Top 30 Financial Services Companies in Huntsville

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Below is the list of Top 30 Financial Services Companies in Huntsville ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Huntsville

1. Hometown Lenders

Industry: Financial Services

Location: Huntsville, Alabama

Website: htlenders.com

Company Founded: 2000

Company Size: 201-500

Company Address: 310 The Bridge Street, Huntsville, Alabama, United States

Hometown Lenders Contact Details

Name Title LinkedIn Phone Email
Dennis Smith Mortgage Loan Originator
Deanne Taylor Branch Manager
Paul Wagner Chief Operating Officer
Greg Goodwin Compliance At Hometown Lenders
Brian Westervelt Branch Manager
Aimee Dixon Senior Loan Officer
Louie Bench Manager
Requires/Intent and 153 more Employees
Tax Planning & Strategy
Financial Forecasting & Modeling
and more

2. Keel Point, Llc

Industry: Financial Services

Location: Huntsville, Alabama

Website: keelpoint.com

Company Founded: 2003

Company Size: 51-200

Company Address: 100 Church Street Southwest, Huntsville, Alabama, United States

Keel Point, Llc Contact Details

Name Title LinkedIn Phone Email
John Christensen Senior Wealth Manager
Kyle Findlay Certified Financial Planner
Leroy Bizzell Senior Wealth Advisor
Douglas Andre Family Office Counsel
Scott Montes Branch Office Supervisor
Seth Teston Wealth Advisor
Scott Jenkins Director Of Information Technology For Keel Point, Llc
Requires/Intent and 15 more Employees
Compliance & Regulatory Advisory
Risk Management & Compliance
and more

3. Ward Willson

Industry: Financial Services

Location: Huntsville, Alabama

Website: wardwillson.com

Company Founded: 2018

Company Size: 1-10

Company Address: 2301 Larbrook Drive Northeast, Huntsville, Alabama, United States

Ward Willson Contact Details

Name Title LinkedIn Phone Email
Daniel Lorick Principal
Rhea Lorick Co-founder
Requires/Intent
Automation & Workflow Optimization
Loan Origination & Servicing Platforms
Insurance & Underwriting Services
and more

4. Medco Services | Healthcare Revenue Cycle Solutions

Industry: Financial Services

Location: Huntsville, Alabama

Website: medcoservices.com

Company Founded: 1994

Company Size: 51-200

Company Address: 7037 Madison Pike, Huntsville, Alabama, United States

Medco Services | Healthcare Revenue Cycle Solutions Contact Details

Name Title LinkedIn Phone Email
Greg Wilder Executive Vice President Of Sales
Wallace Harmening Chief Revenue Officer
Brandy Simpson Vice President Revenue Cycle Optimization
Joe Uptain Chief Executive Officer
Darrell Crutchfield Supervisor
Terri Edger Vice President Operations
Bj Brannon Client Operations Manager
Requires/Intent and 30 more Employees
Treasury & Cash Flow Management
Cloud Computing Solutions
and more

5. Longview Financial Advisors, Inc.

Industry: Financial Services

Location: Huntsville, Alabama

Company Founded: 1994

Company Size: 1-10

Company Address: 2430 L And North Drive, Huntsville, Alabama, United States

Longview Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Chad Odell Investment Analyst
Cfpâ Andrew Gipner Financial Planner
Andrew Gipner Financial Planner
Whitney Rhyne Associate Financial Planner
Jonathan Jones Associate Advisor
Requires/Intent
Cybersecurity & Data Protection
Automation & Workflow Optimization
and more

6. Vector Wealth Strategies, Llc

Industry: Financial Services

Location: Huntsville, Alabama

Website: vectorwealthstrategies.com

Company Founded: 2014

Company Size: 1-10

Company Address: 401 Meridian Street, Huntsville, Alabama, United States

Vector Wealth Strategies, Llc Contact Details

Name Title LinkedIn Phone Email
Jay Dryden Managing Partner
Colby Shelton Financial Planning Intern
Ben Bryant Financial Planning Intern
Requires/Intent
Omnichannel Customer Support
Performance Tracking & KPI Analytics
Fraud Detection & Prevention
Investment Advisory
Blockchain & Cryptocurrency Solutions
and more

7. Madison Street Wealth Advisors Of Raymond James®

Industry: Financial Services

Location: Huntsville, Alabama

Company Founded: 1962

Company Size: 10001+

Company Address: 601 Madison Street Southeast, Huntsville, Alabama, United States

Madison Street Wealth Advisors Of Raymond James® Contact Details

Name Title LinkedIn Phone Email
Steuart Evans Senior Vice President, Investments
Sebastian Rohrbach Finance Intern
Luis Garcia Managing Director, Investments, Madison Street Wealth Advisors At Raymond James
Celesta Freeman Senior Branch Operations Manager
Requires/Intent
Investment Advisory
Financial Auditing & Reporting
and more

8. Cochranmickels Retirement Specialists

Industry: Financial Services

Location: Huntsville, Alabama

Website: cochranmickels.com

Company Founded: 2012

Company Size: 1-10

Company Address: 4801 University Square Drive, Huntsville, Alabama, United States

Cochranmickels Retirement Specialists Contact Details

Name Title LinkedIn Phone Email
Mike Mickels President
Laura Cexp Founder And Chief Executive Officer
Requires/Intent
Compliance & Regulatory Advisory
Asset Management
and more

9. Crabtree, Rowe & Berger, P.c.

Industry: Financial Services

Location: Huntsville, Alabama

Website: crbcpa.net

Company Founded: 1986

Company Size: 11-50

Company Address: 3626 Memorial Parkway Southwest, Huntsville, Alabama, United States

Crabtree, Rowe & Berger, P.c. Contact Details

Name Title LinkedIn Phone Email
Heather Roth Client Service Advisor
Becky Alexander Client Service Manager And Cpa
Alicia Wertz Client Service Advisor
Brandy Lee Administrative Assistant
Suzanne Christiansen Administrative Assistant
Rebecca Davis Administrative Assistant
Carrie Amerson Accounting Solutions Accountant
Requires/Intent and 5 more Employees
Data Analytics & Business Intelligence
Investment Advisory
Treasury & Cash Flow Management
Employee Training & Workforce Development
and more

10. Sc Capital Management Llc

Industry: Financial Services

Location: Huntsville, Alabama

Website: sccapm.com

Company Founded: 2010

Company Size: 1-10

Company Address: 221 Eastside Square, Huntsville, Alabama, United States

Sc Capital Management Llc Contact Details

Name Title LinkedIn Phone Email
Brandon Luckie Investments Associate
Brandon Luckie Investments Associate
Requires/Intent
HR & Talent Acquisition
Loan Origination & Servicing Platforms
and more

11. Corporate Tax Advisors, Inc.

Industry: Financial Services

Location: Huntsville, Alabama

Website: corporatetaxadvisors.com

Company Founded: 2013

Company Size: 11-50

Company Address: 7501 South Memorial Parkway, Huntsville, Alabama, United States

Corporate Tax Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Stacey Goodmen Director Of Cost Segregation And Energy Incentives
Jeremy Starkey R And D Project Manager
Michael Royster R And D Engineer
Paula Weis Office Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
ESG & Sustainable Finance Consulting
API Integration For FinTech
and more

12. Cloud Financial Inc.

Industry: Financial Services

Location: Huntsville, Alabama

Website: cloudfinancial.com

Company Founded: 2001

Company Size: 1-10

Company Address: 200 Clinton Avenue East, Huntsville, Alabama, United States

Cloud Financial Inc. Contact Details

Name Title LinkedIn Phone Email
Charlie Harriman Financial Advisor
Nssa Germi Cloud Financial Advisor
Susie Mccullough Administrator
Denise Cloud Office Manager
Requires/Intent
Tax Planning & Strategy
Compliance & Regulatory Advisory
Credit Rating & Analysis
and more

13. Smith Financial Group

Industry: Financial Services

Location: Huntsville, Alabama

Website: asmithfinancialgroup.com

Company Size: 1-10

Company Address: 2310 Starmount Circle, Huntsville, Alabama, United States

Smith Financial Group Contact Details

Name Title LinkedIn Phone Email
Arthur Smith Owner
Requires/Intent
Banking & Payment Processing
HR & Talent Acquisition
Blockchain & Cryptocurrency Solutions
Insurance & Underwriting Services
and more

14. Wealthbridge Financial Advisors

Industry: Financial Services

Location: Huntsville, Alabama

Website: wbridgefa.com

Company Founded: 2014

Company Size: 1-10

Company Address: 520 Madison Street, Huntsville, Alabama, United States

Wealthbridge Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Alexia Ball Financial Advisor
Joseph Williams Chief Investment Officer
Requires/Intent
Portfolio Management
AI-powered Financial Insights
Risk Management & Compliance
and more

15. Beason & Nalley, Inc.

Industry: Financial Services

Location: Huntsville, Alabama

Website: beasonnalley.com

Company Founded: 1963

Company Size: 11-50

Company Address: 101 Monroe Street, Huntsville, Alabama, United States

Beason & Nalley, Inc. Contact Details

Name Title LinkedIn Phone Email
Don Nalley President
Jeanie Priest Senior Accountant
Robert Blystone Field Services Branch Manager
Beth Miller Senior Administrator
Matt Crossfield Network Analyst
Kyle Kenner Programmer And Analyst Iii
Vicky Lanier Senior Ex Administrator
Requires/Intent and 1 more Employees
HR & Talent Acquisition
Employee Training & Workforce Development
Omnichannel Customer Support
Automation & Workflow Optimization
and more

16. Caliber Home Loans Huntsville / Nmls# 1885634

Industry: Financial Services

Location: Huntsville, Alabama

Company Founded: 2007

Company Size: 1001-5000

Company Address: 4100 Market Street Southwest, Huntsville, Alabama, United States

Caliber Home Loans Huntsville / Nmls# 1885634 Contact Details

Name Title LinkedIn Phone Email
Jessica Owens Team Loan Consultant
Requires/Intent
Loan Origination & Servicing Platforms
Insurance & Underwriting Services
Sales & Lead Generation Strategy
and more

17. North Alabama Educators Credit Union

Industry: Financial Services

Location: Huntsville, Alabama

Website: naecu.org

Company Size: 11-50

Company Address: 2309 Whitesburg Drive South, Huntsville, Alabama, United States

North Alabama Educators Credit Union Contact Details

Name Title LinkedIn Phone Email
North Educators Credit Union
Christie Jones Loan Officer Ii
Rhonda Szamier Vice President Of Accounting
Requires/Intent
Sales & Lead Generation Strategy
Online Advertising & SEO
Cybersecurity & Data Protection
Credit Rating & Analysis
and more

18. Checkredi

Industry: Financial Services

Location: Huntsville, Alabama

Website: checkredi.com

Company Founded: 1989

Company Size: 11-50

Company Address: 4925 Sparkman Drive Northwest, Huntsville, Alabama, United States

Checkredi Contact Details

Name Title LinkedIn Phone Email
Monieka Brewster-barnes Collections Specialist
Brittany Disponett Collections Officer
Pete Davis Sale Executive
Miranda Fisher Data Entry
Requires/Intent
ERP For Financial Institutions
Legal Compliance & Advisory
Financial Forecasting & Modeling
AI-powered Financial Insights
and more

19. Fernandez Financial Group, Llc

Industry: Financial Services

Location: Huntsville, Alabama

Website: fernandezfinancialgroup.com

Company Founded: 2011

Company Size: 1-10

Company Address: 720 Gallatin Street Southwest, Huntsville, Alabama, United States

Fernandez Financial Group, Llc Contact Details

Name Title LinkedIn Phone Email
Ellie Vaughn Executive Assistant, Client Relations Coordinator
Requires/Intent
Mergers & Acquisitions Advisory
Insurance & Underwriting Services
and more

20. Discover Financial Planning

Industry: Financial Services

Location: Huntsville, Alabama

Website: financialplanninghuntsville.com

Company Founded: 2004

Company Size: 1-10

Company Address: 11410 Woodcrest Drive Southeast, Huntsville, Alabama, United States

Discover Financial Planning Contact Details

Name Title LinkedIn Phone Email
Alan Markell Certified Financial Planner , Irs Enrolled Agent, And Accredited Financial Counselor
Kevin Hancock Dilaer Agent Sales And Support
Requires/Intent
API Integration For FinTech
Financial Auditing & Reporting
Wealth Management
Legal Compliance & Advisory
and more

21. Golden Griffin

Industry: Financial Services

Location: Huntsville, Alabama

Company Size: 1-10

Company Address: 104 Longwood Drive Southeast, Huntsville, Alabama, United States

Golden Griffin Contact Details

Name Title LinkedIn Phone Email
Joshua Ast Financial Analyst
Requires/Intent
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
Omnichannel Customer Support
Risk Management & Compliance
and more

22. (naecu) North Alabama Educators Credit Union

Industry: Financial Services

Location: Huntsville, Alabama

Company Founded: 1955

Company Size: 11-50

Company Address: 2309 Whiteburg Drive South, Huntsville, Alabama, United States

(naecu) North Alabama Educators Credit Union Contact Details

Name Title LinkedIn Phone Email
Tiana Smith Manager
Requires/Intent
HR & Talent Acquisition
Automation & Workflow Optimization
and more

23. Rocket City Federal Credit Union

Industry: Financial Services

Location: Huntsville, Alabama

Website: rocketcityfcu.org

Company Founded: 1954

Company Size: 11-50

Company Address: 2200 Clinton Avenue, Huntsville, Alabama, United States

Rocket City Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Lindsey Quillin Bank Teller
Requires/Intent
Online Advertising & SEO
AI-powered Financial Insights
Blockchain & Cryptocurrency Solutions
and more
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Huntsville Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Dennis Smith Hometown Lenders Mortgage Loan Originator
2 Deanne Taylor Hometown Lenders Branch Manager
3 Paul Wagner Hometown Lenders Chief Operating Officer
4 Greg Goodwin Hometown Lenders Compliance At Hometown Lenders
5 Brian Westervelt Hometown Lenders Branch Manager
6 Aimee Dixon Hometown Lenders Senior Loan Officer
7 Louie Bench Hometown Lenders Manager
8 John Christensen Keel Point, Llc Senior Wealth Manager
9 Kyle Findlay Keel Point, Llc Certified Financial Planner
10 Leroy Bizzell Keel Point, Llc Senior Wealth Advisor
11 Douglas Andre Keel Point, Llc Family Office Counsel
12 Scott Montes Keel Point, Llc Branch Office Supervisor
13 Seth Teston Keel Point, Llc Wealth Advisor
14 Scott Jenkins Keel Point, Llc Director Of Information Technology For Keel Point, Llc
15 Daniel Lorick Ward Willson Principal
16 Rhea Lorick Ward Willson Co-founder
17 Greg Wilder Medco Services | Healthcare Revenue Cycle Solutions Executive Vice President Of Sales
18 Wallace Harmening Medco Services | Healthcare Revenue Cycle Solutions Chief Revenue Officer
19 Brandy Simpson Medco Services | Healthcare Revenue Cycle Solutions Vice President Revenue Cycle Optimization
20 Joe Uptain Medco Services | Healthcare Revenue Cycle Solutions Chief Executive Officer
21 Darrell Crutchfield Medco Services | Healthcare Revenue Cycle Solutions Supervisor
22 Terri Edger Medco Services | Healthcare Revenue Cycle Solutions Vice President Operations
23 Bj Brannon Medco Services | Healthcare Revenue Cycle Solutions Client Operations Manager
24 Chad Odell Longview Financial Advisors, Inc. Investment Analyst
25 Cfpâ Andrew Gipner Longview Financial Advisors, Inc. Financial Planner
26 Andrew Gipner Longview Financial Advisors, Inc. Financial Planner
27 Whitney Rhyne Longview Financial Advisors, Inc. Associate Financial Planner
28 Jonathan Jones Longview Financial Advisors, Inc. Associate Advisor
29 Jay Dryden Vector Wealth Strategies, Llc Managing Partner
30 Colby Shelton Vector Wealth Strategies, Llc Financial Planning Intern
31 Ben Bryant Vector Wealth Strategies, Llc Financial Planning Intern
32 Steuart Evans Madison Street Wealth Advisors Of Raymond James® Senior Vice President, Investments
33 Sebastian Rohrbach Madison Street Wealth Advisors Of Raymond James® Finance Intern
34 Luis Garcia Madison Street Wealth Advisors Of Raymond James® Managing Director, Investments, Madison Street Wealth Advisors At Raymond James
35 Celesta Freeman Madison Street Wealth Advisors Of Raymond James® Senior Branch Operations Manager
36 Mike Mickels Cochranmickels Retirement Specialists President
37 Laura Cexp Cochranmickels Retirement Specialists Founder And Chief Executive Officer
38 Heather Roth Crabtree, Rowe & Berger, P.c. Client Service Advisor
39 Becky Alexander Crabtree, Rowe & Berger, P.c. Client Service Manager And Cpa
40 Alicia Wertz Crabtree, Rowe & Berger, P.c. Client Service Advisor

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