Financial advisors and lenders · California

Financial advisors and lenders in Danville, CA

101 financial advisors in Danville with phone numbers, 39 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Danville list freeSee a sample
101
businesses
100%
have a phone number
39%
have an email address (39)
—
average Google rating
Sample

A sample of financial advisors and lenders in Danville

Twelve of the 101 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Breckenridge Tax Financial & InsuranceFinancial Planner—Yes(925) •••-••••Available
Steve Goodell - Preferred RateLoans Agency—Yes(925) •••-••••Available
Dynamic Office & Accounting SolutionsFinancial Service; Legal Service—Yes(925) •••-••••Available
Deer Hollow BenefitsFinancial Service; Legal Service—Yes(925) •••-••••Available
Alvaro O Rosales - Preferred RateLoans Agency—Yes(925) •••-••••Available
Maria Mejia - Preferred RateFinancial Service; Legal Service—Yes(925) •••-••••Available
Signet Mortgage CorporationLoans Agency—Yes(925) •••-••••Available
Grace Young - Realty World Property NetworkReal Estate Agency; Financial Service; Legal Service—Yes(925) •••-••••Available
Christine Pascua Halili - Preferred RateFinancial Service; Legal Service—Yes(501) •••-••••Available
Eva Elderts | Dudum Real Estate GroupReal Estate Agency; Financial Service; Legal Service—Yes(925) •••-••••Available
Hanson AssociatesFinancial Service; Legal Service—Yes(925) •••-••••Available
Shyamala Rajender - Keller WilliamsReal Estate Agency; Financial Service; Legal Service—Yes(510) •••-••••Available

Showing 12 of 101. Data refreshed October 2026.

The market

What Danville'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; 101 have no rating yet — prime prospects for review and reputation services.
31 (31%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service42
  • Financial Planner21
  • Loans Agency18
  • Real Estate Agency; Financial Service; Legal Service11
  • Financial Service3
  • Law Office; Financial Service; Legal Service2

Area codes

  • (925)81
  • (510)6
  • (619)3
  • (650)2
  • (872)2
  • (707)1
Playbook

How to sell to financial advisors in Danville

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 Danville financial advisors leads

How many financial advisors and lenders in Danville, CA are in the database?
101 financial advisors and lenders in Danville, CA, as of October 2026. 101 of them have a phone number and 39 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 Danville list of 101 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

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Other businesses in Danville

RestaurantsSalons and spasReal estate officesEverything in Danville →

Start calling Danville financial advisors today

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

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