Top 10 Financial Services Companies in Westlake

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

Financial Services Companies in Westlake

1. Equity Trust Company

Industry: Financial Services

Location: Westlake, Ohio

Website: trustetc.com

Company Founded: 1974

Company Size: 201-500

Company Address: 1 Equity Way, Westlake, Ohio, United States

Equity Trust Company Contact Details

Name Title LinkedIn Phone Email
Eric Negron Accounts Receivable Manager
Dan Lucas Senior Manager Of Client Services
Dan Lucas Senior Manager Of Client Services
Dan Lucas Senior Manager Of Client Services
John Bowens National Education Specialist, National Speaker
John Bowens National Education Specialist, National Speaker
John Bowens National Education Specialist, National Speaker
Requires/Intent and 49 more Employees
Customer Relationship Management (CRM)
Business Strategy & Growth Consulting
HR & Talent Acquisition
Risk Assessment & Mitigation
and more

2. Clarity 2 Prosperity

Industry: Financial Services

Location: Westlake, Ohio

Website: clarity2prosperity.com

Company Founded: 2011

Company Size: 11-50

Company Address: 25651 Detroit Road, Westlake, Ohio, United States

Clarity 2 Prosperity Contact Details

Name Title LinkedIn Phone Email
Bill Richardson Manager
Jeff Nelson Advisor Relations
Jason King Business Development Associate
Requires/Intent
Accounting Services
Mobile App Development For Financial Services
and more

3. Lesjak Planning Llc

Industry: Financial Services

Location: Westlake, Ohio

Website: lesjakplanning.com

Company Founded: 1980

Company Size: 1-10

Company Address: 1991 Crocker Road, Westlake, Ohio, United States

Lesjak Planning Llc Contact Details

Name Title LinkedIn Phone Email
Jessica Crane Financial Administrator
Jessica Crane Financial Administrator
Jessica Crane Financial Administrator
Requires/Intent
Banking & Payment Processing
Digital Payment & Subscription Solutions
Financial Planning & Retirement Solutions
Investment Advisory
Omnichannel Customer Support
and more

4. Prosperity Capital Advisors

Industry: Financial Services

Location: Westlake, Ohio

Website: prosperitycapitaladvisors.com

Company Founded: 2011

Company Size: 51-200

Company Address: 25651 Detroit Road, Westlake, Ohio, United States

Prosperity Capital Advisors Contact Details

Name Title LinkedIn Phone Email
Jennifer Relien General Counsel And Chief Compliance Officer
Nigel Valdez The Bucket Plan Certified Financial Advisor
Requires/Intent
Wealth Management
HR & Talent Acquisition
Financial Auditing & Reporting
Legal Compliance & Advisory
and more

5. Clarity 2 Prosperity

Industry: Financial Services

Location: Westlake, Ohio

Company Founded: 2011

Company Size: 11-50

Company Address: 30400 Detroit Road, Westlake, Ohio, United States

Clarity 2 Prosperity Contact Details

Name Title LinkedIn Phone Email
Matt Smith Director Of Business Development
Requires/Intent
Risk Assessment & Mitigation
Performance Tracking & KPI Analytics
Financial Auditing & Reporting
Branding & Public Relations
Omnichannel Customer Support
and more

6. United Consumer Financial Services

Industry: Financial Services

Location: Westlake, Ohio

Website: ucfs.net

Company Founded: 1980

Company Size: 51-200

Company Address: 865 Bassett Road, Westlake, Ohio, United States

United Consumer Financial Services Contact Details

Name Title LinkedIn Phone Email
John Simon Director Of Sales And Marketing
Debbie Harjar Contract Buyer
Debbie Harjar Contract Buyer
Debbie Harjar Contract Buyer
Requires/Intent
Mortgage & Loan Processing
Sales & Lead Generation Strategy
and more

7. Avalon Financial Corporation

Industry: Financial Services

Location: Westlake, Ohio

Website: avalonbiweekly.com

Company Founded: 2000

Company Size: 1-10

Company Address: 24803 Detroit Road, Westlake, Ohio, United States

Avalon Financial Corporation Contact Details

Name Title LinkedIn Phone Email
Brandon Coleman Account Executive
Brandon Coleman Account Executive
Brandon Coleman Account Executive
Requires/Intent
Blockchain & Cryptocurrency Solutions
Hedge Fund & Private Equity Consulting
Portfolio Management
IoT-enabled Smart Banking Solutions
Fraud Detection & Prevention
and more

8. Agape Insurance And Financial Services Llc

Industry: Financial Services

Location: Westlake, Ohio

Website: agapefin.com

Company Founded: 2011

Company Size: 1-10

Company Address: 1991 Crocker Road, Westlake, Ohio, United States

Agape Insurance And Financial Services Llc Contact Details

Name Title LinkedIn Phone Email
Luz Paulino Managing Director
Requires/Intent
Omnichannel Customer Support
Debt Collection & Recovery
Investment Advisory
and more
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Westlake Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Eric Negron Equity Trust Company Accounts Receivable Manager
2 Dan Lucas Equity Trust Company Senior Manager Of Client Services
3 Dan Lucas Equity Trust Company Senior Manager Of Client Services
4 Dan Lucas Equity Trust Company Senior Manager Of Client Services
5 John Bowens Equity Trust Company National Education Specialist, National Speaker
6 John Bowens Equity Trust Company National Education Specialist, National Speaker
7 John Bowens Equity Trust Company National Education Specialist, National Speaker
8 Bill Richardson Clarity 2 Prosperity Manager
9 Jeff Nelson Clarity 2 Prosperity Advisor Relations
10 Jason King Clarity 2 Prosperity Business Development Associate
11 Jessica Crane Lesjak Planning Llc Financial Administrator
12 Jessica Crane Lesjak Planning Llc Financial Administrator
13 Jessica Crane Lesjak Planning Llc Financial Administrator
14 Jennifer Relien Prosperity Capital Advisors General Counsel And Chief Compliance Officer
15 Nigel Valdez Prosperity Capital Advisors The Bucket Plan Certified Financial Advisor
16 Matt Smith Clarity 2 Prosperity Director Of Business Development
17 John Simon United Consumer Financial Services Director Of Sales And Marketing
18 Debbie Harjar United Consumer Financial Services Contract Buyer
19 Debbie Harjar United Consumer Financial Services Contract Buyer
20 Debbie Harjar United Consumer Financial Services Contract Buyer
21 Brandon Coleman Avalon Financial Corporation Account Executive
22 Brandon Coleman Avalon Financial Corporation Account Executive
23 Brandon Coleman Avalon Financial Corporation Account Executive
24 Luz Paulino Agape Insurance And Financial Services Llc Managing Director

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