Financial advisors and lenders · Georgia

Financial advisors and lenders in Athens, GA

128 financial advisors in Athens with phone numbers, 46 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Athens list freeSee a sample
128
businesses
100%
have a phone number
36%
have an email address (46)
—
average Google rating
Sample

A sample of financial advisors and lenders in Athens

Twelve of the 128 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Kimbel-Smith Consulting GroupBusiness and Strategy Consulting Office; Financial Planner; Website Designer—Yes(888) •••-••••Available
Griggs Ficklen InsuranceInsurance Agency; Financial Service; Legal Service—Yes(706) •••-••••Available
Larry Baumwald InsuranceFinancial Service; Legal Service; Miscellaneous Store—Yes(706) •••-••••Available
Beth Wells | SouthState MortgageLoans Agency—Yes(706) •••-••••Available
Capital City Home LoansFinancial Service; Legal Service—Yes(706) •••-••••Available
Safe Harbor MortgageLoans Agency—Yes(706) •••-••••Available
Copus InvestigationsFinancial Planner—Yes(706) •••-••••Available
Dave Barnett, CPAFinancial Service; Legal Service—Yes(706) •••-••••Available
Edward Jones - Financial Advisor: David DyerFinancial Service; Legal Service—Yes(706) •••-••••Available
InstaLoan - ClosedFinancial Service; Legal Service; Check Cashing Service—Yes(706) •••-••••Available
Highland Trust PartnersFinancial Planner—Yes(706) •••-••••Available
Alfa Insurance - Brandon Leonard AgencyFinancial Service; Legal Service—Yes(706) •••-••••Available

Showing 12 of 128. Data refreshed October 2026.

The market

What Athens's financial advisors look like

0% of rated financial advisors here hold 4.5★ or better — there is room for businesses that push for reviews.
0 carry a perfect 5.0★ rating; 128 have no rating yet — prime prospects for review and reputation services.
30 (23%) have no website listed — a ready-made list for web design and SEO offers.
31% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service68
  • Loans Agency16
  • Financial Planner15
  • Financial Service; Legal Service; Business Service6
  • Financial Service4
  • Insurance Agency; Financial Service; Legal Service4

Area codes

  • (706)109
  • (404)4
  • (770)4
  • (470)3
  • (678)2
  • (423)1
Playbook

How to sell to financial advisors in Athens

Financial planners, wealth managers, mortgage brokers and lenders. They sell on trust and referrals, and buy compliant marketing and client tools.

Who sells to financial advisors

  • Compliant marketing and SEO agencies
  • CRM and financial-planning software
  • Lead vendors
  • Compliance and archiving tools
  • Professional liability insurance

What keeps owners up at night

  • Steady new-client flow
  • Compliance around marketing
  • Rate-driven swings (mortgage)
  • Client communication at scale
When to reach themMid-morning on weekdays.
The angle that worksNew households and referrals, delivered within compliance rules.
Reaching out in the USB2B cold email is governed by CAN-SPAM: honest headers and subject lines, a physical address and an opt-out you honor. Phone outreach has its own rules, especially for cell phones. Read our CAN-SPAM guide and cold-calling rules before you start.
FAQ

Questions about Athens financial advisors leads

How many financial advisors and lenders in Athens, GA are in the database?
128 financial advisors and lenders in Athens, GA, as of October 2026. 128 of them have a phone number and 46 have an email address.
How much does it cost to get these leads?
Every account starts with 25 free credits. Unlocking a contact (phone and email together) costs 1 credit. The Starter plan is $39/month for 2,500 credits — about 1.6¢ a contact — so the whole Athens list of 128 costs less than one month of Starter. See pricing.
Can I export the list to a dialer or CRM?
Yes. Unlocked contacts export to CSV, Excel or JSON with phone, email, website, address, category and rating, ready for any dialer or CRM.
Where does the data come from?
From public business listings — the same information financial advisors publish so customers can find them — cleaned, de-duplicated by phone number and refreshed regularly. Businesses can ask to be removed at any time.

Financial advisors and lenders in other cities

Atlanta, GAMarietta, GASavannah, GAAlpharetta, GALawrenceville, GAAugusta, GADecatur, GARoswell, GAAll financial advisors and lenders →

Other businesses in Athens

RestaurantsBars and breweriesSalons and spasAuto repair shopsReal estate officesEverything in Athens →

Start calling Athens financial advisors today

25 free credits, no card. Search "financial advisors in Athens" and unlock your first 25 contacts.

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