Top 10 Financial Services Companies in Guilford

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

Financial Services Companies in Guilford

1. Diastole Wealth Management

Industry: Financial Services

Location: Guilford, Connecticut

Website: dwinvest.com

Company Founded: 1996

Company Size: 11-50

Company Address: 58 Boston Streen, Guilford, Connecticut, United States

Diastole Wealth Management Contact Details

Name Title LinkedIn Phone Email
Chris Carrano Financial Advisor
Elizabeth Eden Chief Executive Officer At Diastole Wealth Management
Barbara Buzzelli Senior Financial Advisor
Gloria Gorton Partner
Requires/Intent
Financial Auditing & Reporting
ERP For Financial Institutions
Risk Management & Compliance
and more

2. White Mountains

Industry: Financial Services

Location: Guilford, Connecticut

Website: whitemountains.com

Company Founded: 1985

Company Size: 51-200

Company Address: 200 Hubbard Road, Guilford, Connecticut, United States

White Mountains Contact Details

Name Title LinkedIn Phone Email
Jennifer Moyer Chief Administrative Officer
Requires/Intent
Business Strategy & Growth Consulting
Automation & Workflow Optimization
Financial Auditing & Reporting
and more

3. Compass Asset Management

Industry: Financial Services

Location: Guilford, Connecticut

Website: compassam.net

Company Founded: 1997

Company Size: 1-10

Company Address: 10 Water Street, Guilford, Connecticut, United States

Compass Asset Management Contact Details

Name Title LinkedIn Phone Email
Jason Bear President
Requires/Intent
Banking & Payment Processing
Credit Rating & Analysis
Investment Advisory
Financial Forecasting & Modeling
Wealth Management
and more

4. Monte Financial Group Llc

Industry: Financial Services

Location: Guilford, Connecticut

Website: montefinancialgroup.com

Company Founded: 2009

Company Size: 1-10

Company Address: 30 Long Hill Road, Guilford, Connecticut, United States

Monte Financial Group Llc Contact Details

Name Title LinkedIn Phone Email
Benjamin Monte Research Analyst
Alexander Monte Certified Financial Plannerâ And Certified Investment Management AnalystÂ
Joan Monte Senior Relationship Manager
Requires/Intent
Automation & Workflow Optimization
Loan Origination & Servicing Platforms
Branding & Public Relations
Mergers & Acquisitions Advisory
Employee Training & Workforce Development
and more

5. Shoreline Financial Advisors, Llc

Industry: Financial Services

Location: Guilford, Connecticut

Website: sfadvisors.com

Company Founded: 1995

Company Size: 1-10

Company Address: 246 Goose Lane, Guilford, Connecticut, United States

Shoreline Financial Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Christine Blumenthal Financial Services
Patrick Smith Partner
Gregory Dowler Financial Advisor
Requires/Intent
API Integration For FinTech
Investment Advisory
and more

6. Agemy Financial Strategies

Industry: Financial Services

Location: Guilford, Connecticut

Website: agemy.com

Company Founded: 1990

Company Size: 1-10

Company Address: 741 Boston Post Road, Guilford, Connecticut, United States

Agemy Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Anne Ayres Manager - First Impressions
Requires/Intent
Financial Planning & Retirement Solutions
Tax Planning & Strategy
ESG & Sustainable Finance Consulting
HR & Talent Acquisition
Cybersecurity & Data Protection
and more
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Guilford Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Chris Carrano Diastole Wealth Management Financial Advisor
2 Elizabeth Eden Diastole Wealth Management Chief Executive Officer At Diastole Wealth Management
3 Barbara Buzzelli Diastole Wealth Management Senior Financial Advisor
4 Gloria Gorton Diastole Wealth Management Partner
5 Jennifer Moyer White Mountains Chief Administrative Officer
6 Jason Bear Compass Asset Management President
7 Benjamin Monte Monte Financial Group Llc Research Analyst
8 Alexander Monte Monte Financial Group Llc Certified Financial Plannerâ And Certified Investment Management AnalystÂ
9 Joan Monte Monte Financial Group Llc Senior Relationship Manager
10 Christine Blumenthal Shoreline Financial Advisors, Llc Financial Services
11 Patrick Smith Shoreline Financial Advisors, Llc Partner
12 Gregory Dowler Shoreline Financial Advisors, Llc Financial Advisor
13 Anne Ayres Agemy Financial Strategies Manager - First Impressions

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 Manchester 1856
23 Financial services Companies in Rocky Hill 3712
24 Financial services Companies in Waterbury 1392
25 Financial services Companies in Avon 5104
26 Financial services Companies in Hamden 2320
27 Financial services Companies in Newington 928