Top 10 Financial Services Companies in Helena

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Below is the list of Top 10 Financial Services Companies in Helena ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Helena

1. Rocky Mountain Credit Union

Industry: Financial Services

Location: Helena, Montana

Website: rmcu.net

Company Founded: 1940

Company Size: 51-200

Company Address: 3400 North Montana Avenue, Helena, Montana, United States

Rocky Mountain Credit Union Contact Details

Name Title LinkedIn Phone Email
Megan Black Indirect Loan Officer
Sean Mccurry Controller
Kelsey Calnan Branch Manager
Erin White Branch Manager
Julia Petroff Producing Branch Manager
Taylor Yi Msr
Karleen Hanson Manager
Requires/Intent
Mortgage & Loan Processing
Loan Origination & Servicing Platforms
Omnichannel Customer Support
and more

2. Prinicipal Financial Group

Industry: Financial Services

Location: Helena, Montana

Company Size: 11-50

Company Address: P/o Box 1233, Helena, Montana, United States

Prinicipal Financial Group Contact Details

Name Title LinkedIn Phone Email
Julie Abbey Executive Assistant
Julie Willoughby It-analyst Senior
Dominique Mcnab Member Service Representative
Libby Byrd Financial Representative
Kym Baker Retirement Specialist
Srinivas Dyava Senior Java Consultant
Chris Ibach Portfolio Manager
Requires/Intent and 1 more Employees
Mergers & Acquisitions Advisory
Financial Planning & Retirement Solutions
Debt Collection & Recovery
Wealth Management
and more

3. Student Assistance Foundation

Industry: Financial Services

Location: Helena, Montana

Website: safmt.org

Company Size: 51-200

Company Address: 2500 Broadway, Helena, Montana, United States

Student Assistance Foundation Contact Details

Name Title LinkedIn Phone Email
Alejandro Mariã±o Web Developer
Travis Blaney Linux Systems Administrator
Lynn Nelson Accounting Supervisor
Tmerzlak Merzlak Market Services Supervisor
Mary Howard Financial Literacy Project Manager And General Manager Outreach, Western Montana
Lindy Peterson Customer Service Representative
Nancy Brosten Customer Service
Requires/Intent and 6 more Employees
Cloud Computing Solutions
IoT-enabled Smart Banking Solutions
and more

4. Mt Associates

Industry: Financial Services

Location: Helena, Montana

Website: mtassociates.in

Company Size: 1-10

Company Address: 1235 Birch Street, Helena, Montana, United States

Mt Associates Contact Details

Name Title LinkedIn Phone Email
Don Trotter Partner
Requires/Intent
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
Financial Forecasting & Modeling
and more

5. Mann Mortgage

Industry: Financial Services

Location: Helena, Montana

Company Size: 51-200

Company Address: 3210 Euclid Avenue, Helena, Montana, United States

Mann Mortgage Contact Details

Name Title LinkedIn Phone Email
George Samuelian Marketing Manager
Requires/Intent
Financial Planning & Retirement Solutions
Corporate Finance Strategy
Wealth Management
Debt Collection & Recovery
and more

6. Helena Abstract & Title Co

Industry: Financial Services

Location: Helena, Montana

Website: helenaabstract.com

Company Size: 1-10

Company Address: P/o Box 853, Helena, Montana, United States

Helena Abstract & Title Co Contact Details

Name Title LinkedIn Phone Email
Levi Hunsaker Vault Sage
Requires/Intent
Hedge Fund & Private Equity Consulting
Financial Planning & Retirement Solutions
Fraud Detection & Prevention
Customer Relationship Management (CRM)
and more
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Helena Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Megan Black Rocky Mountain Credit Union Indirect Loan Officer
2 Sean Mccurry Rocky Mountain Credit Union Controller
3 Kelsey Calnan Rocky Mountain Credit Union Branch Manager
4 Erin White Rocky Mountain Credit Union Branch Manager
5 Julia Petroff Rocky Mountain Credit Union Producing Branch Manager
6 Taylor Yi Rocky Mountain Credit Union Msr
7 Karleen Hanson Rocky Mountain Credit Union Manager
8 Julie Abbey Prinicipal Financial Group Executive Assistant
9 Julie Willoughby Prinicipal Financial Group It-analyst Senior
10 Dominique Mcnab Prinicipal Financial Group Member Service Representative
11 Libby Byrd Prinicipal Financial Group Financial Representative
12 Kym Baker Prinicipal Financial Group Retirement Specialist
13 Srinivas Dyava Prinicipal Financial Group Senior Java Consultant
14 Chris Ibach Prinicipal Financial Group Portfolio Manager
15 Alejandro Mariã±o Student Assistance Foundation Web Developer
16 Travis Blaney Student Assistance Foundation Linux Systems Administrator
17 Lynn Nelson Student Assistance Foundation Accounting Supervisor
18 Tmerzlak Merzlak Student Assistance Foundation Market Services Supervisor
19 Mary Howard Student Assistance Foundation Financial Literacy Project Manager And General Manager Outreach, Western Montana
20 Lindy Peterson Student Assistance Foundation Customer Service Representative
21 Nancy Brosten Student Assistance Foundation Customer Service
22 Don Trotter Mt Associates Partner
23 George Samuelian Mann Mortgage Marketing Manager
24 Levi Hunsaker Helena Abstract & Title Co Vault Sage

Financial Services companies in different cities of Montana

No. Industry Number of Contacts Download
1 Financial services Companies in Billings 6032
2 Financial services Companies in Missoula 5568
3 Financial services Companies in Bozeman 4176
4 Financial services Companies in Kalispell 2784
5 Financial services Companies in Great Falls 2320