Financial advisors and lenders · North Carolina

Financial advisors and lenders in Cornelius, NC

107 financial advisors in Cornelius with phone numbers, 35 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Cornelius list freeSee a sample
107
businesses
100%
have a phone number
33%
have an email address (35)
—
average Google rating
Sample

A sample of financial advisors and lenders in Cornelius

Twelve of the 107 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Forward Mortgage LendingLoans Agency—Yes(704) •••-••••Available
Summit Funding Inc. - Cornelius, NCFinancial Service; Legal Service—Yes(704) •••-••••Available
Primerica: Karen KennedyFinancial Service; Legal Service; Business Service—Yes(704) •••-••••Available
Centurion Professional ServicesFinancial Planner—Yes(704) •••-••••Available
Memories Auction's and PawnLoans Agency—Yes(704) •••-••••Available
Safe Retirement Planners, LLCFinancial Service; Legal Service—Yes(704) •••-••••Available
Lake Norman Financial GroupFinancial Service; Legal Service—Yes(704) •••-••••Available
Movement Mortgage, 39179 - Jennifer Flake, 1574684Financial Service; Legal Service—Yes(704) •••-••••Available
Chaplin and Associates, Inc.Financial Service; Legal Service—Yes(336) •••-••••Available
POS Hospitality & Retail SystemsFinancial Service; Legal Service—Yes(704) •••-••••Available
Movement Mortgage, 39179 - Elaine Willeford, 311005Financial Service; Legal Service—Yes(704) •••-••••Available
Movement Mortgage, 39179 - Darren Ledford, 250781Financial Service; Legal Service—Yes(704) •••-••••Available

Showing 12 of 107. Data refreshed October 2026.

The market

What Cornelius'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; 107 have no rating yet — prime prospects for review and reputation services.
13 (12%) have no website listed — a ready-made list for web design and SEO offers.
21% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service47
  • Financial Planner20
  • Loans Agency12
  • Financial Service; Legal Service; Business Service10
  • Real Estate Agency; Financial Service; Legal Service6
  • Financial Service; Legal Service; Law Office2

Area codes

  • (704)93
  • (980)5
  • (336)3
  • (919)1
  • (910)1
  • (198)1
Playbook

How to sell to financial advisors in Cornelius

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 Cornelius financial advisors leads

How many financial advisors and lenders in Cornelius, NC are in the database?
107 financial advisors and lenders in Cornelius, NC, as of October 2026. 107 of them have a phone number and 35 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 Cornelius list of 107 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

Charlotte, NCRaleigh, NCGreensboro, NCDurham, NCWilmington, NCCary, NCWinston-Salem, NCAsheville, NCAll financial advisors and lenders →

Other businesses in Cornelius

Construction companiesSalons and spasReal estate officesEverything in Cornelius →

Start calling Cornelius financial advisors today

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