Top 20 Financial Services Companies in Palm Beach Gardens

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

Financial Services Companies in Palm Beach Gardens

1. Money Concepts

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: moneyconcepts.com

Company Founded: 1979

Company Size: 501-1000

Company Address: 11440 North Jog Road, Palm Beach Gardens, Florida, United States

Money Concepts Contact Details

Name Title LinkedIn Phone Email
Allen Porter Vice President Of Marketing And Business Development
Brian Lich Wealth Consultant
Kenny Parker National Director, Financial Institutions Division
Lawrence Lund Center President
Ben Hoeft Wealth Advisor
Robert White Wealth Manager
Julie Dillon Director
Requires/Intent and 91 more Employees
Legal Compliance & Advisory
Customer Relationship Management (CRM)
Accounting Services
Tax Planning & Strategy
and more

2. Finova Financial

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: finovafinancial.com

Company Founded: 2015

Company Size: 11-50

Company Address: 4521 Pga Boulevard, Palm Beach Gardens, Florida, United States

Finova Financial Contact Details

Name Title LinkedIn Phone Email
Alfredo Rosing Vice President Marketing
Requires/Intent
Asset Management
API Integration For FinTech
Tax Planning & Strategy
and more

3. Lighthouse Investment Partners, Llc

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: lighthousepartners.com

Company Size: 51-200

Company Address: 3801 Pga Boulevard, Palm Beach Gardens, Florida, United States

Lighthouse Investment Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Cheng Shao Managing Director
Oliver Liao Assistant General Counsel
Malcolm Hawkes Risk Analyst
Shakil Riaz Managing Director
Mario Bernardi Manager
Kevin Marriott Senior Operations Risk Analyst
Anil Yashavant Trading And Risk Technology
Requires/Intent and 1 more Employees
Financial Forecasting & Modeling
Online Advertising & SEO
Omnichannel Customer Support
and more

4. Perkins Fund Marketing

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: pfm-llc.com

Company Founded: 1997

Company Size: 1-10

Company Address: 4500 Pga Boulevard, Palm Beach Gardens, Florida, United States

Perkins Fund Marketing Contact Details

Name Title LinkedIn Phone Email
Chip Perkins Managing Member
John Whelen Director
Linda Champagne Managing Director
Bob Lilly Manager
Requires/Intent
Debt Collection & Recovery
Legal Compliance & Advisory
Investment Advisory
ESG & Sustainable Finance Consulting
Securities Trading & Brokerage
and more

5. Peak Brokerage Services

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: peakbrokerageservices.com

Company Founded: 2009

Company Size: 51-200

Company Address: 11770 Highway 1 North, Palm Beach Gardens, Florida, United States

Peak Brokerage Services Contact Details

Name Title LinkedIn Phone Email
Scott Whitten Executive Vice President
Dodd Mcgough Chief Executive Officer And President
Omar Shalabi Financial Advisor, CfpÂ
Bradley Fortman Digital Marketing Specialist
Requires/Intent
Financial Planning & Retirement Solutions
Employee Training & Workforce Development
Investment Advisory
ERP For Financial Institutions
Corporate Finance Strategy
and more

6. Weldon Financial

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: weldononline.com

Company Founded: 1997

Company Size: 1-10

Weldon Financial Contact Details

Name Title LinkedIn Phone Email
Gregory Weldon Chief Executive Officer
Requires/Intent
Securities Trading & Brokerage
Blockchain & Cryptocurrency Solutions
Marketing Services
IoT-enabled Smart Banking Solutions
Legal Compliance & Advisory
and more

7. Weiss Ratings

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: weissratings.com

Company Size: 11-50

Company Address: 4400 Northcorp Parkway, Palm Beach Gardens, Florida, United States

Weiss Ratings Contact Details

Name Title LinkedIn Phone Email
Mandeep Rai Chief Investment Analyst
Mike Larson Senior Analyst
Requires/Intent
Quality Control & Assurance
Banking & Payment Processing
Technology Consulting
and more

8. Gwn Securities, Inc.

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: gwnsecurities.com

Company Size: 1-10

Company Address: 11440 North Jog Road, Palm Beach Gardens, Florida, United States

Gwn Securities, Inc. Contact Details

Name Title LinkedIn Phone Email
Sal Boenzi Registered Representative
Drew Childress Independent Financial Advisor
Peter Bartone Registered Representative
Billy Toupin Operations Assistant
Andrew Mitchell Transition Liaison
Michael Pollakowski Managing Director
James Cavanaugh Financial Advisor
Requires/Intent and 4 more Employees
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
IoT-enabled Smart Banking Solutions
Data Analytics & Business Intelligence
Marketing Services
and more

9. The Weiss Group, Inc.

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: weissgroupinc.com

Company Founded: 1971

Company Size: 51-200

Company Address: 4400 Northcorp Parkway, Palm Beach Gardens, Florida, United States

The Weiss Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Sean Brodrick Editor
Carolin Weiss Co-founder And Chief Executive Officer
Leonard Weiss Attorney
Steven Klasz Manager
Requires/Intent
Investment Advisory
Employee Training & Workforce Development
Risk Management & Compliance
Quality Control & Assurance
and more

10. Mortgage300

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: mortgage300.com

Company Founded: 2018

Company Size: 51-200

Company Address: 7108 Fairway Drive, Palm Beach Gardens, Florida, United States

Mortgage300 Contact Details

Name Title LinkedIn Phone Email
Travis Stephenson Co-founder
Sher Sandvig Leader
Dan Kazell Mortgage Advisor
Jamee Pew Loan Officer
Requires/Intent
AI-powered Financial Insights
Branding & Public Relations
Mobile App Development For Financial Services
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
and more

11. Merchant Lynx Services

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: merchantlynx.com

Company Founded: 1994

Company Size: 51-200

Company Address: 348 Hiatt Drive, Palm Beach Gardens, Florida, United States

Merchant Lynx Services Contact Details

Name Title LinkedIn Phone Email
Rick Wenacur National Hospitality Accounts Manager
Evan Fytros Vice President, Chief Financial Officer
John Kucyk President And Chief Executive Officer
Joseph Hudson Account Manager
Bill Herzog Account Manager
Jonathan St.john Outside Sales Representative
Josette Cisse Account Exclusive Migration Specialist
Requires/Intent and 6 more Employees
Loan Origination & Servicing Platforms
Corporate Finance Strategy
Business Strategy & Growth Consulting
Wealth Management
Mobile App Development For Financial Services
and more

12. Center For Asset Management, Llc

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: cf-am.com

Company Founded: 2008

Company Size: 1-10

Company Address: 3399 Pga Boulevard, Palm Beach Gardens, Florida, United States

Center For Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
Gina Blatt Business Manager
Requires/Intent
Technology Consulting
Wealth Management
AI-powered Financial Insights
IoT-enabled Smart Banking Solutions
Risk Management & Compliance
and more

13. Evershore Financial Group

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: evershore.com

Company Founded: 2008

Company Size: 11-50

Company Address: 3300 Pga Boulevard, Palm Beach Gardens, Florida, United States

Evershore Financial Group Contact Details

Name Title LinkedIn Phone Email
Barbara Cortes Executive Assistant
Sandra Washburn Independent Financial Advisor
Requires/Intent
Cybersecurity & Data Protection
Investment Advisory
Mobile App Development For Financial Services
Accounting Services
ESG & Sustainable Finance Consulting
and more

14. Freedom Force Financial

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: freedomforcefinancial.com

Company Founded: 1993

Company Size: 1-10

Freedom Force Financial Contact Details

Name Title LinkedIn Phone Email
Rosemary Hayda Financial Coach
Requires/Intent
Financial Forecasting & Modeling
Financial Auditing & Reporting
and more

15. Kiley Investment Management

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: kileyinvestment.com

Company Founded: 2002

Company Size: 1-10

Company Address: 11770 Highway 1, Palm Beach Gardens, Florida, United States

Kiley Investment Management Contact Details

Name Title LinkedIn Phone Email
Mike Kiley Chief Executive Officer
Requires/Intent
Wealth Management
Cloud Computing Solutions
Securities Trading & Brokerage
Document Management & E-signature Solutions
and more

16. Lowry Research Corporation

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: lowryresearch.com

Company Founded: 1938

Company Size: 11-50

Company Address: 11300 U South Highway, Palm Beach Gardens, Florida, United States

Lowry Research Corporation Contact Details

Name Title LinkedIn Phone Email
Jacques Lefevre Chief Operations Officer
Requires/Intent
Risk Management & Compliance
Hedge Fund & Private Equity Consulting
Wealth Management
Corporate Finance Strategy
and more

17. Mission Capital Personnel Services

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: mcpersonnelservices.com

Company Founded: 2013

Company Size: 51-200

Mission Capital Personnel Services Contact Details

Name Title LinkedIn Phone Email
Linda Faragher Senior Underwriter
Requires/Intent
ESG & Sustainable Finance Consulting
Document Management & E-signature Solutions
Accounting Services
Banking & Payment Processing
and more

18. Intelligent Payment Networks

Industry: Financial Services

Location: Palm Beach Gardens, Florida

Website: ipaymentnetworks.com

Company Founded: 2012

Company Size: 1-10

Company Address: 2401 Pga Boulevard, Palm Beach Gardens, Florida, United States

Intelligent Payment Networks Contact Details

Name Title LinkedIn Phone Email
Andrew Peters Account Executive
Requires/Intent
Hedge Fund & Private Equity Consulting
Compliance & Regulatory Advisory
IoT-enabled Smart Banking Solutions
Business Strategy & Growth Consulting
Sales & Lead Generation Strategy
and more
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Palm Beach Gardens Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Allen Porter Money Concepts Vice President Of Marketing And Business Development
2 Brian Lich Money Concepts Wealth Consultant
3 Kenny Parker Money Concepts National Director, Financial Institutions Division
4 Lawrence Lund Money Concepts Center President
5 Ben Hoeft Money Concepts Wealth Advisor
6 Robert White Money Concepts Wealth Manager
7 Julie Dillon Money Concepts Director
8 Alfredo Rosing Finova Financial Vice President Marketing
9 Cheng Shao Lighthouse Investment Partners, Llc Managing Director
10 Oliver Liao Lighthouse Investment Partners, Llc Assistant General Counsel
11 Malcolm Hawkes Lighthouse Investment Partners, Llc Risk Analyst
12 Shakil Riaz Lighthouse Investment Partners, Llc Managing Director
13 Mario Bernardi Lighthouse Investment Partners, Llc Manager
14 Kevin Marriott Lighthouse Investment Partners, Llc Senior Operations Risk Analyst
15 Anil Yashavant Lighthouse Investment Partners, Llc Trading And Risk Technology
16 Chip Perkins Perkins Fund Marketing Managing Member
17 John Whelen Perkins Fund Marketing Director
18 Linda Champagne Perkins Fund Marketing Managing Director
19 Bob Lilly Perkins Fund Marketing Manager
20 Scott Whitten Peak Brokerage Services Executive Vice President
21 Dodd Mcgough Peak Brokerage Services Chief Executive Officer And President
22 Omar Shalabi Peak Brokerage Services Financial Advisor, CfpÂ
23 Bradley Fortman Peak Brokerage Services Digital Marketing Specialist
24 Gregory Weldon Weldon Financial Chief Executive Officer
25 Mandeep Rai Weiss Ratings Chief Investment Analyst
26 Mike Larson Weiss Ratings Senior Analyst
27 Sal Boenzi Gwn Securities, Inc. Registered Representative
28 Drew Childress Gwn Securities, Inc. Independent Financial Advisor
29 Peter Bartone Gwn Securities, Inc. Registered Representative
30 Billy Toupin Gwn Securities, Inc. Operations Assistant
31 Andrew Mitchell Gwn Securities, Inc. Transition Liaison
32 Michael Pollakowski Gwn Securities, Inc. Managing Director
33 James Cavanaugh Gwn Securities, Inc. Financial Advisor
34 Sean Brodrick The Weiss Group, Inc. Editor
35 Carolin Weiss The Weiss Group, Inc. Co-founder And Chief Executive Officer
36 Leonard Weiss The Weiss Group, Inc. Attorney
37 Steven Klasz The Weiss Group, Inc. Manager
38 Travis Stephenson Mortgage300 Co-founder
39 Sher Sandvig Mortgage300 Leader
40 Dan Kazell Mortgage300 Mortgage Advisor

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