Top 20 Financial Services Companies in Meridian

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

Financial Services Companies in Meridian

1. Massmutual Idaho

Industry: Financial Services

Location: Meridian, Idaho

Company Size: 51-200

Company Address: 3540 East Longwing Lane, Meridian, Idaho, United States

Massmutual Idaho Contact Details

Name Title LinkedIn Phone Email
Tracey Stone Recruiting And Marketing Director, Career Agent
Jeff Cornilles Financial Services Professional
Scott Mason Brokerage Director
Debbie Dale Financial Services Professional
Lacp Debbie Dale Registered Representative
Jeff Cornilles Financial Services Professional
Keaton Moore Manager
Requires/Intent and 16 more Employees
Financial Auditing & Reporting
Document Management & E-signature Solutions
Data Analytics & Business Intelligence
and more

2. Magellan Wealth Management

Industry: Financial Services

Location: Meridian, Idaho

Company Founded: 2017

Company Size: 1-10

Company Address: 3597 East Monarch View Lane, Meridian, Idaho, United States

Magellan Wealth Management Contact Details

Name Title LinkedIn Phone Email
Jason Childers Financial Advisor, President And Chief Executive Officer And Magellan-wealth.com
Requires/Intent
Wealth Management
Cloud Computing Solutions
and more

3. Capital Eleven

Industry: Financial Services

Location: Meridian, Idaho

Website: capitaleleven.com

Company Founded: 2009

Company Size: 1-10

Company Address: 2775 West Navigator Drive, Meridian, Idaho, United States

Capital Eleven Contact Details

Name Title LinkedIn Phone Email
Travis Hawkes Managing Partner
David Gardner Private Equity Entrepreneur
Requires/Intent
Financial Forecasting & Modeling
Mortgage & Loan Processing
Asset Management
and more

4. Jtb & Associates, Llc

Industry: Financial Services

Location: Meridian, Idaho

Website: jtbandassociates.com

Company Founded: 2013

Company Size: 201-500

Jtb & Associates, Llc Contact Details

Name Title LinkedIn Phone Email
Ashley Guy Client Services Manager
Requires/Intent
API Integration For FinTech
Risk Management & Compliance
Legal Compliance & Advisory
Document Management & E-signature Solutions
and more

5. Paramount Payment Systems

Industry: Financial Services

Location: Meridian, Idaho

Website: paramountpayment.com

Company Founded: 2002

Company Size: 11-50

Company Address: 841 East Fairview Avenue, Meridian, Idaho, United States

Paramount Payment Systems Contact Details

Name Title LinkedIn Phone Email
Jared Mcdaniel Managing Member
Michael Swaim Sales
Kyle Wickersham Business Sales Coordinator
Mel Bones Processing Manager
Jordan Mardis Sales
Requires/Intent
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
Performance Tracking & KPI Analytics
Credit Rating & Analysis
Cloud Computing Solutions
and more

6. Caped Credit Union

Industry: Financial Services

Location: Meridian, Idaho

Website: caped.com

Company Founded: 1936

Company Size: 201-500

Company Address: 275 South Stratford Drive, Meridian, Idaho, United States

Caped Credit Union Contact Details

Name Title LinkedIn Phone Email
Tanya Pesaturo Mortgage Loan Processor
Sanela Zornic Senior Fsr
Jacob Hibbard Personal Financial Representative
Jessica Brennan Member Support Specialist
Seth Hoover Financial Services Representative
Victoria Hansen Branch Manager
Sophie Khamissi Financial Service Officer
Requires/Intent
ESG & Sustainable Finance Consulting
Financial Forecasting & Modeling
Banking & Payment Processing
and more

7. Gm2 Success Llc

Industry: Financial Services

Location: Meridian, Idaho

Website: gm2success.com

Company Founded: 2012

Company Size: 1-10

Company Address: 2667 East Gala Court, Meridian, Idaho, United States

Gm2 Success Llc Contact Details

Name Title LinkedIn Phone Email
Lawna Webb Director Of Business And Client Relations
Requires/Intent
Compliance & Regulatory Advisory
Risk Assessment & Mitigation
Fraud Detection & Prevention
and more

8. Doceo Wealth, Llc

Industry: Financial Services

Location: Meridian, Idaho

Company Founded: 2018

Company Size: 1-10

Company Address: 1880 South Cobalt Point Way, Meridian, Idaho, United States

Doceo Wealth, Llc Contact Details

Name Title LinkedIn Phone Email
Jeffrey Durham Senior Wealth Advisor
Requires/Intent
Accounting Services
Document Management & E-signature Solutions
Treasury & Cash Flow Management
Compliance & Regulatory Advisory
and more

9. Solid Wealth Company

Industry: Financial Services

Location: Meridian, Idaho

Website: solidwealthco.com

Company Size: 1-10

Company Address: 3715 East Overland, Meridian, Idaho, United States

Solid Wealth Company Contact Details

Name Title LinkedIn Phone Email
Dirk Wall Financial Advisor
Requires/Intent
Mortgage & Loan Processing
Tax Planning & Strategy
Financial Forecasting & Modeling
Debt Collection & Recovery
ERP For Financial Institutions
and more

10. Strive Wealth & Protection Planning Llc

Industry: Financial Services

Location: Meridian, Idaho

Website: striveplanning.com

Company Founded: 2013

Company Size: 1-10

Company Address: 3597 East Monarch Sky Lane, Meridian, Idaho, United States

Strive Wealth & Protection Planning Llc Contact Details

Name Title LinkedIn Phone Email
Jodi Pill Director Of Office Operations
Jeremy Guay Senior Wealth Advisor
Requires/Intent
Financial Auditing & Reporting
Tax Planning & Strategy
and more

11. Sky High Financial

Industry: Financial Services

Location: Meridian, Idaho

Company Size: 1-10

Company Address: 891 East Brown Bear Court, Meridian, Idaho, United States

Sky High Financial Contact Details

Name Title LinkedIn Phone Email
Ilene Colon Office And Administrative Support Worker Manager
Mary Miller Job Analysis Manager
Requires/Intent
Credit Rating & Analysis
Quality Control & Assurance
and more

12. Ameriben

Industry: Financial Services

Location: Meridian, Idaho

Website: ameriben.com

Company Size: 501-1000

Ameriben Contact Details

Name Title LinkedIn Phone Email
Carol Shosted Claims Processor
Requires/Intent
ERP For Financial Institutions
Document Management & E-signature Solutions
Risk Assessment & Mitigation
Risk Management & Compliance
Technology Consulting
and more

13. Client-focused Services, A Fiduciary Company

Industry: Financial Services

Location: Meridian, Idaho

Website: conservatoridaho.com

Company Founded: 2004

Company Size: 1-10

Company Address: 847 East Fairview Avenue, Meridian, Idaho, United States

Client-focused Services, A Fiduciary Company Contact Details

Name Title LinkedIn Phone Email
Rebecca Oparnico Case Manager
Requires/Intent
API Integration For FinTech
Asset Management
Financial Auditing & Reporting
Securities Trading & Brokerage
and more
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Meridian Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Tracey Stone Massmutual Idaho Recruiting And Marketing Director, Career Agent
2 Jeff Cornilles Massmutual Idaho Financial Services Professional
3 Scott Mason Massmutual Idaho Brokerage Director
4 Debbie Dale Massmutual Idaho Financial Services Professional
5 Lacp Debbie Dale Massmutual Idaho Registered Representative
6 Jeff Cornilles Massmutual Idaho Financial Services Professional
7 Keaton Moore Massmutual Idaho Manager
8 Jason Childers Magellan Wealth Management Financial Advisor, President And Chief Executive Officer And Magellan-wealth.com
9 Travis Hawkes Capital Eleven Managing Partner
10 David Gardner Capital Eleven Private Equity Entrepreneur
11 Ashley Guy Jtb & Associates, Llc Client Services Manager
12 Jared Mcdaniel Paramount Payment Systems Managing Member
13 Michael Swaim Paramount Payment Systems Sales
14 Kyle Wickersham Paramount Payment Systems Business Sales Coordinator
15 Mel Bones Paramount Payment Systems Processing Manager
16 Jordan Mardis Paramount Payment Systems Sales
17 Tanya Pesaturo Caped Credit Union Mortgage Loan Processor
18 Sanela Zornic Caped Credit Union Senior Fsr
19 Jacob Hibbard Caped Credit Union Personal Financial Representative
20 Jessica Brennan Caped Credit Union Member Support Specialist
21 Seth Hoover Caped Credit Union Financial Services Representative
22 Victoria Hansen Caped Credit Union Branch Manager
23 Sophie Khamissi Caped Credit Union Financial Service Officer
24 Lawna Webb Gm2 Success Llc Director Of Business And Client Relations
25 Jeffrey Durham Doceo Wealth, Llc Senior Wealth Advisor
26 Dirk Wall Solid Wealth Company Financial Advisor
27 Jodi Pill Strive Wealth & Protection Planning Llc Director Of Office Operations
28 Jeremy Guay Strive Wealth & Protection Planning Llc Senior Wealth Advisor
29 Ilene Colon Sky High Financial Office And Administrative Support Worker Manager
30 Mary Miller Sky High Financial Job Analysis Manager
31 Carol Shosted Ameriben Claims Processor
32 Rebecca Oparnico Client-focused Services, A Fiduciary Company Case Manager

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