Top 5 Financial Services Companies in Valparaiso

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Below is the list of Top 5 Financial Services Companies in Valparaiso ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Valparaiso

1. Farrall Wealth

Industry: Financial Services

Location: Valparaiso, Indiana

Website: farrallwealth.com

Company Founded: 2010

Company Size: 1-10

Company Address: 105 East Lincolnway, Valparaiso, Indiana, United States

Farrall Wealth Contact Details

Name Title LinkedIn Phone Email
Greg Ppc Chief Executive Officer And President Farrall Wealth Financial Advisor Radio Host Podcaster Blogger Author
Myron Oppenheimer Associate
Joshua Kozel Wealth Strategist
Requires/Intent
Cloud Computing Solutions
Debt Collection & Recovery
Hedge Fund & Private Equity Consulting
Digital Payment & Subscription Solutions
and more

2. Payne Financial Solutions

Industry: Financial Services

Location: Valparaiso, Indiana

Website: paynefinancial101.com

Company Founded: 2011

Company Size: 51-200

Company Address: 209 East Morthland Drive, Valparaiso, Indiana, United States

Payne Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Vanessa Banovic Insurance Agent
Steven Wilson Manager
Kim Wiseman Vice President And Managing Partner
Natina Chow Agent
Requires/Intent
Financial Forecasting & Modeling
Branding & Public Relations
Employee Training & Workforce Development
Banking & Payment Processing
Data Analytics & Business Intelligence
and more

3. Scannell Wealth Management Group, Llc

Industry: Financial Services

Location: Valparaiso, Indiana

Website: scannellwealth.com

Company Founded: 1999

Company Size: 11-50

Company Address: 225 Aberdeen Drive, Valparaiso, Indiana, United States

Scannell Wealth Management Group, Llc Contact Details

Name Title LinkedIn Phone Email
Tim Scannell Managing Director
Brian Breese Client Service Associate
Requires/Intent
Corporate Finance Strategy
Accounting Services
API Integration For FinTech
Compliance & Regulatory Advisory
Insurance & Underwriting Services
and more

4. Kotys Wealth Professionals

Industry: Financial Services

Location: Valparaiso, Indiana

Website: thekotysgroup.com

Company Founded: 2007

Company Size: 1-10

Company Address: 175 Lincolnway, Valparaiso, Indiana, United States

Kotys Wealth Professionals Contact Details

Name Title LinkedIn Phone Email
Megan Myers Director Of Client Relations
Sarah Kotys Chief Financial Officer
Requires/Intent
Financial Auditing & Reporting
Accounting Services
Wealth Management
and more

5. Regional Federal Credit Union

Industry: Financial Services

Location: Valparaiso, Indiana

Website: regionalfcu.org

Company Founded: 1961

Company Size: 11-50

Company Address: 389 Highway 6, Valparaiso, Indiana, United States

Regional Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Patricia Makarounas Vice President Human Resources And Training
Michael Peters Executive Vice President
Mira Veljovich Information Technology Specialist
Kayla Baker Member Service Representative
Lisa Bess Teller
Requires/Intent
API Integration For FinTech
Compliance & Regulatory Advisory
Performance Tracking & KPI Analytics
and more
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Valparaiso Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Greg Ppc Farrall Wealth Chief Executive Officer And President Farrall Wealth Financial Advisor Radio Host Podcaster Blogger Author
2 Myron Oppenheimer Farrall Wealth Associate
3 Joshua Kozel Farrall Wealth Wealth Strategist
4 Vanessa Banovic Payne Financial Solutions Insurance Agent
5 Steven Wilson Payne Financial Solutions Manager
6 Kim Wiseman Payne Financial Solutions Vice President And Managing Partner
7 Natina Chow Payne Financial Solutions Agent
8 Tim Scannell Scannell Wealth Management Group, Llc Managing Director
9 Brian Breese Scannell Wealth Management Group, Llc Client Service Associate
10 Megan Myers Kotys Wealth Professionals Director Of Client Relations
11 Sarah Kotys Kotys Wealth Professionals Chief Financial Officer
12 Patricia Makarounas Regional Federal Credit Union Vice President Human Resources And Training
13 Michael Peters Regional Federal Credit Union Executive Vice President
14 Mira Veljovich Regional Federal Credit Union Information Technology Specialist
15 Kayla Baker Regional Federal Credit Union Member Service Representative
16 Lisa Bess Regional Federal Credit Union Teller

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