Top 40 Financial Services Companies in Hunt Valley

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Below is the list of Top 40 Financial Services Companies in Hunt Valley ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Hunt Valley

1. Connectyourcare

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: connectyourcare.com

Company Founded: 2002

Company Size: 201-500

Company Address: 307 International Circle, Hunt Valley, Maryland, United States

Connectyourcare Contact Details

Name Title LinkedIn Phone Email
Brad Price Human Resources Manager, Talent At Connectyourcare
Kyle Sheridan Vice President Of Sales
Sree Ghantasala Vice President, Cloud Engineering
Nancy Dudman-cavalier Senior Vice President, Sales
Wajid Mohd Full-stack Developer
Shawna Stephenson Senior Vice President Of Marketing
Mike Wright Chief Sales Officer
Requires/Intent and 94 more Employees
Corporate Finance Strategy
Securities Trading & Brokerage
Online Advertising & SEO
and more

2. Heritage Financial Consultants Llc

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: heritageconsultants.com

Company Founded: 1999

Company Size: 51-200

Company Address: 307 International Circle, Hunt Valley, Maryland, United States

Heritage Financial Consultants Llc Contact Details

Name Title LinkedIn Phone Email
Thomas Spray-fry Financial Planner At Heritage Financial Consultants, Llc
Brent Fuchs Financial Planner With Heritage Financial Consultants, Llc
Michelle Walsh Registered Assistant To Ken Rudzinski
Robert Ellrich Financial Planner
Kathy Armstrong Financial Planner
Markus Richter Chief Operating Officer
Madison Ewing Registered Assistant
Requires/Intent and 26 more Employees
Branding & Public Relations
Digital Payment & Subscription Solutions
API Integration For FinTech
and more

3. Freedmont Mortgage

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: freedmont.com

Company Founded: 1992

Company Size: 11-50

Company Address: 50 Scott Adam Road, Hunt Valley, Maryland, United States

Freedmont Mortgage Contact Details

Name Title LinkedIn Phone Email
Scott Allen Retail Sales Manager
Alyssa Tucker Junior Processor And Training Specialist
Carl Delmont Chief Executive Officer
Scott Bienstock Producing Sales Manager
Jenny Semple Senior Processor
Jay Delmont Division President
Kamilla Usmanova Mortgage Loan Originator
Requires/Intent and 7 more Employees
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
Banking & Payment Processing
HR & Talent Acquisition
Business Strategy & Growth Consulting
and more

4. Verdence Capital Advisors

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: verdence.com

Company Founded: 2017

Company Size: 11-50

Company Address: 217 International Circle, Hunt Valley, Maryland, United States

Verdence Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Courtney Hoyes Private Wealth Associate
Qfop Jason Edelson Private Wealth Advisor, Executive Director
Cristina Mccarthy Private Wealth Associate
John Morgan Managing Director, Partner
Brian Sabo Managing Director, Partner
Michael Harris Director Of Family Office, Partner
Reid Barger Associate
Requires/Intent and 9 more Employees
Investment Advisory
Securities Trading & Brokerage
Debt Collection & Recovery
Fraud Detection & Prevention
and more

5. Franklin Financial Group

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: franklin-group.com

Company Size: 11-50

Company Address: 11350 Mccormick Road, Hunt Valley, Maryland, United States

Franklin Financial Group Contact Details

Name Title LinkedIn Phone Email
E Thomas Booker Financial Services Representative
Haswell Franklin Financial Advisor And Partner, Franklin Financial Group, Llc
Willie Franklin Managing Principal
Kristin Kenworthy Account Manager
Henry Franklin Principal
Michelle Hughes Equity Coordinator
Christie Copeland Account Manager
Requires/Intent and 8 more Employees
Business Strategy & Growth Consulting
Tax Planning & Strategy
Portfolio Management
and more

6. Aspirewealth Planners

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: aspirewealthplanners.com

Company Size: 11-50

Company Address: 4 North Park Drive, Hunt Valley, Maryland, United States

Aspirewealth Planners Contact Details

Name Title LinkedIn Phone Email
David Clark Financial Advisor
Kathryn Green Financial Advisor
Michelle Labricciosa Business Development Manager
Jomo Hylton Financial Planner
Bryan Hall Financial Advisor
Anurati Patel Financial Advisor And Financial Planner
William Heimrich Financial Advisor
Requires/Intent and 5 more Employees
Data Analytics & Business Intelligence
Loan Origination & Servicing Platforms
and more

7. Concierge Mortgage, Llc

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: conciergemortgagellc.com

Company Founded: 2015

Company Size: 11-50

Company Address: 11350 Mccormick Road, Hunt Valley, Maryland, United States

Concierge Mortgage, Llc Contact Details

Name Title LinkedIn Phone Email
Patrick Cabulong Modern Day Loan Advisor
Bob Ryan Senior Loan Officer
Tracy Heater Senior Loan Originator
Amare Merz Loan Officer Nmls #207743 At Concierge Mortgage, Llc Nmls # 1451316
Paula Kelley Senior Loan Officer
Harvey Hackerman Senior Loan Officer
Requires/Intent
Compliance & Regulatory Advisory
Wealth Management
Risk Assessment & Mitigation
and more

8. Nayax

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: nayax.com

Company Founded: 2005

Company Size: 201-500

Company Address: 11350 Mccormick Road, Hunt Valley, Maryland, United States

Nayax Contact Details

Name Title LinkedIn Phone Email
Harry Kozlovsky Senior Director Of Solution Sales
Carly Furman Nayax Llc Chief Executive Officer - Nayax
Drew Mcalpine Account Executive
Ayana Yakobovitch Product Manager
Greg Hasslinger Vice President Sales
Guy Levin Quality Assurance Engineer
Tynisa Griffin Account Manager
Requires/Intent and 5 more Employees
Digital Payment & Subscription Solutions
Risk Assessment & Mitigation
Blockchain & Cryptocurrency Solutions
and more

9. Bridge Funding Group, Inc. – A Bankunited Company

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: bridgefundinggroupinc.com

Company Size: 51-200

Company Address: 215 Schilling Circle, Hunt Valley, Maryland, United States

Bridge Funding Group, Inc. – A Bankunited Company Contact Details

Name Title LinkedIn Phone Email
Eileen Giovanazi Senior Credit Officer And Senior Vice President
Bj Honeycutt Vice President - Capital Markets
Chris Theis Vp, Business Development Officer
Kelli Roussos-smith Operations Manager And Attorney
Jonathan Violetti Business Development Officer
Barri Karpewicz Collateral Manager
Jill Moraniec Portfolio Management And Underwriting, Franchise Lending
Requires/Intent and 6 more Employees
Online Advertising & SEO
IoT-enabled Smart Banking Solutions
Securities Trading & Brokerage
Corporate Finance Strategy
and more

10. Thompson Financial Group, Llc

Industry: Financial Services

Location: Hunt Valley, Maryland

Company Size: 11-50

Thompson Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Kaitlyn Manning Financial Advisor
Webster Burrier Financial Advisor
Peter Paris Manager
Sarah Santeufemio Financial Planner
Kimberly Anderson Tax Agent
Elizabeth Welch Financial Services Professional
Charles Herneker Financial Guide
Requires/Intent
Omnichannel Customer Support
Customer Relationship Management (CRM)
Document Management & E-signature Solutions
Digital Payment & Subscription Solutions
Marketing Services
and more

11. The Financial Consulate, Inc

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: financialconsulate.com

Company Founded: 1984

Company Size: 11-50

Company Address: 201 International Circle, Hunt Valley, Maryland, United States

The Financial Consulate, Inc Contact Details

Name Title LinkedIn Phone Email
Chuck Bender Chief Financial Officer, Financial Advisor
Michael Mccarthy Chief Operating Officer
Rachel Dolle Client Services Specialist
Jefferson Will Portfolio Manager At The Financial Consulate
Alex Price Associate Financial Planner
Susan Slowinski Cpa, Cfp, Director Of Tax Planning, Fee-only Financial Planner
Jill Stoecker Client Services
Requires/Intent and 1 more Employees
IoT-enabled Smart Banking Solutions
Hedge Fund & Private Equity Consulting
and more

12. Maller Wealth Advisors, Inc.

Industry: Financial Services

Location: Hunt Valley, Maryland

Company Founded: 2014

Company Size: 11-50

Company Address: 307 International Circle, Hunt Valley, Maryland, United States

Maller Wealth Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Matthew Aversa Senior Planning Analyst
Jordan Fellner Client Relationship Assistant
John Donaghy Director, Planning And Client Services
Brian Zabora Director Of Financial Planning And Investment Magagement
Requires/Intent
AI-powered Financial Insights
Technology Consulting
Tax Planning & Strategy
and more

13. Flora & Dipaula Wealth Partners, Inc.

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: fdwpretire.com

Company Founded: 2017

Company Size: 1-10

Company Address: 201 International Circle, Hunt Valley, Maryland, United States

Flora & Dipaula Wealth Partners, Inc. Contact Details

Name Title LinkedIn Phone Email
Mike Dipaula Financial Services
Chfcâ Sarah Flora Founding Partner
Sarah Flora Founding Partner
Requires/Intent
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
ERP For Financial Institutions
and more

14. Horan Capital Management

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: horancm.com

Company Founded: 1995

Company Size: 11-50

Company Address: 20 Wight Avenue, Hunt Valley, Maryland, United States

Horan Capital Management Contact Details

Name Title LinkedIn Phone Email
Jennifer Heinlein Director Of Marketing And Human Resources
Stavros Rizakos Investment Operations Associate And Financial Planning Analyst
Jessica Bender Client Service Specialist
Requires/Intent
Tax Planning & Strategy
Business Strategy & Growth Consulting
Marketing Services
and more

15. Raskin Global

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: raskinglobal.com

Company Founded: 2011

Company Size: 1-10

Company Address: 225 International Circle, Hunt Valley, Maryland, United States

Raskin Global Contact Details

Name Title LinkedIn Phone Email
Leonard Raskin Owner
Susan Ottenritter Director Of Business Development And Client Services
Requires/Intent
Omnichannel Customer Support
Automation & Workflow Optimization
and more

16. Pollard & Associates, Inc.

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: pollardpensions.com

Company Founded: 1970

Company Size: 11-50

Company Address: 1 North Park Drive, Hunt Valley, Maryland, United States

Pollard & Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Melinda Browne Vice President
Kristina Jackereas Assistant Administrator And Billing
Elie Cohen Actuarial Analyst
Joanne Baker Assistant Vice President
Patrick Flanigan Enrolled Actuary
Kristen Darwin Assistant Pension Administrator
Ana Gossett Document Specialist
Requires/Intent and 4 more Employees
Quality Control & Assurance
Customer Relationship Management (CRM)
ERP For Financial Institutions
Financial Planning & Retirement Solutions
and more

17. Marshall Financial Group

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: marshallfinancialgroup.com

Company Founded: 2005

Company Size: 1-10

Company Address: 225 International Circle, Hunt Valley, Maryland, United States

Marshall Financial Group Contact Details

Name Title LinkedIn Phone Email
Anthony Pugliese Financial Advisor
Lindy Marshall Vp, Administration And Marketing
Jenna Brown Client Service Associate
Requires/Intent
Cybersecurity & Data Protection
IoT-enabled Smart Banking Solutions
Banking & Payment Processing
Mergers & Acquisitions Advisory
and more

18. Summit Financial - Maryland

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: sumfi.com

Company Founded: 1993

Company Size: 1-10

Company Address: 11350 Mccormick Road, Hunt Valley, Maryland, United States

Summit Financial - Maryland Contact Details

Name Title LinkedIn Phone Email
Kathryn Olson Client Service Specialist
Alvin Anton Chief Investment Officer, Investment Committee Chair
Nestor Sabundayo Senior Vice President Client Relationship
Requires/Intent
Financial Auditing & Reporting
Sales & Lead Generation Strategy
Accounting Services
and more

19. The Financial Consulate, Inc

Industry: Financial Services

Location: Hunt Valley, Maryland

Company Founded: 1984

Company Size: 1-10

Company Address: 201 International Circle, Hunt Valley, Maryland, United States

The Financial Consulate, Inc Contact Details

Name Title LinkedIn Phone Email
Madison Bennett Associate Financial Planner
Alexander Price Financial Planner
Michelle Seda Director Of Operations
Michelle Biondo Information Planner | Client Services
Jillian Ewing Client Services
Requires/Intent
Wealth Management
Employee Training & Workforce Development
Omnichannel Customer Support
Banking & Payment Processing
and more

20. American Retirement Plan Services, Llc

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: arpsllc.com

Company Size: 11-50

American Retirement Plan Services, Llc Contact Details

Name Title LinkedIn Phone Email
Kathryn Ulman Retirement Plan Consultant
Krystal Rusnak Retirement Account Executive
Lisa Broccolino New Business Coordinator
Joanne Eisenstadt Retirement Plan Administrator And Office Manager
Kevin Tomek Junior Retirement Account Executive
Paul Rogers Account Executive
Requires/Intent
Sales & Lead Generation Strategy
Risk Assessment & Mitigation
Customer Relationship Management (CRM)
Investment Advisory
and more

21. Atlantic Financial Federal Credit Union

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: affcu.org

Company Size: 11-50

Company Address: 40 Schilling Road, Hunt Valley, Maryland, United States

Atlantic Financial Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Kevin Zaegel Marketing Director
Richard Webb President And Chief Executive Officer
James Dickerson Director Of Member Experience
Lois Tringali Lending Manager
Ellie Meyd Vice President Of Marketing, Lending, And Collections
Requires/Intent
Financial Planning & Retirement Solutions
Banking & Payment Processing
ESG & Sustainable Finance Consulting
and more

22. Trainingpro

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: trainingpro.com

Company Founded: 1999

Company Size: 51-200

Company Address: 11350 Mccormick Road, Hunt Valley, Maryland, United States

Trainingpro Contact Details

Name Title LinkedIn Phone Email
Mike Mccullough Regional Sales Manager
Ron Bishop National Sales Manager
Requires/Intent
Debt Collection & Recovery
Employee Training & Workforce Development
and more

23. United Capital Business Lending, Inc.

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: unitedcapitalbusinesslending.com

Company Size: 11-50

Company Address: 215 Schilling Circle, Hunt Valley, Maryland, United States

United Capital Business Lending, Inc. Contact Details

Name Title LinkedIn Phone Email
Trey Peters Vice President, Business Development Officer
Melanie Gutzmer Vice President, Business Development Officer At United Capital Business Lending
Julie Fioravante Portfolio Manager At United Capital Business Lending, Inc
Joe Serio Senior Vice President
Requires/Intent
Sales & Lead Generation Strategy
Online Advertising & SEO
and more

24. Bush River Trust

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: bushrivertrust.com

Company Size: 1-10

Company Address: 201 International Circle, Hunt Valley, Maryland, United States

Bush River Trust Contact Details

Name Title LinkedIn Phone Email
Wilson Taliaferro Strategic Financial Advisor
Requires/Intent
Risk Assessment & Mitigation
Technology Consulting
and more

25. Raskin Global

Industry: Financial Services

Location: Hunt Valley, Maryland

Company Founded: 2011

Company Size: 1-10

Company Address: 225 International Circle, Hunt Valley, Maryland, United States

Raskin Global Contact Details

Name Title LinkedIn Phone Email
Kelly Dunston Vice President Of Operations
Kimberly Williams Support Specialist
Requires/Intent
ERP For Financial Institutions
Automation & Workflow Optimization
Business Strategy & Growth Consulting
and more

26. Bay Harbor Wealth Management

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: bayharborwealth.com

Company Founded: 2011

Company Size: 1-10

Company Address: 201 International Circle, Hunt Valley, Maryland, United States

Bay Harbor Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kathy Maki Director Of Client Relations
Requires/Intent
Financial Forecasting & Modeling
Hedge Fund & Private Equity Consulting
Quality Control & Assurance
Branding & Public Relations
and more

27. Dietz Asset Management

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: dietzamg.com

Company Founded: 2014

Company Size: 1-10

Company Address: 201 Internationa Circle, Hunt Valley, Maryland, United States

Dietz Asset Management Contact Details

Name Title LinkedIn Phone Email
Andrew Dietz Managing Director
Requires/Intent
Accounting Services
Marketing Services
Mortgage & Loan Processing
and more

28. Hardesty Capital Management

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: hardestycapital.com

Company Founded: 1995

Company Size: 1-10

Company Address: 303 International Circle, Hunt Valley, Maryland, United States

Hardesty Capital Management Contact Details

Name Title LinkedIn Phone Email
John Warmath Sales And Marketing
John Johnwarmath Sales
Requires/Intent
Financial Planning & Retirement Solutions
Performance Tracking & KPI Analytics
Customer Relationship Management (CRM)
Corporate Finance Strategy
Investment Advisory
and more

29. Butler Capital Corporation

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: butlercapital.com

Company Founded: 1978

Company Size: 11-50

Company Address: 215 Schilling Circle, Hunt Valley, Maryland, United States

Butler Capital Corporation Contact Details

Name Title LinkedIn Phone Email
Brian Colburn Director Business Development - Franchise Finance
Bob Polack Senior Vice President
Brett Butler Director, Portfolio Mgmt
April Kadel Teacher
Donald Blody Vice President At Butler Capital Corporation
Anita Baron-levin Director Of Business Development
Mitch Larkin Director-lessor Finan Svcs
Requires/Intent and 5 more Employees
Omnichannel Customer Support
Financial Planning & Retirement Solutions
Treasury & Cash Flow Management
and more

30. Kissinger Financial Services, Inc.

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: kissingernet.com

Company Size: 11-50

Company Address: 10155 York Road, Hunt Valley, Maryland, United States

Kissinger Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Vicky Holden Administrative Assistant
Marta Riemer Planning Associate
Requires/Intent
Mortgage & Loan Processing
IoT-enabled Smart Banking Solutions
HR & Talent Acquisition
and more

31. Custom Payroll Services

Industry: Financial Services

Location: Hunt Valley, Maryland

Website: custompayrollservices.com

Company Founded: 1995

Company Size: 1-10

Company Address: 311 International Circle, Hunt Valley, Maryland, United States

Custom Payroll Services Contact Details

Name Title LinkedIn Phone Email
Diana Rucchio Payroll Specialist
Requires/Intent
Automation & Workflow Optimization
HR & Talent Acquisition
Fraud Detection & Prevention
Investment Advisory
Insurance & Underwriting Services
and more
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Hunt Valley Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Brad Price Connectyourcare Human Resources Manager, Talent At Connectyourcare
2 Kyle Sheridan Connectyourcare Vice President Of Sales
3 Sree Ghantasala Connectyourcare Vice President, Cloud Engineering
4 Nancy Dudman-cavalier Connectyourcare Senior Vice President, Sales
5 Wajid Mohd Connectyourcare Full-stack Developer
6 Shawna Stephenson Connectyourcare Senior Vice President Of Marketing
7 Mike Wright Connectyourcare Chief Sales Officer
8 Thomas Spray-fry Heritage Financial Consultants Llc Financial Planner At Heritage Financial Consultants, Llc
9 Brent Fuchs Heritage Financial Consultants Llc Financial Planner With Heritage Financial Consultants, Llc
10 Michelle Walsh Heritage Financial Consultants Llc Registered Assistant To Ken Rudzinski
11 Robert Ellrich Heritage Financial Consultants Llc Financial Planner
12 Kathy Armstrong Heritage Financial Consultants Llc Financial Planner
13 Markus Richter Heritage Financial Consultants Llc Chief Operating Officer
14 Madison Ewing Heritage Financial Consultants Llc Registered Assistant
15 Scott Allen Freedmont Mortgage Retail Sales Manager
16 Alyssa Tucker Freedmont Mortgage Junior Processor And Training Specialist
17 Carl Delmont Freedmont Mortgage Chief Executive Officer
18 Scott Bienstock Freedmont Mortgage Producing Sales Manager
19 Jenny Semple Freedmont Mortgage Senior Processor
20 Jay Delmont Freedmont Mortgage Division President
21 Kamilla Usmanova Freedmont Mortgage Mortgage Loan Originator
22 Courtney Hoyes Verdence Capital Advisors Private Wealth Associate
23 Qfop Jason Edelson Verdence Capital Advisors Private Wealth Advisor, Executive Director
24 Cristina Mccarthy Verdence Capital Advisors Private Wealth Associate
25 John Morgan Verdence Capital Advisors Managing Director, Partner
26 Brian Sabo Verdence Capital Advisors Managing Director, Partner
27 Michael Harris Verdence Capital Advisors Director Of Family Office, Partner
28 Reid Barger Verdence Capital Advisors Associate
29 E Thomas Booker Franklin Financial Group Financial Services Representative
30 Haswell Franklin Franklin Financial Group Financial Advisor And Partner, Franklin Financial Group, Llc
31 Willie Franklin Franklin Financial Group Managing Principal
32 Kristin Kenworthy Franklin Financial Group Account Manager
33 Henry Franklin Franklin Financial Group Principal
34 Michelle Hughes Franklin Financial Group Equity Coordinator
35 Christie Copeland Franklin Financial Group Account Manager
36 David Clark Aspirewealth Planners Financial Advisor
37 Kathryn Green Aspirewealth Planners Financial Advisor
38 Michelle Labricciosa Aspirewealth Planners Business Development Manager
39 Jomo Hylton Aspirewealth Planners Financial Planner
40 Bryan Hall Aspirewealth Planners Financial Advisor

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