Top 10 Financial Services Companies in Westerville

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 10 Financial Services Companies in Westerville ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Westerville

1. First Ohio Home Finance

Industry: Financial Services

Location: Westerville, Ohio

Website: firstohiohome.com

Company Founded: 1996

Company Size: 11-50

Company Address: 385 County Line Road West, Westerville, Ohio, United States

First Ohio Home Finance Contact Details

Name Title LinkedIn Phone Email
Chris Wharton Operations Director
Chris Wharton Operations Director
Chris Wharton Operations Director
Requires/Intent
API Integration For FinTech
Wealth Management
Financial Forecasting & Modeling
Branding & Public Relations
and more

2. Afcpe® (association For Financial Counseling And Planning Education®)

Industry: Financial Services

Location: Westerville, Ohio

Website: afcpe.org

Company Founded: 1983

Company Size: 11-50

Company Address: 79 South State Street, Westerville, Ohio, United States

Afcpe® (association For Financial Counseling And Planning Education®) Contact Details

Name Title LinkedIn Phone Email
Thomas Duffany Certification Special Programs Director
Katina Dimitro Accredited Financial Counselor
Sheena Parrish Special Programs Manager
Sofia Rivera Financial Counselor And Member
Brittany Davis Member
Holly Callaway Afc Candidate
Requires/Intent
ESG & Sustainable Finance Consulting
Business Strategy & Growth Consulting
and more

3. Stenger And Company

Industry: Financial Services

Location: Westerville, Ohio

Website: stengerandcompany.com

Company Founded: 2005

Company Size: 11-50

Company Address: 653 Mccorkle Boulevard, Westerville, Ohio, United States

Stenger And Company Contact Details

Name Title LinkedIn Phone Email
John Stenger Director Of Construction Services
John Stenger Director Of Construction Services
John Stenger Director Of Construction Services
Requires/Intent
Document Management & E-signature Solutions
Banking & Payment Processing
Loan Origination & Servicing Platforms
Quality Control & Assurance
Mortgage & Loan Processing
and more

4. Concord Mortgage Group

Industry: Financial Services

Location: Westerville, Ohio

Website: concordmortgagegroup.com

Company Size: 201-500

Company Address: 735 Ceramic Place, Westerville, Ohio, United States

Concord Mortgage Group Contact Details

Name Title LinkedIn Phone Email
Arkady Livs Office Manager
Donna Tate Underwriter And Operations Manager
Donna Tate Underwriter And Operations Manager
Donna Tate Underwriter And Operations Manager
Nicole Crete Senior Mortgage Consultant
Sam Hardy Loan Officer
Sam Hardy Loan Officer
Requires/Intent and 2 more Employees
HR & Talent Acquisition
Asset Management
Mobile App Development For Financial Services
Compliance & Regulatory Advisory
and more

5. Retirement Plans, Inc.

Industry: Financial Services

Location: Westerville, Ohio

Website: rpi401k.com

Company Size: 1-10

Company Address: 124 Dorchester Square, Westerville, Ohio, United States

Retirement Plans, Inc. Contact Details

Name Title LinkedIn Phone Email
Leo Lapito Chairman
Requires/Intent
Financial Forecasting & Modeling
Mortgage & Loan Processing
Digital Payment & Subscription Solutions
HR & Talent Acquisition
and more

6. Envision Consulting Group, Llc

Industry: Financial Services

Location: Westerville, Ohio

Website: envisionconsulting.com

Company Founded: 2000

Company Size: 1-10

Company Address: 665 Cooper Road, Westerville, Ohio, United States

Envision Consulting Group, Llc Contact Details

Name Title LinkedIn Phone Email
Brian Stier Financial Advisor
Requires/Intent
AI-powered Financial Insights
Financial Auditing & Reporting
Banking & Payment Processing
API Integration For FinTech
Cybersecurity & Data Protection
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.

Westerville Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Chris Wharton First Ohio Home Finance Operations Director
2 Chris Wharton First Ohio Home Finance Operations Director
3 Chris Wharton First Ohio Home Finance Operations Director
4 Thomas Duffany Afcpe® (association For Financial Counseling And Planning Education®) Certification Special Programs Director
5 Katina Dimitro Afcpe® (association For Financial Counseling And Planning Education®) Accredited Financial Counselor
6 Sheena Parrish Afcpe® (association For Financial Counseling And Planning Education®) Special Programs Manager
7 Sofia Rivera Afcpe® (association For Financial Counseling And Planning Education®) Financial Counselor And Member
8 Brittany Davis Afcpe® (association For Financial Counseling And Planning Education®) Member
9 Holly Callaway Afcpe® (association For Financial Counseling And Planning Education®) Afc Candidate
10 John Stenger Stenger And Company Director Of Construction Services
11 John Stenger Stenger And Company Director Of Construction Services
12 John Stenger Stenger And Company Director Of Construction Services
13 Arkady Livs Concord Mortgage Group Office Manager
14 Donna Tate Concord Mortgage Group Underwriter And Operations Manager
15 Donna Tate Concord Mortgage Group Underwriter And Operations Manager
16 Donna Tate Concord Mortgage Group Underwriter And Operations Manager
17 Nicole Crete Concord Mortgage Group Senior Mortgage Consultant
18 Sam Hardy Concord Mortgage Group Loan Officer
19 Sam Hardy Concord Mortgage Group Loan Officer
20 Leo Lapito Retirement Plans, Inc. Chairman
21 Brian Stier Envision Consulting Group, Llc Financial Advisor

Financial Services companies in different cities of Ohio

No. Industry Number of Contacts Download
1 Financial services Companies in Cincinnati 20416
2 Financial services Companies in Columbus 12992
3 Financial services Companies in Cleveland 12992
4 Financial services Companies in Dayton 1856
5 Financial services Companies in Akron 4176
6 Financial services Companies in Dublin 5104
7 Financial services Companies in Toledo 464
8 Financial services Companies in Westlake 2320
9 Financial services Companies in Independence 1856
10 Financial services Companies in Maumee 464
11 Financial services Companies in Beachwood 1392
12 Financial services Companies in Canton 1856
13 Financial services Companies in Mason 928
14 Financial services Companies in Oxford 928
15 Financial services Companies in Solon 464