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Below is the list of Top 40 Financial Services Companies in Waltham ranked based on company size, client reviews, services, and awards.
Industry: Financial Services
Location: Waltham, Massachusetts
Website: commonwealth.com
Company Founded: 1979
Company Size: 501-1000
Company Address: 29 Sawyer Road, Waltham, Massachusetts, United States
Commonwealth Financial Network Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Patrakis | Financial Consultant | |||
Kyle H.collins | Financial Advisor | |||
Nicholas Salvato | Help Desk Support Specialist | |||
Hilary Short | Vp, Brand Development And Experience | |||
Giovanna Zaffina | Wealth Management Platform Manager | |||
Thomas Crutchfield | Business Development Consultant | |||
Cfpâ Andy Lucking | Certified Financial Planner Practitioner |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: delawarelife.com
Company Founded: 2013
Company Size: 201-500
Company Address: 1601 Trapelo Road, Waltham, Massachusetts, United States
Delaware Life Insurance Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Dale | Director Distribution Solutions | |||
Matt Douglass | Associate Director, Operational Efficiency | |||
Tyler Carr | Head Of Relationship Management | |||
Adam Lunardini | Vp, National Sales Manager, Annuities | |||
John Tubbs | Senior Sales Consultant | |||
Sandy Mcguire | Vice President, Marketing And Sales Director, National Sales Consulting And Lpl Relationship Manager | |||
Dan Hess | Investment Funds Manager |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: alegeus.com
Company Founded: 1995
Company Size: 201-500
Company Address: 1601 Trapelo Road, Waltham, Massachusetts, United States
Alegeus Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ryan Schwalbach | Revenue Financial Analyst | |||
Kirill Izotov | Vice President Of Engineering | |||
Joel Gerbitz | Director, Devops | |||
Duke Janssen | Vice President, Revenue Generation | |||
Lindsay Barnard | Product Manager, Communications And Engagement | |||
Rick Bonneau | Manager, Quality Engineering | |||
Dave Hahn | Devops Architect |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: fortismgmt.com
Company Founded: 2005
Company Size: 1-10
Company Address: 800 South Street, Waltham, Massachusetts, United States
Fortis Management Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Chris Reimer | Director, Loss Control, Environmental, Procurement, Facilities Management | |||
Shamika Davis | Executive Director | |||
David Keating | Acting Chief Compliance Officer | |||
James Fuchs | Manager | |||
Doris Parker-whymark | Field Director Of Education And Training | |||
Penny Pagel | Director Of Clinical Services | |||
Karen Schaewe | Director Of Client Relations And Communications |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: vectorcapitalmgmt.com
Company Founded: 2016
Company Size: 1-10
Company Address: 230 Third Avenue, Waltham, Massachusetts, United States
Vector Capital Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ben Zimbel | Chief Executive Officer And Co-founder |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: ballentinepartners.com
Company Founded: 1997
Company Size: 51-200
Company Address: 230 3rd Avenue, Waltham, Massachusetts, United States
Ballentine Partners, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jeff Potter | Partner And Senior Client Advisor | |||
Sheila Lawrence | Managing Director And Senior Client Advisor | |||
Ryan Mcmanus | Wealth Advisor | |||
Emily Magno | Senior Client Advisor | |||
Steven Goldman | Portfolio Manager | |||
Cfpâ Tyler Lambert | Wealth Planner | |||
Debra Whitney | Senior Client Advisor |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: ifpadvisor.com
Company Founded: 1996
Company Size: 201-500
Company Address: 300 Fifth Avenue, Waltham, Massachusetts, United States
Integrated Financial Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mahes Aifâ | Vice President-business Development | |||
Steve Faberman | Private Wealth Manager | |||
Cody Twombley | Practice Manager | |||
Paul Koenig | Personal Wealth Advisor | |||
Nishan Mootafian | Financial Planner | |||
John Shea | Financial Planning Analyst | |||
Fernando Perez | Wealth Planner |
Industry: Financial Services
Location: Waltham, Massachusetts
Company Founded: 1977
Company Size: 51-200
Company Address: 307 Waverley Oaks Road, Waltham, Massachusetts, United States
Pro Teck Valuation Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sarah Peat | Executive Vice President | |||
Ilvia Camejo | Client Relations Specialist- Onsite | |||
Ilvia Camejo | Client Relations Specialist- Onsite | |||
Andrew Mcgrath | Qa Engineer | |||
Ali Hon-anderson | Development Manager And Senior Software Engineer | |||
Colin Bannon | Appraisal Partner Relations Team Lead | |||
Robert Walnista | Senior Client Manager |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: savvifi.com
Company Founded: 2013
Company Size: 11-50
Company Address: 465 Waverley Oaks Road, Waltham, Massachusetts, United States
Savvi Financial Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Brian Harrison | President, Head Of Consumer Business | |||
Christopher Moran | Partner, Relationship Management | |||
Gina Mourtzinou | Co-founder And Chief Executive Officer |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: cwmofnewengland.com
Company Founded: 2013
Company Size: 51-200
Company Address: 230 Third Avenue, Waltham, Massachusetts, United States
Concord Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cheryl Sullivan | Advisor | |||
Alicia Lesperance | Associate Advisor | |||
William Salazar | Financial Professional | |||
Christopher Shea | Associate Advisor | |||
Sean Mclaughlin | Financial Advisor | |||
Madeline Colon | Receptionist And Administrative Assistant | |||
Matthew Ventrella | Financial Services Summer Intern |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: proteckservices.com
Company Founded: 1977
Company Size: 51-200
Company Address: 465 Waverley Oaks Road, Waltham, Massachusetts, United States
Pro Teck Valuation Intelligence Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Teri Zarate | Quality Review | |||
Steven Harris | Appraisal Team Lead | |||
Mattie Murray | Partner Relations Specialist |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: windroseadvisor.com
Company Founded: 2009
Company Size: 11-50
Company Address: 800 South Street, Waltham, Massachusetts, United States
Windrose Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Adam Ladd | Vice President | |||
Germán Muñoz | Associate | |||
Lauren Silva | Associate | |||
Stephan Saad | Associate | |||
Haline De Jesus | Administrative Assistant |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: ascendconsult.com
Company Founded: 2002
Company Size: 51-200
Company Address: 1050 Winter Street, Waltham, Massachusetts, United States
Ascend Consulting Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Trisha Nomura | Owner | |||
Joe Mcquaid | Founder | |||
Cara Marrero | President And Owner | |||
Michael Freeman | Drilling Fluids Consultant | |||
Angela Lane | Senior Manager | |||
Marguerite Smit | Senior Project Manager | |||
Esta Xintaropoulos | Business Analyst |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: webstercapital.com
Company Founded: 2003
Company Size: 11-50
Company Address: 1000 Winter Street, Waltham, Massachusetts, United States
Webster Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Charlie Smugar | Private Equity Associate | |||
Charles Ruprecht | Senior Associate | |||
Jo-ann Patneaude | Vice President, Administration And Investor Relations | |||
Robert West | Software Engineer | |||
Judy Webster | Chief Financial Officerwebster Llc | |||
Kate Zaia | Investor Relations Manager | |||
John Floyd | Owner |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: cassidyretirement.com
Company Founded: 1997
Company Size: 1-10
Company Address: 200 West Street, Waltham, Massachusetts, United States
P-solve Us Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
James Walton | Investment Director | |||
Lauren Meyer | Consulting Actuary And Associate Director | |||
Danielle Cohen | Actuarial Analyst |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: firemancapital.com
Company Founded: 2008
Company Size: 11-50
Company Address: 800 South Street, Waltham, Massachusetts, United States
Fireman Capital Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Andrew Lagoo | Senior Associate | |||
Russ Kazorek | Vice President Finance, Chief Creative Officer |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: riverandmercantile.us
Company Size: 11-50
Company Address: 130 Turner Street, Waltham, Massachusetts, United States
River And Mercantile Solutions Us Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Charlie Cahill | Consulting Actuary And Managing Director | |||
Craig Pedersen | Independent Consultant | |||
Caytee Sellers | Senior Associate |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: financialconnector.com
Company Founded: 1993
Company Size: 1-10
Company Address: 460 Totten Pond Road, Waltham, Massachusetts, United States
Wealth Planning Resources, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
John Steiger | Managing Partner |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: argentwm.com
Company Founded: 1992
Company Size: 11-50
Company Address: 200 Fifth Avenue, Waltham, Massachusetts, United States
Argent Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Matt Ristuccia | Chief Investment Officer | |||
Nancy Leonard | Office Administrator |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: ledgex.com
Company Founded: 2010
Company Size: 11-50
Company Address: 221 Crescent Street, Waltham, Massachusetts, United States
Ledgex Systems Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Anthony Burns | Director, It Operations And Infrastructure | |||
Julie Gelfand | Infrastructure Support Engineer |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: financeservicesllc.com
Company Size: 1-10
Company Address: 295 Weston Street, Waltham, Massachusetts, United States
Finance Services, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Hwayda Hemaid | Technology And Finance Management |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: tnfpartners.com
Company Founded: 1979
Company Size: 1-10
Company Address: 201 Jones Road, Waltham, Massachusetts, United States
True North Financial Partners Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Lutcf Scott Fontaine | Financial Advisor And Partner |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: baycolony.org
Company Founded: 1981
Company Size: 11-50
Company Address: 230 Third Avenue, Waltham, Massachusetts, United States
Bay Colony Development Corp. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Colleen Murphy | Vice President |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: myharvestgroup.com
Company Founded: 2016
Company Size: 1-10
The Harvest Group, Wealth Management, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Matthew Montella | Junior Financial Analyst |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: lewtan.com
Company Founded: 1986
Company Size: 51-200
Company Address: 410 Totten Pond Road, Waltham, Massachusetts, United States
Lewtan Technologies Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Mary Muncherian | Quality Assurance Manager | |||
Lijiang Liu | Senior Modeler - Structured Finance | |||
Nova Gottshalk | Controller | |||
Karen Moss | Chief Customer Officer, Vice President Of Professional Services |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: atlanticplanning.com
Company Founded: 1997
Company Size: 1-10
Company Address: 201 Jones Road, Waltham, Massachusetts, United States
Atlantic Planning Group, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Naydeesha Davis | Administrative Assistant |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: pillarfinancial.com
Company Founded: 1986
Company Size: 1-10
Company Address: 404 Wyman Street, Waltham, Massachusetts, United States
Pillar Financial Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ben Allison | Advisor |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: gladvisor.com
Company Founded: 2003
Company Size: 11-50
Company Address: 400 Fifth Avenue, Waltham, Massachusetts, United States
Gl Advisor Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sean Trainor | Relationship Manager | |||
Imran Bhatti | Client Advisor |
Industry: Financial Services
Location: Waltham, Massachusetts
Company Size: 11-50
Company Address: 1601 Trapelo Road, Waltham, Massachusetts, United States
Bay Colony Development Corp Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Betty Ule | Senior Vice President And Chief Financial Officer |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: archimedes.com
Company Founded: 1991
Company Size: 11-50
Company Address: 307 Waverley Oaks Road, Waltham, Massachusetts, United States
Archimedes Systems Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Rafael De Baere | Director Of Personalized Communications |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: jassby.com
Company Founded: 2017
Company Size: 11-50
Company Address: 404 Wyman Street, Waltham, Massachusetts, United States
Jassby, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Owen Anderson | Devops Engineer |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: kspfinancial.com
Company Founded: 1993
Company Size: 11-50
Company Address: 880 Winter Street, Waltham, Massachusetts, United States
Ksp Financial Consultants Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Patty Goins | Purchasing |
Industry: Financial Services
Location: Waltham, Massachusetts
Website: assetharvest.com
Company Size: 1-10
Company Address: 800 South Street, Waltham, Massachusetts, United States
Asset Harvest Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Barry Kohler | Senior Planning Advisor |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Michael Patrakis | Commonwealth Financial Network | Financial Consultant | |||
2 | Kyle H.collins | Commonwealth Financial Network | Financial Advisor | |||
3 | Nicholas Salvato | Commonwealth Financial Network | Help Desk Support Specialist | |||
4 | Hilary Short | Commonwealth Financial Network | Vp, Brand Development And Experience | |||
5 | Giovanna Zaffina | Commonwealth Financial Network | Wealth Management Platform Manager | |||
6 | Thomas Crutchfield | Commonwealth Financial Network | Business Development Consultant | |||
7 | Cfpâ Andy Lucking | Commonwealth Financial Network | Certified Financial Planner Practitioner | |||
8 | Robert Dale | Delaware Life Insurance Company | Director Distribution Solutions | |||
9 | Matt Douglass | Delaware Life Insurance Company | Associate Director, Operational Efficiency | |||
10 | Tyler Carr | Delaware Life Insurance Company | Head Of Relationship Management | |||
11 | Adam Lunardini | Delaware Life Insurance Company | Vp, National Sales Manager, Annuities | |||
12 | John Tubbs | Delaware Life Insurance Company | Senior Sales Consultant | |||
13 | Sandy Mcguire | Delaware Life Insurance Company | Vice President, Marketing And Sales Director, National Sales Consulting And Lpl Relationship Manager | |||
14 | Dan Hess | Delaware Life Insurance Company | Investment Funds Manager | |||
15 | Ryan Schwalbach | Alegeus | Revenue Financial Analyst | |||
16 | Kirill Izotov | Alegeus | Vice President Of Engineering | |||
17 | Joel Gerbitz | Alegeus | Director, Devops | |||
18 | Duke Janssen | Alegeus | Vice President, Revenue Generation | |||
19 | Lindsay Barnard | Alegeus | Product Manager, Communications And Engagement | |||
20 | Rick Bonneau | Alegeus | Manager, Quality Engineering | |||
21 | Dave Hahn | Alegeus | Devops Architect | |||
22 | Chris Reimer | Fortis Management Group | Director, Loss Control, Environmental, Procurement, Facilities Management | |||
23 | Shamika Davis | Fortis Management Group | Executive Director | |||
24 | David Keating | Fortis Management Group | Acting Chief Compliance Officer | |||
25 | James Fuchs | Fortis Management Group | Manager | |||
26 | Doris Parker-whymark | Fortis Management Group | Field Director Of Education And Training | |||
27 | Penny Pagel | Fortis Management Group | Director Of Clinical Services | |||
28 | Karen Schaewe | Fortis Management Group | Director Of Client Relations And Communications | |||
29 | Ben Zimbel | Vector Capital Management | Chief Executive Officer And Co-founder | |||
30 | Jeff Potter | Ballentine Partners, Llc | Partner And Senior Client Advisor | |||
31 | Sheila Lawrence | Ballentine Partners, Llc | Managing Director And Senior Client Advisor | |||
32 | Ryan Mcmanus | Ballentine Partners, Llc | Wealth Advisor | |||
33 | Emily Magno | Ballentine Partners, Llc | Senior Client Advisor | |||
34 | Steven Goldman | Ballentine Partners, Llc | Portfolio Manager | |||
35 | Cfpâ Tyler Lambert | Ballentine Partners, Llc | Wealth Planner | |||
36 | Debra Whitney | Ballentine Partners, Llc | Senior Client Advisor | |||
37 | Mahes Aifâ | Integrated Financial Partners | Vice President-business Development | |||
38 | Steve Faberman | Integrated Financial Partners | Private Wealth Manager | |||
39 | Cody Twombley | Integrated Financial Partners | Practice Manager | |||
40 | Paul Koenig | Integrated Financial Partners | Personal Wealth Advisor |
Financial Services companies in different cities of Massachusetts