Top 20 Financial Services Companies in Timonium

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

Financial Services Companies in Timonium

1. Berman Mcaleer, Llc

Industry: Financial Services

Location: Timonium, Maryland

Website: bmcplanning.com

Company Founded: 2002

Company Size: 11-50

Company Address: 9690 Deereco Road, Timonium, Maryland, United States

Berman Mcaleer, Llc Contact Details

Name Title LinkedIn Phone Email
Sean Franey It Manager
Brian Carroll Portfolio Manager
David Berman Co-founder And Chief Executive Officer
Bree Beach Marketing And Communications Coordinator
Kathleen Gower Client Service Associate
Susan Mitcheltree Partner
Fpqp Terri Cook Senior Client Service Associate
Requires/Intent and 10 more Employees
Mergers & Acquisitions Advisory
Digital Payment & Subscription Solutions
ESG & Sustainable Finance Consulting
Technology Consulting
Legal Compliance & Advisory
and more

2. Bill Me Later, Inc.

Industry: Financial Services

Location: Timonium, Maryland

Website: billmelater.com

Company Size: 201-500

Company Address: 9690 Deereco Road, Timonium, Maryland, United States

Bill Me Later, Inc. Contact Details

Name Title LinkedIn Phone Email
Jo-el Estep Collection Specialist
Dov Banks Customer Service Supervisor
Jessica Park Data Warehouse Business Analyst
Matt Benson Customer Support
Gregory Norby Collections Agent
Carolyn Johns Pm At I4commerce
Megan Smith Customer Service
Requires/Intent and 20 more Employees
Fraud Detection & Prevention
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
Risk Management & Compliance
and more

3. Brotman Financial Group

Industry: Financial Services

Location: Timonium, Maryland

Website: brotmanfinancial.com

Company Founded: 2003

Company Size: 11-50

Company Address: 16 Greenmeadow Drive, Timonium, Maryland, United States

Brotman Financial Group Contact Details

Name Title LinkedIn Phone Email
Dan Halla Insurance Operations Associate
Apma Akram Ibrahim Investment Operations Associate
Monica Pozuc Investment Operations Associate
Beth Nori Associate Advisor
Sara Lentz Marketing Director
Christopher Velez Intern
Alexander Mahoney Certified Financial Planner
Requires/Intent and 1 more Employees
HR & Talent Acquisition
Accounting Services
and more

4. Hergenroeder Financial Advisors, Inc.

Industry: Financial Services

Location: Timonium, Maryland

Website: hfainc.net

Company Founded: 1998

Company Size: 1-10

Company Address: 1954 Greenspring Drive, Timonium, Maryland, United States

Hergenroeder Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Michael Branthover Certified Financial Planner â | Wealth Advisor
Roxanne Marshall Cpa - Wealth Advisor
Lisa Hergenroeder– Principal
Requires/Intent
HR & Talent Acquisition
Technology Consulting
ESG & Sustainable Finance Consulting
Wealth Management
and more

5. Bfg Financial Advisors

Industry: Financial Services

Location: Timonium, Maryland

Website: bfgfa.com

Company Founded: 2003

Company Size: 11-50

Company Address: 16 Greenmeadow Drive, Timonium, Maryland, United States

Bfg Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Kathleen Benjamin Chief Operating Officer And Advisor
Requires/Intent
Business Strategy & Growth Consulting
Digital Payment & Subscription Solutions
Legal Compliance & Advisory
Financial Forecasting & Modeling
Hedge Fund & Private Equity Consulting
and more

6. Mid-atlantic Wealth Advisors, Llc

Industry: Financial Services

Location: Timonium, Maryland

Website: mid-atlanticwealthadvisors.com

Company Size: 11-50

Company Address: 1954 Greenspring Drive, Timonium, Maryland, United States

Mid-atlantic Wealth Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Scott Culiner Financial Advisor
Requires/Intent
Loan Origination & Servicing Platforms
Mortgage & Loan Processing
Mergers & Acquisitions Advisory
and more

7. Matterhorn Financial Services, Inc.

Industry: Financial Services

Location: Timonium, Maryland

Website: matterhornfinancial.com

Company Size: 1-10

Company Address: 9515 Deereco Road, Timonium, Maryland, United States

Matterhorn Financial Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Gary Lund President
Charlie Deforge Regional Sales Manager
Requires/Intent
ESG & Sustainable Finance Consulting
Treasury & Cash Flow Management
Automation & Workflow Optimization
Financial Auditing & Reporting
and more

8. Harvest Investment Consultants

Industry: Financial Services

Location: Timonium, Maryland

Website: harvestinvestment.com

Company Size: 1-10

Company Address: 2345 York Road, Timonium, Maryland, United States

Harvest Investment Consultants Contact Details

Name Title LinkedIn Phone Email
Beth Ritter Event Coordinator And Client Service Representative
Stephen Duklewski Managing Member
Requires/Intent
Banking & Payment Processing
Document Management & E-signature Solutions
Technology Consulting
Treasury & Cash Flow Management
Tax Planning & Strategy
and more

9. Alan N. Kanter & Associates, Inc.

Industry: Financial Services

Location: Timonium, Maryland

Website: alankanter.com

Company Founded: 1972

Company Size: 1-10

Company Address: 1966 Greenspring Drive, Timonium, Maryland, United States

Alan N. Kanter & Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Paul Rogers Administrator
Requires/Intent
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
Credit Rating & Analysis
and more

10. Pushkin & Pushkin, Inc.

Industry: Financial Services

Location: Timonium, Maryland

Website: pushkinandpushkin.com

Company Size: 1-10

Company Address: 30 East Padonia Road, Timonium, Maryland, United States

Pushkin & Pushkin, Inc. Contact Details

Name Title LinkedIn Phone Email
Janice Crum Pension Analyst
Requires/Intent
Portfolio Management
Asset Management
Hedge Fund & Private Equity Consulting
Securities Trading & Brokerage
Blockchain & Cryptocurrency Solutions
and more

11. Suburban Federal Savngs Bank

Industry: Financial Services

Location: Timonium, Maryland

Website: suburbanfsb.com

Company Size: 1-10

Company Address: 9515 Deereco Road, Timonium, Maryland, United States

Suburban Federal Savngs Bank Contact Details

Name Title LinkedIn Phone Email
Dianne Mccune Executive Administrator
Requires/Intent
Mobile App Development For Financial Services
Financial Forecasting & Modeling
Technology Consulting
and more

12. Mcshane Group

Industry: Financial Services

Location: Timonium, Maryland

Website: mcshanegroup.com

Company Founded: 1987

Company Size: 1-10

Company Address: 2345 York Road, Timonium, Maryland, United States

Mcshane Group Contact Details

Name Title LinkedIn Phone Email
James Ebbert Managing Director
Requires/Intent
IoT-enabled Smart Banking Solutions
Quality Control & Assurance
and more
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Timonium Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Sean Franey Berman Mcaleer, Llc It Manager
2 Brian Carroll Berman Mcaleer, Llc Portfolio Manager
3 David Berman Berman Mcaleer, Llc Co-founder And Chief Executive Officer
4 Bree Beach Berman Mcaleer, Llc Marketing And Communications Coordinator
5 Kathleen Gower Berman Mcaleer, Llc Client Service Associate
6 Susan Mitcheltree Berman Mcaleer, Llc Partner
7 Fpqp Terri Cook Berman Mcaleer, Llc Senior Client Service Associate
8 Jo-el Estep Bill Me Later, Inc. Collection Specialist
9 Dov Banks Bill Me Later, Inc. Customer Service Supervisor
10 Jessica Park Bill Me Later, Inc. Data Warehouse Business Analyst
11 Matt Benson Bill Me Later, Inc. Customer Support
12 Gregory Norby Bill Me Later, Inc. Collections Agent
13 Carolyn Johns Bill Me Later, Inc. Pm At I4commerce
14 Megan Smith Bill Me Later, Inc. Customer Service
15 Dan Halla Brotman Financial Group Insurance Operations Associate
16 Apma Akram Ibrahim Brotman Financial Group Investment Operations Associate
17 Monica Pozuc Brotman Financial Group Investment Operations Associate
18 Beth Nori Brotman Financial Group Associate Advisor
19 Sara Lentz Brotman Financial Group Marketing Director
20 Christopher Velez Brotman Financial Group Intern
21 Alexander Mahoney Brotman Financial Group Certified Financial Planner
22 Michael Branthover Hergenroeder Financial Advisors, Inc. Certified Financial Planner â | Wealth Advisor
23 Roxanne Marshall Hergenroeder Financial Advisors, Inc. Cpa - Wealth Advisor
24 Lisa Hergenroeder– Hergenroeder Financial Advisors, Inc. Principal
25 Kathleen Benjamin Bfg Financial Advisors Chief Operating Officer And Advisor
26 Scott Culiner Mid-atlantic Wealth Advisors, Llc Financial Advisor
27 Gary Lund Matterhorn Financial Services, Inc. President
28 Charlie Deforge Matterhorn Financial Services, Inc. Regional Sales Manager
29 Beth Ritter Harvest Investment Consultants Event Coordinator And Client Service Representative
30 Stephen Duklewski Harvest Investment Consultants Managing Member
31 Paul Rogers Alan N. Kanter & Associates, Inc. Administrator
32 Janice Crum Pushkin & Pushkin, Inc. Pension Analyst
33 Dianne Mccune Suburban Federal Savngs Bank Executive Administrator
34 James Ebbert Mcshane Group Managing Director

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