Top 10 Financial Services Companies in Sterling

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

Financial Services Companies in Sterling

1. Advantage One Tax Consulting

Industry: Financial Services

Location: Sterling, Virginia

Website: aotax.com

Company Founded: 2003

Company Size: 201-500

Company Address: 20610 Quarterpath Trace Circle, Sterling, Virginia, United States

Advantage One Tax Consulting Contact Details

Name Title LinkedIn Phone Email
Nayab Ravi Business Development Specialist
Satya Srinivas Associate Support Manager
Marian Mary Team Lead
Mumtaz Begum Business Development Specialist
Tabrez Ahmed Tax Analyst
Walda Young Licensed Tax Consultant
Requires/Intent
Securities Trading & Brokerage
Portfolio Management
and more

2. Corporate Results Inc.

Industry: Financial Services

Location: Sterling, Virginia

Website: cri4results.com

Company Founded: 1997

Company Size: 11-50

Company Address: 45240 Business Court, Sterling, Virginia, United States

Corporate Results Inc. Contact Details

Name Title LinkedIn Phone Email
Ray Schaffer Chief Executive Officer
David Newton Director Of Business Systems
James Johnson Staff Accountant
Amy Mcglynn Senior Systems Consultant
Maureen Collins Contracts Manager
Roxanne Szendre Assoc Contracts Administrator
Hanna Chung Contracts Administrator At Corporate Results Inc
Requires/Intent and 4 more Employees
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
and more

3. Aeon Wealth Management

Industry: Financial Services

Location: Sterling, Virginia

Website: aeonwealth.com

Company Size: 1-10

Company Address: 21525 Ridgetop Circle, Sterling, Virginia, United States

Aeon Wealth Management Contact Details

Name Title LinkedIn Phone Email
Michele Burdette Marketing And Office Manager
Requires/Intent
Hedge Fund & Private Equity Consulting
Financial Auditing & Reporting
IoT-enabled Smart Banking Solutions
Corporate Finance Strategy
and more

4. Bank Of Americia

Industry: Financial Services

Location: Sterling, Virginia

Company Size: 1-10

Company Address: 45985 Regal Plaza, Sterling, Virginia, United States

Bank Of Americia Contact Details

Name Title LinkedIn Phone Email
Lisa Long Senior Fraud Analyst
Jessica Roy Relationship Manager
Lenore Privett Assistant Vice President Financial Center Manager
Chardai Alexander Small Business Specialist
Aanya Joshi Product Owner
Derrick Daniel Bank Assistant
Antonia Langley Bank Employee
Requires/Intent and 2 more Employees
Hedge Fund & Private Equity Consulting
Mergers & Acquisitions Advisory
Mobile App Development For Financial Services
Wealth Management
and more

5. Connected Money

Industry: Financial Services

Location: Sterling, Virginia

Website: connectedmoney.com

Company Size: 11-50

Connected Money Contact Details

Name Title LinkedIn Phone Email
Chastity Mackey Director Of Operations And Client Services
Requires/Intent
Treasury & Cash Flow Management
Tax Planning & Strategy
Risk Assessment & Mitigation
Loan Origination & Servicing Platforms
Cloud Computing Solutions
and more

6. Potomac Mortgage Advisors

Industry: Financial Services

Location: Sterling, Virginia

Website: potomacmortgageadvisors.com

Company Founded: 2017

Company Size: 1-10

Company Address: 46169 Westlake Drive, Sterling, Virginia, United States

Potomac Mortgage Advisors Contact Details

Name Title LinkedIn Phone Email
Saba Khan Production Manager
Requires/Intent
Insurance & Underwriting Services
Omnichannel Customer Support
Accounting Services
Technology Consulting
and more

7. Millennium Bank, N.a.

Industry: Financial Services

Location: Sterling, Virginia

Company Founded: 1999

Company Size: 1-10

Company Address: 21430 Cedar Drive, Sterling, Virginia, United States

Millennium Bank, N.a. Contact Details

Name Title LinkedIn Phone Email
Watson Petrona Commercial Loan Closer Specialist
Libby Goldman Senior Vice President - Loan Administration
Requires/Intent
Mobile App Development For Financial Services
Financial Auditing & Reporting
and more

8. Mufti International Inc

Industry: Financial Services

Location: Sterling, Virginia

Company Size: 1-10

Company Address: 45690 Elmwood Court, Sterling, Virginia, United States

Mufti International Inc Contact Details

Name Title LinkedIn Phone Email
Naj Qureshi Vice President
Caroline Guy Office Administrator
Solomon Durani Estimator
Requires/Intent
Financial Planning & Retirement Solutions
Accounting Services
and more

9. Sn Mortgage Company -mid-atlantic Region - A Part Of The Securitynational Family Of Companies

Industry: Financial Services

Location: Sterling, Virginia

Website: snmortgage.com

Company Founded: 1993

Company Size: 201-500

Company Address: 21430 Cedar Drive, Sterling, Virginia, United States

Sn Mortgage Company -mid-atlantic Region - A Part Of The Securitynational Family Of Companies Contact Details

Name Title LinkedIn Phone Email
Ralph Carter Loan Officer Assistant
Requires/Intent
Mortgage & Loan Processing
Corporate Finance Strategy
Marketing Services
Portfolio Management
AI-powered Financial Insights
and more
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Sterling Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Nayab Ravi Advantage One Tax Consulting Business Development Specialist
2 Satya Srinivas Advantage One Tax Consulting Associate Support Manager
3 Marian Mary Advantage One Tax Consulting Team Lead
4 Mumtaz Begum Advantage One Tax Consulting Business Development Specialist
5 Tabrez Ahmed Advantage One Tax Consulting Tax Analyst
6 Walda Young Advantage One Tax Consulting Licensed Tax Consultant
7 Ray Schaffer Corporate Results Inc. Chief Executive Officer
8 David Newton Corporate Results Inc. Director Of Business Systems
9 James Johnson Corporate Results Inc. Staff Accountant
10 Amy Mcglynn Corporate Results Inc. Senior Systems Consultant
11 Maureen Collins Corporate Results Inc. Contracts Manager
12 Roxanne Szendre Corporate Results Inc. Assoc Contracts Administrator
13 Hanna Chung Corporate Results Inc. Contracts Administrator At Corporate Results Inc
14 Michele Burdette Aeon Wealth Management Marketing And Office Manager
15 Lisa Long Bank Of Americia Senior Fraud Analyst
16 Jessica Roy Bank Of Americia Relationship Manager
17 Lenore Privett Bank Of Americia Assistant Vice President Financial Center Manager
18 Chardai Alexander Bank Of Americia Small Business Specialist
19 Aanya Joshi Bank Of Americia Product Owner
20 Derrick Daniel Bank Of Americia Bank Assistant
21 Antonia Langley Bank Of Americia Bank Employee
22 Chastity Mackey Connected Money Director Of Operations And Client Services
23 Saba Khan Potomac Mortgage Advisors Production Manager
24 Watson Petrona Millennium Bank, N.a. Commercial Loan Closer Specialist
25 Libby Goldman Millennium Bank, N.a. Senior Vice President - Loan Administration
26 Naj Qureshi Mufti International Inc Vice President
27 Caroline Guy Mufti International Inc Office Administrator
28 Solomon Durani Mufti International Inc Estimator
29 Ralph Carter Sn Mortgage Company -mid-atlantic Region - A Part Of The Securitynational Family Of Companies Loan Officer Assistant

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