Top 10 Financial Services Companies in Mt. Pleasant

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

Financial Services Companies in Mt. Pleasant

1. Ap Recovery, Inc. (apr)

Industry: Financial Services

Location: Mt. Pleasant, South Carolina

Website: aprecovery.com

Company Founded: 1994

Company Size: 51-200

Company Address: 975 Johnnie Dodds Boulevard, Mt. Pleasant, South Carolina, United States

Ap Recovery, Inc. (apr) Contact Details

Name Title LinkedIn Phone Email
Jim Kirk Recovery Analyst
Lyndsie Yamrus Analyst
E Teal Chipley Marketing Manager
Kristi Novotny Business Development
Adam Fontaine Analyst
Gerald Leach Software Developer And Dba
Travis Piazza Solution Architect
Requires/Intent and 11 more Employees
Digital Payment & Subscription Solutions
Credit Rating & Analysis
and more

2. Mortgage Bankers Association Of The Carolinas Inc

Industry: Financial Services

Location: Mt. Pleasant, South Carolina

Company Size: 1-10

Company Address: P/o Box 2588, Mt. Pleasant, South Carolina, United States

Mortgage Bankers Association Of The Carolinas Inc Contact Details

Name Title LinkedIn Phone Email
Owen Edwards President
Requires/Intent
Risk Assessment & Mitigation
Securities Trading & Brokerage
and more

3. Carolina Capital Management

Industry: Financial Services

Location: Mt. Pleasant, South Carolina

Website: familylegacyconcepts.com

Company Founded: 2014

Company Size: 1-10

Company Address: 222 West Coleman Boulevard, Mt. Pleasant, South Carolina, United States

Carolina Capital Management Contact Details

Name Title LinkedIn Phone Email
Copey Copleston Director Of Business Development
Robert Morrow Director Of Financial Planning
Ed Cook Mp
Mike Bright Partner
Requires/Intent
Mortgage & Loan Processing
Wealth Management
Quality Control & Assurance
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
and more

4. Lucey Mortgage Corp

Industry: Financial Services

Location: Mt. Pleasant, South Carolina

Website: luceymortgage.net

Company Size: 11-50

Company Address: 861 Coleman Boulevard, Mt. Pleasant, South Carolina, United States

Lucey Mortgage Corp Contact Details

Name Title LinkedIn Phone Email
Peggy Richardson Processing Assistant
Lynda Futch Processing Assistant
Judy Sierko Mortgage Loan Coordinator
Sherry Barley Loan Consultant And Office Manager
Peggy Richardson Processing Assistant
Requires/Intent
AI-powered Financial Insights
Automation & Workflow Optimization
Sales & Lead Generation Strategy
ESG & Sustainable Finance Consulting
and more

5. Levy Financial Group

Industry: Financial Services

Location: Mt. Pleasant, South Carolina

Website: levyfinancialgroup.com

Company Founded: 1996

Company Size: 1-10

Company Address: 238 Mathis Ferry Road, Mt. Pleasant, South Carolina, United States

Levy Financial Group Contact Details

Name Title LinkedIn Phone Email
Eileen Mcleod Operations Director And Assistant To Marc W Levy
Marc Levy Certified Financial PlannerÂ
Requires/Intent
Business Strategy & Growth Consulting
Employee Training & Workforce Development
HR & Talent Acquisition
Digital Payment & Subscription Solutions
and more

6. 360 Financial Partners

Industry: Financial Services

Location: Mt. Pleasant, South Carolina

Website: 360fp.com

Company Founded: 2006

Company Size: 1-10

Company Address: 1081 Johnnie Dodds Boulevard, Mt. Pleasant, South Carolina, United States

360 Financial Partners Contact Details

Name Title LinkedIn Phone Email
David Van Rensselaer Wealth Manager
Requires/Intent
Debt Collection & Recovery
Online Advertising & SEO
Quality Control & Assurance
Corporate Finance Strategy
Technology Consulting
and more
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Mt. Pleasant Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jim Kirk Ap Recovery, Inc. (apr) Recovery Analyst
2 Lyndsie Yamrus Ap Recovery, Inc. (apr) Analyst
3 E Teal Chipley Ap Recovery, Inc. (apr) Marketing Manager
4 Kristi Novotny Ap Recovery, Inc. (apr) Business Development
5 Adam Fontaine Ap Recovery, Inc. (apr) Analyst
6 Gerald Leach Ap Recovery, Inc. (apr) Software Developer And Dba
7 Travis Piazza Ap Recovery, Inc. (apr) Solution Architect
8 Owen Edwards Mortgage Bankers Association Of The Carolinas Inc President
9 Copey Copleston Carolina Capital Management Director Of Business Development
10 Robert Morrow Carolina Capital Management Director Of Financial Planning
11 Ed Cook Carolina Capital Management Mp
12 Mike Bright Carolina Capital Management Partner
13 Peggy Richardson Lucey Mortgage Corp Processing Assistant
14 Lynda Futch Lucey Mortgage Corp Processing Assistant
15 Judy Sierko Lucey Mortgage Corp Mortgage Loan Coordinator
16 Sherry Barley Lucey Mortgage Corp Loan Consultant And Office Manager
17 Peggy Richardson Lucey Mortgage Corp Processing Assistant
18 Eileen Mcleod Levy Financial Group Operations Director And Assistant To Marc W Levy
19 Marc Levy Levy Financial Group Certified Financial PlannerÂ
20 David Van Rensselaer 360 Financial Partners Wealth Manager

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