Top 30 Financial Services Companies in Towson

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Below is the list of Top 30 Financial Services Companies in Towson ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Towson

1. Greenspring Advisors

Industry: Financial Services

Location: Towson, Maryland

Website: greenspringadvisors.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1 West Pennsylvania Avenue, Towson, Maryland, United States

Greenspring Advisors Contact Details

Name Title LinkedIn Phone Email
Gregory Hobson Partner And Senior Financial Advisor
Patrick Collins Partner And Managing Director, Private Client Group
Christian Stanley Senior Financial Advisor
Jeff Bernfeld Partner And Senior Financial Advisor
Piper Greenbaum Client Service Specialist, Private Client Group
Sarah Cunningham Senior Marketing Manager
Owen Demmerly Financial Advisor
Requires/Intent and 8 more Employees
Risk Management & Compliance
Investment Advisory
Business Strategy & Growth Consulting
Cloud Computing Solutions
and more

2. Payce Payroll

Industry: Financial Services

Location: Towson, Maryland

Website: paycepayroll.com

Company Founded: 1983

Company Size: 51-200

Company Address: 1220 B East Joppa Road, Towson, Maryland, United States

Payce Payroll Contact Details

Name Title LinkedIn Phone Email
Brian Pfeifer Vice President Sales And Business Development
Jason Beall Senior Sales Manager
Jason Beall Senior Sales Manager
Mark Marszal Agency Relationship Manager
Andy Roberts Senior Area Sales Manager
Brent Sappington Client Aquisitions Manager And Sales Trainer And Salesforce Administrator
Josh Lindenmuth Chief Information Officer At Payce, Inc
Requires/Intent and 30 more Employees
Risk Management & Compliance
Portfolio Management
and more

3. The Casey Group

Industry: Financial Services

Location: Towson, Maryland

Website: caseygroupltd.com

Company Founded: 1991

Company Size: 1-10

Company Address: 502 Washington Avenue, Towson, Maryland, United States

The Casey Group Contact Details

Name Title LinkedIn Phone Email
Brian Casey President
Requires/Intent
Accounting Services
AI-powered Financial Insights
IoT-enabled Smart Banking Solutions
Debt Collection & Recovery
Corporate Finance Strategy
and more

4. Synergy Financial Group

Industry: Financial Services

Location: Towson, Maryland

Company Founded: 2004

Company Size: 11-50

Company Address: 401 Washington Avenue, Towson, Maryland, United States

Synergy Financial Group Contact Details

Name Title LinkedIn Phone Email
Joey Dellisanti Retirement Plan Consultant
Planner Joseph Conroy Financial Consultant At Synergy Financial Group
Cima Timothy Carne Financial Advisor
Mike Poole Wealth Strategist And Financial Advisor
Bill Swartz Financial Advisor
Jeremy Troutman Business Development Manager
Joe Sclafani Financial Consultant
Requires/Intent and 2 more Employees
Financial Auditing & Reporting
Branding & Public Relations
Loan Origination & Servicing Platforms
and more

5. Securian Capital Of The Chesapeake

Industry: Financial Services

Location: Towson, Maryland

Website: securiancc.com

Company Size: 11-50

Company Address: 600 Washington Avenue, Towson, Maryland, United States

Securian Capital Of The Chesapeake Contact Details

Name Title LinkedIn Phone Email
Michael Delaney Financial Advisor And Director Of Investments
Stuart Kessler Managing Director
Christian Bond Financial Professional
Inyima Ojiabo Financial Advisor
Diane Muhler Financial Advisor
Requires/Intent
Accounting Services
Business Strategy & Growth Consulting
Mortgage & Loan Processing
Branding & Public Relations
and more

6. Brooks Financial Group, Inc.

Industry: Financial Services

Location: Towson, Maryland

Website: brooksfinancial.com

Company Founded: 1992

Company Size: 11-50

Company Address: 1020 Cromwell Bridge Road, Towson, Maryland, United States

Brooks Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Paul Brooks President And Owner
Ryan Moxley Corporate Benefits Advisor
Alec Knight Wealth Management Advisor
Jordan Taylor 1st Vice President- Wealth Management
Cody Jaeger Insurance Agent
Kelsey Coulter Relationship Manager
Angela Shannon Director Of First Impressions
Requires/Intent and 4 more Employees
Online Advertising & SEO
Document Management & E-signature Solutions
Debt Collection & Recovery
Data Analytics & Business Intelligence
and more

7. Black Diamond Financial, Llc

Industry: Financial Services

Location: Towson, Maryland

Website: blackdfinancial.com

Company Founded: 2007

Company Size: 1-10

Company Address: 305 West Pennsylvania Avenue, Towson, Maryland, United States

Black Diamond Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Paul Svendsen Senior Wealth Manager With Black Diamond Financial, Llc
David Zinreich Lead Advisor, Partner
Matt Goette President And Chief Investment Officer
Jason Powell Home Mortgage Consultant Nmls#101155
Mike Ditullio Mortgage Broker Nmls-1613394
Ty Poirier Mortgage Broker
Kirman Kasmeyer Managing Member
Requires/Intent and 2 more Employees
Securities Trading & Brokerage
ESG & Sustainable Finance Consulting
Performance Tracking & KPI Analytics
Treasury & Cash Flow Management
Loan Origination & Servicing Platforms
and more

8. Founders Financial, Inc.

Industry: Financial Services

Location: Towson, Maryland

Company Founded: 1994

Company Size: 11-50

Company Address: 1020 Cromwell Bridge Road, Towson, Maryland, United States

Founders Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Joan Shultis Director Marketing Communications
Emily Hunter Associate Director Of Marketing And Communications
Caitlin Allender Investment Analyst
Cindy Everly Member Partner
John Musotto Stakeholders Support Services
Peter Murphy Director Of Platform Development
Cathy Seitz General Securities Representative
Requires/Intent
Risk Management & Compliance
Cybersecurity & Data Protection
Data Analytics & Business Intelligence
Securities Trading & Brokerage
Risk Assessment & Mitigation
and more

9. Towson Wealth Management

Industry: Financial Services

Location: Towson, Maryland

Website: towsonwealth.com

Company Size: 1-10

Towson Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kurt Wiegert President
Ryan Silk Associate Wealth Advisor
Sarah Tyszko Office Manager And Client Relations
Requires/Intent
Portfolio Management
IoT-enabled Smart Banking Solutions
Digital Payment & Subscription Solutions
Data Analytics & Business Intelligence
Treasury & Cash Flow Management
and more

10. 401k Averages Book

Industry: Financial Services

Location: Towson, Maryland

Website: 401ksource.com

Company Founded: 1992

Company Size: 1-10

Company Address: 305 West Chesapeake Avenue, Towson, Maryland, United States

401k Averages Book Contact Details

Name Title LinkedIn Phone Email
Joseph Valletta Co-author
Requires/Intent
Treasury & Cash Flow Management
Document Management & E-signature Solutions
Fraud Detection & Prevention
Mobile App Development For Financial Services
and more

11. Fusco Financial Associates, Inc.

Industry: Financial Services

Location: Towson, Maryland

Website: fuscofinancial.com

Company Founded: 1986

Company Size: 1-10

Company Address: 505 Baltimore Avenue, Towson, Maryland, United States

Fusco Financial Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
Gino Zazzetta Financial Advisor
Gino Zazzetta Financial Advisor
Bradley Moore Document Management Specialist
Requires/Intent
Online Advertising & SEO
Mortgage & Loan Processing
Cybersecurity & Data Protection
Banking & Payment Processing
Performance Tracking & KPI Analytics
and more

12. Usb Payment Processing

Industry: Financial Services

Location: Towson, Maryland

Website: usbne.com

Company Founded: 1996

Company Size: 11-50

Company Address: 8501 Lasalle Road, Towson, Maryland, United States

Usb Payment Processing Contact Details

Name Title LinkedIn Phone Email
Larkin Little Inside Sales Representative
Jennifer Shore Office Manager
Steve Ryan Business Development Manager
Andrew Slack Business Account Executive
Requires/Intent
Technology Consulting
Financial Forecasting & Modeling
Financial Auditing & Reporting
Cloud Computing Solutions
Treasury & Cash Flow Management
and more

13. Dawn James, Cpa & Co.

Industry: Financial Services

Location: Towson, Maryland

Website: dawnjamescpa.com

Company Founded: 1996

Company Size: 1-10

Dawn James, Cpa & Co. Contact Details

Name Title LinkedIn Phone Email
Christa Verderamo Accounting And Tax
Requires/Intent
Banking & Payment Processing
Hedge Fund & Private Equity Consulting
IoT-enabled Smart Banking Solutions
and more

14. Cdm Retirement Consultants, Inc.

Industry: Financial Services

Location: Towson, Maryland

Website: cdmretirement.com

Company Founded: 1998

Company Size: 11-50

Company Address: 300 East Joppa Road, Towson, Maryland, United States

Cdm Retirement Consultants, Inc. Contact Details

Name Title LinkedIn Phone Email
Ashley Ossmus Senior Retirement Plan Consultant
Steven Mandelberg Vice President
Jennifer Anderson Plan Consultant
Seth Petry Operations Specialist
Chip Earle Owner
Bobby Henshaw Operations Representative
Virginia Mcginnis Owner
Requires/Intent and 1 more Employees
Mobile App Development For Financial Services
Hedge Fund & Private Equity Consulting
API Integration For FinTech
and more

15. Mosaic Asset Partners, Llc

Industry: Financial Services

Location: Towson, Maryland

Website: mosaicassetpartners.com

Company Size: 1-10

Company Address: 1122 Kenilworth Drive, Towson, Maryland, United States

Mosaic Asset Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Christopher Wasson Financial Advisor And President
Requires/Intent
Mergers & Acquisitions Advisory
Customer Relationship Management (CRM)
and more

16. Constellation Financial Advisors Inc.

Industry: Financial Services

Location: Towson, Maryland

Website: constellationfa.com

Company Founded: 1997

Company Size: 1-10

Company Address: 8601 Lasalle Road, Towson, Maryland, United States

Constellation Financial Advisors Inc. Contact Details

Name Title LinkedIn Phone Email
Servando Llanio Managing Partner
Requires/Intent
Financial Planning & Retirement Solutions
Fraud Detection & Prevention
and more

17. Financial Council, Inc.

Industry: Financial Services

Location: Towson, Maryland

Website: financialcouncil.com

Company Size: 11-50

Company Address: 100 West Road, Towson, Maryland, United States

Financial Council, Inc. Contact Details

Name Title LinkedIn Phone Email
Jeff Reynolds Financial Advisor
David Travis Financial Advisor
Bradley Hartzel Represenative
Requires/Intent
Document Management & E-signature Solutions
Business Strategy & Growth Consulting
Loan Origination & Servicing Platforms
and more

18. Sfg Wealth Management

Industry: Financial Services

Location: Towson, Maryland

Website: sfgmd.com

Company Founded: 2004

Company Size: 11-50

Company Address: 1104 Kenilworth Drive, Towson, Maryland, United States

Sfg Wealth Management Contact Details

Name Title LinkedIn Phone Email
Kenneth Pegher Chief Compliance Officer
Catherine Sciarrino Administrative Operations Manager
Requires/Intent
Portfolio Management
Mortgage & Loan Processing
Financial Planning & Retirement Solutions
and more

19. Founders Financial Securities

Industry: Financial Services

Location: Towson, Maryland

Company Size: 11-50

Company Address: 1020 Cromwell Bridge Road, Towson, Maryland, United States

Founders Financial Securities Contact Details

Name Title LinkedIn Phone Email
Liz Gibson Compliance Officer And Registered Principal
Dara-lynn Vanpee Director Of Transition And Training
Philip Dubay Manager, Integrated Professional Services
Requires/Intent
Automation & Workflow Optimization
Financial Auditing & Reporting
Loan Origination & Servicing Platforms
and more

20. Founders Financial, Inc.

Industry: Financial Services

Location: Towson, Maryland

Website: foundersfinancial.com

Company Founded: 1994

Company Size: 11-50

Company Address: 1020 Cromwell Bridge Road, Towson, Maryland, United States

Founders Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Jane Maccubbin Compliance Officer
Requires/Intent
Hedge Fund & Private Equity Consulting
Business Strategy & Growth Consulting
Online Advertising & SEO
ESG & Sustainable Finance Consulting
Credit Rating & Analysis
and more

21. Abel Financial Management Company

Industry: Financial Services

Location: Towson, Maryland

Website: abel-financial.com

Company Founded: 1994

Company Size: 1-10

Company Address: 101 East Chesapeake Avenue, Towson, Maryland, United States

Abel Financial Management Company Contact Details

Name Title LinkedIn Phone Email
Steven Stern President
Requires/Intent
Financial Planning & Retirement Solutions
Tax Planning & Strategy
Risk Management & Compliance
Performance Tracking & KPI Analytics
Branding & Public Relations
and more

22. Jemma Financial Services

Industry: Financial Services

Location: Towson, Maryland

Website: jemmafinancial.com

Company Founded: 2016

Company Size: 11-50

Company Address: 810 Gleneagles Court, Towson, Maryland, United States

Jemma Financial Services Contact Details

Name Title LinkedIn Phone Email
Bonnie Stein President
Requires/Intent
Blockchain & Cryptocurrency Solutions
Asset Management
Banking & Payment Processing
Customer Relationship Management (CRM)
Securities Trading & Brokerage
and more

23. Bottomline Growth Strategies, Inc.

Industry: Financial Services

Location: Towson, Maryland

Website: bottomline-growth.com

Company Founded: 2006

Company Size: 1-10

Bottomline Growth Strategies, Inc. Contact Details

Name Title LinkedIn Phone Email
Frank Griffin Principal Consultant
Requires/Intent
HR & Talent Acquisition
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
and more

24. Offit Advisors

Industry: Financial Services

Location: Towson, Maryland

Website: offitadvisors.com

Company Founded: 2018

Company Size: 1-10

Company Address: 28 East Susquehanna Avenue, Towson, Maryland, United States

Offit Advisors Contact Details

Name Title LinkedIn Phone Email
Jeanne Berger Director Of Investment Operations
Requires/Intent
Blockchain & Cryptocurrency Solutions
Loan Origination & Servicing Platforms
Insurance & Underwriting Services
Hedge Fund & Private Equity Consulting
Branding & Public Relations
and more

25. Founders Financial, Inc.

Industry: Financial Services

Location: Towson, Maryland

Company Size: 1-10

Company Address: 1020 Cromwell Bridge Road, Towson, Maryland, United States

Founders Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Robert David Director Of Investments
Requires/Intent
Credit Rating & Analysis
Risk Management & Compliance
Fraud Detection & Prevention
Insurance & Underwriting Services
and more

26. St. Joseph Medical Center Federal Credit Union

Industry: Financial Services

Location: Towson, Maryland

Website: sjmcfcu.org

Company Size: 1-10

Company Address: 7601 Osler Drive, Towson, Maryland, United States

St. Joseph Medical Center Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Natalie Romano-belbot Senior Loan Officer And Assistant Manager
Requires/Intent
Employee Training & Workforce Development
Business Strategy & Growth Consulting
Mergers & Acquisitions Advisory
Hedge Fund & Private Equity Consulting
Treasury & Cash Flow Management
and more

27. Finance Factory

Industry: Financial Services

Location: Towson, Maryland

Website: financefactory.com

Company Founded: 2006

Company Size: 11-50

Company Address: 600 Fairmount Avenue, Towson, Maryland, United States

Finance Factory Contact Details

Name Title LinkedIn Phone Email
Mitchell Conte Funding Specialist
Requires/Intent
Fraud Detection & Prevention
Portfolio Management
ESG & Sustainable Finance Consulting
and more

28. Grafton Consulting

Industry: Financial Services

Location: Towson, Maryland

Website: graftonllc.com

Company Founded: 2013

Company Size: 1-10

Company Address: 555 Fairmount Avenue, Towson, Maryland, United States

Grafton Consulting Contact Details

Name Title LinkedIn Phone Email
David Dicarlo Senior Sales And Marketing Strategist
Requires/Intent
Portfolio Management
IoT-enabled Smart Banking Solutions
Mergers & Acquisitions Advisory
and more

29. Maranatha Mortgage Corp

Industry: Financial Services

Location: Towson, Maryland

Website: maranathamortgage.com

Company Size: 1-10

Company Address: 200 East Joppa Road, Towson, Maryland, United States

Maranatha Mortgage Corp Contact Details

Name Title LinkedIn Phone Email
Angie Geilfuss Marketing Assistant
Angie Geilfuss Marketing Assistant
Requires/Intent
Compliance & Regulatory Advisory
Financial Auditing & Reporting
Hedge Fund & Private Equity Consulting
and more

30. The Simmons Partnership, Llc

Industry: Financial Services

Location: Towson, Maryland

Website: thesimmonspartnership.com

Company Founded: 2011

Company Size: 1-10

Company Address: 222 Courthouse Court, Towson, Maryland, United States

The Simmons Partnership, Llc Contact Details

Name Title LinkedIn Phone Email
Katie Fox Marketing Director
Requires/Intent
Compliance & Regulatory Advisory
Technology Consulting
Portfolio Management
and more
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Towson Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Gregory Hobson Greenspring Advisors Partner And Senior Financial Advisor
2 Patrick Collins Greenspring Advisors Partner And Managing Director, Private Client Group
3 Christian Stanley Greenspring Advisors Senior Financial Advisor
4 Jeff Bernfeld Greenspring Advisors Partner And Senior Financial Advisor
5 Piper Greenbaum Greenspring Advisors Client Service Specialist, Private Client Group
6 Sarah Cunningham Greenspring Advisors Senior Marketing Manager
7 Owen Demmerly Greenspring Advisors Financial Advisor
8 Brian Pfeifer Payce Payroll Vice President Sales And Business Development
9 Jason Beall Payce Payroll Senior Sales Manager
10 Jason Beall Payce Payroll Senior Sales Manager
11 Mark Marszal Payce Payroll Agency Relationship Manager
12 Andy Roberts Payce Payroll Senior Area Sales Manager
13 Brent Sappington Payce Payroll Client Aquisitions Manager And Sales Trainer And Salesforce Administrator
14 Josh Lindenmuth Payce Payroll Chief Information Officer At Payce, Inc
15 Brian Casey The Casey Group President
16 Joey Dellisanti Synergy Financial Group Retirement Plan Consultant
17 Planner Joseph Conroy Synergy Financial Group Financial Consultant At Synergy Financial Group
18 Cima Timothy Carne Synergy Financial Group Financial Advisor
19 Mike Poole Synergy Financial Group Wealth Strategist And Financial Advisor
20 Bill Swartz Synergy Financial Group Financial Advisor
21 Jeremy Troutman Synergy Financial Group Business Development Manager
22 Joe Sclafani Synergy Financial Group Financial Consultant
23 Michael Delaney Securian Capital Of The Chesapeake Financial Advisor And Director Of Investments
24 Stuart Kessler Securian Capital Of The Chesapeake Managing Director
25 Christian Bond Securian Capital Of The Chesapeake Financial Professional
26 Inyima Ojiabo Securian Capital Of The Chesapeake Financial Advisor
27 Diane Muhler Securian Capital Of The Chesapeake Financial Advisor
28 Paul Brooks Brooks Financial Group, Inc. President And Owner
29 Ryan Moxley Brooks Financial Group, Inc. Corporate Benefits Advisor
30 Alec Knight Brooks Financial Group, Inc. Wealth Management Advisor
31 Jordan Taylor Brooks Financial Group, Inc. 1st Vice President- Wealth Management
32 Cody Jaeger Brooks Financial Group, Inc. Insurance Agent
33 Kelsey Coulter Brooks Financial Group, Inc. Relationship Manager
34 Angela Shannon Brooks Financial Group, Inc. Director Of First Impressions
35 Paul Svendsen Black Diamond Financial, Llc Senior Wealth Manager With Black Diamond Financial, Llc
36 David Zinreich Black Diamond Financial, Llc Lead Advisor, Partner
37 Matt Goette Black Diamond Financial, Llc President And Chief Investment Officer
38 Jason Powell Black Diamond Financial, Llc Home Mortgage Consultant Nmls#101155
39 Mike Ditullio Black Diamond Financial, Llc Mortgage Broker Nmls-1613394
40 Ty Poirier Black Diamond Financial, Llc Mortgage Broker

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