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Below is the list of Top 20 Financial Services Companies in Huntsville ranked based on company size, client reviews, services and awards.
1. Hometown Lenders
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
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 |
2. Keel Point, Llc
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
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 |
3. Ward Willson
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Daniel Lorick | Principal | |||
Rhea Lorick | Co-founder |
4. Medco Services | Healthcare Revenue Cycle Solutions
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
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 |
5. Longview Financial Advisors, Inc.
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Chad Odell | Investment Analyst | |||
CfpĆ¢ Andrew Gipner | Financial Planner | |||
Andrew Gipner | Financial Planner | |||
Whitney Rhyne | Associate Financial Planner | |||
Jonathan Jones | Associate Advisor |
6. Vector Wealth Strategies, Llc
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Jay Dryden | Managing Partner | |||
Colby Shelton | Financial Planning Intern | |||
Ben Bryant | Financial Planning Intern |
7. Madison Street Wealth Advisors Of Raymond JamesĀ®
Industry: Financial Services
Location: Alabama
Company Founded: 1962
Company Size: 10001+
Company Address: 601 Madison Street Southeast, Huntsville, Alabama, United States
Madison Street Wealth Advisors Of Raymond JamesĀ® Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
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 |
8. Cochranmickels Retirement Specialists
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Mike Mickels | President | |||
Laura Cexp | Founder And Chief Executive Officer |
9. Crabtree, Rowe & Berger, P.c.
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
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 |
10. Sc Capital Management Llc
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Brandon Luckie | Investments Associate | |||
Brandon Luckie | Investments Associate |
11. Corporate Tax Advisors, Inc.
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
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 |
12. Cloud Financial Inc.
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Charlie Harriman | Financial Advisor | |||
Nssa Germi Cloud | Financial Advisor | |||
Susie Mccullough | Administrator | |||
Denise Cloud | Office Manager |
13. Smith Financial Group
Industry: Financial Services
Location: Alabama
Website: asmithfinancialgroup.com
Company Size: 1-10
Company Address: 2310 Starmount Circle, Huntsville, Alabama, United States
Smith Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Arthur Smith | Owner |
14. Wealthbridge Financial Advisors
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Alexia Ball | Financial Advisor | |||
Joseph Williams | Chief Investment Officer |
15. Beason & Nalley, Inc.
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
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 |
16. Caliber Home Loans Huntsville / Nmls# 1885634
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Jessica Owens | Team Loan Consultant |
17. North Alabama Educators Credit Union
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
North Educators | Credit Union | |||
Christie Jones | Loan Officer Ii | |||
Rhonda Szamier | Vice President Of Accounting |
18. Checkredi
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Monieka Brewster-barnes | Collections Specialist | |||
Brittany Disponett | Collections Officer | |||
Pete Davis | Sale Executive | |||
Miranda Fisher | Data Entry |
19. Fernandez Financial Group, Llc
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Ellie Vaughn | Executive Assistant, Client Relations Coordinator |
20. Discover Financial Planning
Industry: Financial Services
Location: 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 | Phone | ||
---|---|---|---|---|
Alan Markell | Certified Financial Planner , Irs Enrolled Agent, And Accredited Financial Counselor | |||
Kevin Hancock | Dilaer Agent Sales And Support |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
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 | CfpĆ¢ 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 JamesĀ® | Senior Vice President, Investments | |||
33 | Sebastian Rohrbach | Madison Street Wealth Advisors Of Raymond JamesĀ® | Finance Intern | |||
34 | Luis Garcia | Madison Street Wealth Advisors Of Raymond JamesĀ® | Managing Director, Investments, Madison Street Wealth Advisors At Raymond James | |||
35 | Celesta Freeman | Madison Street Wealth Advisors Of Raymond JamesĀ® | 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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