Top 10 Financial Services Companies in Peoria

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

Financial Services Companies in Peoria

1. Affirm Wealth Advisors

Industry: Financial Services

Location: Peoria, Arizona

Company Size: 11-50

Company Address: 7992 West Thunderbird Road, Peoria, Arizona, United States

Affirm Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Melissa Coffey-rubio Marketing Manager
Requires/Intent
Banking & Payment Processing
Tax Planning & Strategy
Mobile App Development For Financial Services
Automation & Workflow Optimization
Cybersecurity & Data Protection
and more

2. Fullerton Financial Planning

Industry: Financial Services

Location: Peoria, Arizona

Website: fullertonfp.com

Company Founded: 2005

Company Size: 11-50

Company Address: 14155 North 83d Avenue, Peoria, Arizona, United States

Fullerton Financial Planning Contact Details

Name Title LinkedIn Phone Email
Stephanie Fullerton Founder
Scott Preble Investment And Financial Advisor
Dianne Sackrider Director Of Operations
Hailey Satterfield Marketing Associate
Steve Fullerton Director Of Operations
Tyler Price Strategic Account Manager
Renee Abbott Event Coordinator
Requires/Intent and 7 more Employees
Debt Collection & Recovery
Quality Control & Assurance
Tax Planning & Strategy
Branding & Public Relations
Sales & Lead Generation Strategy
and more

3. Katie Campbell - State Farm Insurance

Industry: Financial Services

Location: Peoria, Arizona

Website: katiecampbellinsurance.com

Company Founded: 1997

Company Size: 1-10

Company Address: 9200 West Union Hills Drive, Peoria, Arizona, United States

Katie Campbell - State Farm Insurance Contact Details

Name Title LinkedIn Phone Email
Katie Campbell Agent And Owner
Requires/Intent
Data Analytics & Business Intelligence
IoT-enabled Smart Banking Solutions
Technology Consulting
and more

4. Summit Wealth Advisors, Llc

Industry: Financial Services

Location: Peoria, Arizona

Website: summitwealthadvisorsllc.com

Company Founded: 2014

Company Size: 1-10

Company Address: 9125 West Thunderbird Road, Peoria, Arizona, United States

Summit Wealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Damon Zahlmann Co-founder
Requires/Intent
Quality Control & Assurance
ERP For Financial Institutions
Credit Rating & Analysis
Mobile App Development For Financial Services
and more

5. Genesis Capital Finance, Llc

Industry: Financial Services

Location: Peoria, Arizona

Website: genesiscapital.net

Company Founded: 2018

Company Size: 1-10

Company Address: 8194 West Deer Valley Road, Peoria, Arizona, United States

Genesis Capital Finance, Llc Contact Details

Name Title LinkedIn Phone Email
Karen Marcy Executive Vice President
Requires/Intent
Omnichannel Customer Support
Data Analytics & Business Intelligence
Mergers & Acquisitions Advisory
and more

6. Jomax Recovery Services

Industry: Financial Services

Location: Peoria, Arizona

Website: jomaxrecovery.com

Company Founded: 2004

Company Size: 1-10

Company Address: 14100 North 83rd Avenue, Peoria, Arizona, United States

Jomax Recovery Services Contact Details

Name Title LinkedIn Phone Email
Jodi Smith President
Jodi Smith President
Requires/Intent
Portfolio Management
HR & Talent Acquisition
Mobile App Development For Financial Services
and more

7. Independent Wealth Management And Insurance Services

Industry: Financial Services

Location: Peoria, Arizona

Website: independentwealthmgt.com

Company Founded: 2001

Company Size: 1-10

Company Address: 9844 West Yearling Road, Peoria, Arizona, United States

Independent Wealth Management And Insurance Services Contact Details

Name Title LinkedIn Phone Email
Derek Brown Client Service Specialist
Requires/Intent
Financial Auditing & Reporting
ESG & Sustainable Finance Consulting
and more

8. Union Retirement Solutions

Industry: Financial Services

Location: Peoria, Arizona

Website: unionretirementsolutions.com

Company Founded: 1999

Company Size: 1-10

Company Address: 9220 West Union Hills Drive, Peoria, Arizona, United States

Union Retirement Solutions Contact Details

Name Title LinkedIn Phone Email
Jennifer Skidmore Managing Partner
Requires/Intent
Online Advertising & SEO
Legal Compliance & Advisory
Portfolio Management
Business Strategy & Growth Consulting
Marketing Services
and more

9. Simmers Financial Group

Industry: Financial Services

Location: Peoria, Arizona

Website: simmersfinancial.com

Company Size: 1-10

Simmers Financial Group Contact Details

Name Title LinkedIn Phone Email
Lisa Chamberlin Account Executive
Leighanne Potter Interim
Requires/Intent
Financial Forecasting & Modeling
Tax Planning & Strategy
Investment Advisory
ESG & Sustainable Finance Consulting
and more

10. Blue Diamond Documents

Industry: Financial Services

Location: Peoria, Arizona

Website: checkbookiraprep.com

Company Size: 1-10

Blue Diamond Documents Contact Details

Name Title LinkedIn Phone Email
Timothy Schubert President
Requires/Intent
Sales & Lead Generation Strategy
Performance Tracking & KPI Analytics
Portfolio Management
Investment Advisory
Asset Management
and more
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Peoria Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Melissa Coffey-rubio Affirm Wealth Advisors Marketing Manager
2 Stephanie Fullerton Fullerton Financial Planning Founder
3 Scott Preble Fullerton Financial Planning Investment And Financial Advisor
4 Dianne Sackrider Fullerton Financial Planning Director Of Operations
5 Hailey Satterfield Fullerton Financial Planning Marketing Associate
6 Steve Fullerton Fullerton Financial Planning Director Of Operations
7 Tyler Price Fullerton Financial Planning Strategic Account Manager
8 Renee Abbott Fullerton Financial Planning Event Coordinator
9 Katie Campbell Katie Campbell - State Farm Insurance Agent And Owner
10 Damon Zahlmann Summit Wealth Advisors, Llc Co-founder
11 Karen Marcy Genesis Capital Finance, Llc Executive Vice President
12 Jodi Smith Jomax Recovery Services President
13 Jodi Smith Jomax Recovery Services President
14 Derek Brown Independent Wealth Management And Insurance Services Client Service Specialist
15 Jennifer Skidmore Union Retirement Solutions Managing Partner
16 Lisa Chamberlin Simmers Financial Group Account Executive
17 Leighanne Potter Simmers Financial Group Interim
18 Timothy Schubert Blue Diamond Documents President

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