Financial advisors and lenders · California

Financial advisors and lenders in Covina, CA

106 financial advisors in Covina with phone numbers, 29 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Covina list freeSee a sample
106
businesses
100%
have a phone number
27%
have an email address (29)
—
average Google rating
Sample

A sample of financial advisors and lenders in Covina

Twelve of the 106 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
De Caro Insurance AgencyFinancial Service; Legal Service—Yes(626) •••-••••Available
Futura FinancialFinancial Service; Legal Service—Yes(626) •••-••••Available
Legacy Full Circle Financial & Insurance ServicesFinancial Planner—Yes(626) •••-••••Available
Melendez Company & AssociatesFinancial Service; Legal Service—Yes(626) •••-••••Available
Geneva Capital NetworkLoans Agency—Yes(626) •••-••••Available
Eagleson ADRLaw Office; Financial Service; Legal Service—Yes(626) •••-••••Available
Pacific Loan WorksLoans Agency—Yes(626) •••-••••Available
Buc Mortgage ServiceFinancial Service; Legal Service—Yes(626) •••-••••Available
Elite Financial Solutions, APCFinancial Service; Legal Service—Yes(626) •••-••••Available
OJIS Immigration & Tax ServicesFinancial Service; Legal Service—Yes(626) •••-••••Available
Rogers Clem & CompanyFinancial Service; Legal Service—Yes(626) •••-••••Available
Empire Credit ProtectionLoans Agency—Yes(909) •••-••••Available

Showing 12 of 106. Data refreshed October 2026.

The market

What Covina'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; 106 have no rating yet — prime prospects for review and reputation services.
25 (24%) have no website listed — a ready-made list for web design and SEO offers.
15% link a Facebook or Instagram page from their listing.

Most common listings

  • Loans Agency42
  • Financial Service; Legal Service33
  • Financial Planner17
  • Insurance Agency; Financial Service; Legal Service3
  • Financial Service3
  • Law Office; Financial Service; Legal Service2

Area codes

  • (626)93
  • (909)8
  • (805)1
  • (323)1
  • (888)1
  • (424)1
Playbook

How to sell to financial advisors in Covina

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 Covina financial advisors leads

How many financial advisors and lenders in Covina, CA are in the database?
106 financial advisors and lenders in Covina, CA, as of October 2026. 106 of them have a phone number and 29 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 Covina list of 106 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

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in Covina

Construction companiesRestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Covina →

Start calling Covina financial advisors today

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

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