Top 20 Financial Services Companies in Roswell

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

Financial Services Companies in Roswell

1. Monarch Capital Corporation

Industry: Financial Services

Location: Roswell, Georgia

Website: monarchcapitalcorporation.com

Company Size: 11-50

Company Address: 200 Quiet Stream Court, Roswell, Georgia, United States

Monarch Capital Corporation Contact Details

Name Title LinkedIn Phone Email
Thomas Koos President
Requires/Intent
Insurance & Underwriting Services
Document Management & E-signature Solutions
Customer Relationship Management (CRM)
Asset Management
and more

2. Factortrust

Industry: Financial Services

Location: Roswell, Georgia

Website: factortrust.com

Company Founded: 2006

Company Size: 51-200

Company Address: 695 Mansell Road, Roswell, Georgia, United States

Factortrust Contact Details

Name Title LinkedIn Phone Email
Marty Butterfield Regional Sales Director | The Alternative Credit Bureau
Sindhura Ponnala R And D Statistician
Requires/Intent
Banking & Payment Processing
Portfolio Management
and more

3. Ronald Blue & Co.

Industry: Financial Services

Location: Roswell, Georgia

Company Founded: 1979

Company Size: 51-200

Company Address: 300 Colonial Center Parkway, Roswell, Georgia, United States

Ronald Blue & Co. Contact Details

Name Title LinkedIn Phone Email
Craig Westrick Senior Private Wealth Advisor
Cfpâ Bob Fox Senior Financial Planner
Jamine Madrid Investment Operations Specialist At Ronald Blue And Co
John Dodd Senior Financial Advisor
Hollis Vanfossen Financial Planning Intern
Requires/Intent
Omnichannel Customer Support
AI-powered Financial Insights
and more

4. Edwards Jones Investments

Industry: Financial Services

Location: Roswell, Georgia

Company Size: 1-10

Company Address: 540 West Crossville Road, Roswell, Georgia, United States

Edwards Jones Investments Contact Details

Name Title LinkedIn Phone Email
Bonnie Wallenta Administrator
Requires/Intent
Tax Planning & Strategy
Hedge Fund & Private Equity Consulting
Insurance & Underwriting Services
and more

5. Otr Capital

Industry: Financial Services

Location: Roswell, Georgia

Website: otrcapital.com

Company Founded: 2011

Company Size: 51-200

Company Address: 1000 Holcomb Woods Parkway, Roswell, Georgia, United States

Otr Capital Contact Details

Name Title LinkedIn Phone Email
Samuel Williamson Sales Manager
Brandon Durbin Vice President Of Sales
John Dora Business Development Manager
Anthony Szado Vice President Sales
Taylor Isabella Truck Driver
Requires/Intent
Sales & Lead Generation Strategy
Fraud Detection & Prevention
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
and more

6. Southeast Equipment Capital, Llc

Industry: Financial Services

Location: Roswell, Georgia

Website: southeastequipment.net

Company Founded: 2015

Company Size: 1-10

Company Address: 1245 Alpharetta Street, Roswell, Georgia, United States

Southeast Equipment Capital, Llc Contact Details

Name Title LinkedIn Phone Email
H Craig Norton Senior Loan Officer - Vice President
Alley Hatfield Business Development Manager
Matt Reid Commercial Loan Officer
Requires/Intent
Wealth Management
Performance Tracking & KPI Analytics
AI-powered Financial Insights
and more

7. Northpoint Mortgage

Industry: Financial Services

Location: Roswell, Georgia

Website: northpointmortgage.com

Company Size: 51-200

Company Address: 300 Colonial Center Parkway, Roswell, Georgia, United States

Northpoint Mortgage Contact Details

Name Title LinkedIn Phone Email
Fred Thompson Senior Loan Officer
Requires/Intent
ESG & Sustainable Finance Consulting
IoT-enabled Smart Banking Solutions
Legal Compliance & Advisory
and more

8. Claimscomp, Inc.

Industry: Financial Services

Location: Roswell, Georgia

Website: claimscomp.com

Company Size: 11-50

Company Address: 490 Sun Valley Drive, Roswell, Georgia, United States

Claimscomp, Inc. Contact Details

Name Title LinkedIn Phone Email
Louis Suazo Claimscomp Inc
Joann Knight Regional Claims Manager
Donald Hendrix Regional Claims Manager
Tera Pettyjohn Regional Claims Manager
Jackie Crowe Regional Claims Manager
George Hill Claims Manager
Requires/Intent
Marketing Services
Technology Consulting
and more

9. Marvel Painting

Industry: Financial Services

Location: Roswell, Georgia

Company Size: 1-10

Company Address: 245 Tyson Circle, Roswell, Georgia, United States

Marvel Painting Contact Details

Name Title LinkedIn Phone Email
Peter Painting Owner
Requires/Intent
Performance Tracking & KPI Analytics
Accounting Services
and more

10. Payhawk

Industry: Financial Services

Location: Roswell, Georgia

Website: gopayhawk.com

Company Founded: 2015

Company Size: 11-50

Company Address: 1000 Holcomb Woods Parkway, Roswell, Georgia, United States

Payhawk Contact Details

Name Title LinkedIn Phone Email
Sarah Spegal Sales Intern
Requires/Intent
Financial Auditing & Reporting
Mobile App Development For Financial Services
Investment Advisory
Performance Tracking & KPI Analytics
Omnichannel Customer Support
and more

11. Dlj Wealth Services, Llc

Industry: Financial Services

Location: Roswell, Georgia

Website: dljwealthservices.com

Company Size: 1-10

Company Address: 300 Colonial Center Parkway, Roswell, Georgia, United States

Dlj Wealth Services, Llc Contact Details

Name Title LinkedIn Phone Email
Katie Beyer Facilities Coordinator
Requires/Intent
Marketing Services
Credit Rating & Analysis
and more
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Roswell Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Thomas Koos Monarch Capital Corporation President
2 Marty Butterfield Factortrust Regional Sales Director | The Alternative Credit Bureau
3 Sindhura Ponnala Factortrust R And D Statistician
4 Craig Westrick Ronald Blue & Co. Senior Private Wealth Advisor
5 Cfpâ Bob Fox Ronald Blue & Co. Senior Financial Planner
6 Jamine Madrid Ronald Blue & Co. Investment Operations Specialist At Ronald Blue And Co
7 John Dodd Ronald Blue & Co. Senior Financial Advisor
8 Hollis Vanfossen Ronald Blue & Co. Financial Planning Intern
9 Bonnie Wallenta Edwards Jones Investments Administrator
10 Samuel Williamson Otr Capital Sales Manager
11 Brandon Durbin Otr Capital Vice President Of Sales
12 John Dora Otr Capital Business Development Manager
13 Anthony Szado Otr Capital Vice President Sales
14 Taylor Isabella Otr Capital Truck Driver
15 H Craig Norton Southeast Equipment Capital, Llc Senior Loan Officer - Vice President
16 Alley Hatfield Southeast Equipment Capital, Llc Business Development Manager
17 Matt Reid Southeast Equipment Capital, Llc Commercial Loan Officer
18 Fred Thompson Northpoint Mortgage Senior Loan Officer
19 Louis Suazo Claimscomp, Inc. Claimscomp Inc
20 Joann Knight Claimscomp, Inc. Regional Claims Manager
21 Donald Hendrix Claimscomp, Inc. Regional Claims Manager
22 Tera Pettyjohn Claimscomp, Inc. Regional Claims Manager
23 Jackie Crowe Claimscomp, Inc. Regional Claims Manager
24 George Hill Claimscomp, Inc. Claims Manager
25 Peter Painting Marvel Painting Owner
26 Sarah Spegal Payhawk Sales Intern
27 Katie Beyer Dlj Wealth Services, Llc Facilities Coordinator

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