Top 20 Financial Services Companies in Leesburg

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Below is the list of Top 20 Financial Services Companies in Leesburg ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Leesburg

1. Edward Jones Investment Co

Industry: Financial Services

Location: Leesburg, Virginia

Company Size: 201-500

Company Address: 15 North King Street, Leesburg, Virginia, United States

Edward Jones Investment Co Contact Details

Name Title LinkedIn Phone Email
Marcus White Financial Advisor
Timothy Price Financial Advisor
Tracy Faucette Financial Advisor
Steve Anderson Financial Advisor
Pamela Mcwhorter Financial Planning Advisor
Larry Jones Financial Advisor
Stefanie Smykowski Financial Advisor
Requires/Intent and 28 more Employees
HR & Talent Acquisition
Debt Collection & Recovery
Automation & Workflow Optimization
Hedge Fund & Private Equity Consulting
ESG & Sustainable Finance Consulting
and more

2. Amj Financial Wealth Management

Industry: Financial Services

Location: Leesburg, Virginia

Website: amjfinancial.com

Company Size: 1-10

Company Address: 44160 Scholar Plaza, Leesburg, Virginia, United States

Amj Financial Wealth Management Contact Details

Name Title LinkedIn Phone Email
Tucker Holt Associate Wealth Advisor
Brett Bender Chief Operating Officer
Laken Adams Assistant Portfolio Manager
Requires/Intent
AI-powered Financial Insights
Sales & Lead Generation Strategy
Loan Origination & Servicing Platforms
Quality Control & Assurance
and more

3. Maven Financial

Industry: Financial Services

Location: Leesburg, Virginia

Website: mavenplanning.com

Company Founded: 2017

Company Size: 1-10

Company Address: 880 Harrison Street Southeast, Leesburg, Virginia, United States

Maven Financial Contact Details

Name Title LinkedIn Phone Email
Erik Rinehold Associate Financial Advisor
Victoria Staudinger Founder
Callie Catherwood Client Service Associate
Nicole Dodson Client Service Associate
Requires/Intent
Corporate Finance Strategy
IoT-enabled Smart Banking Solutions
Sales & Lead Generation Strategy
Legal Compliance & Advisory
Cybersecurity & Data Protection
and more

4. Toth Financial Advisory Corporation

Industry: Financial Services

Location: Leesburg, Virginia

Company Founded: 1986

Company Size: 11-50

Toth Financial Advisory Corporation Contact Details

Name Title LinkedIn Phone Email
Todd Pettibon Portfolio Management Associate
Carol Mcghee Director Of Client Services
Thomas Toth President
Requires/Intent
Risk Management & Compliance
Wealth Management
AI-powered Financial Insights
and more

5. Complete Business Capital

Industry: Financial Services

Location: Leesburg, Virginia

Website: completebusinesscapital.com

Company Founded: 2016

Company Size: 1-10

Company Address: 202 Church Street Southeast, Leesburg, Virginia, United States

Complete Business Capital Contact Details

Name Title LinkedIn Phone Email
Keon Lindsey Business Finance Consultant
Requires/Intent
Sales & Lead Generation Strategy
Debt Collection & Recovery
and more

6. Alliant Merchant Solutions

Industry: Financial Services

Location: Leesburg, Virginia

Website: alliantms.com

Company Founded: 2000

Company Size: 11-50

Company Address: 552 Fort Evans Road, Leesburg, Virginia, United States

Alliant Merchant Solutions Contact Details

Name Title LinkedIn Phone Email
Esty Mccoy G.m
Sandra Floyd Merchant Services
Requires/Intent
Branding & Public Relations
Marketing Services
Cloud Computing Solutions
Risk Management & Compliance
Data Analytics & Business Intelligence
and more

7. Lansdowne Private Wealth Management

Industry: Financial Services

Location: Leesburg, Virginia

Company Size: 11-50

Company Address: 44084 Riverside Parkway, Leesburg, Virginia, United States

Lansdowne Private Wealth Management Contact Details

Name Title LinkedIn Phone Email
Chris Bishop Senior Vice President
Requires/Intent
Risk Management & Compliance
Hedge Fund & Private Equity Consulting
Business Strategy & Growth Consulting
and more

8. Kestler Financial Group

Industry: Financial Services

Location: Leesburg, Virginia

Website: kestlerfinancial.com

Company Founded: 1997

Company Size: 11-50

Company Address: 1608 Village Market Boulevard Southeast, Leesburg, Virginia, United States

Kestler Financial Group Contact Details

Name Title LinkedIn Phone Email
Kadrina Warren Manager
James Mccadney Director Of Contracting , Licensing And Commissions
Ashley Dasch First Impressions And Administration
Schall Sheila Junior Financial Consultant
Christ Moe Sales
Requires/Intent
Legal Compliance & Advisory
Insurance & Underwriting Services
Treasury & Cash Flow Management
Risk Assessment & Mitigation
and more

9. Money Matters Dmm, Inc.

Industry: Financial Services

Location: Leesburg, Virginia

Website: moneymattersdmm.com

Company Founded: 2015

Company Size: 1-10

Money Matters Dmm, Inc. Contact Details

Name Title LinkedIn Phone Email
Anna Koblos Daily Money Manager And Small Business Bookkeeper, Vice President
Requires/Intent
Compliance & Regulatory Advisory
IoT-enabled Smart Banking Solutions
Hedge Fund & Private Equity Consulting
Technology Consulting
Investment Advisory
and more

10. Kaw Solutions

Industry: Financial Services

Location: Leesburg, Virginia

Website: kawsolutions.com

Company Founded: 2007

Company Size: 1-10

Company Address: 5a Loudoun Street Southwest, Leesburg, Virginia, United States

Kaw Solutions Contact Details

Name Title LinkedIn Phone Email
Eric Wolfe Chief Operating Officer
Jennie Grossi Accountant
Kathy Walsh Owner
Requires/Intent
Document Management & E-signature Solutions
Asset Management
Portfolio Management
Investment Advisory
and more

11. Polaris Financial Strategies Group

Industry: Financial Services

Location: Leesburg, Virginia

Website: polarisfs.com

Company Size: 1-10

Company Address: 2 Cardinal Park Drive Southeast, Leesburg, Virginia, United States

Polaris Financial Strategies Group Contact Details

Name Title LinkedIn Phone Email
Leslie Dunn Managing Principal
Requires/Intent
ERP For Financial Institutions
Financial Forecasting & Modeling
and more

12. Steigerwald, Gordon & Koch Wealth Advisors

Industry: Financial Services

Location: Leesburg, Virginia

Website: sgkwealthadvisors.com

Company Founded: 1995

Company Size: 1-10

Company Address: 893 A Harrison Street, Leesburg, Virginia, United States

Steigerwald, Gordon & Koch Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Emily Holmes Financial Planner
Jennifer Wiggins Client Service Representative
Requires/Intent
Risk Management & Compliance
Document Management & E-signature Solutions
Marketing Services
and more

13. Severn Mortgage Corp

Industry: Financial Services

Location: Leesburg, Virginia

Website: severnmortgage.com

Company Size: 11-50

Company Address: 521 East Market Street, Leesburg, Virginia, United States

Severn Mortgage Corp Contact Details

Name Title LinkedIn Phone Email
Lawrie Vick Owner
Requires/Intent
Treasury & Cash Flow Management
Debt Collection & Recovery
Portfolio Management
ESG & Sustainable Finance Consulting
and more

14. Selwitz Consulting

Industry: Financial Services

Location: Leesburg, Virginia

Website: selwitzconsulting.com

Company Founded: 2003

Company Size: 1-10

Company Address: 41780 Bald Hill Road, Leesburg, Virginia, United States

Selwitz Consulting Contact Details

Name Title LinkedIn Phone Email
Rich Selwitz Owner
Requires/Intent
Risk Assessment & Mitigation
Business Strategy & Growth Consulting
Sales & Lead Generation Strategy
Insurance & Underwriting Services
and more

15. New Edge Capital, Llc

Industry: Financial Services

Location: Leesburg, Virginia

Website: newedgecap.com

Company Size: 1-10

New Edge Capital, Llc Contact Details

Name Title LinkedIn Phone Email
Renee Thompson Data Entry Operator
Requires/Intent
Business Strategy & Growth Consulting
Fraud Detection & Prevention
Customer Relationship Management (CRM)
and more

Leesburg Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Marcus White Edward Jones Investment Co Financial Advisor
2 Timothy Price Edward Jones Investment Co Financial Advisor
3 Tracy Faucette Edward Jones Investment Co Financial Advisor
4 Steve Anderson Edward Jones Investment Co Financial Advisor
5 Pamela Mcwhorter Edward Jones Investment Co Financial Planning Advisor
6 Larry Jones Edward Jones Investment Co Financial Advisor
7 Stefanie Smykowski Edward Jones Investment Co Financial Advisor
8 Tucker Holt Amj Financial Wealth Management Associate Wealth Advisor
9 Brett Bender Amj Financial Wealth Management Chief Operating Officer
10 Laken Adams Amj Financial Wealth Management Assistant Portfolio Manager
11 Erik Rinehold Maven Financial Associate Financial Advisor
12 Victoria Staudinger Maven Financial Founder
13 Callie Catherwood Maven Financial Client Service Associate
14 Nicole Dodson Maven Financial Client Service Associate
15 Todd Pettibon Toth Financial Advisory Corporation Portfolio Management Associate
16 Carol Mcghee Toth Financial Advisory Corporation Director Of Client Services
17 Thomas Toth Toth Financial Advisory Corporation President
18 Keon Lindsey Complete Business Capital Business Finance Consultant
19 Esty Mccoy Alliant Merchant Solutions G.m
20 Sandra Floyd Alliant Merchant Solutions Merchant Services
21 Chris Bishop Lansdowne Private Wealth Management Senior Vice President
22 Kadrina Warren Kestler Financial Group Manager
23 James Mccadney Kestler Financial Group Director Of Contracting , Licensing And Commissions
24 Ashley Dasch Kestler Financial Group First Impressions And Administration
25 Schall Sheila Kestler Financial Group Junior Financial Consultant
26 Christ Moe Kestler Financial Group Sales
27 Anna Koblos Money Matters Dmm, Inc. Daily Money Manager And Small Business Bookkeeper, Vice President
28 Eric Wolfe Kaw Solutions Chief Operating Officer
29 Jennie Grossi Kaw Solutions Accountant
30 Kathy Walsh Kaw Solutions Owner
31 Leslie Dunn Polaris Financial Strategies Group Managing Principal
32 Emily Holmes Steigerwald, Gordon & Koch Wealth Advisors Financial Planner
33 Jennifer Wiggins Steigerwald, Gordon & Koch Wealth Advisors Client Service Representative
34 Lawrie Vick Severn Mortgage Corp Owner
35 Rich Selwitz Selwitz Consulting Owner
36 Renee Thompson New Edge Capital, Llc Data Entry Operator

Financial Services companies in different cities of Virginia

No. Industry Number of Contacts Download
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