Top 20 Financial Services Companies in Naples

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

Financial Services Companies in Naples

1. Eleven Canterbury, Llc

Industry: Financial Services

Location: Naples, Florida

Website: elevencanterbury.com

Company Founded: 2009

Company Size: 51-200

Company Address: P/o Box 111001, Naples, Florida, United States

Eleven Canterbury, Llc Contact Details

Name Title LinkedIn Phone Email
Seth Cohen Managing Partner
Todd Christiansen Senior Associate
Requires/Intent
Risk Management & Compliance
IoT-enabled Smart Banking Solutions
Portfolio Management
and more

2. Capital Wealth Advisors

Industry: Financial Services

Location: Naples, Florida

Company Founded: 2004

Company Size: 11-50

Company Address: 9130 Galleria Court, Naples, Florida, United States

Capital Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Michael Stevens President
Tony Youssefi Financial Advisor - Special Needs Planner
Brian Cook Partner
Sean Vereen Financial Advisor
Wade Mcminn Partner
Mike Estes Senior Partner
David Lake President
Requires/Intent and 6 more Employees
Wealth Management
AI-powered Financial Insights
Securities Trading & Brokerage
Risk Assessment & Mitigation
Document Management & E-signature Solutions
and more

3. Avairpros

Industry: Financial Services

Location: Naples, Florida

Website: avairpros.com

Company Founded: 1989

Company Size: 51-200

Company Address: 3555 Kraft Road, Naples, Florida, United States

Avairpros Contact Details

Name Title LinkedIn Phone Email
Vanessa Valerio Director Of Technical Services
James Mertens Airlines Committe Hawaii Site Manager
Jeff Campbell Managing Director
John Imlay General Manager
Daniel Zavala Director Of Technical Services
Randy Mulvaney Duty Manager
Stewart Harrington Consultant
Requires/Intent and 2 more Employees
Sales & Lead Generation Strategy
Risk Assessment & Mitigation
and more

4. Common Sense Financial Service

Industry: Financial Services

Location: Naples, Florida

Website: commonsenseifa.co.uk

Company Size: 11-50

Company Address: 1320 Lake Shore Drive, Naples, Florida, United States

Common Sense Financial Service Contact Details

Name Title LinkedIn Phone Email
Blair Hershey Retirement Coach
Bob Hawkins Independent Agent
Jeff Busch Independent Financial Services Professional
Brian Bangerter Independent Financial Specialist
Requires/Intent
Asset Management
ERP For Financial Institutions
and more

5. Matchrate Plus

Industry: Financial Services

Location: Naples, Florida

Website: matchrateplus.com

Company Founded: 2010

Company Size: 11-50

Matchrate Plus Contact Details

Name Title LinkedIn Phone Email
George Howell Mrceown
Elece Kovel Referral Agent
Maria Martin Independent Agent
Debbi Baird Marketing Agent
Andrew Zenzel Agent
Requires/Intent
Legal Compliance & Advisory
Performance Tracking & KPI Analytics
Compliance & Regulatory Advisory
Financial Planning & Retirement Solutions
and more

6. Pfs Wealth Management Group

Industry: Financial Services

Location: Naples, Florida

Website: pfswealthgroup.com

Company Founded: 2006

Company Size: 1-10

Company Address: 5150 Tamiami Trail, Naples, Florida, United States

Pfs Wealth Management Group Contact Details

Name Title LinkedIn Phone Email
Vincent Virga President
James Vackner Director Of Operations
Requires/Intent
Portfolio Management
Quality Control & Assurance
and more

7. Richard C. Young & Co., Ltd.

Industry: Financial Services

Location: Naples, Florida

Website: younginvestments.com

Company Founded: 1989

Company Size: 11-50

Company Address: 5150 Tamiami Trail North, Naples, Florida, United States

Richard C. Young & Co., Ltd. Contact Details

Name Title LinkedIn Phone Email
Ej Smith Managing Director
Christopher Stack Senior Vice President
Requires/Intent
Business Strategy & Growth Consulting
Customer Relationship Management (CRM)
Insurance & Underwriting Services
HR & Talent Acquisition
and more

8. Minella Capital Management, Llc

Industry: Financial Services

Location: Naples, Florida

Website: minellacap.com

Company Founded: 2007

Company Size: 1-10

Company Address: 9864 Brassie Bend, Naples, Florida, United States

Minella Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Marc Minella Analyst
Requires/Intent
Accounting Services
Loan Origination & Servicing Platforms
Wealth Management
Hedge Fund & Private Equity Consulting
Employee Training & Workforce Development
and more

9. Nexgen Capital Corp

Industry: Financial Services

Location: Naples, Florida

Website: nexgen-capital.com

Company Founded: 2018

Company Size: 1-10

Company Address: 501 Goodlette Road North, Naples, Florida, United States

Nexgen Capital Corp Contact Details

Name Title LinkedIn Phone Email
Luis Burgos Mortgage Loan Originator
Requires/Intent
Insurance & Underwriting Services
Financial Planning & Retirement Solutions
Securities Trading & Brokerage
and more

10. Planco

Industry: Financial Services

Location: Naples, Florida

Website: naplesluxuryimports.com

Company Size: 51-200

Company Address: 900 Tamiami Trail North, Naples, Florida, United States

Planco Contact Details

Name Title LinkedIn Phone Email
Mike Houtteman Regional Marketing Director
Todd Meucci Vice President At Planco
Jeff Parkin Retirement Solutions Consultant
Mike Becconsall National Account Manager
Gary Downey Ria Sales
Hal White Regional Marketing Director
Anthony Maniscalco Regional Marketing Director
Requires/Intent and 1 more Employees
Quality Control & Assurance
Loan Origination & Servicing Platforms
and more

11. Cja And Associates, Inc.

Industry: Financial Services

Location: Naples, Florida

Website: cjamarketing.com

Company Founded: 1972

Company Size: 11-50

Company Address: 791 10th Street South, Naples, Florida, United States

Cja And Associates, Inc. Contact Details

Name Title LinkedIn Phone Email
David Jones Regional Vice President
Stephanie Davis Vice President Of Marketing
Stephanie Strauss Vice President Of Marketing
Requires/Intent
Mortgage & Loan Processing
Banking & Payment Processing
Financial Auditing & Reporting
and more

12. Emerald Capital Management

Industry: Financial Services

Location: Naples, Florida

Website: emeraldcapitalmanagement.com

Company Size: 1-10

Company Address: P/o Box 7796, Naples, Florida, United States

Emerald Capital Management Contact Details

Name Title LinkedIn Phone Email
Dorion Brisbois Managing Partner
Requires/Intent
Securities Trading & Brokerage
Risk Management & Compliance
Banking & Payment Processing
and more

13. Cardweb.com, Inc.

Industry: Financial Services

Location: Naples, Florida

Website: cardweb.com

Company Founded: 1986

Company Size: 51-200

Company Address: 999 Vanderbilt Beach Road, Naples, Florida, United States

Cardweb.com, Inc. Contact Details

Name Title LinkedIn Phone Email
Rick Johnson Sales
Requires/Intent
Hedge Fund & Private Equity Consulting
Mobile App Development For Financial Services
and more
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Naples Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Seth Cohen Eleven Canterbury, Llc Managing Partner
2 Todd Christiansen Eleven Canterbury, Llc Senior Associate
3 Michael Stevens Capital Wealth Advisors President
4 Tony Youssefi Capital Wealth Advisors Financial Advisor - Special Needs Planner
5 Brian Cook Capital Wealth Advisors Partner
6 Sean Vereen Capital Wealth Advisors Financial Advisor
7 Wade Mcminn Capital Wealth Advisors Partner
8 Mike Estes Capital Wealth Advisors Senior Partner
9 David Lake Capital Wealth Advisors President
10 Vanessa Valerio Avairpros Director Of Technical Services
11 James Mertens Avairpros Airlines Committe Hawaii Site Manager
12 Jeff Campbell Avairpros Managing Director
13 John Imlay Avairpros General Manager
14 Daniel Zavala Avairpros Director Of Technical Services
15 Randy Mulvaney Avairpros Duty Manager
16 Stewart Harrington Avairpros Consultant
17 Blair Hershey Common Sense Financial Service Retirement Coach
18 Bob Hawkins Common Sense Financial Service Independent Agent
19 Jeff Busch Common Sense Financial Service Independent Financial Services Professional
20 Brian Bangerter Common Sense Financial Service Independent Financial Specialist
21 George Howell Matchrate Plus Mrceown
22 Elece Kovel Matchrate Plus Referral Agent
23 Maria Martin Matchrate Plus Independent Agent
24 Debbi Baird Matchrate Plus Marketing Agent
25 Andrew Zenzel Matchrate Plus Agent
26 Vincent Virga Pfs Wealth Management Group President
27 James Vackner Pfs Wealth Management Group Director Of Operations
28 Ej Smith Richard C. Young & Co., Ltd. Managing Director
29 Christopher Stack Richard C. Young & Co., Ltd. Senior Vice President
30 Marc Minella Minella Capital Management, Llc Analyst
31 Luis Burgos Nexgen Capital Corp Mortgage Loan Originator
32 Mike Houtteman Planco Regional Marketing Director
33 Todd Meucci Planco Vice President At Planco
34 Jeff Parkin Planco Retirement Solutions Consultant
35 Mike Becconsall Planco National Account Manager
36 Gary Downey Planco Ria Sales
37 Hal White Planco Regional Marketing Director
38 Anthony Maniscalco Planco Regional Marketing Director
39 David Jones Cja And Associates, Inc. Regional Vice President
40 Stephanie Davis Cja And Associates, Inc. Vice President Of Marketing

Financial Services companies in different cities of Florida

No. Industry Number of Contacts Download
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