Top 20 Financial Services Companies in Loveland

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

Financial Services Companies in Loveland

1. Factual Data

Industry: Financial Services

Location: Loveland, Colorado

Website: factualdata.com

Company Founded: 1985

Company Size: 201-500

Company Address: 5100 Hahns Peak Drive, Loveland, Colorado, United States

Factual Data Contact Details

Name Title LinkedIn Phone Email
Chris Horn Director, Marketing - All Cbc Companies
Shelly Werner Senior Account Executive
Bill Rudel Director Of Sales | National Accounts
Patra Harris Account Manager
Diana Belknap Senior Account Executive
Jane Brown Director Of Sales Central Region
Eric Richardson Technical Manager Financial Systems
Requires/Intent and 34 more Employees
Wealth Management
Sales & Lead Generation Strategy
IoT-enabled Smart Banking Solutions
Technology Consulting
and more

2. Keystone Financial Services

Industry: Financial Services

Location: Loveland, Colorado

Website: keystonefinancial.org

Company Founded: 2011

Company Size: 1-10

Company Address: 4090 Clydesdale Parkway, Loveland, Colorado, United States

Keystone Financial Services Contact Details

Name Title LinkedIn Phone Email
Josh Nelson Founder And Chief Executive Officer
Cfed Christopher Vines Financial Advisor
Katie Burgess Financial Advising Administrator
Jeremy Busch Wealth Advisor
Jenni Anderson Co-founder
Sarah Nelson Director Of Client Experience
Robert Stephenson Loan Originator
Requires/Intent and 12 more Employees
ERP For Financial Institutions
Cloud Computing Solutions
AI-powered Financial Insights
IoT-enabled Smart Banking Solutions
and more

3. Kroll Factual Data

Industry: Financial Services

Location: Loveland, Colorado

Company Founded: 1985

Company Size: 11-50

Company Address: 5100 Hahns Peak Drive, Loveland, Colorado, United States

Kroll Factual Data Contact Details

Name Title LinkedIn Phone Email
Melissa Myers Marketing Program Manager
Scott Lichner Senior Account Executive- Sales
Elizabeth Pendleton Qa Engineer
Katherine Derose Senior Strategic Account Executive
Maggie Maes Senior Operations Manager
Renee Moosdorf Intermediate Accounts Payable Clerk
Katy Wise Mortgage Customer Service
Requires/Intent and 13 more Employees
Data Analytics & Business Intelligence
ERP For Financial Institutions
and more

4. Silveredge

Industry: Financial Services

Location: Loveland, Colorado

Website: gosilveredge.com

Company Founded: 2004

Company Size: 51-200

Company Address: 4065 Saint Cloud Drive, Loveland, Colorado, United States

Silveredge Contact Details

Name Title LinkedIn Phone Email
Tracey Pirrie Founder
Hilarri Shaw Lead Development Representative
Stu Kehler Business Growth Specialist
Tracy Lavelle Client Enhancement Manager
Paul Brophy Senior Software Engineer
Miguel Iglesias Vice President Information System
Derek Shepherd Senior .strategic Account Manager
Requires/Intent and 15 more Employees
Fraud Detection & Prevention
Risk Management & Compliance
Financial Auditing & Reporting
Performance Tracking & KPI Analytics
IoT-enabled Smart Banking Solutions
and more

5. Vital Investment Management

Industry: Financial Services

Location: Loveland, Colorado

Website: vimadvisor.com

Company Founded: 2019

Company Size: 1-10

Company Address: 4045 St Cloud Drive, Loveland, Colorado, United States

Vital Investment Management Contact Details

Name Title LinkedIn Phone Email
David Eads Wealth Manager | Chief Executive Officer
Requires/Intent
Legal Compliance & Advisory
Mobile App Development For Financial Services
and more

6. Macdonald Financial Services

Industry: Financial Services

Location: Loveland, Colorado

Website: macdonaldfinancialservices.com

Company Size: 1-10

Company Address: 4025 Saint Cloud Drive, Loveland, Colorado, United States

Macdonald Financial Services Contact Details

Name Title LinkedIn Phone Email
Devin Jones Financial Consultant
Requires/Intent
Legal Compliance & Advisory
Employee Training & Workforce Development
and more

7. Impact Development Fund

Industry: Financial Services

Location: Loveland, Colorado

Website: impactdf.org

Company Founded: 2018

Company Size: 1-10

Company Address: 200 East 7th Avenue, Loveland, Colorado, United States

Impact Development Fund Contact Details

Name Title LinkedIn Phone Email
Shanti Long Accounting And Finance Manager
Requires/Intent
Sales & Lead Generation Strategy
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
Quality Control & Assurance
and more

8. Retirement Planning Center

Industry: Financial Services

Location: Loveland, Colorado

Website: rpcenter.com

Company Size: 1-10

Company Address: 750 West Eisenhower Boulevard, Loveland, Colorado, United States

Retirement Planning Center Contact Details

Name Title LinkedIn Phone Email
Jaris Hansen Advisor
Requires/Intent
Investment Advisory
Automation & Workflow Optimization
and more

9. Easy Payment Solutions

Industry: Financial Services

Location: Loveland, Colorado

Website: eps90online.com

Company Founded: 2009

Company Size: 201-500

Company Address: 1635 Foxtrail Drive, Loveland, Colorado, United States

Easy Payment Solutions Contact Details

Name Title LinkedIn Phone Email
Katherine Sauers Sales Agent
Autumn Mengon Sales Representative At Easy Payment Solutions
Autumn Mengon Sales Representative At Easy Payment Solutions
Autumn Mengon Sales Representative At Easy Payment Solutions
Requires/Intent
Accounting Services
Cloud Computing Solutions
and more

10. Colorado Health Services

Industry: Financial Services

Location: Loveland, Colorado

Website: coloradohealthllc.com

Company Founded: 2011

Company Size: 1-10

Company Address: 3810 North Grant Avenue, Loveland, Colorado, United States

Colorado Health Services Contact Details

Name Title LinkedIn Phone Email
Heather Gagliano Urinalysis
Requires/Intent
Digital Payment & Subscription Solutions
Mortgage & Loan Processing
Accounting Services
Risk Assessment & Mitigation
Automation & Workflow Optimization
and more

11. Financial Strategies Of Colorado

Industry: Financial Services

Location: Loveland, Colorado

Website: fscolorado.com

Company Size: 1-10

Financial Strategies Of Colorado Contact Details

Name Title LinkedIn Phone Email
Gary Hansen Owner
Requires/Intent
Cloud Computing Solutions
Financial Forecasting & Modeling
Mergers & Acquisitions Advisory
Compliance & Regulatory Advisory
and more

12. Tw Retirement Strategies

Industry: Financial Services

Location: Loveland, Colorado

Website: twretirementstrategies.com

Company Size: 1-10

Company Address: 150 East 29th Street, Loveland, Colorado, United States

Tw Retirement Strategies Contact Details

Name Title LinkedIn Phone Email
Stevie Scavo Marketing Strategist
Requires/Intent
Tax Planning & Strategy
Automation & Workflow Optimization
Business Strategy & Growth Consulting
Data Analytics & Business Intelligence
and more

13. Olander Farms

Industry: Financial Services

Location: Loveland, Colorado

Company Size: 1-10

Company Address: 3853 East County Road, Loveland, Colorado, United States

Olander Farms Contact Details

Name Title LinkedIn Phone Email
Glenn Donaldson Agricultural Technician At Olander Farms
Requires/Intent
Corporate Finance Strategy
Fraud Detection & Prevention
Financial Planning & Retirement Solutions
and more
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Loveland Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Chris Horn Factual Data Director, Marketing - All Cbc Companies
2 Shelly Werner Factual Data Senior Account Executive
3 Bill Rudel Factual Data Director Of Sales | National Accounts
4 Patra Harris Factual Data Account Manager
5 Diana Belknap Factual Data Senior Account Executive
6 Jane Brown Factual Data Director Of Sales Central Region
7 Eric Richardson Factual Data Technical Manager Financial Systems
8 Josh Nelson Keystone Financial Services Founder And Chief Executive Officer
9 Cfed Christopher Vines Keystone Financial Services Financial Advisor
10 Katie Burgess Keystone Financial Services Financial Advising Administrator
11 Jeremy Busch Keystone Financial Services Wealth Advisor
12 Jenni Anderson Keystone Financial Services Co-founder
13 Sarah Nelson Keystone Financial Services Director Of Client Experience
14 Robert Stephenson Keystone Financial Services Loan Originator
15 Melissa Myers Kroll Factual Data Marketing Program Manager
16 Scott Lichner Kroll Factual Data Senior Account Executive- Sales
17 Elizabeth Pendleton Kroll Factual Data Qa Engineer
18 Katherine Derose Kroll Factual Data Senior Strategic Account Executive
19 Maggie Maes Kroll Factual Data Senior Operations Manager
20 Renee Moosdorf Kroll Factual Data Intermediate Accounts Payable Clerk
21 Katy Wise Kroll Factual Data Mortgage Customer Service
22 Tracey Pirrie Silveredge Founder
23 Hilarri Shaw Silveredge Lead Development Representative
24 Stu Kehler Silveredge Business Growth Specialist
25 Tracy Lavelle Silveredge Client Enhancement Manager
26 Paul Brophy Silveredge Senior Software Engineer
27 Miguel Iglesias Silveredge Vice President Information System
28 Derek Shepherd Silveredge Senior .strategic Account Manager
29 David Eads Vital Investment Management Wealth Manager | Chief Executive Officer
30 Devin Jones Macdonald Financial Services Financial Consultant
31 Shanti Long Impact Development Fund Accounting And Finance Manager
32 Jaris Hansen Retirement Planning Center Advisor
33 Katherine Sauers Easy Payment Solutions Sales Agent
34 Autumn Mengon Easy Payment Solutions Sales Representative At Easy Payment Solutions
35 Autumn Mengon Easy Payment Solutions Sales Representative At Easy Payment Solutions
36 Autumn Mengon Easy Payment Solutions Sales Representative At Easy Payment Solutions
37 Heather Gagliano Colorado Health Services Urinalysis
38 Gary Hansen Financial Strategies Of Colorado Owner
39 Stevie Scavo Tw Retirement Strategies Marketing Strategist
40 Glenn Donaldson Olander Farms Agricultural Technician At Olander Farms

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