Top 20 Financial Services Companies in Missoula

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

Financial Services Companies in Missoula

1. Missoula Federal Credit Union

Industry: Financial Services

Location: Missoula, Montana

Website: missoulafcu.org

Company Founded: 1956

Company Size: 51-200

Company Address: 3600 Brooks Street, Missoula, Montana, United States

Missoula Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Robert Farmer Senior Vice President Of People Solutions
Dean Gillmore Real Estate Loan Officer
Lori Hodge Real Estate Loan Officer
Vickie Lopes Real Estate Loan Processor
Jennifer Fost Financial Services Officer
Tony Catania Commercial Loan Officer
Lisa Lee Compliance
Requires/Intent and 33 more Employees
Securities Trading & Brokerage
Omnichannel Customer Support
and more

2. Mofi

Industry: Financial Services

Location: Missoula, Montana

Website: mofi.org

Company Founded: 1989

Company Size: 11-50

Company Address: 229 East Main Street, Missoula, Montana, United States

Mofi Contact Details

Name Title LinkedIn Phone Email
Betsy Beauvais Director Of Lending And Consulting Divisions
Greg Astle Director Of Tax Credit Lending
Bayley Butler Administrative Assistant
Joy Byland Client Relations Manager
Benjamin Wright Director Of Asset Management
Aaron Eidsness Financial Manager For Clients
Kimberly Baker Grants Administrator
Requires/Intent and 4 more Employees
Accounting Services
Asset Management
Branding & Public Relations
HR & Talent Acquisition
and more

3. Sgl Investment Advisors

Industry: Financial Services

Location: Missoula, Montana

Website: sglinvestmentadvisors.com

Company Founded: 1980

Company Size: 11-50

Company Address: 283 West Front Street, Missoula, Montana, United States

Sgl Investment Advisors Contact Details

Name Title LinkedIn Phone Email
Kelly Mwila Financial Advisor
Rob Richardson Equity Research Analyst
Joshua Denney Financial Analyst And Advisor
Requires/Intent
Performance Tracking & KPI Analytics
Cybersecurity & Data Protection
and more

4. S.g. Long & Company

Industry: Financial Services

Location: Missoula, Montana

Website: sglong.com

Company Founded: 1986

Company Size: 11-50

Company Address: 283 West Front Street, Missoula, Montana, United States

S.g. Long & Company Contact Details

Name Title LinkedIn Phone Email
Dave Peppenger Financial Advisor
Darla Smarz-felix Chief Financial Officer And Human Resources Manager
Donald Gaumer Financial Advisor
Darla Smarz Finops Controller And Human Resources Manager
Devin Maves Financial Advisor
Requires/Intent
Cybersecurity & Data Protection
AI-powered Financial Insights
and more

5. Collection Bureau Services, Inc.

Industry: Financial Services

Location: Missoula, Montana

Website: collectionbureau.biz

Company Founded: 1976

Company Size: 11-50

Company Address: 212 East Spruce Street, Missoula, Montana, United States

Collection Bureau Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Ramon Mercado Legal Counsel
Margaret Parson Professional Collection Specialist
Jennifer Whipple Client Services
Brett Foster Client Services Representative
Jeffrey Koch Owner
Marcus Powers Collection Accounts Manager
Cody Krueger Collector
Requires/Intent and 2 more Employees
Wealth Management
Document Management & E-signature Solutions
Accounting Services
Treasury & Cash Flow Management
and more

6. Advantedge Advisors

Industry: Financial Services

Location: Missoula, Montana

Website: advantedgeadvisors.com

Company Size: 1-10

Company Address: P/o Box 16946, Missoula, Montana, United States

Advantedge Advisors Contact Details

Name Title LinkedIn Phone Email
Scott Lester Managing Director
Tanny Plemmons Client Project Manager
Requires/Intent
Risk Management & Compliance
Digital Payment & Subscription Solutions
and more

7. Montana & Idaho Community Development Corporation

Industry: Financial Services

Location: Missoula, Montana

Website: mtcdc.org

Company Founded: 1989

Company Size: 11-50

Company Address: 229 East Main Street, Missoula, Montana, United States

Montana & Idaho Community Development Corporation Contact Details

Name Title LinkedIn Phone Email
Julie Ehlers Director Of Client Relations
Joy Jara Loan Closing Specialist
Amita Patel Business Advisor
Requires/Intent
Online Advertising & SEO
Cloud Computing Solutions
and more

8. Front Street Capital Management

Industry: Financial Services

Location: Missoula, Montana

Website: frontstreetcap.com

Company Size: 1-10

Front Street Capital Management Contact Details

Name Title LinkedIn Phone Email
Russ Piazza President And Portfolio Manager
Michele Blood Operations Manager
Sierra Tai-brownlee Intern
Requires/Intent
Insurance & Underwriting Services
Cloud Computing Solutions
Financial Planning & Retirement Solutions
IoT-enabled Smart Banking Solutions
Automation & Workflow Optimization
and more

9. Mars Stout

Industry: Financial Services

Location: Missoula, Montana

Website: marsstout.com

Company Founded: 1983

Company Size: 11-50

Company Address: 4500 Majestic Drive, Missoula, Montana, United States

Mars Stout Contact Details

Name Title LinkedIn Phone Email
Doug Stout Marketing
Julie Janssen Accounts Receivable
Kodi Zavala Operations Manager
Kodi Zavala Operations Manager
Teresa Anderson President
Sean Cummings Client Service Representive
Mars Stout Tax Credit Services
Requires/Intent
Business Strategy & Growth Consulting
Accounting Services
Mergers & Acquisitions Advisory
Portfolio Management
Legal Compliance & Advisory
and more

10. Goodworks Evergreen

Industry: Financial Services

Location: Missoula, Montana

Website: gwevergreen.com

Company Founded: 2018

Company Size: 1-10

Goodworks Evergreen Contact Details

Name Title LinkedIn Phone Email
Catherine Yturri Staff Accountant
Requires/Intent
API Integration For FinTech
Cybersecurity & Data Protection
Debt Collection & Recovery
Asset Management
Mortgage & Loan Processing
and more

11. Portside Advisors

Industry: Financial Services

Location: Missoula, Montana

Company Founded: 2009

Company Size: 1-10

Portside Advisors Contact Details

Name Title LinkedIn Phone Email
Shannon Maloney Co-founder
Requires/Intent
Insurance & Underwriting Services
Mobile App Development For Financial Services
and more

12. Rocky Mountain Capital Llc

Industry: Financial Services

Location: Missoula, Montana

Company Size: 1-10

Rocky Mountain Capital Llc Contact Details

Name Title LinkedIn Phone Email
Misti Sorensen Sales
Requires/Intent
Branding & Public Relations
Risk Management & Compliance
Loan Origination & Servicing Platforms
and more
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Missoula Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Robert Farmer Missoula Federal Credit Union Senior Vice President Of People Solutions
2 Dean Gillmore Missoula Federal Credit Union Real Estate Loan Officer
3 Lori Hodge Missoula Federal Credit Union Real Estate Loan Officer
4 Vickie Lopes Missoula Federal Credit Union Real Estate Loan Processor
5 Jennifer Fost Missoula Federal Credit Union Financial Services Officer
6 Tony Catania Missoula Federal Credit Union Commercial Loan Officer
7 Lisa Lee Missoula Federal Credit Union Compliance
8 Betsy Beauvais Mofi Director Of Lending And Consulting Divisions
9 Greg Astle Mofi Director Of Tax Credit Lending
10 Bayley Butler Mofi Administrative Assistant
11 Joy Byland Mofi Client Relations Manager
12 Benjamin Wright Mofi Director Of Asset Management
13 Aaron Eidsness Mofi Financial Manager For Clients
14 Kimberly Baker Mofi Grants Administrator
15 Kelly Mwila Sgl Investment Advisors Financial Advisor
16 Rob Richardson Sgl Investment Advisors Equity Research Analyst
17 Joshua Denney Sgl Investment Advisors Financial Analyst And Advisor
18 Dave Peppenger S.g. Long & Company Financial Advisor
19 Darla Smarz-felix S.g. Long & Company Chief Financial Officer And Human Resources Manager
20 Donald Gaumer S.g. Long & Company Financial Advisor
21 Darla Smarz S.g. Long & Company Finops Controller And Human Resources Manager
22 Devin Maves S.g. Long & Company Financial Advisor
23 Ramon Mercado Collection Bureau Services, Inc. Legal Counsel
24 Margaret Parson Collection Bureau Services, Inc. Professional Collection Specialist
25 Jennifer Whipple Collection Bureau Services, Inc. Client Services
26 Brett Foster Collection Bureau Services, Inc. Client Services Representative
27 Jeffrey Koch Collection Bureau Services, Inc. Owner
28 Marcus Powers Collection Bureau Services, Inc. Collection Accounts Manager
29 Cody Krueger Collection Bureau Services, Inc. Collector
30 Scott Lester Advantedge Advisors Managing Director
31 Tanny Plemmons Advantedge Advisors Client Project Manager
32 Julie Ehlers Montana & Idaho Community Development Corporation Director Of Client Relations
33 Joy Jara Montana & Idaho Community Development Corporation Loan Closing Specialist
34 Amita Patel Montana & Idaho Community Development Corporation Business Advisor
35 Russ Piazza Front Street Capital Management President And Portfolio Manager
36 Michele Blood Front Street Capital Management Operations Manager
37 Sierra Tai-brownlee Front Street Capital Management Intern
38 Doug Stout Mars Stout Marketing
39 Julie Janssen Mars Stout Accounts Receivable
40 Kodi Zavala Mars Stout Operations Manager

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