Financial advisors and lenders · Michigan

Financial advisors and lenders in Birmingham, MI

148 financial advisors in Birmingham with phone numbers, 34 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Birmingham list freeSee a sample
148
businesses
100%
have a phone number
23%
have an email address (34)
—
average Google rating
Sample

A sample of financial advisors and lenders in Birmingham

Twelve of the 148 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Prosperity Wealth StrategiesFinancial Service; Legal Service—Yes(248) •••-••••Available
Ronna Schmerin | KW DOMAIN Luxury Homes InternationalReal Estate Agency; Financial Service; Legal Service—Yes(248) •••-••••Available
Atlas InvestigationsFinancial Planner—Yes(248) •••-••••Available
Crystal Marsh | Keller Williams RealtyReal Estate Agency; Financial Service; Legal Service—Yes(248) •••-••••Available
Paul Zbair - Mutual of Omaha MortgageFinancial Service; Legal Service—Yes(248) •••-••••Available
High Favor Insurance Agency, LlcInsurance Agency; Financial Service; Legal Service—Yes(248) •••-••••Available
Street Insider.ComFinancial Service; Legal Service—Yes(248) •••-••••Available
Barbara Merten-Dubensky - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(248) •••-••••Available
Merchant TreeFinancial Service; Legal Service—Yes(800) •••-••••Available
S J Ferrari Insurance Agency, Inc.Financial Service; Legal Service—Yes(248) •••-••••Available
Russell Frederick - Mortgage Loan Officer - DFCU FinancialFinancial Service; Legal Service—Yes(313) •••-••••Available
Street Financial ServicesFinancial Planner—Yes(248) •••-••••Available

Showing 12 of 148. Data refreshed October 2026.

The market

What Birmingham'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; 148 have no rating yet — prime prospects for review and reputation services.
21 (14%) have no website listed — a ready-made list for web design and SEO offers.
12% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service62
  • Financial Service; Legal Service; Business Service32
  • Financial Planner23
  • Business Service; Financial Service; Legal Service11
  • Loans Agency6
  • Financial Service4

Area codes

  • (248)130
  • (313)13
  • (734)2
  • (800)1
  • (616)1
  • (810)1
Playbook

How to sell to financial advisors in Birmingham

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 Birmingham financial advisors leads

How many financial advisors and lenders in Birmingham, MI are in the database?
148 financial advisors and lenders in Birmingham, MI, as of October 2026. 148 of them have a phone number and 34 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 Birmingham list of 148 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

Detroit, MIGrand Rapids, MILansing, MITroy, MISouthfield, MIAnn Arbor, MILivonia, MIFarmington Hills, MIAll financial advisors and lenders →

Other businesses in Birmingham

Salons and spasReal estate officesEverything in Birmingham →

Start calling Birmingham financial advisors today

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

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