Top 5 Financial Services Companies in Livonia

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Below is the list of Top 5 Financial Services Companies in Livonia ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Livonia

1. Ami Strategies

Industry: Financial Services

Location: Livonia, Michigan

Website: amistrategies.com

Company Founded: 1991

Company Size: 51-200

Company Address: 17187 North Laurel Park Drive, Livonia, Michigan, United States

Ami Strategies Contact Details

Name Title LinkedIn Phone Email
Jon Dezelsky Executive Vice President - Ami West
Regina Crump Client Services Analyst
Johanna Bermann Account Manager
Requires/Intent
Financial Forecasting & Modeling
Quality Control & Assurance
Marketing Services
and more

2. Cu Solutions Group

Industry: Financial Services

Location: Livonia, Michigan

Company Founded: 1996

Company Size: 51-200

Company Address: 38695 West Seven Mile Road, Livonia, Michigan, United States

Cu Solutions Group Contact Details

Name Title LinkedIn Phone Email
Brandi Stankovic Chief Strategy Officer For Cu Solutions Group And Spends Her Time Consulting With Ceos And Their
John Fotopoulos National Business Consultant
Pam Fuchs Director Of Information Technology
Requires/Intent
Tax Planning & Strategy
API Integration For FinTech
Automation & Workflow Optimization
Accounting Services
and more

3. Concorde Investment Services

Industry: Financial Services

Location: Livonia, Michigan

Website: concordeis.com

Company Founded: 2010

Company Size: 51-200

Company Address: 19500 Victor Parkway, Livonia, Michigan, United States

Concorde Investment Services Contact Details

Name Title LinkedIn Phone Email
Stan Webb Osj, Branch Manager In Wichita
Drew Jackson President And Chief Marketing Officer - Concorde Asset Management At Concorde Investment Services
Drew Jackson President
Shannon Arndt Aml And Compliance Principal
Jena Stacey Compliance Officer And Sales Supervisor
Kathleen Hofer Interim Chief Operations Officer
Barb Olsen Senior Accounting Assistant
Requires/Intent and 6 more Employees
IoT-enabled Smart Banking Solutions
Blockchain & Cryptocurrency Solutions
and more

4. Zeal Credit Union

Industry: Financial Services

Location: Livonia, Michigan

Website: zealcreditunion.org

Company Founded: 1954

Company Size: 201-500

Company Address: 17250 Newburgh Road, Livonia, Michigan, United States

Zeal Credit Union Contact Details

Name Title LinkedIn Phone Email
John Doe President And Chief Executive Officer
Lori Gerken Financial Lending Representative
Sandra Mcdonough Business Analyst
Christina Seward Remote Member Service Representative
Brittney Mccall Member Service Representative
Kathryn Beattie Travel Service Associate
Requires/Intent
Financial Planning & Retirement Solutions
Compliance & Regulatory Advisory
Credit Rating & Analysis
Banking & Payment Processing
Cybersecurity & Data Protection
and more

5. Preferred Plus Mortgage

Industry: Financial Services

Location: Livonia, Michigan

Company Size: 11-50

Company Address: 15712 Farmington Road, Livonia, Michigan, United States

Preferred Plus Mortgage Contact Details

Name Title LinkedIn Phone Email
Leigh House Owner, Preferred Plus Mortgage, Inc
Requires/Intent
Corporate Finance Strategy
Business Strategy & Growth Consulting
Hedge Fund & Private Equity Consulting
Mobile App Development For Financial Services
and more
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Livonia Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jon Dezelsky Ami Strategies Executive Vice President - Ami West
2 Regina Crump Ami Strategies Client Services Analyst
3 Johanna Bermann Ami Strategies Account Manager
4 Brandi Stankovic Cu Solutions Group Chief Strategy Officer For Cu Solutions Group And Spends Her Time Consulting With Ceos And Their
5 John Fotopoulos Cu Solutions Group National Business Consultant
6 Pam Fuchs Cu Solutions Group Director Of Information Technology
7 Stan Webb Concorde Investment Services Osj, Branch Manager In Wichita
8 Drew Jackson Concorde Investment Services President And Chief Marketing Officer - Concorde Asset Management At Concorde Investment Services
9 Drew Jackson Concorde Investment Services President
10 Shannon Arndt Concorde Investment Services Aml And Compliance Principal
11 Jena Stacey Concorde Investment Services Compliance Officer And Sales Supervisor
12 Kathleen Hofer Concorde Investment Services Interim Chief Operations Officer
13 Barb Olsen Concorde Investment Services Senior Accounting Assistant
14 John Doe Zeal Credit Union President And Chief Executive Officer
15 Lori Gerken Zeal Credit Union Financial Lending Representative
16 Sandra Mcdonough Zeal Credit Union Business Analyst
17 Christina Seward Zeal Credit Union Remote Member Service Representative
18 Brittney Mccall Zeal Credit Union Member Service Representative
19 Kathryn Beattie Zeal Credit Union Travel Service Associate
20 Leigh House Preferred Plus Mortgage Owner, Preferred Plus Mortgage, Inc

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