Top 10 Financial Services Companies in Mason City

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

Financial Services Companies in Mason City

1. First Citizens Bank (fcb)

Industry: Financial Services

Location: Mason City, Iowa

Website: firstcitizensnb.com

Company Founded: 1994

Company Size: 201-500

Company Address: 2601 4th Street Southwest, Mason City, Iowa, United States

First Citizens Bank (fcb) Contact Details

Name Title LinkedIn Phone Email
Joleen Fleming Senior Vice President ? Retail Officer
Sam Warren Innovation Officer
Sara Kriener Credit Analyst
Gene Rosenbaum Assistant Vice President
Nathan Haken Vice President - Information Systems
Susan Toftey Assistant Vice President, Retail Supervisor
Cindy Till Graphic And Web Design
Requires/Intent and 17 more Employees
Banking & Payment Processing
Risk Assessment & Mitigation
ESG & Sustainable Finance Consulting
and more

2. North Iowa Community Credit Union

Industry: Financial Services

Location: Mason City, Iowa

Website: niccu.com

Company Size: 11-50

Company Address: 640 South Federal Avenue, Mason City, Iowa, United States

North Iowa Community Credit Union Contact Details

Name Title LinkedIn Phone Email
Drew Walswick Teller
Michelle Jurgens Director Of Marketing
Alanna Davison Business Development Specialist
Kevin Clasing Senior Systems Adminisitrator
Jamie Hejlik Personal Account Representative
Sarah Ivonavitch Member Development Specialist
Kyle Mussman Credit Solutions Representative
Requires/Intent and 4 more Employees
Compliance & Regulatory Advisory
Customer Relationship Management (CRM)
Technology Consulting
Digital Payment & Subscription Solutions
Quality Control & Assurance
and more

3. Jp Wealth Advisors

Industry: Financial Services

Location: Mason City, Iowa

Website: jpwealthadvisors.com

Company Size: 1-10

Company Address: 2650 4th Street Southwest, Mason City, Iowa, United States

Jp Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Jeremy Peters Wealth Advisor
Requires/Intent
Financial Forecasting & Modeling
AI-powered Financial Insights
Wealth Management
Accounting Services
Blockchain & Cryptocurrency Solutions
and more

4. Burns Insurance & Financial

Industry: Financial Services

Location: Mason City, Iowa

Company Founded: 2003

Company Size: 1-10

Company Address: 825 South Taft Avenue, Mason City, Iowa, United States

Burns Insurance & Financial Contact Details

Name Title LinkedIn Phone Email
Bob Burns Owner
Alexa Rykowski Licensed Insurance Agent
Requires/Intent
Financial Auditing & Reporting
Fraud Detection & Prevention
Banking & Payment Processing
Online Advertising & SEO
and more

5. Lamont Financial Group

Industry: Financial Services

Location: Mason City, Iowa

Website: lamontfinancialgroup.com

Company Founded: 2013

Company Size: 1-10

Company Address: 425 Tiffany Drive, Mason City, Iowa, United States

Lamont Financial Group Contact Details

Name Title LinkedIn Phone Email
Crystal Ressler Client Service Specialist
Requires/Intent
Marketing Services
Quality Control & Assurance
and more

6. Palmer Mortgage Group

Industry: Financial Services

Location: Mason City, Iowa

Company Size: 1-10

Company Address: 603 South Federal Avenue, Mason City, Iowa, United States

Palmer Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Jay Lee Business Development
Requires/Intent
Online Advertising & SEO
Quality Control & Assurance
ESG & Sustainable Finance Consulting
and more
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Mason City Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Joleen Fleming First Citizens Bank (fcb) Senior Vice President ? Retail Officer
2 Sam Warren First Citizens Bank (fcb) Innovation Officer
3 Sara Kriener First Citizens Bank (fcb) Credit Analyst
4 Gene Rosenbaum First Citizens Bank (fcb) Assistant Vice President
5 Nathan Haken First Citizens Bank (fcb) Vice President - Information Systems
6 Susan Toftey First Citizens Bank (fcb) Assistant Vice President, Retail Supervisor
7 Cindy Till First Citizens Bank (fcb) Graphic And Web Design
8 Drew Walswick North Iowa Community Credit Union Teller
9 Michelle Jurgens North Iowa Community Credit Union Director Of Marketing
10 Alanna Davison North Iowa Community Credit Union Business Development Specialist
11 Kevin Clasing North Iowa Community Credit Union Senior Systems Adminisitrator
12 Jamie Hejlik North Iowa Community Credit Union Personal Account Representative
13 Sarah Ivonavitch North Iowa Community Credit Union Member Development Specialist
14 Kyle Mussman North Iowa Community Credit Union Credit Solutions Representative
15 Jeremy Peters Jp Wealth Advisors Wealth Advisor
16 Bob Burns Burns Insurance & Financial Owner
17 Alexa Rykowski Burns Insurance & Financial Licensed Insurance Agent
18 Crystal Ressler Lamont Financial Group Client Service Specialist
19 Jay Lee Palmer Mortgage Group Business Development

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