Top 20 Financial Services Companies in Glastonbury

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

Financial Services Companies in Glastonbury

1. Symmetry Partners, Llc

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: symmetrypartners.com

Company Founded: 1994

Company Size: 51-200

Company Address: 151 National Drive, Glastonbury, Connecticut, United States

Symmetry Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Sarah Bauer Managing Director
Christopher Murray Sales Desk Manager And Rbc
Edward Boland Advisor Relations
John Mcdermott Board Chair And Portfolio Manager
Patrick Sweeny Founder, Principal, Portfolio Manager
Robert Hawke Director Of Operations And Technology
Robert Martin Managing Director
Requires/Intent and 36 more Employees
Tax Planning & Strategy
Risk Management & Compliance
AI-powered Financial Insights
Mortgage & Loan Processing
and more

2. Integrity Merchant Solutions

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: integritymerchantsolutions.com

Company Founded: 2009

Company Size: 51-200

Company Address: 116 Oak Street, Glastonbury, Connecticut, United States

Integrity Merchant Solutions Contact Details

Name Title LinkedIn Phone Email
Sean Mcgrail President
Chad Preuss Senior Vice President
Nicki Burnham Cost Savings And Solutions Expert
Lisa Schwartz Account Executive At Integrity Merchant Solutions
Angela Constantine Director Of Client Relations
Jeannie Tupper Executive Consultant
Greg Kaplan Relationship Manager
Requires/Intent and 5 more Employees
Securities Trading & Brokerage
Mortgage & Loan Processing
HR & Talent Acquisition
and more

3. Maffe Financial Group

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: maffefinancialgroup.com

Company Size: 51-200

Company Address: 624 Hebron Avenue, Glastonbury, Connecticut, United States

Maffe Financial Group Contact Details

Name Title LinkedIn Phone Email
Heather Loranger Vp, Private Client Group
Jay Maffe President And Chief Executive Officer
Travis Ramsdell Independent Financial Services Professional
Jay Klein Certified Financial Planner
Mike Senno Financial Representative
Kyle Voiland Financial Services Representative
David Vessella Agency Director
Requires/Intent and 3 more Employees
Fraud Detection & Prevention
HR & Talent Acquisition
Tax Planning & Strategy
Credit Rating & Analysis
Insurance & Underwriting Services
and more

4. Gateway Financial Partners

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: gatewayfinancialpartners.com

Company Founded: 1994

Company Size: 51-200

Company Address: 500 Winding Brook Drive, Glastonbury, Connecticut, United States

Gateway Financial Partners Contact Details

Name Title LinkedIn Phone Email
Neil Manning Wealth Management Advisor
Sean Mcnamara Intern
Ronald Denova Lpl Financial Advisor
Bailey Sutherland Operations Manager
Lutcf Howard Pinson Lpl Financial Advisor And Wealth Manager
Tom Shupe Financial Advisor
Salvatore Motta Lpl Financial Advisor
Requires/Intent and 15 more Employees
Treasury & Cash Flow Management
Insurance & Underwriting Services
AI-powered Financial Insights
Technology Consulting
and more

5. Open Solutions

Industry: Financial Services

Location: Glastonbury, Connecticut

Company Founded: 1992

Company Size: 1001-5000

Company Address: 455 Winding Brook Drive, Glastonbury, Connecticut, United States

Open Solutions Contact Details

Name Title LinkedIn Phone Email
Rebecca Post Service Partner Iv
Ken Woodhouse Solutions Consultant
Valerie Lee Operations Supervisor
Steven Welch Vice President Projects And Implementations
Dv Galante Diretor Executivo
Aparna Ganesh Senior Business Process Analyst
Daniel Mast Loan System Expert
Requires/Intent and 125 more Employees
Tax Planning & Strategy
Employee Training & Workforce Development
ERP For Financial Institutions
Wealth Management
Debt Collection & Recovery
and more

6. Apella Capital, Llc

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: apellacapital.com

Company Founded: 2014

Company Size: 1-10

Company Address: 151 National Drive, Glastonbury, Connecticut, United States

Apella Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Jim Scanlan Director Of M And A
Jerrold Dorfman Financial Advisor
Connor Maniatty Senior Associate
Kristin Dexter Client Relationship Administrator
Jason Gentile Certified Financial Planner
Christie Bramlett Director Of Marketing
Jennifer Biamonte Administrative Assistant
Requires/Intent and 3 more Employees
Fraud Detection & Prevention
Investment Advisory
Credit Rating & Analysis
and more

7. C.i.g. Private Wealth Management

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: cigpwm.com

Company Founded: 1999

Company Size: 11-50

Company Address: 294 New London Turnpike, Glastonbury, Connecticut, United States

C.i.g. Private Wealth Management Contact Details

Name Title LinkedIn Phone Email
Seth Renaud Wealth Management Advisor Aif, Cltc, Chfc
Chad Langevin Partner And Wealth Management Advisor
Jennifer Cooke Director Of Retirement Plans
Gabrielle Edmond Marketing Specialist For Retirement Plan Consulting Division
Steven Lowe Wealth Management Advisor
Requires/Intent
Risk Management & Compliance
Online Advertising & SEO
ERP For Financial Institutions
and more

8. Adviceone Llc Careers

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: careersatadviceone.com

Company Founded: 1999

Company Size: 11-50

Company Address: 100 Western Boulevard, Glastonbury, Connecticut, United States

Adviceone Llc Careers Contact Details

Name Title LinkedIn Phone Email
Megan Godwin Marketing Manager
Danielle Wrubel Advisor In Training
Lauren Hurley Client Solutions Head
Abigail Riss Marketing Specialist
Robert Berlinski Associate Wealth Manager
Ana Decrosta Operations Manager
Tess Griffin Operations Associate
Requires/Intent
Employee Training & Workforce Development
Omnichannel Customer Support
and more

9. Capital Wealth Management, Llc

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: capitalwm.com

Company Founded: 2001

Company Size: 1-10

Company Address: 628 Hebron Avenue, Glastonbury, Connecticut, United States

Capital Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Kelsey Conklin Wealth And Business Advisor
Michael Nicoletti Wealth Advisor
Requires/Intent
Accounting Services
ERP For Financial Institutions
Mobile App Development For Financial Services
Securities Trading & Brokerage
Fraud Detection & Prevention
and more

10. Conscious Capital Wealth Management Llc

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: consciouscapitalwm.com

Company Founded: 1989

Company Size: 1-10

Company Address: 381 Hubbard Street, Glastonbury, Connecticut, United States

Conscious Capital Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Mike Mancusi Senior Wealth Manager
Heather Desjardins Chief Development Officer
Requires/Intent
Investment Advisory
Risk Assessment & Mitigation
Tax Planning & Strategy
Asset Management
Portfolio Management
and more

11. Jacobs Financial Partners Llc

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: jacobsfinancialpartners.com

Company Founded: 2004

Company Size: 11-50

Company Address: 95 Glastonbury Boulevard, Glastonbury, Connecticut, United States

Jacobs Financial Partners Llc Contact Details

Name Title LinkedIn Phone Email
John Jacobs Financial Professional
Laurel Hardy Financial Advisor
John Landry Financial Advisor
Requires/Intent
Financial Forecasting & Modeling
Cloud Computing Solutions
Business Strategy & Growth Consulting
and more

12. Ct Financial Partners

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: ct-fp.com

Company Size: 1-10

Company Address: 447 Naubuc Avenue, Glastonbury, Connecticut, United States

Ct Financial Partners Contact Details

Name Title LinkedIn Phone Email
Melissa Gran Client Associate
Requires/Intent
Performance Tracking & KPI Analytics
Financial Forecasting & Modeling
and more

13. Gottfried & Somberg Wealth Management, Llc

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: gottfriedsomberg.com

Company Size: 11-50

Company Address: 340 Hebron Avenue, Glastonbury, Connecticut, United States

Gottfried & Somberg Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
Taylor King Wealth Advisor
Draczynski Steven Wealth Advisor
Iris Conner Private Wealth Relationship Manager
Requires/Intent
Omnichannel Customer Support
Mobile App Development For Financial Services
ESG & Sustainable Finance Consulting
and more

14. Retirementinvestor.com

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: retirementinvestor.com

Company Founded: 2013

Company Size: 1-10

Company Address: 703 Hebron Avenue, Glastonbury, Connecticut, United States

Retirementinvestor.com Contact Details

Name Title LinkedIn Phone Email
Wayne Connors Founder And Portfolio Strategist
Admin Groves Consultant At 401k Investor, Llc
Requires/Intent
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
and more

15. Buell Securities

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: buellsecurities.com

Company Founded: 1921

Company Size: 11-50

Company Address: 200 Glastonbury Boulevard, Glastonbury, Connecticut, United States

Buell Securities Contact Details

Name Title LinkedIn Phone Email
Richard Degraff Author
Requires/Intent
Digital Payment & Subscription Solutions
Quality Control & Assurance
Branding & Public Relations
Business Strategy & Growth Consulting
Data Analytics & Business Intelligence
and more

16. Nobile Hinchey Private Wealth Management

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: nobilehincheypwm.com

Company Size: 1-10

Company Address: 124 Hebron Avenue, Glastonbury, Connecticut, United States

Nobile Hinchey Private Wealth Management Contact Details

Name Title LinkedIn Phone Email
Casey Odo Paraplanner
Requires/Intent
Financial Auditing & Reporting
ESG & Sustainable Finance Consulting
Wealth Management
and more

17. First Financial Associates Llc

Industry: Financial Services

Location: Glastonbury, Connecticut

Website: firstfinancialassociatesllc.com

Company Size: 1-10

Company Address: 180 Glastonbury Boulevard, Glastonbury, Connecticut, United States

First Financial Associates Llc Contact Details

Name Title LinkedIn Phone Email
David Lockard Administrative Assistant
Requires/Intent
Debt Collection & Recovery
Mergers & Acquisitions Advisory
Loan Origination & Servicing Platforms
and more
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Glastonbury Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Sarah Bauer Symmetry Partners, Llc Managing Director
2 Christopher Murray Symmetry Partners, Llc Sales Desk Manager And Rbc
3 Edward Boland Symmetry Partners, Llc Advisor Relations
4 John Mcdermott Symmetry Partners, Llc Board Chair And Portfolio Manager
5 Patrick Sweeny Symmetry Partners, Llc Founder, Principal, Portfolio Manager
6 Robert Hawke Symmetry Partners, Llc Director Of Operations And Technology
7 Robert Martin Symmetry Partners, Llc Managing Director
8 Sean Mcgrail Integrity Merchant Solutions President
9 Chad Preuss Integrity Merchant Solutions Senior Vice President
10 Nicki Burnham Integrity Merchant Solutions Cost Savings And Solutions Expert
11 Lisa Schwartz Integrity Merchant Solutions Account Executive At Integrity Merchant Solutions
12 Angela Constantine Integrity Merchant Solutions Director Of Client Relations
13 Jeannie Tupper Integrity Merchant Solutions Executive Consultant
14 Greg Kaplan Integrity Merchant Solutions Relationship Manager
15 Heather Loranger Maffe Financial Group Vp, Private Client Group
16 Jay Maffe Maffe Financial Group President And Chief Executive Officer
17 Travis Ramsdell Maffe Financial Group Independent Financial Services Professional
18 Jay Klein Maffe Financial Group Certified Financial Planner
19 Mike Senno Maffe Financial Group Financial Representative
20 Kyle Voiland Maffe Financial Group Financial Services Representative
21 David Vessella Maffe Financial Group Agency Director
22 Neil Manning Gateway Financial Partners Wealth Management Advisor
23 Sean Mcnamara Gateway Financial Partners Intern
24 Ronald Denova Gateway Financial Partners Lpl Financial Advisor
25 Bailey Sutherland Gateway Financial Partners Operations Manager
26 Lutcf Howard Pinson Gateway Financial Partners Lpl Financial Advisor And Wealth Manager
27 Tom Shupe Gateway Financial Partners Financial Advisor
28 Salvatore Motta Gateway Financial Partners Lpl Financial Advisor
29 Rebecca Post Open Solutions Service Partner Iv
30 Ken Woodhouse Open Solutions Solutions Consultant
31 Valerie Lee Open Solutions Operations Supervisor
32 Steven Welch Open Solutions Vice President Projects And Implementations
33 Dv Galante Open Solutions Diretor Executivo
34 Aparna Ganesh Open Solutions Senior Business Process Analyst
35 Daniel Mast Open Solutions Loan System Expert
36 Jim Scanlan Apella Capital, Llc Director Of M And A
37 Jerrold Dorfman Apella Capital, Llc Financial Advisor
38 Connor Maniatty Apella Capital, Llc Senior Associate
39 Kristin Dexter Apella Capital, Llc Client Relationship Administrator
40 Jason Gentile Apella Capital, Llc Certified Financial Planner

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 Farmington 6496
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