Top 10 Financial Services Companies in Summit

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

Financial Services Companies in Summit

1. Certified Credit Experts, A Division Of Addleman Law Firm

Industry: Financial Services

Location: Summit, Missouri

Website: certifiedcreditexperts.com

Company Founded: 2009

Company Size: 51-200

Company Address: 255 Northwest Blue Parkway, Summit, Missouri, United States

Certified Credit Experts, A Division Of Addleman Law Firm Contact Details

Name Title LinkedIn Phone Email
Amanda Oropeza Credit Analyst
Andrea Nourie Consultant
Kaylee Rosenquist Paralegal
Donna Wallace Chief Operations Officer
Alicia Fox Billing Specialist
Kristie Nicholson Operations
Shirley Matos Credit Expert
Requires/Intent and 1 more Employees
AI-powered Financial Insights
HR & Talent Acquisition
Automation & Workflow Optimization
Online Advertising & SEO
and more

2. Aaa Mortgage Llc

Industry: Financial Services

Location: Summit, Missouri

Website: aaa1loan.com

Company Founded: 2001

Company Size: 1-10

Company Address: 230 Southwest Main Street, Summit, Missouri, United States

Aaa Mortgage Llc Contact Details

Name Title LinkedIn Phone Email
Bob Euler Manager
Jason Dillabough Owner At Aaa Mortgage Llc
Sean Cashion Marketing Manager
Requires/Intent
Accounting Services
Employee Training & Workforce Development
Data Analytics & Business Intelligence
Online Advertising & SEO
Financial Planning & Retirement Solutions
and more

3. Compensation Benefit Planning, Inc.

Industry: Financial Services

Location: Summit, Missouri

Website: cbpkc.com

Company Founded: 1974

Company Size: 11-50

Company Address: 3552 Northeast Ralph Powell Road, Summit, Missouri, United States

Compensation Benefit Planning, Inc. Contact Details

Name Title LinkedIn Phone Email
Tim Helsel Client Services Manager
Requires/Intent
Branding & Public Relations
AI-powered Financial Insights
ESG & Sustainable Finance Consulting
Marketing Services
and more

4. A1 Mortgage

Industry: Financial Services

Location: Summit, Missouri

Website: mya1mortgage.com

Company Founded: 2007

Company Size: 11-50

Company Address: 200 North West Executive Way, Summit, Missouri, United States

A1 Mortgage Contact Details

Name Title LinkedIn Phone Email
Charles Weatherman Owner
Vic Desantis Senior Loan Officer At A1 Mortgage
Zachary Flanigan Mortgage Loan Processor
Bryan Weatherman Owner
Marty Payne Senior Loan Officer
Stacie Reid Loan Processor
Requires/Intent
Fraud Detection & Prevention
Portfolio Management
and more

5. Missouri Central Credit Union

Industry: Financial Services

Location: Summit, Missouri

Company Size: 11-50

Company Address: 825 Northeast Deerbrook Street, Summit, Missouri, United States

Missouri Central Credit Union Contact Details

Name Title LinkedIn Phone Email
Glenna Jarvis President
Jillian Barber Teller
Requires/Intent
Fraud Detection & Prevention
Blockchain & Cryptocurrency Solutions
Document Management & E-signature Solutions
Tax Planning & Strategy
AI-powered Financial Insights
and more

6. Equity Financial Services Group

Industry: Financial Services

Location: Summit, Missouri

Website: equityfsg.com

Company Founded: 2012

Company Size: 1-10

Company Address: 301 Southeast Main Street, Summit, Missouri, United States

Equity Financial Services Group Contact Details

Name Title LinkedIn Phone Email
Cfpâ Kate Hagman Financial Planner
Requires/Intent
Technology Consulting
Hedge Fund & Private Equity Consulting
Branding & Public Relations
Online Advertising & SEO
and more

7. A1 Mortgage Group, Llc

Industry: Financial Services

Location: Summit, Missouri

Company Founded: 2007

Company Size: 11-50

Company Address: 200 Northwest Executive Way, Summit, Missouri, United States

A1 Mortgage Group, Llc Contact Details

Name Title LinkedIn Phone Email
Rick Langley Mortgage Loan Officer
Requires/Intent
Risk Assessment & Mitigation
Hedge Fund & Private Equity Consulting
Blockchain & Cryptocurrency Solutions
Insurance & Underwriting Services
Asset Management
and more

8. Credit Guys

Industry: Financial Services

Location: Summit, Missouri

Website: yourcreditguys.com

Company Founded: 2009

Company Size: 1-10

Company Address: 600 Southwest Jefferson Street, Summit, Missouri, United States

Credit Guys Contact Details

Name Title LinkedIn Phone Email
D Joseph Ammel Processor
Ted Mason Sales And Marketing At Credit Guys
Requires/Intent
Securities Trading & Brokerage
Mergers & Acquisitions Advisory
and more
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Summit Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Amanda Oropeza Certified Credit Experts, A Division Of Addleman Law Firm Credit Analyst
2 Andrea Nourie Certified Credit Experts, A Division Of Addleman Law Firm Consultant
3 Kaylee Rosenquist Certified Credit Experts, A Division Of Addleman Law Firm Paralegal
4 Donna Wallace Certified Credit Experts, A Division Of Addleman Law Firm Chief Operations Officer
5 Alicia Fox Certified Credit Experts, A Division Of Addleman Law Firm Billing Specialist
6 Kristie Nicholson Certified Credit Experts, A Division Of Addleman Law Firm Operations
7 Shirley Matos Certified Credit Experts, A Division Of Addleman Law Firm Credit Expert
8 Bob Euler Aaa Mortgage Llc Manager
9 Jason Dillabough Aaa Mortgage Llc Owner At Aaa Mortgage Llc
10 Sean Cashion Aaa Mortgage Llc Marketing Manager
11 Tim Helsel Compensation Benefit Planning, Inc. Client Services Manager
12 Charles Weatherman A1 Mortgage Owner
13 Vic Desantis A1 Mortgage Senior Loan Officer At A1 Mortgage
14 Zachary Flanigan A1 Mortgage Mortgage Loan Processor
15 Bryan Weatherman A1 Mortgage Owner
16 Marty Payne A1 Mortgage Senior Loan Officer
17 Stacie Reid A1 Mortgage Loan Processor
18 Glenna Jarvis Missouri Central Credit Union President
19 Jillian Barber Missouri Central Credit Union Teller
20 Cfpâ Kate Hagman Equity Financial Services Group Financial Planner
21 Rick Langley A1 Mortgage Group, Llc Mortgage Loan Officer
22 D Joseph Ammel Credit Guys Processor
23 Ted Mason Credit Guys Sales And Marketing At Credit Guys

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