkedIn Phone Email
Griffin Brunson Business Operations Manager
Collin Clemens Senior Trust Accounting Associate
Tom Wallin Compliance Analyst
Requires/Intent
AI-powered Financial Insights
Customer Relationship Management (CRM)
Treasury & Cash Flow Management
Mergers & Acquisitions Advisory
and more

4. Oakwood Capital Advisors, Llc

Industry: Financial Services

Location: Fort Myers, Florida

Website: oakwoodca.com

Company Founded: 2018

Company Size: 1-10

Company Address: 5237 Summerlin Commons Boulevard, Fort Myers, Florida, United States

Oakwood Capital Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Bill Richardson Senior Financial Advisor
Requires/Intent
Treasury & Cash Flow Management
Risk Management & Compliance
Financial Auditing & Reporting
Cloud Computing Solutions
and more

5. Foster & Foster Inc.

Industry: Financial Services

Location: Fort Myers, Florida

Website: foster-foster.com

Company Founded: 1979

Company Size: 51-200

Company Address: 13420 Parker Commons Boulevard, Fort Myers, Florida, United States

Foster & Foster Inc. Contact Details

Name Title LinkedIn Phone Email
Paul Baugher Retirement Consultant
Requires/Intent
Loan Origination & Servicing Platforms
Credit Rating & Analysis
Accounting Services
Automation & Workflow Optimization
Performance Tracking & KPI Analytics
and more

6. Capital Solutions Bancorp

Industry: Financial Services

Location: Fort Myers, Florida

Website: capitalsolutionsbancorp.com

Company Founded: 1996

Company Size: 11-50

Company Address: 12751 World Plaza Lane, Fort Myers, Florida, United States

Capital Solutions Bancorp Contact Details

Name Title LinkedIn Phone Email
Peter Joppru Regional Sales Manager
Requires/Intent
Securities Trading & Brokerage
Digital Payment & Subscription Solutions
and more

7. Alliance Financial Group

Industry: Financial Services

Location: Fort Myers, Florida

Website: afgfl.com

Company Founded: 1982

Company Size: 51-200

Company Address: 14021 Metropolis Avenue, Fort Myers, Florida, United States

Alliance Financial Group Contact Details

Name Title LinkedIn Phone Email
Cathy Skyhawk Financial Advisor
Gerald Champagne Sales And Marketing
Lynne Tarman Owner
Requires/Intent
Financial Auditing & Reporting
Compliance & Regulatory Advisory
Wealth Management
Corporate Finance Strategy
and more

8. Incometrader.com

Industry: Financial Services

Location: Fort Myers, Florida

Website: incometrader.com

Company Founded: 2000

Company Size: 11-50

Incometrader.com Contact Details

Name Title LinkedIn Phone Email
Jodi Davis Travel Coordinator
Requires/Intent
Mortgage & Loan Processing
API Integration For FinTech
Cloud Computing Solutions
and more

9. Independent Development Services Corporation ( Ids)

Industry: Financial Services

Location: Fort Myers, Florida

Website: idscorp.org

Company Founded: 1996

Company Size: 1-10

Independent Development Services Corporation ( Ids) Contact Details

Name Title LinkedIn Phone Email
Averi Starr CÑ O And Svp, Ssgx SоftwÐ Rе Solutions
Requires/Intent
Credit Rating & Analysis
Accounting Services
Compliance & Regulatory Advisory
and more

10. Omni Financial Services

Industry: Financial Services

Location: Fort Myers, Florida

Website: omnifinserv.com

Company Size: 11-50

Company Address: 12610 New Brittany Boulevard, Fort Myers, Florida, United States

Omni Financial Services Contact Details

Name Title LinkedIn Phone Email
John Holm President
Requires/Intent
Mortgage & Loan Processing
Credit Rating & Analysis
Financial Forecasting & Modeling
Financial Planning & Retirement Solutions
and more

11. Deli International

Industry: Financial Services

Location: Fort Myers, Florida

Company Size: 11-50

Company Address: 15200 South Tamiami Trail, Fort Myers, Florida, United States

Deli International Contact Details

Name Title LinkedIn Phone Email
Jim Jeffries Sales
Requires/Intent
Financial Forecasting & Modeling
Performance Tracking & KPI Analytics
and more

12. Island Financial Services, Inc.

Industry: Financial Services

Location: Fort Myers, Florida

Company Size: 11-50

Company Address: 1520 Royal Palm Square Boulevard, Fort Myers, Florida, United States

Island Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Frank Mansuetto Insurance Agent
Requires/Intent
Quality Control & Assurance
Employee Training & Workforce Development
Omnichannel Customer Support
and more

13. Malachi Construction Inc

Industry: Financial Services

Location: Fort Myers, Florida

Website: malachiconstruction.com

Company Size: 1-10

Company Address: 5929 Youngquist Road, Fort Myers, Florida, United States

Malachi Construction Inc Contact Details

Name Title LinkedIn Phone Email
Nathan Sipple Job Superintendent
Requires/Intent
Securities Trading & Brokerage
Risk Assessment & Mitigation
Asset Management
Automation & Workflow Optimization
and more
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Fort Myers Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Cheryl Euart Community Lending A Division Of Hamilton Group Funding Producing Sales Manager
2 Chris Hall Icheckgateway.com Vice President
3 Sarah Wainright Icheckgateway.com Director Of Underwriting, Aap
4 Griffin Brunson Midland Ira & 1031 Business Operations Manager
5 Collin Clemens Midland Ira & 1031 Senior Trust Accounting Associate
6 Tom Wallin Midland Ira & 1031 Compliance Analyst
7 Bill Richardson Oakwood Capital Advisors, Llc Senior Financial Advisor
8 Paul Baugher Foster & Foster Inc. Retirement Consultant
9 Peter Joppru Capital Solutions Bancorp Regional Sales Manager
10 Cathy Skyhawk Alliance Financial Group Financial Advisor
11 Gerald Champagne Alliance Financial Group Sales And Marketing
12 Lynne Tarman Alliance Financial Group Owner
13 Jodi Davis Incometrader.com Travel Coordinator
14 Averi Starr Independent Development Services Corporation ( Ids) CÑ O And Svp, Ssgx SоftwÐ Rе Solutions
15 John Holm Omni Financial Services President
16 Jim Jeffries Deli International Sales
17 Frank Mansuetto Island Financial Services, Inc. Insurance Agent
18 Nathan Sipple Malachi Construction Inc Job Superintendent

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