Top 10 Financial Services Companies in Lake Mary

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

Financial Services Companies in Lake Mary

1. Christian Financial Resources

Industry: Financial Services

Location: Lake Mary, Florida

Website: cfrministry.org

Company Founded: 1980

Company Size: 11-50

Company Address: 1485 International Parkway, Lake Mary, Florida, United States

Christian Financial Resources Contact Details

Name Title LinkedIn Phone Email
Keith Wood Regional Vice President
Wallace Fluhr Board Member
Jerod Walker Regional Vice President
Joe Wilson Regional Vice President
Requires/Intent
Document Management & E-signature Solutions
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
Accounting Services
Fraud Detection & Prevention
and more

2. Bridgepay Network Solutions

Industry: Financial Services

Location: Lake Mary, Florida

Website: bridgepaynetwork.com

Company Founded: 2012

Company Size: 11-50

Company Address: 1071 South Sun Drive, Lake Mary, Florida, United States

Bridgepay Network Solutions Contact Details

Name Title LinkedIn Phone Email
Robert Martin Chief Technology Officer
Terry Balthaser Project Manager Contract
Requires/Intent
Risk Assessment & Mitigation
Treasury & Cash Flow Management
Omnichannel Customer Support
and more

3. Addition Financial

Industry: Financial Services

Location: Lake Mary, Florida

Website: additionfi.com

Company Founded: 1937

Company Size: 501-1000

Company Address: 1000 Primera Boulevard, Lake Mary, Florida, United States

Addition Financial Contact Details

Name Title LinkedIn Phone Email
Wanda Vazquez Real Estate And Loan Originator And Msrii
Tina Faucette Loan Officer Iii
Requires/Intent
Investment Advisory
Quality Control & Assurance
IoT-enabled Smart Banking Solutions
Insurance & Underwriting Services
and more

4. Cfe Federal Credit Union

Industry: Financial Services

Location: Lake Mary, Florida

Website: mycfe.com

Company Founded: 1937

Company Size: 201-500

Company Address: 1000 Primera Boulevard, Lake Mary, Florida, United States

Cfe Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Rhode Josaphat Supervisor Head Teller
Cathleen Bermudez Universal Agent
Sandra Ochoa Asistant Branch Manager
Shelia Justen Msr Supervisor
Anna Perez Head Teller
Patty Hass Manager
Stacey Maldonado Member Service Representative
Requires/Intent and 12 more Employees
ERP For Financial Institutions
Tax Planning & Strategy
and more

5. Certified Mortgage Planners

Industry: Financial Services

Location: Lake Mary, Florida

Website: cmpfl.com

Company Founded: 1999

Company Size: 51-200

Company Address: 1331 South International Parkway, Lake Mary, Florida, United States

Certified Mortgage Planners Contact Details

Name Title LinkedIn Phone Email
Carolyn Wolfe Mortgage Loan Originator
John Diegert Mortgage Loan Originator
Requires/Intent
ERP For Financial Institutions
IoT-enabled Smart Banking Solutions
Hedge Fund & Private Equity Consulting
Insurance & Underwriting Services
and more

6. Emerald Financial Partners

Industry: Financial Services

Location: Lake Mary, Florida

Website: emeraldmortgagepartners.com

Company Founded: 2016

Company Size: 1-10

Company Address: 255 Primera Boulevard, Lake Mary, Florida, United States

Emerald Financial Partners Contact Details

Name Title LinkedIn Phone Email
Kyron Snowden Financial Management Specialist
Requires/Intent
Insurance & Underwriting Services
Marketing Services
and more

7. Rbr Global

Industry: Financial Services

Location: Lake Mary, Florida

Website: rbrglobal.co

Company Size: 11-50

Company Address: 1540 International Parkway, Lake Mary, Florida, United States

Rbr Global Contact Details

Name Title LinkedIn Phone Email
Tara Figueroa Vice President Of Operations And Senior Underwriter
Requires/Intent
Omnichannel Customer Support
Quality Control & Assurance
Automation & Workflow Optimization
Treasury & Cash Flow Management
and more

8. Integrity Home Loan Of Central Fl, Inc.

Industry: Financial Services

Location: Lake Mary, Florida

Website: inthomeloan.com

Company Founded: 1999

Company Size: 51-200

Company Address: 901 International Parkway, Lake Mary, Florida, United States

Integrity Home Loan Of Central Fl, Inc. Contact Details

Name Title LinkedIn Phone Email
Michelle Dudley Mortgage Processor
Requires/Intent
Cloud Computing Solutions
Financial Planning & Retirement Solutions
and more

9. Campus Community Church

Industry: Financial Services

Location: Lake Mary, Florida

Website: campuscc.org

Company Size: 1-10

Company Address: 101 North Country Club Road, Lake Mary, Florida, United States

Campus Community Church Contact Details

Name Title LinkedIn Phone Email
Mark Hong Senior Pastor
Requires/Intent
Securities Trading & Brokerage
Financial Planning & Retirement Solutions
Technology Consulting
Branding & Public Relations
and more
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Lake Mary Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Keith Wood Christian Financial Resources Regional Vice President
2 Wallace Fluhr Christian Financial Resources Board Member
3 Jerod Walker Christian Financial Resources Regional Vice President
4 Joe Wilson Christian Financial Resources Regional Vice President
5 Robert Martin Bridgepay Network Solutions Chief Technology Officer
6 Terry Balthaser Bridgepay Network Solutions Project Manager Contract
7 Wanda Vazquez Addition Financial Real Estate And Loan Originator And Msrii
8 Tina Faucette Addition Financial Loan Officer Iii
9 Rhode Josaphat Cfe Federal Credit Union Supervisor Head Teller
10 Cathleen Bermudez Cfe Federal Credit Union Universal Agent
11 Sandra Ochoa Cfe Federal Credit Union Asistant Branch Manager
12 Shelia Justen Cfe Federal Credit Union Msr Supervisor
13 Anna Perez Cfe Federal Credit Union Head Teller
14 Patty Hass Cfe Federal Credit Union Manager
15 Stacey Maldonado Cfe Federal Credit Union Member Service Representative
16 Carolyn Wolfe Certified Mortgage Planners Mortgage Loan Originator
17 John Diegert Certified Mortgage Planners Mortgage Loan Originator
18 Kyron Snowden Emerald Financial Partners Financial Management Specialist
19 Tara Figueroa Rbr Global Vice President Of Operations And Senior Underwriter
20 Michelle Dudley Integrity Home Loan Of Central Fl, Inc. Mortgage Processor
21 Mark Hong Campus Community Church Senior Pastor

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