Top 20 Financial Services Companies in Needham

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

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

Financial Services Companies in Needham

1. The Bulfinch Group

Industry: Financial Services

Location: Needham, Massachusetts

Website: bulfinchgroup.com

Company Founded: 1994

Company Size: 51-200

Company Address: 160 Gould Street, Needham, Massachusetts, United States

The Bulfinch Group Contact Details

Name Title LinkedIn Phone Email
Douglas Reiss Recruiting Director
Zvi Shtifter Financial Advisor, Park Advisor Securities
Leigh Mccloskey Director Of Client Relations And Financial Advisor
Lily Reale Agent
Yoon-hi King Helping To Build And Preserve Wealth
John Brady Managing Director
Jordan Ellerbe Helping To Build And Preserve Wealth
Requires/Intent and 15 more Employees
Digital Payment & Subscription Solutions
Data Analytics & Business Intelligence
and more

2. Firestone Financial

Industry: Financial Services

Location: Needham, Massachusetts

Website: firestonefinancial.com

Company Founded: 1965

Company Size: 51-200

Company Address: 117 Kendrick Street, Needham, Massachusetts, United States

Firestone Financial Contact Details

Name Title LinkedIn Phone Email
Tom Varriale Senior Vice President Sales And Marketing
Janieva Mallory Title And Lien Perfection Analyst
James Bernazzani Commercial Credit Loan Analyst
Jennifer David Commercial Loan Closer Ii
Elizabeth Hansen Avp, Firestone Financial
Elena Bove Vp, Credit Manager
Ioulia Gotsis Commercial Credit Analyst
Requires/Intent and 2 more Employees
Loan Origination & Servicing Platforms
Accounting Services
Risk Assessment & Mitigation
Mortgage & Loan Processing
and more

3. Wealth Impact Partners

Industry: Financial Services

Location: Needham, Massachusetts

Company Founded: 2009

Company Size: 1-10

Company Address: 175 Highland Avenue, Needham, Massachusetts, United States

Wealth Impact Partners Contact Details

Name Title LinkedIn Phone Email
Ron Ware President And Chief Executive Officer
Requires/Intent
Financial Planning & Retirement Solutions
HR & Talent Acquisition
and more

4. Armstrong Advisory Group

Industry: Financial Services

Location: Needham, Massachusetts

Website: armstrongadvisory.com

Company Founded: 2004

Company Size: 11-50

Company Address: 144 Gould Street, Needham, Massachusetts, United States

Armstrong Advisory Group Contact Details

Name Title LinkedIn Phone Email
Mark Schaffer Financial Advisor
Scott Wilson Investment Advisor Representative
Michael Bradley Client Service Associate
Susan Powers Partner
Avra Friedfeld Prospective Client Liason
Jenna Caccamise Client Service Associate
Lois Ashe Human Resources Director
Requires/Intent
Employee Training & Workforce Development
ESG & Sustainable Finance Consulting
Fraud Detection & Prevention
Investment Advisory
Banking & Payment Processing
and more

5. Beaumont Capital Management (bcm)

Industry: Financial Services

Location: Needham, Massachusetts

Website: investbcm.com

Company Founded: 2009

Company Size: 11-50

Company Address: 75 2nd Avenue, Needham, Massachusetts, United States

Beaumont Capital Management (bcm) Contact Details

Name Title LinkedIn Phone Email
Denis Rezendes Assistant Portfolio Manager
Anne Griffin Marketing Associate
Gregory Ellms Internal Consultant
Requires/Intent
Technology Consulting
Document Management & E-signature Solutions
ESG & Sustainable Finance Consulting
Blockchain & Cryptocurrency Solutions
and more

6. Alpha Risk Solutions, Llc

Industry: Financial Services

Location: Needham, Massachusetts

Website: alpharisksolutions.com

Company Founded: 2013

Company Size: 1-10

Company Address: 629 Highland Avenue, Needham, Massachusetts, United States

Alpha Risk Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Timothy Dolan Managing Principal
Requires/Intent
Cloud Computing Solutions
Performance Tracking & KPI Analytics
Financial Planning & Retirement Solutions
Customer Relationship Management (CRM)
Cybersecurity & Data Protection
and more

7. Pinnacle Pension Consultants, Llc

Industry: Financial Services

Location: Needham, Massachusetts

Website: pinnaclepensionconsultants.com

Company Founded: 2005

Company Size: 1-10

Company Address: 1492 Highland Avenue, Needham, Massachusetts, United States

Pinnacle Pension Consultants, Llc Contact Details

Name Title LinkedIn Phone Email
Greg Lewis Managing Director
Requires/Intent
Branding & Public Relations
Hedge Fund & Private Equity Consulting
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
HR & Talent Acquisition
and more

8. Beaumont Financial Partners, Llc

Industry: Financial Services

Location: Needham, Massachusetts

Website: bfpartners.com

Company Founded: 1981

Company Size: 11-50

Company Address: 250 1st Avenue, Needham, Massachusetts, United States

Beaumont Financial Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Lawrence Fiore Cpa
Rob Depascale Relationship Manager
Daniela Ciavattone Client Service Representative
Requires/Intent
Securities Trading & Brokerage
Automation & Workflow Optimization
Data Analytics & Business Intelligence
and more

9. Fuse Research Network

Industry: Financial Services

Location: Needham, Massachusetts

Website: fuse-research.com

Company Founded: 2008

Company Size: 11-50

Company Address: 200 Highland Avenue, Needham, Massachusetts, United States

Fuse Research Network Contact Details

Name Title LinkedIn Phone Email
Lisa Travaglini Director Of Editorial
Requires/Intent
Cloud Computing Solutions
Employee Training & Workforce Development
Legal Compliance & Advisory
AI-powered Financial Insights
Accounting Services
and more

10. Intro-act

Industry: Financial Services

Location: Needham, Massachusetts

Website: intro-act.com

Company Founded: 2016

Company Size: 11-50

Intro-act Contact Details

Name Title LinkedIn Phone Email
Anne Cody Partner
Requires/Intent
Financial Auditing & Reporting
Hedge Fund & Private Equity Consulting
and more

11. Acies S.r.l.

Industry: Financial Services

Location: Needham, Massachusetts

Website: aciesinc.com

Company Founded: 1996

Company Size: 11-50

Company Address: 661 Highland Avenue, Needham, Massachusetts, United States

Acies S.r.l. Contact Details

Name Title LinkedIn Phone Email
Jason Prickett Director Core Opeations Southeast
Mark Williams Client Relations Manager
Lisa Citron Executive Administrator
Requires/Intent
Banking & Payment Processing
Debt Collection & Recovery
AI-powered Financial Insights
and more

12. Mantell Retirement Consulting, Inc.

Industry: Financial Services

Location: Needham, Massachusetts

Website: mantellretirementconsulting.com

Company Size: 1-10

Mantell Retirement Consulting, Inc. Contact Details

Name Title LinkedIn Phone Email
Karen Perkuhn Administrative Assistant
Requires/Intent
Tax Planning & Strategy
Loan Origination & Servicing Platforms
Banking & Payment Processing
Cloud Computing Solutions
Financial Planning & Retirement Solutions
and more

13. Malaspina Communications

Industry: Financial Services

Location: Needham, Massachusetts

Company Size: 1-10

Company Address: 617 South Street, Needham, Massachusetts, United States

Malaspina Communications Contact Details

Name Title LinkedIn Phone Email
Margaret Malaspina Principal
Requires/Intent
Cybersecurity & Data Protection
Tax Planning & Strategy
and more

14. Baystate Business Brokers

Industry: Financial Services

Location: Needham, Massachusetts

Website: mabusinessbrokers.com

Company Founded: 2004

Company Size: 1-10

Company Address: 60 Kendrick Street, Needham, Massachusetts, United States

Baystate Business Brokers Contact Details

Name Title LinkedIn Phone Email
Pierre Elie Broker
Requires/Intent
Corporate Finance Strategy
Digital Payment & Subscription Solutions
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Needham Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Douglas Reiss The Bulfinch Group Recruiting Director
2 Zvi Shtifter The Bulfinch Group Financial Advisor, Park Advisor Securities
3 Leigh Mccloskey The Bulfinch Group Director Of Client Relations And Financial Advisor
4 Lily Reale The Bulfinch Group Agent
5 Yoon-hi King The Bulfinch Group Helping To Build And Preserve Wealth
6 John Brady The Bulfinch Group Managing Director
7 Jordan Ellerbe The Bulfinch Group Helping To Build And Preserve Wealth
8 Tom Varriale Firestone Financial Senior Vice President Sales And Marketing
9 Janieva Mallory Firestone Financial Title And Lien Perfection Analyst
10 James Bernazzani Firestone Financial Commercial Credit Loan Analyst
11 Jennifer David Firestone Financial Commercial Loan Closer Ii
12 Elizabeth Hansen Firestone Financial Avp, Firestone Financial
13 Elena Bove Firestone Financial Vp, Credit Manager
14 Ioulia Gotsis Firestone Financial Commercial Credit Analyst
15 Ron Ware Wealth Impact Partners President And Chief Executive Officer
16 Mark Schaffer Armstrong Advisory Group Financial Advisor
17 Scott Wilson Armstrong Advisory Group Investment Advisor Representative
18 Michael Bradley Armstrong Advisory Group Client Service Associate
19 Susan Powers Armstrong Advisory Group Partner
20 Avra Friedfeld Armstrong Advisory Group Prospective Client Liason
21 Jenna Caccamise Armstrong Advisory Group Client Service Associate
22 Lois Ashe Armstrong Advisory Group Human Resources Director
23 Denis Rezendes Beaumont Capital Management (bcm) Assistant Portfolio Manager
24 Anne Griffin Beaumont Capital Management (bcm) Marketing Associate
25 Gregory Ellms Beaumont Capital Management (bcm) Internal Consultant
26 Timothy Dolan Alpha Risk Solutions, Llc Managing Principal
27 Greg Lewis Pinnacle Pension Consultants, Llc Managing Director
28 Lawrence Fiore Beaumont Financial Partners, Llc Cpa
29 Rob Depascale Beaumont Financial Partners, Llc Relationship Manager
30 Daniela Ciavattone Beaumont Financial Partners, Llc Client Service Representative
31 Lisa Travaglini Fuse Research Network Director Of Editorial
32 Anne Cody Intro-act Partner
33 Jason Prickett Acies S.r.l. Director Core Opeations Southeast
34 Mark Williams Acies S.r.l. Client Relations Manager
35 Lisa Citron Acies S.r.l. Executive Administrator
36 Karen Perkuhn Mantell Retirement Consulting, Inc. Administrative Assistant
37 Margaret Malaspina Malaspina Communications Principal
38 Pierre Elie Baystate Business Brokers Broker

Financial Services companies in different cities of Massachusetts

No. Industry Number of Contacts Download
1 Financial services Companies in Boston 169632
2 Financial services Companies in Cambridge 12312
3 Financial services Companies in Waltham 22572
4 Financial services Companies in Newton 10260
5 Financial services Companies in Burlington 10944
6 Financial services Companies in Woburn 8892
7 Financial services Companies in Westborough 11628
8 Financial services Companies in Worcester 8208
9 Financial services Companies in Quincy 5472
10 Financial services Companies in Beverly 8892
11 Financial services Companies in Danvers 8892
12 Financial services Companies in Springfield 4788
13 Financial services Companies in Braintree 8892
14 Financial services Companies in Wellesley 6840
15 Financial services Companies in Framingham 2052
16 Financial services Companies in Lexington 6156
17 Financial services Companies in Brookline 3420
18 Financial services Companies in Wakefield 4788
19 Financial services Companies in Salem 4104
20 Financial services Companies in Canton 2052
21 Financial services Companies in Concord 2052
22 Financial services Companies in Norwell 3420
23 Financial services Companies in Wilmington 4104
24 Financial services Companies in Amherst 2736
25 Financial services Companies in Andover 4788
26 Financial services Companies in Marlborough 4104
27 Financial services Companies in Natick 1368
28 Financial services Companies in North Andover 4104
29 Financial services Companies in Bedford 684