Top 10 Financial Services Companies in Johnson City

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

Financial Services Companies in Johnson City

1. Roan Capital Partners

Industry: Financial Services

Location: Johnson City, Tennessee

Website: roancp.com

Company Founded: 2018

Company Size: 1-10

Company Address: 208 Sunset Drive, Johnson City, Tennessee, United States

Roan Capital Partners Contact Details

Name Title LinkedIn Phone Email
James Cfpâ Managing Partner, Co-founder
James Ferguson Managing Partner, Co-founder
Joy Garland Managing Partner, Co-founder
Requires/Intent
Customer Relationship Management (CRM)
Banking & Payment Processing
Financial Planning & Retirement Solutions
and more

2. The Tipton Team - Benchmark Home Loans

Industry: Financial Services

Location: Johnson City, Tennessee

Website: jonathantipton@benchmark.us

Company Size: 1-10

Company Address: 4138 Bristol Highway, Johnson City, Tennessee, United States

The Tipton Team - Benchmark Home Loans Contact Details

Name Title LinkedIn Phone Email
Jonathan Tipton Senior Mortgage Planner
Requires/Intent
Marketing Services
Portfolio Management
Wealth Management
and more

3. The Legacy Charitable Fund

Industry: Financial Services

Location: Johnson City, Tennessee

Website: groganwealth.com

Company Founded: 2015

Company Size: 1-10

The Legacy Charitable Fund Contact Details

Name Title LinkedIn Phone Email
Larry Grogan President
Requires/Intent
Cybersecurity & Data Protection
Digital Payment & Subscription Solutions
and more

4. Lionshare Lending

Industry: Financial Services

Location: Johnson City, Tennessee

Website: lionsharelending.com

Company Size: 11-50

Company Address: 1907 North Roan Street, Johnson City, Tennessee, United States

Lionshare Lending Contact Details

Name Title LinkedIn Phone Email
Whitney Cutshall Account Executive
Requires/Intent
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
Wealth Management
Automation & Workflow Optimization
Technology Consulting
and more

5. Dunham & Deitel Wealth Management

Industry: Financial Services

Location: Johnson City, Tennessee

Website: ddwmwealth.com

Company Founded: 2016

Company Size: 1-10

Company Address: 4104 North Roan Street, Johnson City, Tennessee, United States

Dunham & Deitel Wealth Management Contact Details

Name Title LinkedIn Phone Email
Bill Dunham Managing Partner And Senior Advisor
Stephanie Shaffer Registered Operations Manager
Requires/Intent
Corporate Finance Strategy
Treasury & Cash Flow Management
IoT-enabled Smart Banking Solutions
and more

6. Crossbridge Wealth Management & Benefits Group

Industry: Financial Services

Location: Johnson City, Tennessee

Website: crossbridgewealth.com

Company Size: 1-10

Company Address: 121 Boone Ridge Drive, Johnson City, Tennessee, United States

Crossbridge Wealth Management & Benefits Group Contact Details

Name Title LinkedIn Phone Email
Aaron Hoffman Support Specialist
Requires/Intent
Blockchain & Cryptocurrency Solutions
Legal Compliance & Advisory
Insurance & Underwriting Services
Customer Relationship Management (CRM)
Business Strategy & Growth Consulting
and more

7. Chaparral Pontiac Buick Gmc

Industry: Financial Services

Location: Johnson City, Tennessee

Website: carsnobull.com

Company Size: 1-10

Company Address: 3514 Bristol Highway, Johnson City, Tennessee, United States

Chaparral Pontiac Buick Gmc Contact Details

Name Title LinkedIn Phone Email
Kelly Bradshaw Salesperson
Requires/Intent
Automation & Workflow Optimization
Mobile App Development For Financial Services
Banking & Payment Processing
Financial Auditing & Reporting
Tax Planning & Strategy
and more

8. Mahoneys Outfitters

Industry: Financial Services

Location: Johnson City, Tennessee

Website: mahoneysports.com

Company Size: 11-50

Company Address: 2513 North Roan Street, Johnson City, Tennessee, United States

Mahoneys Outfitters Contact Details

Name Title LinkedIn Phone Email
Jonathon Risdon Buyer
Requires/Intent
Quality Control & Assurance
Banking & Payment Processing
and more

9. Italian Pizza Pub

Industry: Financial Services

Location: Johnson City, Tennessee

Company Size: 1-10

Company Address: 807 West Walnut Street, Johnson City, Tennessee, United States

Italian Pizza Pub Contact Details

Name Title LinkedIn Phone Email
Ghasem Kordamiri Owner
Requires/Intent
Financial Auditing & Reporting
Quality Control & Assurance
API Integration For FinTech
Cybersecurity & Data Protection
Omnichannel Customer Support
and more
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Johnson City Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 James Cfpâ Roan Capital Partners Managing Partner, Co-founder
2 James Ferguson Roan Capital Partners Managing Partner, Co-founder
3 Joy Garland Roan Capital Partners Managing Partner, Co-founder
4 Jonathan Tipton The Tipton Team - Benchmark Home Loans Senior Mortgage Planner
5 Larry Grogan The Legacy Charitable Fund President
6 Whitney Cutshall Lionshare Lending Account Executive
7 Bill Dunham Dunham & Deitel Wealth Management Managing Partner And Senior Advisor
8 Stephanie Shaffer Dunham & Deitel Wealth Management Registered Operations Manager
9 Aaron Hoffman Crossbridge Wealth Management & Benefits Group Support Specialist
10 Kelly Bradshaw Chaparral Pontiac Buick Gmc Salesperson
11 Jonathon Risdon Mahoneys Outfitters Buyer
12 Ghasem Kordamiri Italian Pizza Pub Owner

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