Top 20 Financial Services Companies in Greensboro

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

Financial Services Companies in Greensboro

1. Lighthouse Financial Corp.

Industry: Financial Services

Location: Greensboro, North Carolina

Website: lighthousefinancial.net

Company Founded: 1987

Company Size: 1-10

Company Address: 925 West Market Street, Greensboro, North Carolina, United States

Lighthouse Financial Corp. Contact Details

Name Title LinkedIn Phone Email
Grant Smith Financial Professional
Daeschner Nancy Customer Service Specialist
Requires/Intent
Banking & Payment Processing
Marketing Services
and more

2. Volvo Financial Services

Industry: Financial Services

Location: Greensboro, North Carolina

Website: vfsco.com

Company Founded: 2001

Company Size: 1001-5000

Company Address: 7025 Albert Pick Road, Greensboro, North Carolina, United States

Volvo Financial Services Contact Details

Name Title LinkedIn Phone Email
Clfp Beth Maaske District Finance Manager
Mark Frank District Finance Manager
Beth Maaske District Finance Manager
Kevin Stevens District Finance Manager
Phil Axen District Finance Manager
Jim Dwane Vice President, Global Controller
Randy Carter District Finance Manager
Requires/Intent and 5 more Employees
AI-powered Financial Insights
Treasury & Cash Flow Management
Omnichannel Customer Support
Wealth Management
Financial Auditing & Reporting
and more

3. Compass Financial Partners

Industry: Financial Services

Location: Greensboro, North Carolina

Website: compassfp.com

Company Founded: 2002

Company Size: 11-50

Company Address: 3903 North Elm Street, Greensboro, North Carolina, United States

Compass Financial Partners Contact Details

Name Title LinkedIn Phone Email
Cfaâ Andrew Lippert Associate Director, Investment Research
Bob Payne Cltc
Requires/Intent
IoT-enabled Smart Banking Solutions
Debt Collection & Recovery
ERP For Financial Institutions
Marketing Services
and more

4. Vizo Financial Corporate Cu

Industry: Financial Services

Location: Greensboro, North Carolina

Website: vfccu.org

Company Founded: 2016

Company Size: 51-200

Company Address: 7900 Triad Center Drive, Greensboro, North Carolina, United States

Vizo Financial Corporate Cu Contact Details

Name Title LinkedIn Phone Email
Ben Underwood Software Developer
Lisa Cieri Human Resources Manager
Scott Delong Alm Analyst
Ronald Beach Information Systems Manager
Christine Dowhower Project Managment Director
Jill Lamb Eft Specialist
Donna White Adjustments Spec
Requires/Intent
Data Analytics & Business Intelligence
Performance Tracking & KPI Analytics
Insurance & Underwriting Services
and more

5. Old North State Trust, Llc

Industry: Financial Services

Location: Greensboro, North Carolina

Website: oldnorthstatetrust.com

Company Founded: 1994

Company Size: 11-50

Company Address: 1250 Revolution Mill Drive, Greensboro, North Carolina, United States

Old North State Trust, Llc Contact Details

Name Title LinkedIn Phone Email
William Mott Relationship Manager
Requires/Intent
Employee Training & Workforce Development
Debt Collection & Recovery
Automation & Workflow Optimization
Omnichannel Customer Support
and more

6. Pilot Financial

Industry: Financial Services

Location: Greensboro, North Carolina

Website: pilotfinancial.com

Company Founded: 2001

Company Size: 501-1000

Company Address: 1010 North Elm Street, Greensboro, North Carolina, United States

Pilot Financial Contact Details

Name Title LinkedIn Phone Email
Michael Stevenson Director, Business Development
Requires/Intent
Investment Advisory
Mobile App Development For Financial Services
Online Advertising & SEO
and more

7. Triad Wealth Advisors

Industry: Financial Services

Location: Greensboro, North Carolina

Website: triadwa.com

Company Size: 1-10

Triad Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
John Shibles Managing Partner, Wealth Advisor
Requires/Intent
Asset Management
Branding & Public Relations
Marketing Services
and more

8. Triad Wealth Advisors

Industry: Financial Services

Location: Greensboro, North Carolina

Website: triadwealthadvisors.com

Company Founded: 2012

Company Size: 11-50

Company Address: 600 Green Valley Road, Greensboro, North Carolina, United States

Triad Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Christine Elardi Client Relationship Manager
Requires/Intent
Hedge Fund & Private Equity Consulting
Document Management & E-signature Solutions
Securities Trading & Brokerage
Portfolio Management
and more

9. Stearns Financial Group

Industry: Financial Services

Location: Greensboro, North Carolina

Website: sfsg.net

Company Founded: 1991

Company Size: 11-50

Company Address: 324 West Wendover Avenue, Greensboro, North Carolina, United States

Stearns Financial Group Contact Details

Name Title LinkedIn Phone Email
Pj Williams Co-cio And Global Strategist
Requires/Intent
Tax Planning & Strategy
Online Advertising & SEO
Mortgage & Loan Processing
and more

10. Polaris Financial Services

Industry: Financial Services

Location: Greensboro, North Carolina

Company Size: 1-10

Polaris Financial Services Contact Details

Name Title LinkedIn Phone Email
Mike Graves Principal - Financial Advisor, CfpÂ
Requires/Intent
Business Strategy & Growth Consulting
Risk Management & Compliance
Securities Trading & Brokerage
and more

11. Firstpoint

Industry: Financial Services

Location: Greensboro, North Carolina

Website: firstpointresources.com

Company Founded: 1906

Company Size: 51-200

Company Address: 225 Commerce Place, Greensboro, North Carolina, United States

Firstpoint Contact Details

Name Title LinkedIn Phone Email
Deborah Holliman Sales And Service Specialist With Firstpoint Resources, A Sales Agent For Equifax Mortgage Solutions
Requires/Intent
Loan Origination & Servicing Platforms
Insurance & Underwriting Services
Quality Control & Assurance
and more

12. Premier Federal Credit Union

Industry: Financial Services

Location: Greensboro, North Carolina

Website: premierfcu.org

Company Founded: 1963

Company Size: 51-200

Company Address: 1400 Yanceyville Street, Greensboro, North Carolina, United States

Premier Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Lawson Rhonda Branch Manager
Carmella Hephner Member Services And Consumer Loan Processor
Requires/Intent
API Integration For FinTech
Risk Management & Compliance
Financial Auditing & Reporting
and more

13. Smith, Salley & Associates, Llc

Industry: Financial Services

Location: Greensboro, North Carolina

Company Founded: 2004

Company Size: 11-50

Company Address: 300 East Wendover Avenue, Greensboro, North Carolina, United States

Smith, Salley & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Allen Ropp Associate Financial Planner
Requires/Intent
Financial Planning & Retirement Solutions
Mortgage & Loan Processing
Credit Rating & Analysis
Sales & Lead Generation Strategy
and more
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Greensboro Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Grant Smith Lighthouse Financial Corp. Financial Professional
2 Daeschner Nancy Lighthouse Financial Corp. Customer Service Specialist
3 Clfp Beth Maaske Volvo Financial Services District Finance Manager
4 Mark Frank Volvo Financial Services District Finance Manager
5 Beth Maaske Volvo Financial Services District Finance Manager
6 Kevin Stevens Volvo Financial Services District Finance Manager
7 Phil Axen Volvo Financial Services District Finance Manager
8 Jim Dwane Volvo Financial Services Vice President, Global Controller
9 Randy Carter Volvo Financial Services District Finance Manager
10 Cfaâ Andrew Lippert Compass Financial Partners Associate Director, Investment Research
11 Bob Payne Compass Financial Partners Cltc
12 Ben Underwood Vizo Financial Corporate Cu Software Developer
13 Lisa Cieri Vizo Financial Corporate Cu Human Resources Manager
14 Scott Delong Vizo Financial Corporate Cu Alm Analyst
15 Ronald Beach Vizo Financial Corporate Cu Information Systems Manager
16 Christine Dowhower Vizo Financial Corporate Cu Project Managment Director
17 Jill Lamb Vizo Financial Corporate Cu Eft Specialist
18 Donna White Vizo Financial Corporate Cu Adjustments Spec
19 William Mott Old North State Trust, Llc Relationship Manager
20 Michael Stevenson Pilot Financial Director, Business Development
21 John Shibles Triad Wealth Advisors Managing Partner, Wealth Advisor
22 Christine Elardi Triad Wealth Advisors Client Relationship Manager
23 Pj Williams Stearns Financial Group Co-cio And Global Strategist
24 Mike Graves Polaris Financial Services Principal - Financial Advisor, CfpÂ
25 Deborah Holliman Firstpoint Sales And Service Specialist With Firstpoint Resources, A Sales Agent For Equifax Mortgage Solutions
26 Lawson Rhonda Premier Federal Credit Union Branch Manager
27 Carmella Hephner Premier Federal Credit Union Member Services And Consumer Loan Processor
28 Allen Ropp Smith, Salley & Associates, Llc Associate Financial Planner

Financial Services companies in different cities of North Carolina

No. Industry Number of Contacts Download
1 Financial services Companies in Charlotte 47196
2 Financial services Companies in Raleigh 17784
3 Financial services Companies in Durham 4104
4 Financial services Companies in Wilmington 4788
5 Financial services Companies in Winston Salem 5472
6 Financial services Companies in Cary 2736
7 Financial services Companies in Chapel Hill 2736