Top 20 Financial Services Companies in Avon

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

Financial Services Companies in Avon

1. Ironwood Capital

Industry: Financial Services

Location: Avon, Connecticut

Website: ironwoodcap.com

Company Founded: 1985

Company Size: 11-50

Company Address: 45 Nod Road, Avon, Connecticut, United States

Ironwood Capital Contact Details

Name Title LinkedIn Phone Email
Marc Reich Chairman And Chief Executive Officer
Carolyn Galiette President And Chief Investment Officer
James Barra Managing Director
Adam Dotson Director
Michael Benson Director
Kathy Butler Marketing And Communications Director
Zachary Luce Chief Financial Officer
Requires/Intent and 4 more Employees
Legal Compliance & Advisory
Automation & Workflow Optimization
and more

2. Village Mortgage Company

Industry: Financial Services

Location: Avon, Connecticut

Website: villagemtg.com

Company Founded: 1996

Company Size: 51-200

Company Address: 30 Tower Lane, Avon, Connecticut, United States

Village Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Suzanne Greene Senior Loan Officer
Jim Ryder Branch Manager
Bryan Mcpherson Branch Manager And Mortgage Loan Officer
Paul Harrison Certified Mortgage Planner
Ed Gosselin Senior Mortgage Loan Originator
Matthew Rice Mortgage Loan Originator
Tracey Jackson Senior Loan Officer
Requires/Intent and 17 more Employees
IoT-enabled Smart Banking Solutions
Document Management & E-signature Solutions
Data Analytics & Business Intelligence
and more

3. Ridgeline Financial Partners

Industry: Financial Services

Location: Avon, Connecticut

Website: ridgelinefp.com

Company Size: 1-10

Company Address: 60 Avon Meadow Lane, Avon, Connecticut, United States

Ridgeline Financial Partners Contact Details

Name Title LinkedIn Phone Email
Emily Normandin Financial Planning Consultant
Kevin Regan Employee Benefits Program Manager
Requires/Intent
Branding & Public Relations
Performance Tracking & KPI Analytics
Blockchain & Cryptocurrency Solutions
and more

4. Q Real Estate

Industry: Financial Services

Location: Avon, Connecticut

Website: therealq.com

Company Size: 11-50

Company Address: 112 West Main Street, Avon, Connecticut, United States

Q Real Estate Contact Details

Name Title LinkedIn Phone Email
Michelle Nicely Real Estate Agent
Greg Etter Home Inspector And Principl Broker
Requires/Intent
Debt Collection & Recovery
Omnichannel Customer Support
Performance Tracking & KPI Analytics
and more

5. Spurstone Executive Wealth Solutions

Industry: Financial Services

Location: Avon, Connecticut

Website: spurstone.com

Company Founded: 2009

Company Size: 1-10

Company Address: 15 Ensign Drive, Avon, Connecticut, United States

Spurstone Executive Wealth Solutions Contact Details

Name Title LinkedIn Phone Email
Partner Timothy Golas Partner
Jesse Skirvin Partner
Requires/Intent
Fraud Detection & Prevention
Banking & Payment Processing
Cloud Computing Solutions
and more

6. Milestone Asset Management Group

Industry: Financial Services

Location: Avon, Connecticut

Website: milestoneamg.com

Company Founded: 2013

Company Size: 1-10

Company Address: 302 West Main Street, Avon, Connecticut, United States

Milestone Asset Management Group Contact Details

Name Title LinkedIn Phone Email
Richard Lopresti Independent Fee Only Certified Financial Planner â
Requires/Intent
Credit Rating & Analysis
Mergers & Acquisitions Advisory
and more

7. Robert Hensley & Associates, Llc

Industry: Financial Services

Location: Avon, Connecticut

Company Founded: 1991

Company Size: 11-50

Company Address: 10 Avon Meadow Lane, Avon, Connecticut, United States

Robert Hensley & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Margi Hensley Vice President
Lisa Calcavecchia Financial Advisor
Margi Jakubowski Employee Benefits Manager
Joanie Lukach Employee Benefits Coordinator
Requires/Intent
Mergers & Acquisitions Advisory
Treasury & Cash Flow Management
HR & Talent Acquisition
Corporate Finance Strategy
ESG & Sustainable Finance Consulting
and more

8. Freedom Choice Mortgage

Industry: Financial Services

Location: Avon, Connecticut

Website: freedomchoice.com

Company Size: 1-10

Company Address: 30 East Main Street, Avon, Connecticut, United States

Freedom Choice Mortgage Contact Details

Name Title LinkedIn Phone Email
Michael Noe Mortgage Consultant
Nancy Lewis Office Assistant
Frank Noe Managing Partner
Requires/Intent
ERP For Financial Institutions
Financial Auditing & Reporting
Automation & Workflow Optimization
Accounting Services
Branding & Public Relations
and more

9. First Global Merchant Services

Industry: Financial Services

Location: Avon, Connecticut

Website: fgmsusa.com

Company Founded: 2008

Company Size: 1-10

Company Address: 200 Fisher Drive, Avon, Connecticut, United States

First Global Merchant Services Contact Details

Name Title LinkedIn Phone Email
Lee Colon Senior Account Executive
Requires/Intent
Business Strategy & Growth Consulting
Insurance & Underwriting Services
Asset Management
Employee Training & Workforce Development
Risk Management & Compliance
and more

10. Rotha Contracting

Industry: Financial Services

Location: Avon, Connecticut

Website: rothacontracting.com

Company Founded: 1991

Company Size: 51-200

Company Address: 40 Waterville Road, Avon, Connecticut, United States

Rotha Contracting Contact Details

Name Title LinkedIn Phone Email
Robert Thavenius President At Rotha Contracting Company, Inc
Requires/Intent
Technology Consulting
Marketing Services
and more

11. Military Direct Mortgage

Industry: Financial Services

Location: Avon, Connecticut

Website: militarydirectmortgage.com

Company Founded: 2016

Company Size: 11-50

Company Address: 38 Security Drive, Avon, Connecticut, United States

Military Direct Mortgage Contact Details

Name Title LinkedIn Phone Email
Jordan Yap Mortgage Loan Originator
Requires/Intent
HR & Talent Acquisition
Mobile App Development For Financial Services
Risk Assessment & Mitigation
and more
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Avon Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Marc Reich Ironwood Capital Chairman And Chief Executive Officer
2 Carolyn Galiette Ironwood Capital President And Chief Investment Officer
3 James Barra Ironwood Capital Managing Director
4 Adam Dotson Ironwood Capital Director
5 Michael Benson Ironwood Capital Director
6 Kathy Butler Ironwood Capital Marketing And Communications Director
7 Zachary Luce Ironwood Capital Chief Financial Officer
8 Suzanne Greene Village Mortgage Company Senior Loan Officer
9 Jim Ryder Village Mortgage Company Branch Manager
10 Bryan Mcpherson Village Mortgage Company Branch Manager And Mortgage Loan Officer
11 Paul Harrison Village Mortgage Company Certified Mortgage Planner
12 Ed Gosselin Village Mortgage Company Senior Mortgage Loan Originator
13 Matthew Rice Village Mortgage Company Mortgage Loan Originator
14 Tracey Jackson Village Mortgage Company Senior Loan Officer
15 Emily Normandin Ridgeline Financial Partners Financial Planning Consultant
16 Kevin Regan Ridgeline Financial Partners Employee Benefits Program Manager
17 Michelle Nicely Q Real Estate Real Estate Agent
18 Greg Etter Q Real Estate Home Inspector And Principl Broker
19 Partner Timothy Golas Spurstone Executive Wealth Solutions Partner
20 Jesse Skirvin Spurstone Executive Wealth Solutions Partner
21 Richard Lopresti Milestone Asset Management Group Independent Fee Only Certified Financial Planner â
22 Margi Hensley Robert Hensley & Associates, Llc Vice President
23 Lisa Calcavecchia Robert Hensley & Associates, Llc Financial Advisor
24 Margi Jakubowski Robert Hensley & Associates, Llc Employee Benefits Manager
25 Joanie Lukach Robert Hensley & Associates, Llc Employee Benefits Coordinator
26 Michael Noe Freedom Choice Mortgage Mortgage Consultant
27 Nancy Lewis Freedom Choice Mortgage Office Assistant
28 Frank Noe Freedom Choice Mortgage Managing Partner
29 Lee Colon First Global Merchant Services Senior Account Executive
30 Robert Thavenius Rotha Contracting President At Rotha Contracting Company, Inc
31 Jordan Yap Military Direct Mortgage Mortgage Loan Originator

Financial Services companies in different cities of Connecticut

No. Industry Number of Contacts Download
1 Financial services Companies in Stamford 36192
2 Financial services Companies in Greenwich 27840
3 Financial services Companies in Hartford 11136
4 Financial services Companies in Norwalk 10208
5 Financial services Companies in New Haven 5104
6 Financial services Companies in Westport 16240
7 Financial services Companies in Farmington 6496
8 Financial services Companies in Glastonbury 7888
9 Financial services Companies in Shelton 6960
10 Financial services Companies in Danbury 5104
11 Financial services Companies in Darien 10208
12 Financial services Companies in West Hartford 8352
13 Financial services Companies in Fairfield 4640
14 Financial services Companies in Windsor 3248
15 Financial services Companies in Middletown 1856
16 Financial services Companies in Wallingford 1856
17 Financial services Companies in Wilton 2784
18 Financial services Companies in New Canaan 6032
19 Financial services Companies in Milford 3248
20 Financial services Companies in Bridgeport 1856
21 Financial services Companies in East Hartford 1856
22 Financial services Companies in Guilford 2784
23 Financial services Companies in Manchester 1856
24 Financial services Companies in Rocky Hill 3712
25 Financial services Companies in Waterbury 1392
26 Financial services Companies in Hamden 2320
27 Financial services Companies in Newington 928