Financial advisors and lenders · Oregon

Financial advisors and lenders in Bend, OR

186 financial advisors in Bend with phone numbers, 62 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Bend list freeSee a sample
186
businesses
100%
have a phone number
33%
have an email address (62)
—
average Google rating
Sample

A sample of financial advisors and lenders in Bend

Twelve of the 186 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Laura L Thompson-BallFinancial Service; Legal Service—Yes(541) •••-••••Available
Helen Silfven-FloydFinancial Service; Legal Service—Yes(541) •••-••••Available
Mike Martin - Motto Mortgage CascadesLoans Agency—Yes(541) •••-••••Available
Gary R. Johnson - Personal Injury AttorneyLaw Office; Financial Service; Legal Service—Yes(541) •••-••••Available
JDJ Financial GroupBusiness Service; Financial Service; Legal Service—Yes(541) •••-••••Available
Lumbermens Insurance & Financial ServicesInsurance Agency; Financial Service; Legal Service—Yes(541) •••-••••Available
Directors MortgageFinancial Service; Legal Service—Yes(541) •••-••••Available
Landmark Professional MortgageLoans Agency—Yes(541) •••-••••Available
the Pennbrook CompanyReal Estate Agency; Financial Service; Legal Service—Yes(541) •••-••••Available
Tallus Capital ManagementFinancial Service; Legal Service—Yes(206) •••-••••Available
Hedley Zeller | Elev8 Mortgage, LLCFinancial Service; Legal Service—Yes(541) •••-••••Available
Chris DittmanFinancial Service; Legal Service—Yes(541) •••-••••Available

Showing 12 of 186. Data refreshed October 2026.

The market

What Bend'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; 186 have no rating yet — prime prospects for review and reputation services.
25 (13%) have no website listed — a ready-made list for web design and SEO offers.
30% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service86
  • Financial Planner26
  • Loans Agency18
  • Financial Service; Legal Service; Business Service13
  • Insurance Agency; Financial Service; Legal Service8
  • Financial Service7

Area codes

  • (541)173
  • (503)3
  • (458)2
  • (206)1
  • (714)1
  • (425)1
Playbook

How to sell to financial advisors in Bend

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 Bend financial advisors leads

How many financial advisors and lenders in Bend, OR are in the database?
186 financial advisors and lenders in Bend, OR, as of October 2026. 186 of them have a phone number and 62 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 Bend list of 186 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

Portland, OREugene, ORSalem, ORBeaverton, ORMedford, ORLake Oswego, ORAll financial advisors and lenders →

Other businesses in Bend

RestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesVets and pet businessesMarketing agenciesEverything in Bend →

Start calling Bend financial advisors today

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

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