Top 5 Financial Services Companies in North Charleston

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Below is the list of Top 5 Financial Services Companies in North Charleston ranked based on company size, client reviews, services, and awards.

Financial Services Companies in North Charleston

1. Cornerstone Wealth Advisory Group

Industry: Financial Services

Location: North Charleston, South Carolina

Website: cswta.com

Company Founded: 2007

Company Size: 51-200

Company Address: 8550 Dorchester Road, North Charleston, South Carolina, United States

Cornerstone Wealth Advisory Group Contact Details

Name Title LinkedIn Phone Email
Michael Haskett Founder And Chief Executive Officer And Chairman Of The Board
John Bankowski Operations Manager
Fred Mccutcheon Liscensed Insurance Agent
Nadia Thomas Corporate Recruiter
Troy Bell Experienced Health And Life Insurance Broker
Michele Levani Health, Life And Annuities Representative
Marty Sergi Finance, Accounting, Insurance And Business Consultant
Requires/Intent and 17 more Employees
Wealth Management
Mortgage & Loan Processing
and more

2. Cpm Federal Credit Union

Industry: Financial Services

Location: North Charleston, South Carolina

Website: cpmfed.com

Company Founded: 1955

Company Size: 51-200

Company Address: 1066 East Montague Avenue, North Charleston, South Carolina, United States

Cpm Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Ralph Micalizzi Chief Financial Officer
Nguyen Lien Legal Secretary
John Brisini Member Of Supervisory Committee
Kimberly Rogers Business Relationship Manager
Mike Rhoades Director Of Information Technology
Candice Hayes Marketing Administrator
Lloyd Vail Director Of Lending
Requires/Intent and 49 more Employees
Corporate Finance Strategy
Employee Training & Workforce Development
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
and more

3. Peoples Bank Mortgage

Industry: Financial Services

Location: North Charleston, South Carolina

Website: peoplesbankmtg.com

Company Founded: 1908

Company Size: 11-50

Company Address: 4401 Belle Oaks Drive, North Charleston, South Carolina, United States

Peoples Bank Mortgage Contact Details

Name Title LinkedIn Phone Email
Jon Francis Consultant
Robert Weaver Chief Mortgage Officer And Svp- Sba Business Development
Laine Taylor Assistant Vice President Mortgage Operations
Requires/Intent
Digital Payment & Subscription Solutions
Legal Compliance & Advisory
Loan Origination & Servicing Platforms
Debt Collection & Recovery
Hedge Fund & Private Equity Consulting
and more

4. Sinkler Bail Bonds

Industry: Financial Services

Location: North Charleston, South Carolina

Website: sinklerbonding.com

Company Size: 11-50

Company Address: 3870 Leeds Avenue, North Charleston, South Carolina, United States

Sinkler Bail Bonds Contact Details

Name Title LinkedIn Phone Email
Roderick Walton Bail Bondsman
Angie Black Bailbonds Agent
Requires/Intent
Financial Planning & Retirement Solutions
Debt Collection & Recovery
Blockchain & Cryptocurrency Solutions
and more

5. Increasing H.o.p.e Financial Training Center

Industry: Financial Services

Location: North Charleston, South Carolina

Company Founded: 2005

Company Size: 1-10

Company Address: 1551 Remount Road, North Charleston, South Carolina, United States

Increasing H.o.p.e Financial Training Center Contact Details

Name Title LinkedIn Phone Email
Peter Mcclintock Housing Counselor
Requires/Intent
Wealth Management
Employee Training & Workforce Development
and more

North Charleston Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael Haskett Cornerstone Wealth Advisory Group Founder And Chief Executive Officer And Chairman Of The Board
2 John Bankowski Cornerstone Wealth Advisory Group Operations Manager
3 Fred Mccutcheon Cornerstone Wealth Advisory Group Liscensed Insurance Agent
4 Nadia Thomas Cornerstone Wealth Advisory Group Corporate Recruiter
5 Troy Bell Cornerstone Wealth Advisory Group Experienced Health And Life Insurance Broker
6 Michele Levani Cornerstone Wealth Advisory Group Health, Life And Annuities Representative
7 Marty Sergi Cornerstone Wealth Advisory Group Finance, Accounting, Insurance And Business Consultant
8 Ralph Micalizzi Cpm Federal Credit Union Chief Financial Officer
9 Nguyen Lien Cpm Federal Credit Union Legal Secretary
10 John Brisini Cpm Federal Credit Union Member Of Supervisory Committee
11 Kimberly Rogers Cpm Federal Credit Union Business Relationship Manager
12 Mike Rhoades Cpm Federal Credit Union Director Of Information Technology
13 Candice Hayes Cpm Federal Credit Union Marketing Administrator
14 Lloyd Vail Cpm Federal Credit Union Director Of Lending
15 Jon Francis Peoples Bank Mortgage Consultant
16 Robert Weaver Peoples Bank Mortgage Chief Mortgage Officer And Svp- Sba Business Development
17 Laine Taylor Peoples Bank Mortgage Assistant Vice President Mortgage Operations
18 Roderick Walton Sinkler Bail Bonds Bail Bondsman
19 Angie Black Sinkler Bail Bonds Bailbonds Agent
20 Peter Mcclintock Increasing H.o.p.e Financial Training Center Housing Counselor