Top 10 Financial Services Companies in Wakefield

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

Financial Services Companies in Wakefield

1. Sentinel Benefits & Financial Group

Industry: Financial Services

Location: Wakefield, Massachusetts

Website: sentinelgroup.com

Company Founded: 1987

Company Size: 201-500

Company Address: 100 Quannapowitt Parkway, Wakefield, Massachusetts, United States

Sentinel Benefits & Financial Group Contact Details

Name Title LinkedIn Phone Email
Robert Dimase Partner
Benjamin Healy Chief Operating Officer
Fallon Carpenter Vp, People And Culture
Henry Riter Vice President, Senior Plan Advisor And Practice Manager - Sentinel Pension Advisors
Danielle Nolan Vice President Of Marketing
Lisa Vassallo People And Culture Generalist
Alicia Collura Sales And Business Development Associate
Requires/Intent and 23 more Employees
Sales & Lead Generation Strategy
Banking & Payment Processing
Investment Advisory
and more

2. The Savings Bank - Tsb

Industry: Financial Services

Location: Wakefield, Massachusetts

Website: tsbawake24.com

Company Founded: 1869

Company Size: 51-200

Company Address: 351 Main Street, Wakefield, Massachusetts, United States

The Savings Bank - Tsb Contact Details

Name Title LinkedIn Phone Email
Karen Benedetti Vice President Of Marketing
Amanda Ippolito Retail Lending Administrative Assistant And Loan Processor
Kathleen Conary Senior Vice President Compliance And Audit
Amanda Prior Retail Lending Administrative Assistant
Chas Biery Loan Officer
Maria Melo Senior Vice President Systems
Paula Pustorino Ebanking Manager
Requires/Intent and 9 more Employees
Accounting Services
Compliance & Regulatory Advisory
and more

3. Axiom Valuation Solutions

Industry: Financial Services

Location: Wakefield, Massachusetts

Website: axiomvaluation.com

Company Founded: 1999

Company Size: 1-10

Company Address: 201 Edgewater Drive, Wakefield, Massachusetts, United States

Axiom Valuation Solutions Contact Details

Name Title LinkedIn Phone Email
Stanley Feldman Chief Executive Officer
Requires/Intent
Compliance & Regulatory Advisory
Cybersecurity & Data Protection
Digital Payment & Subscription Solutions
Quality Control & Assurance
Hedge Fund & Private Equity Consulting
and more

4. Ifx Forum, Inc.

Industry: Financial Services

Location: Wakefield, Massachusetts

Website: ifxforum.org

Company Founded: 1997

Company Size: 11-50

Company Address: 401 Edgewater Place, Wakefield, Massachusetts, United States

Ifx Forum, Inc. Contact Details

Name Title LinkedIn Phone Email
David Moss Member Of The Board Representing Us Bank
Requires/Intent
API Integration For FinTech
Automation & Workflow Optimization
Document Management & E-signature Solutions
and more

5. St Parascheva Romanian Church

Industry: Financial Services

Location: Wakefield, Massachusetts

Website: saintparascheva.org

Company Size: 1-10

Company Address: 171 Water Street, Wakefield, Massachusetts, United States

St Parascheva Romanian Church Contact Details

Name Title LinkedIn Phone Email
Ramona Stefan Financial Consultant
Requires/Intent
Automation & Workflow Optimization
HR & Talent Acquisition
and more

6. Compass Point Retirement Planning, Inc.

Industry: Financial Services

Location: Wakefield, Massachusetts

Website: cprp.com

Company Founded: 1995

Company Size: 11-50

Company Address: 500 Edgewater Drive, Wakefield, Massachusetts, United States

Compass Point Retirement Planning, Inc. Contact Details

Name Title LinkedIn Phone Email
Lisa Wise Finance And Operations Manager
Kimberly Silverman Client Services Assistant
Rick Leblanc Investment Advisor Representativ
Requires/Intent
Branding & Public Relations
API Integration For FinTech
Online Advertising & SEO
and more

7. Thrive Payments

Industry: Financial Services

Location: Wakefield, Massachusetts

Website: thrivepay.us

Company Founded: 2011

Company Size: 11-50

Company Address: 516 Edgewater Drive, Wakefield, Massachusetts, United States

Thrive Payments Contact Details

Name Title LinkedIn Phone Email
Mary Chadwick Senior Vice President And Chief Human Resources Officer
Requires/Intent
Technology Consulting
Business Strategy & Growth Consulting
Performance Tracking & KPI Analytics
Risk Assessment & Mitigation
Cybersecurity & Data Protection
and more

Wakefield Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Robert Dimase Sentinel Benefits & Financial Group Partner
2 Benjamin Healy Sentinel Benefits & Financial Group Chief Operating Officer
3 Fallon Carpenter Sentinel Benefits & Financial Group Vp, People And Culture
4 Henry Riter Sentinel Benefits & Financial Group Vice President, Senior Plan Advisor And Practice Manager - Sentinel Pension Advisors
5 Danielle Nolan Sentinel Benefits & Financial Group Vice President Of Marketing
6 Lisa Vassallo Sentinel Benefits & Financial Group People And Culture Generalist
7 Alicia Collura Sentinel Benefits & Financial Group Sales And Business Development Associate
8 Karen Benedetti The Savings Bank - Tsb Vice President Of Marketing
9 Amanda Ippolito The Savings Bank - Tsb Retail Lending Administrative Assistant And Loan Processor
10 Kathleen Conary The Savings Bank - Tsb Senior Vice President Compliance And Audit
11 Amanda Prior The Savings Bank - Tsb Retail Lending Administrative Assistant
12 Chas Biery The Savings Bank - Tsb Loan Officer
13 Maria Melo The Savings Bank - Tsb Senior Vice President Systems
14 Paula Pustorino The Savings Bank - Tsb Ebanking Manager
15 Stanley Feldman Axiom Valuation Solutions Chief Executive Officer
16 David Moss Ifx Forum, Inc. Member Of The Board Representing Us Bank
17 Ramona Stefan St Parascheva Romanian Church Financial Consultant
18 Lisa Wise Compass Point Retirement Planning, Inc. Finance And Operations Manager
19 Kimberly Silverman Compass Point Retirement Planning, Inc. Client Services Assistant
20 Rick Leblanc Compass Point Retirement Planning, Inc. Investment Advisor Representativ
21 Mary Chadwick Thrive Payments Senior Vice President And Chief Human Resources Officer

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