Top 10 Financial Services Companies in Birmingham

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

Financial Services Companies in Birmingham

1. Schechter Wealth

Industry: Financial Services

Location: Birmingham, Michigan

Website: schechterwealth.com

Company Founded: 1939

Company Size: 51-200

Company Address: 251 Pierce, Birmingham, Michigan, United States

Schechter Wealth Contact Details

Name Title LinkedIn Phone Email
Colin Steinberg Investments And Insurance Advisor
Marc Schechter Senior Managing Director
Tina Truax Executive Assistant
Requires/Intent
Debt Collection & Recovery
ERP For Financial Institutions
and more

2. Capital Planning

Industry: Financial Services

Location: Birmingham, Michigan

Company Size: 11-50

Capital Planning Contact Details

Name Title LinkedIn Phone Email
Michael Miller Chief Executive Officer
Cssc Christine Phillips Owner
Kimberlee Cooke Case Manager
Carol Meyer Case Manager
Amy Brackett Structured Sales Consultant At Capital Planning, Inc
Requires/Intent
API Integration For FinTech
Treasury & Cash Flow Management
Loan Origination & Servicing Platforms
Debt Collection & Recovery
and more

3. Q3 Asset Management

Industry: Financial Services

Location: Birmingham, Michigan

Website: q3tactical.com

Company Founded: 2006

Company Size: 11-50

Company Address: 2175 Cole Street, Birmingham, Michigan, United States

Q3 Asset Management Contact Details

Name Title LinkedIn Phone Email
Joel Bennett Regional Business Manager
Zeke Marquez Superintendent
Requires/Intent
Asset Management
Corporate Finance Strategy
IoT-enabled Smart Banking Solutions
Legal Compliance & Advisory
API Integration For FinTech
and more

4. Loan X Mortgage

Industry: Financial Services

Location: Birmingham, Michigan

Website: loanxmortgage.com

Company Founded: 2019

Company Size: 1-10

Company Address: 191 Old Woodward Avenue, Birmingham, Michigan, United States

Loan X Mortgage Contact Details

Name Title LinkedIn Phone Email
Michael Karana Functional Safety Validation Engineer - Automated Park Assist At General Motors And Senior Mortgage Loan Originator
Requires/Intent
Quality Control & Assurance
Financial Planning & Retirement Solutions
and more

5. Tactical Allocation Group, Llc

Industry: Financial Services

Location: Birmingham, Michigan

Website: tagportfolios.com

Company Founded: 2004

Company Size: 11-50

Company Address: 139 South Old Woodward Avenue, Birmingham, Michigan, United States

Tactical Allocation Group, Llc Contact Details

Name Title LinkedIn Phone Email
Kabir Iyengar Manager
Requires/Intent
Financial Planning & Retirement Solutions
Fraud Detection & Prevention
Mobile App Development For Financial Services
Accounting Services
Portfolio Management
and more

6. Rockwood Mortgage

Industry: Financial Services

Location: Birmingham, Michigan

Website: rockwoodmortgage.com

Company Size: 1-10

Company Address: 33834 Woodward Avenue, Birmingham, Michigan, United States

Rockwood Mortgage Contact Details

Name Title LinkedIn Phone Email
Eesh Dadheech Mortgage Loan Officer
Requires/Intent
Insurance & Underwriting Services
HR & Talent Acquisition
Employee Training & Workforce Development
and more
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Birmingham Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Colin Steinberg Schechter Wealth Investments And Insurance Advisor
2 Marc Schechter Schechter Wealth Senior Managing Director
3 Tina Truax Schechter Wealth Executive Assistant
4 Michael Miller Capital Planning Chief Executive Officer
5 Cssc Christine Phillips Capital Planning Owner
6 Kimberlee Cooke Capital Planning Case Manager
7 Carol Meyer Capital Planning Case Manager
8 Amy Brackett Capital Planning Structured Sales Consultant At Capital Planning, Inc
9 Joel Bennett Q3 Asset Management Regional Business Manager
10 Zeke Marquez Q3 Asset Management Superintendent
11 Michael Karana Loan X Mortgage Functional Safety Validation Engineer - Automated Park Assist At General Motors And Senior Mortgage Loan Originator
12 Kabir Iyengar Tactical Allocation Group, Llc Manager
13 Eesh Dadheech Rockwood Mortgage Mortgage Loan Officer

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