Top 10 Financial Services Companies in Summerville

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

Financial Services Companies in Summerville

1. Rev Federal Credit Union

Industry: Financial Services

Location: Summerville, South Carolina

Website: revfcu.com

Company Founded: 1955

Company Size: 51-200

Company Address: 200 Marymeade Drive, Summerville, South Carolina, United States

Rev Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Jason Lee President
Carmen Quinney Business Services Specialist
Kelli Miller Human Resources Assistant
Bsbm Elcorese Brown Msr Ii
David Davis Senior Financial Advisor
Dennis Bailey Investment Representative - Retirewell A Division Of Heritage Trust Federal Credit Union
Myeshia Bryant Contact Center Agent
Requires/Intent and 13 more Employees
IoT-enabled Smart Banking Solutions
Marketing Services
Credit Rating & Analysis
and more

2. Compass Investment Advisors, Llc

Industry: Financial Services

Location: Summerville, South Carolina

Website: myinvestingadvisor.com

Company Founded: 2015

Company Size: 1-10

Company Address: 105 South Cedar Street, Summerville, South Carolina, United States

Compass Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Crpcâ Bryan Mise Investment Representative
Bryan Mise Investment Representative
Chrys Rogge Client Services Manager
Patrick Gunther Financial Advisor
Bryan Mise Investment Advisor
Requires/Intent
Compliance & Regulatory Advisory
Blockchain & Cryptocurrency Solutions
Financial Planning & Retirement Solutions
Branding & Public Relations
Treasury & Cash Flow Management
and more

3. Cornerstone Wealth & Tax Advisory Group

Industry: Financial Services

Location: Summerville, South Carolina

Company Founded: 2007

Company Size: 1-10

Company Address: 89 B Trolley Road, Summerville, South Carolina, United States

Cornerstone Wealth & Tax Advisory Group Contact Details

Name Title LinkedIn Phone Email
Teresa Walker Manager And Field Trainer
Cheryl Morris Senior Advisor
Matthew Gouin Retirement Planner
Jim Chambers Retirement Advisor
Matthew Shaffer Field Sales Manager
Jane Boudreaux Unit Sales Manager
Ashley Danzy Insurance Agent
Requires/Intent and 1 more Employees
AI-powered Financial Insights
Business Strategy & Growth Consulting
Cybersecurity & Data Protection
Banking & Payment Processing
HR & Talent Acquisition
and more

4. Cornerstone Financial Strategies

Industry: Financial Services

Location: Summerville, South Carolina

Website: theonlycornerstone.com

Company Size: 1-10

Company Address: 810 Travelers Boulevard, Summerville, South Carolina, United States

Cornerstone Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Ken Dyer Owner
Paul Bolen Certified Financial Planner
Requires/Intent
Mergers & Acquisitions Advisory
Compliance & Regulatory Advisory
Financial Auditing & Reporting
and more

5. Assets Assured Financial Svc

Industry: Financial Services

Location: Summerville, South Carolina

Company Size: 1-10

Company Address: 308 East 2nd North Street North, Summerville, South Carolina, United States

Assets Assured Financial Svc Contact Details

Name Title LinkedIn Phone Email
Annie Bloedoorn Mortgage Broker - Owner
Tamara York Mortgage Loan Originator
Requires/Intent
Customer Relationship Management (CRM)
API Integration For FinTech
Banking & Payment Processing
Accounting Services
Legal Compliance & Advisory
and more

6. Asset Integration Consultants

Industry: Financial Services

Location: Summerville, South Carolina

Website: assetintegration.com

Company Founded: 1995

Company Size: 1-10

Company Address: 121 South Cedar Street, Summerville, South Carolina, United States

Asset Integration Consultants Contact Details

Name Title LinkedIn Phone Email
Sarah Carroll Director Of Business Development
Rebecca Hyer Life Insurance Advisor
Requires/Intent
Business Strategy & Growth Consulting
Quality Control & Assurance
Fraud Detection & Prevention
Tax Planning & Strategy
Legal Compliance & Advisory
and more
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Summerville Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jason Lee Rev Federal Credit Union President
2 Carmen Quinney Rev Federal Credit Union Business Services Specialist
3 Kelli Miller Rev Federal Credit Union Human Resources Assistant
4 Bsbm Elcorese Brown Rev Federal Credit Union Msr Ii
5 David Davis Rev Federal Credit Union Senior Financial Advisor
6 Dennis Bailey Rev Federal Credit Union Investment Representative - Retirewell A Division Of Heritage Trust Federal Credit Union
7 Myeshia Bryant Rev Federal Credit Union Contact Center Agent
8 Crpcâ Bryan Mise Compass Investment Advisors, Llc Investment Representative
9 Bryan Mise Compass Investment Advisors, Llc Investment Representative
10 Chrys Rogge Compass Investment Advisors, Llc Client Services Manager
11 Patrick Gunther Compass Investment Advisors, Llc Financial Advisor
12 Bryan Mise Compass Investment Advisors, Llc Investment Advisor
13 Teresa Walker Cornerstone Wealth & Tax Advisory Group Manager And Field Trainer
14 Cheryl Morris Cornerstone Wealth & Tax Advisory Group Senior Advisor
15 Matthew Gouin Cornerstone Wealth & Tax Advisory Group Retirement Planner
16 Jim Chambers Cornerstone Wealth & Tax Advisory Group Retirement Advisor
17 Matthew Shaffer Cornerstone Wealth & Tax Advisory Group Field Sales Manager
18 Jane Boudreaux Cornerstone Wealth & Tax Advisory Group Unit Sales Manager
19 Ashley Danzy Cornerstone Wealth & Tax Advisory Group Insurance Agent
20 Ken Dyer Cornerstone Financial Strategies Owner
21 Paul Bolen Cornerstone Financial Strategies Certified Financial Planner
22 Annie Bloedoorn Assets Assured Financial Svc Mortgage Broker - Owner
23 Tamara York Assets Assured Financial Svc Mortgage Loan Originator
24 Sarah Carroll Asset Integration Consultants Director Of Business Development
25 Rebecca Hyer Asset Integration Consultants Life Insurance Advisor

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