Financial advisors and lenders · Georgia

Financial advisors and lenders in Cumming, GA

158 financial advisors in Cumming with phone numbers, 64 with email addresses. Search the list, unlock the ones you want and start calling today.

158
businesses
100%
have a phone number
41%
have an email address (64)
—
average Google rating
Sample

A sample of financial advisors and lenders in Cumming

Twelve of the 158 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Financial Benefit GroupFinancial Service; Legal Service—Yes(770) •••-••••Available
Edward Jones - Financial Advisor: Chris BurnsFinancial Service; Legal Service—Yes(770) •••-••••Available
Movement Mortgage, 39179 - Tyler Henry, 1810637Financial Service; Legal Service—Yes(678) •••-••••Available
Vista Sign Services IncRepair Service; Financial Service; Legal Service—Yes(678) •••-••••Available
Edward Jones - Financial Advisor: Scott H Mason, CFP®|AAMS®Financial Service; Legal Service—Yes(770) •••-••••Available
Caleb Cyprian - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(470) •••-••••Available
Marcus A. Rosin, PCFinancial Service; Legal Service—Yes(678) •••-••••Available
CB Smith & Associates, PCFinancial Service; Legal Service—Yes(678) •••-••••Available
Movement Mortgage - Javaun Pye,1539237Financial Service; Legal Service—Yes(770) •••-••••Available
Carter Law OfficeLaw Office; Financial Service; Legal Service—Yes(770) •••-••••Available
Carroll & Company CPA's PCFinancial Service; Legal Service—Yes(770) •••-••••Available
Arseneau Advisory GroupFinancial Service—Yes(470) •••-••••Available

Showing 12 of 158. Data refreshed October 2026.

The market

What Cumming'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; 158 have no rating yet — prime prospects for review and reputation services.
31 (20%) have no website listed — a ready-made list for web design and SEO offers.
36% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service75
  • Loans Agency21
  • Financial Planner20
  • Insurance Agency; Financial Service; Legal Service9
  • Financial Service6
  • Financial Service; Legal Service; Business Service4

Area codes

  • (770)74
  • (678)49
  • (470)16
  • (404)9
  • (833)2
  • (844)2
Playbook

How to sell to financial advisors in Cumming

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 Cumming financial advisors leads

How many financial advisors and lenders in Cumming, GA are in the database?
158 financial advisors and lenders in Cumming, GA, as of October 2026. 158 of them have a phone number and 64 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 Cumming list of 158 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.

Start calling Cumming financial advisors today

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