Top 20 Financial Services Companies in Warwick

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

Financial Services Companies in Warwick

1. Bankers Mortgage Corporation

Industry: Financial Services

Location: Warwick, Rhode Island

Website: 123bankers.com

Company Size: 1-10

Bankers Mortgage Corporation Contact Details

Name Title LinkedIn Phone Email
Michael English Commercial Broker
Cathie Jankowski Processor And Office Manager
Richard Corrente Mortgage Banker
Requires/Intent
Automation & Workflow Optimization
Financial Planning & Retirement Solutions
Document Management & E-signature Solutions
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
and more

2. Charter Financial Group, Inc

Industry: Financial Services

Location: Warwick, Rhode Island

Website: thecharterfinancialgroup.com

Company Size: 11-50

Company Address: 275 West Natick Road, Warwick, Rhode Island, United States

Charter Financial Group, Inc Contact Details

Name Title LinkedIn Phone Email
Mark Smiley Retirement Specialist
Joseph Sylvia Managing Partner
Requires/Intent
Portfolio Management
Risk Management & Compliance
Marketing Services
Compliance & Regulatory Advisory
and more

3. Independence Financial Partners

Industry: Financial Services

Location: Warwick, Rhode Island

Website: indfp.com

Company Founded: 1909

Company Size: 51-200

Company Address: 935 Jefferson Boulevard, Warwick, Rhode Island, United States

Independence Financial Partners Contact Details

Name Title LinkedIn Phone Email
John Gautreaux Partner
Al Cumplido Director Of Investment Strategy
Al Cumplido Director Of Investment Research
Elizabeth Ross Licensed Independent Long Term Care And Medicare Insurance Agent
Rulla Nehme Partner And Financial Advisor
Walter Nencka Investment Advisor Representative
C Martin Warburton Senior Associate
Requires/Intent and 5 more Employees
Financial Forecasting & Modeling
Data Analytics & Business Intelligence
Mortgage & Loan Processing
Treasury & Cash Flow Management
and more

4. Bankri

Industry: Financial Services

Location: Warwick, Rhode Island

Company Size: 1-10

Company Address: 1300 Warwick Avenue, Warwick, Rhode Island, United States

Bankri Contact Details

Name Title LinkedIn Phone Email
Scott Lajoie Senior Vice President
Pablo Rodriguez Director Board Of Directors
Jane Long Avp-commercial Real Estate Lending
Karen Pertuso Customer Service Representative
Requires/Intent
AI-powered Financial Insights
IoT-enabled Smart Banking Solutions
Portfolio Management
and more

5. Jewelers Board Of Trade

Industry: Financial Services

Location: Warwick, Rhode Island

Website: jewelersboard.com

Company Founded: 1884

Company Size: 11-50

Company Address: 95 Jefferson Boulevard, Warwick, Rhode Island, United States

Jewelers Board Of Trade Contact Details

Name Title LinkedIn Phone Email
Michelle Ryan Business Analyst
Herbert Hawes Support Systems Analyst Ii
Michael Alves Credit Analyst
Jim Rocchio Manager, New York Website Services
Brenda Delude Membership And Marketing Representative Administrator And Junior Business Analyst
Bob Peterssen Manager Credit Reporting
Cindy Santora Executive Assistant
Requires/Intent and 8 more Employees
Blockchain & Cryptocurrency Solutions
Financial Planning & Retirement Solutions
Mergers & Acquisitions Advisory
AI-powered Financial Insights
Wealth Management
and more

6. Rhode Island Student Loan Authority

Industry: Financial Services

Location: Warwick, Rhode Island

Website: risla.com

Company Founded: 1981

Company Size: 11-50

Company Address: 935 Jefferson Boulevard, Warwick, Rhode Island, United States

Rhode Island Student Loan Authority Contact Details

Name Title LinkedIn Phone Email
Alyssa Root Digital Marketing Specialist
Gail Walker Director, School Relations
Zach Holowachuk Finance Internship
Abe Motta Loan Advisor
Joseph Morrissey Senior Loan Underwriter
Jane Creta Director Of Loan Operations
Jeffrey Gamelin Junior Network Administrator
Requires/Intent and 5 more Employees
Customer Relationship Management (CRM)
Loan Origination & Servicing Platforms
Blockchain & Cryptocurrency Solutions
and more

7. Compensation Planning Inc.

Industry: Financial Services

Location: Warwick, Rhode Island

Website: compplanning.com

Company Founded: 1977

Company Size: 11-50

Company Address: 67 Jefferson Boulevard, Warwick, Rhode Island, United States

Compensation Planning Inc. Contact Details

Name Title LinkedIn Phone Email
Tgpc Grant Brown Vice President And Retirement Plan Consultant
Brenna Marques Retirement Plan Administrator
Decio Conti Retirement Plan Administrator At Compensation Planning Inc
Denise Fonseca Pension Administrator
Requires/Intent
Portfolio Management
Credit Rating & Analysis
Financial Forecasting & Modeling
Business Strategy & Growth Consulting
and more

8. Massmutual Southern New England

Industry: Financial Services

Location: Warwick, Rhode Island

Company Size: 11-50

Company Address: 125 Metro Center Boulevard, Warwick, Rhode Island, United States

Massmutual Southern New England Contact Details

Name Title LinkedIn Phone Email
Lauren Leach Financial Specialist At Legacy Financial Group
John Huntington Agency Director Of Advanced Planning At Massmutual Southern New England
Michael Mbkorber Broker
Requires/Intent
Corporate Finance Strategy
Portfolio Management
Legal Compliance & Advisory
Data Analytics & Business Intelligence
and more

9. Pioneer Financial Group, Inc.

Industry: Financial Services

Location: Warwick, Rhode Island

Website: pioneer-financial.com

Company Founded: 1999

Company Size: 11-50

Company Address: 117 Metro Center Boulevard, Warwick, Rhode Island, United States

Pioneer Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Vasilis Izanidis Financial Advisor
Jack Kniffin Intern
Requires/Intent
Fraud Detection & Prevention
Mortgage & Loan Processing
Insurance & Underwriting Services
IoT-enabled Smart Banking Solutions
Online Advertising & SEO
and more

10. Carl Weinberg & Co Llp

Industry: Financial Services

Location: Warwick, Rhode Island

Company Size: 11-50

Company Address: 300 Centerville Road, Warwick, Rhode Island, United States

Carl Weinberg & Co Llp Contact Details

Name Title LinkedIn Phone Email
Alisa Moretti Executive Assistant
Requires/Intent
Treasury & Cash Flow Management
Performance Tracking & KPI Analytics
Compliance & Regulatory Advisory
ESG & Sustainable Finance Consulting
and more

11. Corner Office Financial, Llc

Industry: Financial Services

Location: Warwick, Rhode Island

Website: cornerofficefinancial.com

Company Founded: 2006

Company Size: 1-10

Company Address: 931 Jefferson Boulevard, Warwick, Rhode Island, United States

Corner Office Financial, Llc Contact Details

Name Title LinkedIn Phone Email
Sean Marchetti Financial Advisor
Requires/Intent
Cybersecurity & Data Protection
Wealth Management
and more

12. Algorithm Tax Group

Industry: Financial Services

Location: Warwick, Rhode Island

Website: algorithmtaxgroup.com

Company Size: 1-10

Company Address: 18 Winchell Road, Warwick, Rhode Island, United States

Algorithm Tax Group Contact Details

Name Title LinkedIn Phone Email
Eric Procaccini Consultant
Requires/Intent
ERP For Financial Institutions
Risk Management & Compliance
Customer Relationship Management (CRM)
Performance Tracking & KPI Analytics
Credit Rating & Analysis
and more

13. Lifetime Advisors Group

Industry: Financial Services

Location: Warwick, Rhode Island

Website: lifetimeadvisorsgroup.com

Company Founded: 2001

Company Size: 1-10

Company Address: 335e Centerville Road, Warwick, Rhode Island, United States

Lifetime Advisors Group Contact Details

Name Title LinkedIn Phone Email
Tyffanie Silva Customer Care Specialist
Leslie Iannotti Client Care Specialist
Requires/Intent
Cybersecurity & Data Protection
Omnichannel Customer Support
Automation & Workflow Optimization
Tax Planning & Strategy
and more

Warwick Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Michael English Bankers Mortgage Corporation Commercial Broker
2 Cathie Jankowski Bankers Mortgage Corporation Processor And Office Manager
3 Richard Corrente Bankers Mortgage Corporation Mortgage Banker
4 Mark Smiley Charter Financial Group, Inc Retirement Specialist
5 Joseph Sylvia Charter Financial Group, Inc Managing Partner
6 John Gautreaux Independence Financial Partners Partner
7 Al Cumplido Independence Financial Partners Director Of Investment Strategy
8 Al Cumplido Independence Financial Partners Director Of Investment Research
9 Elizabeth Ross Independence Financial Partners Licensed Independent Long Term Care And Medicare Insurance Agent
10 Rulla Nehme Independence Financial Partners Partner And Financial Advisor
11 Walter Nencka Independence Financial Partners Investment Advisor Representative
12 C Martin Warburton Independence Financial Partners Senior Associate
13 Scott Lajoie Bankri Senior Vice President
14 Pablo Rodriguez Bankri Director Board Of Directors
15 Jane Long Bankri Avp-commercial Real Estate Lending
16 Karen Pertuso Bankri Customer Service Representative
17 Michelle Ryan Jewelers Board Of Trade Business Analyst
18 Herbert Hawes Jewelers Board Of Trade Support Systems Analyst Ii
19 Michael Alves Jewelers Board Of Trade Credit Analyst
20 Jim Rocchio Jewelers Board Of Trade Manager, New York Website Services
21 Brenda Delude Jewelers Board Of Trade Membership And Marketing Representative Administrator And Junior Business Analyst
22 Bob Peterssen Jewelers Board Of Trade Manager Credit Reporting
23 Cindy Santora Jewelers Board Of Trade Executive Assistant
24 Alyssa Root Rhode Island Student Loan Authority Digital Marketing Specialist
25 Gail Walker Rhode Island Student Loan Authority Director, School Relations
26 Zach Holowachuk Rhode Island Student Loan Authority Finance Internship
27 Abe Motta Rhode Island Student Loan Authority Loan Advisor
28 Joseph Morrissey Rhode Island Student Loan Authority Senior Loan Underwriter
29 Jane Creta Rhode Island Student Loan Authority Director Of Loan Operations
30 Jeffrey Gamelin Rhode Island Student Loan Authority Junior Network Administrator
31 Tgpc Grant Brown Compensation Planning Inc. Vice President And Retirement Plan Consultant
32 Brenna Marques Compensation Planning Inc. Retirement Plan Administrator
33 Decio Conti Compensation Planning Inc. Retirement Plan Administrator At Compensation Planning Inc
34 Denise Fonseca Compensation Planning Inc. Pension Administrator
35 Lauren Leach Massmutual Southern New England Financial Specialist At Legacy Financial Group
36 John Huntington Massmutual Southern New England Agency Director Of Advanced Planning At Massmutual Southern New England
37 Michael Mbkorber Massmutual Southern New England Broker
38 Vasilis Izanidis Pioneer Financial Group, Inc. Financial Advisor
39 Jack Kniffin Pioneer Financial Group, Inc. Intern
40 Alisa Moretti Carl Weinberg & Co Llp Executive Assistant