Top 20 Financial Services Companies in Roanoke

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

Financial Services Companies in Roanoke

1. Freedom First Credit Union

Industry: Financial Services

Location: Roanoke, Virginia

Website: freedomfirst.com

Company Founded: 1956

Company Size: 51-200

Company Address: 5240 Valleypark Drive, Roanoke, Virginia, United States

Freedom First Credit Union Contact Details

Name Title LinkedIn Phone Email
Kate Duncan Credit Union Teller At Freedom First Credit Union
Sylvia Harper Compliance Analyst
Tessa Rider Mortgage Loan Originator-nmls 196577
Janet Lester Mortgage Loan Processor
Rhonda Fuqua Mortgage Underwriter
Kim English Responsible Rides Coordinator
Ellen Conner Correspondent Lending At Freedom First Credit Union
Requires/Intent and 45 more Employees
Insurance & Underwriting Services
Treasury & Cash Flow Management
Banking & Payment Processing
Wealth Management
Branding & Public Relations
and more

2. Alcova Mortgage

Industry: Financial Services

Location: Roanoke, Virginia

Website: alcovamortgage.com

Company Founded: 2003

Company Size: 201-500

Company Address: 308 Market Street Southeast, Roanoke, Virginia, United States

Alcova Mortgage Contact Details

Name Title LinkedIn Phone Email
Douglas Schuhle Branch Manager
Tony Bolding Branch Manager
Dawn Franklin Loan Officer And Loan Cord
Jonathan Sweat Branch Manager Nmls Id# 308553
Kimberly Bratic Vice President Of Marketing
Stephen Waldrop Loan Officer And Reverse Mortgage
Rob Lindstrom Owner
Requires/Intent and 73 more Employees
HR & Talent Acquisition
Risk Management & Compliance
Fraud Detection & Prevention
Corporate Finance Strategy
Online Advertising & SEO
and more

3. Member One Federal Credit Union

Industry: Financial Services

Location: Roanoke, Virginia

Website: memberonefcu.com

Company Founded: 1940

Company Size: 201-500

Company Address: 202 4th Street Northeast, Roanoke, Virginia, United States

Member One Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Gina Kennett Market Manager, Westlake Retail Center
Tom Floyd Vice President Real Estate Lending
Kimberley Braswell Chief Talent Officer
Justin Davison Market Manager-vinton Market
Lauren Black Manager
Ccue Steve Crowder Senior Vice President, Information Technology
Matt Nulf Loan Officer 1
Requires/Intent and 46 more Employees
Branding & Public Relations
Tax Planning & Strategy
Investment Advisory
Mobile App Development For Financial Services
and more

4. Meridian Tax Partners

Industry: Financial Services

Location: Roanoke, Virginia

Website: meridiantaxpartners.com

Company Founded: 2014

Company Size: 1-10

Meridian Tax Partners Contact Details

Name Title LinkedIn Phone Email
Darrell Long President
Requires/Intent
Risk Management & Compliance
Data Analytics & Business Intelligence
and more

5. Miller Capital Management

Industry: Financial Services

Location: Roanoke, Virginia

Website: millercapital-management.com

Company Size: 1-10

Company Address: 2660 Electric Road, Roanoke, Virginia, United States

Miller Capital Management Contact Details

Name Title LinkedIn Phone Email
Chad Conner Vice President And Paraplanner
Requires/Intent
Business Strategy & Growth Consulting
Compliance & Regulatory Advisory
Legal Compliance & Advisory
HR & Talent Acquisition
and more

6. Rockydale Quarries Corp

Industry: Financial Services

Location: Roanoke, Virginia

Company Founded: 1947

Company Size: 1-10

Company Address: 4754 Old Rocky Mount Road Southwest, Roanoke, Virginia, United States

Rockydale Quarries Corp Contact Details

Name Title LinkedIn Phone Email
Mike Chopski General Manager
Myrna Woods Accounts Payable Coordinator
Heather Cardwell Weighperson
Requires/Intent
Wealth Management
Insurance & Underwriting Services
and more

7. Valley Financial Solutions

Industry: Financial Services

Location: Roanoke, Virginia

Website: valleyfinancialsolutions.com

Company Size: 11-50

Company Address: 2847 Penn Forest Boulevard, Roanoke, Virginia, United States

Valley Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Mary Mitchell Office Manager
Tom Davis Financial Advisor
Requires/Intent
API Integration For FinTech
Corporate Finance Strategy
Tax Planning & Strategy
Risk Assessment & Mitigation
and more

8. Hco Private Wealth

Industry: Financial Services

Location: Roanoke, Virginia

Website: hcowealth.com

Company Founded: 2009

Company Size: 1-10

Company Address: 2008 Stephenson Avenue, Roanoke, Virginia, United States

Hco Private Wealth Contact Details

Name Title LinkedIn Phone Email
Tresha Carroll Innovation Manager
Requires/Intent
Branding & Public Relations
Portfolio Management
Document Management & E-signature Solutions
and more

9. Creditors Collection Service, Inc.

Industry: Financial Services

Location: Roanoke, Virginia

Website: ccsroanoke.com

Company Founded: 1974

Company Size: 11-50

Company Address: 4530 Old Cave Spring Road, Roanoke, Virginia, United States

Creditors Collection Service, Inc. Contact Details

Name Title LinkedIn Phone Email
Carie Blake Administration
Daniel Drummond Director Of It
Requires/Intent
Mortgage & Loan Processing
ESG & Sustainable Finance Consulting
Blockchain & Cryptocurrency Solutions
Debt Collection & Recovery
Business Strategy & Growth Consulting
and more

10. Personal Financial Planning Inc.

Industry: Financial Services

Location: Roanoke, Virginia

Website: pfplans.com

Company Founded: 1982

Company Size: 1-10

Company Address: 3536 Brambleton Avenue Southwest, Roanoke, Virginia, United States

Personal Financial Planning Inc. Contact Details

Name Title LinkedIn Phone Email
Tom Nasta President
Requires/Intent
Employee Training & Workforce Development
Business Strategy & Growth Consulting
Corporate Finance Strategy
and more

11. Haley Toyota

Industry: Financial Services

Location: Roanoke, Virginia

Website: haleyhasitforless.com

Company Size: 51-200

Company Address: 2711 Franklin Road Southwest, Roanoke, Virginia, United States

Haley Toyota Contact Details

Name Title LinkedIn Phone Email
Barbara Gautier Delivery Coordinator
Marty Ream Dx Driver
Mariah Mccowan Receptionist
Tyler Zindorf Commission Sales Associate
Requires/Intent
Tax Planning & Strategy
Investment Advisory
and more

12. Sagecreek Planning & Investments

Industry: Financial Services

Location: Roanoke, Virginia

Website: sagecreekplanning.com

Company Size: 1-10

Company Address: 4233 Colonial Avenue, Roanoke, Virginia, United States

Sagecreek Planning & Investments Contact Details

Name Title LinkedIn Phone Email
Tilly Koll Director Of Sagecreek Operations And Marketing
Requires/Intent
Loan Origination & Servicing Platforms
Blockchain & Cryptocurrency Solutions
and more

13. National Financial Services, Inc.

Industry: Financial Services

Location: Roanoke, Virginia

Website: nfservicesinc.com

Company Founded: 1904

Company Size: 1-10

Company Address: 4401 Starkey Road, Roanoke, Virginia, United States

National Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Derek Carter Financial Services Professional
Requires/Intent
Mobile App Development For Financial Services
Quality Control & Assurance
Asset Management
AI-powered Financial Insights
Branding & Public Relations
and more

14. Beacon Wealth Consultants, Inc.

Industry: Financial Services

Location: Roanoke, Virginia

Website: beaconwealth.com

Company Founded: 1997

Company Size: 11-50

Company Address: 324 Washington Avenue Southwest, Roanoke, Virginia, United States

Beacon Wealth Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Alexis Kandel Summer Intern
Requires/Intent
Asset Management
Compliance & Regulatory Advisory
Mergers & Acquisitions Advisory
and more

15. Mkg Enterprises

Industry: Financial Services

Location: Roanoke, Virginia

Website: mkgenterprises.net

Company Size: 1-10

Company Address: 2965 Colonnade Drive, Roanoke, Virginia, United States

Mkg Enterprises Contact Details

Name Title LinkedIn Phone Email
Lorie Rice Department Manager
Requires/Intent
Mergers & Acquisitions Advisory
IoT-enabled Smart Banking Solutions
Risk Management & Compliance
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
and more

Roanoke Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Kate Duncan Freedom First Credit Union Credit Union Teller At Freedom First Credit Union
2 Sylvia Harper Freedom First Credit Union Compliance Analyst
3 Tessa Rider Freedom First Credit Union Mortgage Loan Originator-nmls 196577
4 Janet Lester Freedom First Credit Union Mortgage Loan Processor
5 Rhonda Fuqua Freedom First Credit Union Mortgage Underwriter
6 Kim English Freedom First Credit Union Responsible Rides Coordinator
7 Ellen Conner Freedom First Credit Union Correspondent Lending At Freedom First Credit Union
8 Douglas Schuhle Alcova Mortgage Branch Manager
9 Tony Bolding Alcova Mortgage Branch Manager
10 Dawn Franklin Alcova Mortgage Loan Officer And Loan Cord
11 Jonathan Sweat Alcova Mortgage Branch Manager Nmls Id# 308553
12 Kimberly Bratic Alcova Mortgage Vice President Of Marketing
13 Stephen Waldrop Alcova Mortgage Loan Officer And Reverse Mortgage
14 Rob Lindstrom Alcova Mortgage Owner
15 Gina Kennett Member One Federal Credit Union Market Manager, Westlake Retail Center
16 Tom Floyd Member One Federal Credit Union Vice President Real Estate Lending
17 Kimberley Braswell Member One Federal Credit Union Chief Talent Officer
18 Justin Davison Member One Federal Credit Union Market Manager-vinton Market
19 Lauren Black Member One Federal Credit Union Manager
20 Ccue Steve Crowder Member One Federal Credit Union Senior Vice President, Information Technology
21 Matt Nulf Member One Federal Credit Union Loan Officer 1
22 Darrell Long Meridian Tax Partners President
23 Chad Conner Miller Capital Management Vice President And Paraplanner
24 Mike Chopski Rockydale Quarries Corp General Manager
25 Myrna Woods Rockydale Quarries Corp Accounts Payable Coordinator
26 Heather Cardwell Rockydale Quarries Corp Weighperson
27 Mary Mitchell Valley Financial Solutions Office Manager
28 Tom Davis Valley Financial Solutions Financial Advisor
29 Tresha Carroll Hco Private Wealth Innovation Manager
30 Carie Blake Creditors Collection Service, Inc. Administration
31 Daniel Drummond Creditors Collection Service, Inc. Director Of It
32 Tom Nasta Personal Financial Planning Inc. President
33 Barbara Gautier Haley Toyota Delivery Coordinator
34 Marty Ream Haley Toyota Dx Driver
35 Mariah Mccowan Haley Toyota Receptionist
36 Tyler Zindorf Haley Toyota Commission Sales Associate
37 Tilly Koll Sagecreek Planning & Investments Director Of Sagecreek Operations And Marketing
38 Derek Carter National Financial Services, Inc. Financial Services Professional
39 Alexis Kandel Beacon Wealth Consultants, Inc. Summer Intern
40 Lorie Rice Mkg Enterprises Department Manager

Financial Services companies in different cities of Virginia

No. Industry Number of Contacts Download
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