Top 20 Financial Services Companies in Shelton

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

Financial Services Companies in Shelton

1. Barnum Financial Group

Industry: Financial Services

Location: Shelton, Connecticut

Website: barnumfinancialgroup.com

Company Founded: 1950

Company Size: 501-1000

Company Address: 6 Corporate Drive, Shelton, Connecticut, United States

Barnum Financial Group Contact Details

Name Title LinkedIn Phone Email
Jason Matarazzo Financial Advisor
Dhilan Shah Financial Advisor
Clifford Bray Talent Acquisition Consultant
Robert Crane Financial Services Representative
Caslâ George Kamel Financial Planner And Financial Services Representative
Nick Auriemma Financial Planner
Lutcf Joseph D. Lopresti Executive Vice President
Requires/Intent and 115 more Employees
Financial Planning & Retirement Solutions
Quality Control & Assurance
Financial Auditing & Reporting
Loan Origination & Servicing Platforms
Asset Management
and more

2. Beirne Wealth Consulting (bwc)

Industry: Financial Services

Location: Shelton, Connecticut

Website: beirnewealth.com

Company Founded: 2012

Company Size: 11-50

Company Address: 3 Enterprise Drive, Shelton, Connecticut, United States

Beirne Wealth Consulting (bwc) Contact Details

Name Title LinkedIn Phone Email
Taylor Garguilo Manager
Charles Jama Director
Ashley Lynch Manager
Phil Sloan Senior Institutional Consultant
Sam Burbank Junior Associate
John Beirne Founding Partner
Madison John Junior Associate
Requires/Intent
Tax Planning & Strategy
Credit Rating & Analysis
Employee Training & Workforce Development
and more

3. Procyon Partners

Industry: Financial Services

Location: Shelton, Connecticut

Website: procyonpartners.net

Company Founded: 2017

Company Size: 11-50

Company Address: 1 Corporate Drive, Shelton, Connecticut, United States

Procyon Partners Contact Details

Name Title LinkedIn Phone Email
Phil Fiore Chief Executive Officer
Cimaâ Phil Fiore Chief Executive Officer
Andy Leung Vice President, Private Wealth Advisor
Tom Gahan Managing Director
Mark Rich Investment Analyst
Lou Gloria Managing Director
Deirdre Nealon Senior Client Service Associate
Requires/Intent
Branding & Public Relations
HR & Talent Acquisition
Investment Advisory
Hedge Fund & Private Equity Consulting
and more

4. Rightcapital

Industry: Financial Services

Location: Shelton, Connecticut

Website: rightcapital.com

Company Founded: 2012

Company Size: 11-50

Company Address: 1 Enterprise Drive, Shelton, Connecticut, United States

Rightcapital Contact Details

Name Title LinkedIn Phone Email
Neil Hirsch Senior Sales Executive
Jeffrey Zeleny Sales Associate
Michael Dimattio Senior Sales Associate
Brittany Harper Marketing Assistant
Eric Cho Senior Php Developer
Mary Dietz Product Support Team Lead
Jason Houle Support Specialist
Requires/Intent and 6 more Employees
Financial Planning & Retirement Solutions
Credit Rating & Analysis
and more

5. Clayton

Industry: Financial Services

Location: Shelton, Connecticut

Website: claytonandlittle.com

Company Founded: 1989

Company Size: 201-500

Company Address: 100 Beard Sawmill Road, Shelton, Connecticut, United States

Clayton Contact Details

Name Title LinkedIn Phone Email
Hoong Young Servicing Compliance Analyst
Susan Connally Director Of Surveillance
Elba Romero Transaction Manager
Timothy Johnson Compliance Analyst
Zegeye Desta Sql Developer
Karen Monterusso Executive Assistant At Clayton Management Company
Linda Brubacher Senior Underwriter
Requires/Intent and 21 more Employees
Employee Training & Workforce Development
Investment Advisory
Digital Payment & Subscription Solutions
HR & Talent Acquisition
Cybersecurity & Data Protection
and more

6. Investmark

Industry: Financial Services

Location: Shelton, Connecticut

Website: investmark.net

Company Founded: 1984

Company Size: 11-50

Company Address: 3 Enterprise Drive, Shelton, Connecticut, United States

Investmark Contact Details

Name Title LinkedIn Phone Email
Michael Kusick Managing Principal, Chief Executive Officer
Nick Christie Director Of Advisory Services, Principal, Senior Financial Advisor At Investmark
Douglas Kerr Principal
Jay Diamond Managing Principal, Senior Financial Advisor
Bailey Barnum Administrative Associate
Robert Iannazzo Financial Advisor
Kimberly Lopez Program Manager
Requires/Intent
Asset Management
Blockchain & Cryptocurrency Solutions
ESG & Sustainable Finance Consulting
and more

7. Ganim Financial

Industry: Financial Services

Location: Shelton, Connecticut

Website: ganimfinancial.com

Company Founded: 1985

Company Size: 1-10

Company Address: 2 Enterprise Drive, Shelton, Connecticut, United States

Ganim Financial Contact Details

Name Title LinkedIn Phone Email
Ray Thiagarajan Investment Analyst
Matthew Liscio Data Entry Clerk
Christopher Ganim Director Of Wealth Management
Amanda Paz Administrative Assistant
Requires/Intent
Technology Consulting
Debt Collection & Recovery
Branding & Public Relations
Cloud Computing Solutions
and more

8. Dimatteo Group Financial Services

Industry: Financial Services

Location: Shelton, Connecticut

Website: dimatteofinancial.com

Company Founded: 1960

Company Size: 1-10

Company Address: 79 Bridgeport Avenue, Shelton, Connecticut, United States

Dimatteo Group Financial Services Contact Details

Name Title LinkedIn Phone Email
John Esposito Paraplanner
Requires/Intent
Mobile App Development For Financial Services
Quality Control & Assurance
Securities Trading & Brokerage
Banking & Payment Processing
and more

9. Quest Financial Services

Industry: Financial Services

Location: Shelton, Connecticut

Website: quest-fs.com

Company Founded: 2013

Company Size: 1-10

Company Address: 23 Nature Lane, Shelton, Connecticut, United States

Quest Financial Services Contact Details

Name Title LinkedIn Phone Email
Antonio Caldas Principal And Partner
Requires/Intent
Online Advertising & SEO
Mortgage & Loan Processing
and more

10. Strobel Capital Partners

Industry: Financial Services

Location: Shelton, Connecticut

Website: strobelcap.com

Company Size: 1-10

Company Address: 4 Research Drive, Shelton, Connecticut, United States

Strobel Capital Partners Contact Details

Name Title LinkedIn Phone Email
Stephen Meyer Founder
Requires/Intent
Risk Management & Compliance
Cybersecurity & Data Protection
Hedge Fund & Private Equity Consulting
Marketing Services
Investment Advisory
and more

11. Concierge Tax Services, Llc

Industry: Financial Services

Location: Shelton, Connecticut

Website: conciergetax.com

Company Founded: 2005

Company Size: 1-10

Company Address: 2 Corporate Drive, Shelton, Connecticut, United States

Concierge Tax Services, Llc Contact Details

Name Title LinkedIn Phone Email
Nicole Matto Tax Accountant
Lynn Frese Bookkeeper And Administrator
David Ruggieri Tax Preparer
Requires/Intent
Loan Origination & Servicing Platforms
Employee Training & Workforce Development
and more

12. Strategies For Retirement, Llc

Industry: Financial Services

Location: Shelton, Connecticut

Website: strategies4retirement.com

Company Size: 1-10

Company Address: 5 Commerce Drive, Shelton, Connecticut, United States

Strategies For Retirement, Llc Contact Details

Name Title LinkedIn Phone Email
Nicole Simmons Administrative Manager
Requires/Intent
Data Analytics & Business Intelligence
Fraud Detection & Prevention
Technology Consulting
Compliance & Regulatory Advisory
Online Advertising & SEO
and more

13. Global Financial Services, Inc. (gfs)

Industry: Financial Services

Location: Shelton, Connecticut

Website: g-f-s.com

Company Founded: 1992

Company Size: 51-200

Global Financial Services, Inc. (gfs) Contact Details

Name Title LinkedIn Phone Email
Jada Rivers Documentation Specialist
Requires/Intent
Wealth Management
Cybersecurity & Data Protection
Digital Payment & Subscription Solutions
Omnichannel Customer Support
and more

14. Bridgelight Financial Advisors

Industry: Financial Services

Location: Shelton, Connecticut

Website: bridgelightadvisors.com

Company Size: 1-10

Company Address: 1 Corporate Drive, Shelton, Connecticut, United States

Bridgelight Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Bill Leavitt Founder And Principal Advisor
Requires/Intent
Quality Control & Assurance
Performance Tracking & KPI Analytics
Fraud Detection & Prevention
Data Analytics & Business Intelligence
and more

15. Liquid Lunch

Industry: Financial Services

Location: Shelton, Connecticut

Website: liquidlunchrestaurant.com

Company Size: 1-10

Company Address: 434 Howe Avenue, Shelton, Connecticut, United States

Liquid Lunch Contact Details

Name Title LinkedIn Phone Email
Autumn Chase Server At Liquid Lunch
Requires/Intent
Banking & Payment Processing
Risk Management & Compliance
Risk Assessment & Mitigation
and more
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Shelton Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jason Matarazzo Barnum Financial Group Financial Advisor
2 Dhilan Shah Barnum Financial Group Financial Advisor
3 Clifford Bray Barnum Financial Group Talent Acquisition Consultant
4 Robert Crane Barnum Financial Group Financial Services Representative
5 Caslâ George Kamel Barnum Financial Group Financial Planner And Financial Services Representative
6 Nick Auriemma Barnum Financial Group Financial Planner
7 Lutcf Joseph D. Lopresti Barnum Financial Group Executive Vice President
8 Taylor Garguilo Beirne Wealth Consulting (bwc) Manager
9 Charles Jama Beirne Wealth Consulting (bwc) Director
10 Ashley Lynch Beirne Wealth Consulting (bwc) Manager
11 Phil Sloan Beirne Wealth Consulting (bwc) Senior Institutional Consultant
12 Sam Burbank Beirne Wealth Consulting (bwc) Junior Associate
13 John Beirne Beirne Wealth Consulting (bwc) Founding Partner
14 Madison John Beirne Wealth Consulting (bwc) Junior Associate
15 Phil Fiore Procyon Partners Chief Executive Officer
16 Cimaâ Phil Fiore Procyon Partners Chief Executive Officer
17 Andy Leung Procyon Partners Vice President, Private Wealth Advisor
18 Tom Gahan Procyon Partners Managing Director
19 Mark Rich Procyon Partners Investment Analyst
20 Lou Gloria Procyon Partners Managing Director
21 Deirdre Nealon Procyon Partners Senior Client Service Associate
22 Neil Hirsch Rightcapital Senior Sales Executive
23 Jeffrey Zeleny Rightcapital Sales Associate
24 Michael Dimattio Rightcapital Senior Sales Associate
25 Brittany Harper Rightcapital Marketing Assistant
26 Eric Cho Rightcapital Senior Php Developer
27 Mary Dietz Rightcapital Product Support Team Lead
28 Jason Houle Rightcapital Support Specialist
29 Hoong Young Clayton Servicing Compliance Analyst
30 Susan Connally Clayton Director Of Surveillance
31 Elba Romero Clayton Transaction Manager
32 Timothy Johnson Clayton Compliance Analyst
33 Zegeye Desta Clayton Sql Developer
34 Karen Monterusso Clayton Executive Assistant At Clayton Management Company
35 Linda Brubacher Clayton Senior Underwriter
36 Michael Kusick Investmark Managing Principal, Chief Executive Officer
37 Nick Christie Investmark Director Of Advisory Services, Principal, Senior Financial Advisor At Investmark
38 Douglas Kerr Investmark Principal
39 Jay Diamond Investmark Managing Principal, Senior Financial Advisor
40 Bailey Barnum Investmark Administrative Associate

Financial Services companies in different cities of Connecticut

No. Industry Number of Contacts Download
1 Financial services Companies in Stamford 36192
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3 Financial services Companies in Hartford 11136
4 Financial services Companies in Norwalk 10208
5 Financial services Companies in New Haven 5104
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11 Financial services Companies in West Hartford 8352
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13 Financial services Companies in Windsor 3248
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16 Financial services Companies in Wilton 2784
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18 Financial services Companies in Milford 3248
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20 Financial services Companies in East Hartford 1856
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22 Financial services Companies in Manchester 1856
23 Financial services Companies in Rocky Hill 3712
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