Top 10 Financial Services Companies in Windsor

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Below is the list of Top 10 Financial Services Companies in Windsor ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Windsor

1. Limra

Industry: Financial Services

Location: Windsor, Connecticut

Website: limra.com

Company Founded: 1916

Company Size: 201-500

Company Address: 300 Day Hill Road, Windsor, Connecticut, United States

Limra Contact Details

Name Title LinkedIn Phone Email
Darlene Watanabe Corporate Recruiter
Kartik Sakthivel Vice President, Chief Information Officer And Regional Head, Asia West â Limra, Loma, Ll Global
Jamie Stella Member Relations Director
Michael Rand Onboarding Specialist
Patrick Leary Corporate Vice President, Workplace Benefits Research
James Scanlon Senior Research Director
Megan Schwartz International Conference Manager At Limra And Loma
Requires/Intent and 90 more Employees
Fraud Detection & Prevention
Quality Control & Assurance
Loan Origination & Servicing Platforms
Tax Planning & Strategy
and more

2. Fiduciary Investment Advisors, Llc

Industry: Financial Services

Location: Windsor, Connecticut

Website: fiallc.com

Company Founded: 2006

Company Size: 51-200

Company Address: 100 Northfield Drive, Windsor, Connecticut, United States

Fiduciary Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Tyler Polk Partner And Senior Consultant
Christian Coleman Director, Business Development And Marketing At Fiduciary Investment Advisors, Llc
Andre Joyner Associate Research Analyst
Paige Thompson Associate Research Analyst
Devon Francis Partner And Senior Consultant
Anthony Tranghese Managing Partner
Lindsay Brock Research Analyst
Requires/Intent and 15 more Employees
Technology Consulting
Blockchain & Cryptocurrency Solutions
Mortgage & Loan Processing
and more

3. Machinery Finance Resources

Industry: Financial Services

Location: Windsor, Connecticut

Website: mfresources.com

Company Size: 11-50

Company Address: 651 Day Hill Road, Windsor, Connecticut, United States

Machinery Finance Resources Contact Details

Name Title LinkedIn Phone Email
Huong Do Vice President
John Fitzgerald President At Machinery Finance Resources,llc
Angel Roth Crm Intern
Deb Senk Vice President Operations
Christianne Beebe Documentation Specialist
Requires/Intent
Employee Training & Workforce Development
Technology Consulting
Credit Rating & Analysis
and more

4. Horizon Home Mortgage, Llc

Industry: Financial Services

Location: Windsor, Connecticut

Website: horizonhomemtg.com

Company Founded: 2005

Company Size: 1-10

Company Address: 156 Broad Street, Windsor, Connecticut, United States

Horizon Home Mortgage, Llc Contact Details

Name Title LinkedIn Phone Email
Timothy Coleman Mortgage Broker
Mark Harrington Principal
Requires/Intent
Customer Relationship Management (CRM)
Tax Planning & Strategy
Data Analytics & Business Intelligence
Wealth Management
Mobile App Development For Financial Services
and more

5. Limra Loma Secure Retirement Institute

Industry: Financial Services

Location: Windsor, Connecticut

Website: secureretirementinstitute.com

Company Size: 201-500

Company Address: 300 Day Hill Road, Windsor, Connecticut, United States

Limra Loma Secure Retirement Institute Contact Details

Name Title LinkedIn Phone Email
Ryan Scanlon Research Analyst
Jonah Morales Associate Research Analyst
Requires/Intent
Financial Auditing & Reporting
Mergers & Acquisitions Advisory
and more

6. Allen Financial Group - Ct

Industry: Financial Services

Location: Windsor, Connecticut

Website: allenfinancialgrp.com

Company Size: 1-10

Company Address: 360 Bloomfield Avenue, Windsor, Connecticut, United States

Allen Financial Group - Ct Contact Details

Name Title LinkedIn Phone Email
Jade Adams Administrative Services Manager
Requires/Intent
Risk Management & Compliance
Hedge Fund & Private Equity Consulting
Investment Advisory
Branding & Public Relations
and more

7. Synergy Financial Planning

Industry: Financial Services

Location: Windsor, Connecticut

Website: synergy-fp.com

Company Size: 1-10

Synergy Financial Planning Contact Details

Name Title LinkedIn Phone Email
Fpqp Diane Bellfy Operations Manager
Requires/Intent
Document Management & E-signature Solutions
Compliance & Regulatory Advisory
Marketing Services
and more

Windsor Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Darlene Watanabe Limra Corporate Recruiter
2 Kartik Sakthivel Limra Vice President, Chief Information Officer And Regional Head, Asia West â Limra, Loma, Ll Global
3 Jamie Stella Limra Member Relations Director
4 Michael Rand Limra Onboarding Specialist
5 Patrick Leary Limra Corporate Vice President, Workplace Benefits Research
6 James Scanlon Limra Senior Research Director
7 Megan Schwartz Limra International Conference Manager At Limra And Loma
8 Tyler Polk Fiduciary Investment Advisors, Llc Partner And Senior Consultant
9 Christian Coleman Fiduciary Investment Advisors, Llc Director, Business Development And Marketing At Fiduciary Investment Advisors, Llc
10 Andre Joyner Fiduciary Investment Advisors, Llc Associate Research Analyst
11 Paige Thompson Fiduciary Investment Advisors, Llc Associate Research Analyst
12 Devon Francis Fiduciary Investment Advisors, Llc Partner And Senior Consultant
13 Anthony Tranghese Fiduciary Investment Advisors, Llc Managing Partner
14 Lindsay Brock Fiduciary Investment Advisors, Llc Research Analyst
15 Huong Do Machinery Finance Resources Vice President
16 John Fitzgerald Machinery Finance Resources President At Machinery Finance Resources,llc
17 Angel Roth Machinery Finance Resources Crm Intern
18 Deb Senk Machinery Finance Resources Vice President Operations
19 Christianne Beebe Machinery Finance Resources Documentation Specialist
20 Timothy Coleman Horizon Home Mortgage, Llc Mortgage Broker
21 Mark Harrington Horizon Home Mortgage, Llc Principal
22 Ryan Scanlon Limra Loma Secure Retirement Institute Research Analyst
23 Jonah Morales Limra Loma Secure Retirement Institute Associate Research Analyst
24 Jade Adams Allen Financial Group - Ct Administrative Services Manager
25 Fpqp Diane Bellfy Synergy Financial Planning Operations Manager