Top 30 Financial Services Companies in Red Bank

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Below is the list of Top 30 Financial Services Companies in Red Bank ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Red Bank

1. Priority Payments Local®

Industry: Financial Services

Location: Red Bank, New Jersey

Website: prioritypaymentslocal.com

Company Founded: 2013

Company Size: 11-50

Company Address: 172 Monmouth Street, Red Bank, New Jersey, United States

Priority Payments Local® Contact Details

Name Title LinkedIn Phone Email
Angelo Mendola President, Chief Operations Officer
Douglas Mocik Vice President Of Sales
Andrew Pollina Business Development Manager
Rocco Coluccio Senior Merchant Advisor
Tyan Tully Vice President Of Business Development
Kenneth Knobel Area Sales Manager
Requires/Intent
ESG & Sustainable Finance Consulting
Financial Auditing & Reporting
Branding & Public Relations
Accounting Services
Cybersecurity & Data Protection
and more

2. Cafaro Greenleaf

Industry: Financial Services

Location: Red Bank, New Jersey

Website: cafarogreenleaf.com

Company Founded: 1981

Company Size: 1-10

Company Address: 286 Broad Street, Red Bank, New Jersey, United States

Cafaro Greenleaf Contact Details

Name Title LinkedIn Phone Email
Dorann Cafaro Founder
Joe Gastaldi Partner And Senior Advisor
Amy Kinsman Retirement Plan Advisor
Harold Hartsig Managing Director Of Operations
Chsa Brian Clark Managing Director
Chsa Eileen Mahoney Director Of Client Service And Administration
Chsa Eileen Mahoney Manager
Requires/Intent and 1 more Employees
Debt Collection & Recovery
Technology Consulting
Compliance & Regulatory Advisory
Branding & Public Relations
Securities Trading & Brokerage
and more

3. Locust Point Capital, Inc.

Industry: Financial Services

Location: Red Bank, New Jersey

Website: locustpointcapital.com

Company Founded: 2015

Company Size: 11-50

Company Address: 141 West Front Street, Red Bank, New Jersey, United States

Locust Point Capital, Inc. Contact Details

Name Title LinkedIn Phone Email
Helen Quick Partner At Nelson Mullins And Managing Director At Locust Point Capital
Eric Smith Chief Executive Officer And Managing Partner
Michelle Masonius Operations Support Coordinator
Nikki Senopoulos Investment Analyst
Toby Tennenhaus Portfolio Management Analyst
Zachary Scimeca Underwriting Analyst
Brigid Minue Staff Accountant
Requires/Intent
Performance Tracking & KPI Analytics
IoT-enabled Smart Banking Solutions
Corporate Finance Strategy
and more

4. Smallwood Wealth Management

Industry: Financial Services

Location: Red Bank, New Jersey

Website: smallwoodwealth.com

Company Founded: 1990

Company Size: 1-10

Company Address: 199 Broad Street, Red Bank, New Jersey, United States

Smallwood Wealth Management Contact Details

Name Title LinkedIn Phone Email
Edward Bao Senior Wealth Advisor
Cfpâ Edward Bao Senior Wealth Advisor
Christopher Smallwood Intern
Robert Marks Junior Wealth Advisor
Requires/Intent
Insurance & Underwriting Services
HR & Talent Acquisition
Securities Trading & Brokerage
Omnichannel Customer Support
Asset Management
and more

5. Hudson Wealth Management Llc

Industry: Financial Services

Location: Red Bank, New Jersey

Website: hudsonwm.com

Company Founded: 2005

Company Size: 11-50

Hudson Wealth Management Llc Contact Details

Name Title LinkedIn Phone Email
Christian Bianco Health And Life Representative At Hudson Wealth Management Llc
Nicholas Benevento Managing Director- Marketing And Client Development
Vincent Benevento Managing Director-chief Executive Officer
Toni Mazza Administrative Assistant
Darian Altomare Administrative Assistant And Group Health Benefits Administrator
Vincent Benevento Managing Director-chief Executive Officer
Requires/Intent
Fraud Detection & Prevention
Financial Auditing & Reporting
Mergers & Acquisitions Advisory
and more

6. Krietzberg Wealth Management

Industry: Financial Services

Location: Red Bank, New Jersey

Website: krietzbergwealth.com

Company Founded: 2005

Company Size: 1-10

Company Address: 125 Half Mile Road, Red Bank, New Jersey, United States

Krietzberg Wealth Management Contact Details

Name Title LinkedIn Phone Email
Frank Hackett Senior Investment Associate
Kevin Gao Financial Advisory Intern
Tara Blackburn Client Service Specialist
Sheila Kushner Client Service Specialist
Kelly Garcia Practice Assistant
Requires/Intent
Compliance & Regulatory Advisory
Mortgage & Loan Processing
Mobile App Development For Financial Services
Insurance & Underwriting Services
and more

7. Oceanic Capital Management

Industry: Financial Services

Location: Red Bank, New Jersey

Website: oceaniccap.com

Company Founded: 2008

Company Size: 1-10

Company Address: 125 Half Mile Road, Red Bank, New Jersey, United States

Oceanic Capital Management Contact Details

Name Title LinkedIn Phone Email
Thomas Yorke Managing Director
Requires/Intent
Financial Planning & Retirement Solutions
Mobile App Development For Financial Services
Online Advertising & SEO
Cybersecurity & Data Protection
and more

8. Hsagateway

Industry: Financial Services

Location: Red Bank, New Jersey

Website: hsa-gateway.com

Company Size: 1-10

Company Address: 286 Broad Street, Red Bank, New Jersey, United States

Hsagateway Contact Details

Name Title LinkedIn Phone Email
Cbfa Jamie Greenleaf Founder And Principal
Requires/Intent
Fraud Detection & Prevention
Digital Payment & Subscription Solutions
Legal Compliance & Advisory
Wealth Management
Technology Consulting
and more

9. Millington Securities, Inc.

Industry: Financial Services

Location: Red Bank, New Jersey

Website: millingtonsecurities.com

Company Founded: 2006

Company Size: 11-50

Company Address: 331 Newman Springs Road, Red Bank, New Jersey, United States

Millington Securities, Inc. Contact Details

Name Title LinkedIn Phone Email
Leo Decker Director Of Trading
Andrew Rodriguez Trader
Requires/Intent
Omnichannel Customer Support
Mobile App Development For Financial Services
Branding & Public Relations
Tax Planning & Strategy
and more

10. Navesink Home Loans, Llc

Industry: Financial Services

Location: Red Bank, New Jersey

Website: navesinkloans.com

Company Founded: 2010

Company Size: 1-10

Company Address: 157 Broad Street, Red Bank, New Jersey, United States

Navesink Home Loans, Llc Contact Details

Name Title LinkedIn Phone Email
Colin Powers Managing Partner, Navesink Home Loans
Requires/Intent
Quality Control & Assurance
Debt Collection & Recovery
Accounting Services
Branding & Public Relations
Financial Forecasting & Modeling
and more

11. Two River Financial Services

Industry: Financial Services

Location: Red Bank, New Jersey

Website: tworiverfinancial.com

Company Founded: 2010

Company Size: 1-10

Company Address: 119 Maple Avenue, Red Bank, New Jersey, United States

Two River Financial Services Contact Details

Name Title LinkedIn Phone Email
Douglas Niosi Financial Advisor
Requires/Intent
Quality Control & Assurance
Insurance & Underwriting Services
Data Analytics & Business Intelligence
Credit Rating & Analysis
Debt Collection & Recovery
and more

12. Roundangle Advisors Llc

Industry: Financial Services

Location: Red Bank, New Jersey

Website: roundangleadvisors.com

Company Founded: 2015

Company Size: 1-10

Company Address: 280 Highway 35, Red Bank, New Jersey, United States

Roundangle Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Manuela Diaz Chief Operations Officer And Director Of Client Services
Edward Vallar Director Of Wealth Management
Requires/Intent
Portfolio Management
Compliance & Regulatory Advisory
API Integration For FinTech
and more

13. Stream Asset Management Lp

Industry: Financial Services

Location: Red Bank, New Jersey

Website: streamam.com

Company Founded: 2015

Company Size: 1-10

Stream Asset Management Lp Contact Details

Name Title LinkedIn Phone Email
Michael Mccarty Partner
Requires/Intent
Investment Advisory
Omnichannel Customer Support
and more

14. The Keyarx Group

Industry: Financial Services

Location: Red Bank, New Jersey

Website: keyarx.com

Company Size: 11-50

Company Address: 140 Maple Avenue, Red Bank, New Jersey, United States

The Keyarx Group Contact Details

Name Title LinkedIn Phone Email
Stephen Cella President
Requires/Intent
Employee Training & Workforce Development
Customer Relationship Management (CRM)
Insurance & Underwriting Services
Tax Planning & Strategy
Wealth Management
and more

15. Peter Lynch, Inc.

Industry: Financial Services

Location: Red Bank, New Jersey

Website: peterlynchinc.com

Company Size: 1-10

Company Address: 6 Drummond Place, Red Bank, New Jersey, United States

Peter Lynch, Inc. Contact Details

Name Title LinkedIn Phone Email
Corey Shevlin Asset Manager
Requires/Intent
Marketing Services
ESG & Sustainable Finance Consulting
and more

16. Wellesley Financial Planners

Industry: Financial Services

Location: Red Bank, New Jersey

Website: wfplanners.com

Company Size: 1-10

Company Address: 130 Maple Avenue, Red Bank, New Jersey, United States

Wellesley Financial Planners Contact Details

Name Title LinkedIn Phone Email
Michael Szotak Owner And Founder And President, Investment, Wealth Management And Estate Planning
Requires/Intent
Hedge Fund & Private Equity Consulting
Legal Compliance & Advisory
Securities Trading & Brokerage
Accounting Services
IoT-enabled Smart Banking Solutions
and more

17. Pre Billing Consultants, Inc.

Industry: Financial Services

Location: Red Bank, New Jersey

Website: grouppbc.com

Company Founded: 1995

Company Size: 51-200

Company Address: 66 West Gilbert Street, Red Bank, New Jersey, United States

Pre Billing Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Lori Wise Assistant Coding Manager, Cpc
Darius Thomas Billing Clerk
Requires/Intent
Document Management & E-signature Solutions
Corporate Finance Strategy
and more

18. Blue Blaze Financial Advisors, Llc

Industry: Financial Services

Location: Red Bank, New Jersey

Website: blueblazefa.com

Company Founded: 2014

Company Size: 1-10

Company Address: 25 Bridge Avenue, Red Bank, New Jersey, United States

Blue Blaze Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Sarah Robbins Planning Associate
Requires/Intent
Financial Auditing & Reporting
Accounting Services
Wealth Management
and more

19. Sfg Annuity Advisors

Industry: Financial Services

Location: Red Bank, New Jersey

Website: sfgannuity.com

Company Size: 1-10

Sfg Annuity Advisors Contact Details

Name Title LinkedIn Phone Email
Tricia Mozgai Office Manager
Tricia Mozgai Office Manager At Sfg Annuity Marketing
Christine Ransom Licensed Agent And Administrator
Requires/Intent
AI-powered Financial Insights
Corporate Finance Strategy
Asset Management
and more

20. Withum Wealth Management

Industry: Financial Services

Location: Red Bank, New Jersey

Website: withumwealth.com

Company Size: 11-50

Company Address: 47 Reckless Place, Red Bank, New Jersey, United States

Withum Wealth Management Contact Details

Name Title LinkedIn Phone Email
Laura Ferguson Director Of Professional Services
Requires/Intent
Marketing Services
Financial Planning & Retirement Solutions
Asset Management
Data Analytics & Business Intelligence
and more

21. The Hartshorne Group

Industry: Financial Services

Location: Red Bank, New Jersey

Website: hartshornegroup.com

Company Founded: 1984

Company Size: 11-50

The Hartshorne Group Contact Details

Name Title LinkedIn Phone Email
Paulette Sarlo Financial Planning Specialist
Requires/Intent
Compliance & Regulatory Advisory
Wealth Management
and more

22. Epic Insurance Services, Llc

Industry: Financial Services

Location: Red Bank, New Jersey

Website: epicwm.com

Company Size: 11-50

Company Address: 2 Bridge Avenue, Red Bank, New Jersey, United States

Epic Insurance Services, Llc Contact Details

Name Title LinkedIn Phone Email
Brianna Hagan Intern
Requires/Intent
Loan Origination & Servicing Platforms
Mortgage & Loan Processing
Automation & Workflow Optimization
and more

23. Vista Financial

Industry: Financial Services

Location: Red Bank, New Jersey

Website: vistafinancialllc.com

Company Founded: 2006

Company Size: 1-10

Company Address: 331 Newman Springs Road, Red Bank, New Jersey, United States

Vista Financial Contact Details

Name Title LinkedIn Phone Email
Gregory Boles Founder And Chief Executive Officer
Requires/Intent
Customer Relationship Management (CRM)
Business Strategy & Growth Consulting
Document Management & E-signature Solutions
and more

24. The Hogan-knotts Financial Group

Industry: Financial Services

Location: Red Bank, New Jersey

Website: hkfg.biz

Company Size: 1-10

Company Address: 298 Broad Street, Red Bank, New Jersey, United States

The Hogan-knotts Financial Group Contact Details

Name Title LinkedIn Phone Email
Julie Pendell Registered Paraplanner
Requires/Intent
Branding & Public Relations
Asset Management
Digital Payment & Subscription Solutions
and more

Red Bank Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Angelo Mendola Priority Payments Local® President, Chief Operations Officer
2 Douglas Mocik Priority Payments Local® Vice President Of Sales
3 Andrew Pollina Priority Payments Local® Business Development Manager
4 Rocco Coluccio Priority Payments Local® Senior Merchant Advisor
5 Tyan Tully Priority Payments Local® Vice President Of Business Development
6 Kenneth Knobel Priority Payments Local® Area Sales Manager
7 Dorann Cafaro Cafaro Greenleaf Founder
8 Joe Gastaldi Cafaro Greenleaf Partner And Senior Advisor
9 Amy Kinsman Cafaro Greenleaf Retirement Plan Advisor
10 Harold Hartsig Cafaro Greenleaf Managing Director Of Operations
11 Chsa Brian Clark Cafaro Greenleaf Managing Director
12 Chsa Eileen Mahoney Cafaro Greenleaf Director Of Client Service And Administration
13 Chsa Eileen Mahoney Cafaro Greenleaf Manager
14 Helen Quick Locust Point Capital, Inc. Partner At Nelson Mullins And Managing Director At Locust Point Capital
15 Eric Smith Locust Point Capital, Inc. Chief Executive Officer And Managing Partner
16 Michelle Masonius Locust Point Capital, Inc. Operations Support Coordinator
17 Nikki Senopoulos Locust Point Capital, Inc. Investment Analyst
18 Toby Tennenhaus Locust Point Capital, Inc. Portfolio Management Analyst
19 Zachary Scimeca Locust Point Capital, Inc. Underwriting Analyst
20 Brigid Minue Locust Point Capital, Inc. Staff Accountant
21 Edward Bao Smallwood Wealth Management Senior Wealth Advisor
22 Cfpâ Edward Bao Smallwood Wealth Management Senior Wealth Advisor
23 Christopher Smallwood Smallwood Wealth Management Intern
24 Robert Marks Smallwood Wealth Management Junior Wealth Advisor
25 Christian Bianco Hudson Wealth Management Llc Health And Life Representative At Hudson Wealth Management Llc
26 Nicholas Benevento Hudson Wealth Management Llc Managing Director- Marketing And Client Development
27 Vincent Benevento Hudson Wealth Management Llc Managing Director-chief Executive Officer
28 Toni Mazza Hudson Wealth Management Llc Administrative Assistant
29 Darian Altomare Hudson Wealth Management Llc Administrative Assistant And Group Health Benefits Administrator
30 Vincent Benevento Hudson Wealth Management Llc Managing Director-chief Executive Officer
31 Frank Hackett Krietzberg Wealth Management Senior Investment Associate
32 Kevin Gao Krietzberg Wealth Management Financial Advisory Intern
33 Tara Blackburn Krietzberg Wealth Management Client Service Specialist
34 Sheila Kushner Krietzberg Wealth Management Client Service Specialist
35 Kelly Garcia Krietzberg Wealth Management Practice Assistant
36 Thomas Yorke Oceanic Capital Management Managing Director
37 Cbfa Jamie Greenleaf Hsagateway Founder And Principal
38 Leo Decker Millington Securities, Inc. Director Of Trading
39 Andrew Rodriguez Millington Securities, Inc. Trader
40 Colin Powers Navesink Home Loans, Llc Managing Partner, Navesink Home Loans

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