Top 20 Financial Services Companies in Westborough

Get contact information of Top decision makers like Founder, CEO, CFO, CMO, CTO, Marketing head, HR head, Managers and other employees along with company details in Excel or CSV file.

Get Featured and Increase Sales.

Get Featured on Businesscontacts.io premium Ad space and get exponential visibility, reach and Sales.

Get Featured

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

Financial Services Companies in Westborough

1. Cannapreneur Partners

Industry: Financial Services

Location: Westborough, Massachusetts

Website: cannapreneurpartners.com

Company Founded: 2018

Company Size: 1-10

Company Address: 110 Turnpike Road, Westborough, Massachusetts, United States

Cannapreneur Partners Contact Details

Name Title LinkedIn Phone Email
Todd Sullivan Co-ceo
Requires/Intent
Fraud Detection & Prevention
Mergers & Acquisitions Advisory
Cybersecurity & Data Protection
and more

2. Ccr Wealth Management

Industry: Financial Services

Location: Westborough, Massachusetts

Website: ccrwealth.com

Company Founded: 1998

Company Size: 11-50

Company Address: 1800 West Park Drive, Westborough, Massachusetts, United States

Ccr Wealth Management Contact Details

Name Title LinkedIn Phone Email
Shiqi Gu Investment Analyst
Andrew Bonetti Financial Consultant
Kate Kallin Registered Client Services
Kate Azier Registered Client Services
David Borden Principal
Tom Neilan Senior Financial Consultant
Jonathan Albano Partner - Senior Financial Planner
Requires/Intent
Portfolio Management
Treasury & Cash Flow Management
and more

3. Boston Harbor Wealth Advisors

Industry: Financial Services

Location: Westborough, Massachusetts

Website: bostonharborwealth.com

Company Size: 11-50

Company Address: 1400 Computer Drive, Westborough, Massachusetts, United States

Boston Harbor Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Elissa Foley Financial Advisor And Client Relationship Manager
Candace Sallale Financial Advisor
Michael Hulett Managing Director
Sean Flynn Senior Investment Strategist
Requires/Intent
Financial Planning & Retirement Solutions
Quality Control & Assurance
Debt Collection & Recovery
Cloud Computing Solutions
ESG & Sustainable Finance Consulting
and more

4. The Patriot Financial Group

Industry: Financial Services

Location: Westborough, Massachusetts

Website: patriot-financial-group.com

Company Size: 51-200

Company Address: 182 Turnpike Road, Westborough, Massachusetts, United States

The Patriot Financial Group Contact Details

Name Title LinkedIn Phone Email
Peter Thompson Owner
Caitlyn Frament Chief Compliance Officer
Ed Boulais Manager
Richard Micheals Financial Broker
Requires/Intent
Investment Advisory
Omnichannel Customer Support
Employee Training & Workforce Development
and more

5. Ross Mortgage Company

Industry: Financial Services

Location: Westborough, Massachusetts

Website: rossmortgageco.com

Company Founded: 2001

Company Size: 11-50

Company Address: 115 Flanders Road, Westborough, Massachusetts, United States

Ross Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Andrew Deffer Senior Mortgage Loan Officer
Dave Silvester Assistant Operations Manager
Nicholas Esposito Loan Officer
T.j Forman Opener And Processor
Robert Thorpe De And Va And Usda Underwriter
Carolyn Magowan Assistant Operations Manager
Requires/Intent
ESG & Sustainable Finance Consulting
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
and more

6. Clearplan Wealth Management Group

Industry: Financial Services

Location: Westborough, Massachusetts

Website: clear-plan.ca

Company Founded: 2013

Company Size: 51-200

Company Address: 287 Turnpike Road, Westborough, Massachusetts, United States

Clearplan Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Evmp Kari Jones Consultant
Kim Schwarz Consultant
Lisa Burkes Program Planning Scheduling
Requires/Intent
Omnichannel Customer Support
Automation & Workflow Optimization
and more

7. Imoneynet

Industry: Financial Services

Location: Westborough, Massachusetts

Website: imoneynet.com

Company Founded: 1975

Company Size: 5001-10000

Company Address: 1 Research Drive, Westborough, Massachusetts, United States

Imoneynet Contact Details

Name Title LinkedIn Phone Email
Jay Mclaughlin Institutional Sales
Rita Weisenhorn Data Analyst
Requires/Intent
Omnichannel Customer Support
Securities Trading & Brokerage
Branding & Public Relations
and more

8. Financial Foundations, Inc

Industry: Financial Services

Location: Westborough, Massachusetts

Website: financial-foundations.com

Company Founded: 1999

Company Size: 11-50

Company Address: 1 Research Drive, Westborough, Massachusetts, United States

Financial Foundations, Inc Contact Details

Name Title LinkedIn Phone Email
Bryan Amandolare Vice President
Msfp Christina Mitkonis Financial Advisor
Requires/Intent
Hedge Fund & Private Equity Consulting
Risk Management & Compliance
Fraud Detection & Prevention
Automation & Workflow Optimization
and more

9. Aspencross Wealth Management

Industry: Financial Services

Location: Westborough, Massachusetts

Website: aspencross.com

Company Founded: 2001

Company Size: 11-50

Company Address: 1 Technology Drive, Westborough, Massachusetts, United States

Aspencross Wealth Management Contact Details

Name Title LinkedIn Phone Email
Omar Ali Investment Advisor Representative
Fred Lane Financial Advisor
Eldon Lawrence Investment Advisor Representative
Requires/Intent
Marketing Services
Compliance & Regulatory Advisory
and more

10. Aafcpas Wealth Management (highsight Llc)

Industry: Financial Services

Location: Westborough, Massachusetts

Website: highsightllc.com

Company Founded: 2001

Company Size: 1-10

Company Address: 50 Washington Street, Westborough, Massachusetts, United States

Aafcpas Wealth Management (highsight Llc) Contact Details

Name Title LinkedIn Phone Email
Cfpâ Andrew Hammond Partner And Wealth Advisor
Requires/Intent
Blockchain & Cryptocurrency Solutions
Tax Planning & Strategy
Banking & Payment Processing
Cloud Computing Solutions
Investment Advisory
and more

11. Melfa Wealth Management Inc

Industry: Financial Services

Location: Westborough, Massachusetts

Website: melfawealthmanagement.com

Company Size: 1-10

Company Address: 8 Piccadilly Way, Westborough, Massachusetts, United States

Melfa Wealth Management Inc Contact Details

Name Title LinkedIn Phone Email
Aarikka Burgess Client Service Specialist
Requires/Intent
IoT-enabled Smart Banking Solutions
ERP For Financial Institutions
and more

12. Legacy Financial

Industry: Financial Services

Location: Westborough, Massachusetts

Website: thelegacyfinancial.com

Company Founded: 2015

Company Size: 1-10

Company Address: 182 Turnpike Road, Westborough, Massachusetts, United States

Legacy Financial Contact Details

Name Title LinkedIn Phone Email
Jacob Murray Financial Planner
Requires/Intent
Omnichannel Customer Support
Accounting Services
Employee Training & Workforce Development
Data Analytics & Business Intelligence
Technology Consulting
and more

13. Aspencross Financial Group

Industry: Financial Services

Location: Westborough, Massachusetts

Company Founded: 2000

Company Size: 11-50

Company Address: 1 Technology Drive, Westborough, Massachusetts, United States

Aspencross Financial Group Contact Details

Name Title LinkedIn Phone Email
Steven Johnson Financial Advisor
Requires/Intent
Cybersecurity & Data Protection
Financial Forecasting & Modeling
Loan Origination & Servicing Platforms
Securities Trading & Brokerage
and more

14. Legacy Financial Advisors, Inc.

Industry: Financial Services

Location: Westborough, Massachusetts

Website: lfsadvisors.com

Company Founded: 1987

Company Size: 11-50

Company Address: 2000 West Park Drive, Westborough, Massachusetts, United States

Legacy Financial Advisors, Inc. Contact Details

Name Title LinkedIn Phone Email
Matthew Pescatore Investment Advisor Representative
Requires/Intent
Blockchain & Cryptocurrency Solutions
Business Strategy & Growth Consulting
Legal Compliance & Advisory
Performance Tracking & KPI Analytics
Corporate Finance Strategy
and more

15. Associated Credit Services Inc (acs)

Industry: Financial Services

Location: Westborough, Massachusetts

Website: acsrecovery.com

Company Founded: 1969

Company Size: 11-50

Company Address: 115 Flanders Road, Westborough, Massachusetts, United States

Associated Credit Services Inc (acs) Contact Details

Name Title LinkedIn Phone Email
Jeff Amadei Collection Supervisor
Requires/Intent
AI-powered Financial Insights
Blockchain & Cryptocurrency Solutions
Legal Compliance & Advisory
Financial Forecasting & Modeling
IoT-enabled Smart Banking Solutions
and more

16. Springstone Financial Llc

Industry: Financial Services

Location: Westborough, Massachusetts

Website: springstoneplan.com

Company Founded: 2003

Company Size: 51-200

Company Address: 1700 West Park Drive, Westborough, Massachusetts, United States

Springstone Financial Llc Contact Details

Name Title LinkedIn Phone Email
Lauren Romano Operations Supervisor
Karen Springston President
Annmarie Decker Assistant
Requires/Intent
Wealth Management
Financial Auditing & Reporting
and more

17. Business Credit Intelligence ~ Powered By Nacmne

Industry: Financial Services

Location: Westborough, Massachusetts

Website: nacmne.com

Company Founded: 1897

Company Size: 1-10

Company Address: 18 Lyman Street, Westborough, Massachusetts, United States

Business Credit Intelligence ~ Powered By Nacmne Contact Details

Name Title LinkedIn Phone Email
Susan Dunton Marketing Consultant
Requires/Intent
Banking & Payment Processing
Online Advertising & SEO
Document Management & E-signature Solutions
Marketing Services
Credit Rating & Analysis
and more
Unlock verified email addresses and phone numbers of key decision-makers and organizations to drive your business forward.
Tell us your target industry, and we'll connect you with the right contacts to accelerate your growth.
Email us at david@businesscontacts.io
Copy email
and achieve your business objectives seamlessly.

Westborough Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Todd Sullivan Cannapreneur Partners Co-ceo
2 Shiqi Gu Ccr Wealth Management Investment Analyst
3 Andrew Bonetti Ccr Wealth Management Financial Consultant
4 Kate Kallin Ccr Wealth Management Registered Client Services
5 Kate Azier Ccr Wealth Management Registered Client Services
6 David Borden Ccr Wealth Management Principal
7 Tom Neilan Ccr Wealth Management Senior Financial Consultant
8 Jonathan Albano Ccr Wealth Management Partner - Senior Financial Planner
9 Elissa Foley Boston Harbor Wealth Advisors Financial Advisor And Client Relationship Manager
10 Candace Sallale Boston Harbor Wealth Advisors Financial Advisor
11 Michael Hulett Boston Harbor Wealth Advisors Managing Director
12 Sean Flynn Boston Harbor Wealth Advisors Senior Investment Strategist
13 Peter Thompson The Patriot Financial Group Owner
14 Caitlyn Frament The Patriot Financial Group Chief Compliance Officer
15 Ed Boulais The Patriot Financial Group Manager
16 Richard Micheals The Patriot Financial Group Financial Broker
17 Andrew Deffer Ross Mortgage Company Senior Mortgage Loan Officer
18 Dave Silvester Ross Mortgage Company Assistant Operations Manager
19 Nicholas Esposito Ross Mortgage Company Loan Officer
20 T.j Forman Ross Mortgage Company Opener And Processor
21 Robert Thorpe Ross Mortgage Company De And Va And Usda Underwriter
22 Carolyn Magowan Ross Mortgage Company Assistant Operations Manager
23 Evmp Kari Jones Clearplan Wealth Management Group Consultant
24 Kim Schwarz Clearplan Wealth Management Group Consultant
25 Lisa Burkes Clearplan Wealth Management Group Program Planning Scheduling
26 Jay Mclaughlin Imoneynet Institutional Sales
27 Rita Weisenhorn Imoneynet Data Analyst
28 Bryan Amandolare Financial Foundations, Inc Vice President
29 Msfp Christina Mitkonis Financial Foundations, Inc Financial Advisor
30 Omar Ali Aspencross Wealth Management Investment Advisor Representative
31 Fred Lane Aspencross Wealth Management Financial Advisor
32 Eldon Lawrence Aspencross Wealth Management Investment Advisor Representative
33 Cfpâ Andrew Hammond Aafcpas Wealth Management (highsight Llc) Partner And Wealth Advisor
34 Aarikka Burgess Melfa Wealth Management Inc Client Service Specialist
35 Jacob Murray Legacy Financial Financial Planner
36 Steven Johnson Aspencross Financial Group Financial Advisor
37 Matthew Pescatore Legacy Financial Advisors, Inc. Investment Advisor Representative
38 Jeff Amadei Associated Credit Services Inc (acs) Collection Supervisor
39 Lauren Romano Springstone Financial Llc Operations Supervisor
40 Karen Springston Springstone Financial Llc President

Financial Services companies in different cities of Massachusetts

No. Industry Number of Contacts Download
1 Financial services Companies in Boston 169632
2 Financial services Companies in Cambridge 12312
3 Financial services Companies in Waltham 22572
4 Financial services Companies in Newton 10260
5 Financial services Companies in Burlington 10944
6 Financial services Companies in Woburn 8892
7 Financial services Companies in Needham 9576
8 Financial services Companies in Worcester 8208
9 Financial services Companies in Quincy 5472
10 Financial services Companies in Beverly 8892
11 Financial services Companies in Danvers 8892
12 Financial services Companies in Springfield 4788
13 Financial services Companies in Braintree 8892
14 Financial services Companies in Wellesley 6840
15 Financial services Companies in Framingham 2052
16 Financial services Companies in Lexington 6156
17 Financial services Companies in Brookline 3420
18 Financial services Companies in Wakefield 4788
19 Financial services Companies in Salem 4104
20 Financial services Companies in Canton 2052
21 Financial services Companies in Concord 2052
22 Financial services Companies in Norwell 3420
23 Financial services Companies in Wilmington 4104
24 Financial services Companies in Amherst 2736
25 Financial services Companies in Andover 4788
26 Financial services Companies in Marlborough 4104
27 Financial services Companies in Natick 1368
28 Financial services Companies in North Andover 4104
29 Financial services Companies in Bedford 684