Financial advisors and lenders · Florida

Financial advisors and lenders in Daytona Beach, FL

110 financial advisors in Daytona Beach with phone numbers, 33 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Daytona Beach list freeSee a sample
110
businesses
100%
have a phone number
30%
have an email address (33)
—
average Google rating
Sample

A sample of financial advisors and lenders in Daytona Beach

Twelve of the 110 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Martin Klayer & Associates CpaFinancial Service; Legal Service—Yes(386) •••-••••Available
Hayward Brown, Inc.Financial Service; Legal Service—Yes(386) •••-••••Available
Debra Stephens - Raymond JamesFinancial Service; Legal Service—Yes(386) •••-••••Available
The Law Office of Genine Ann MejiaLaw Office; Financial Service; Legal Service—Yes(386) •••-••••Available
Silva FiduciaryFinancial Planner—Yes(386) •••-••••Available
Falcon InternationalFinancial Service—Yes(386) •••-••••Available
Edward Jones - Financial Advisor: Kent D Buckley, AAMS®Financial Service; Legal Service—Yes(386) •••-••••Available
David Bigwood - Mortgage Loan OfficerFinancial Service; Legal Service—Yes(321) •••-••••Available
Taylor InsuranceFinancial Service; Legal Service—Yes(386) •••-••••Available
Morgan & MorganFinancial Service; Legal Service—Yes(386) •••-••••Available
David A Tucker & AssociatesFinancial Planner—Yes(386) •••-••••Available
Jimenez Tax ConsultingFinancial Service; Legal Service—Yes(386) •••-••••Available

Showing 12 of 110. Data refreshed October 2026.

The market

What Daytona Beach'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; 110 have no rating yet — prime prospects for review and reputation services.
23 (21%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service57
  • Financial Planner16
  • Loans Agency11
  • Financial Service; Legal Service; Business Service10
  • Law Office; Financial Service; Legal Service4
  • Insurance Agency; Financial Service; Legal Service3

Area codes

  • (386)93
  • (904)3
  • (800)3
  • (877)2
  • (321)2
  • (888)2
Playbook

How to sell to financial advisors in Daytona Beach

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 Daytona Beach financial advisors leads

How many financial advisors and lenders in Daytona Beach, FL are in the database?
110 financial advisors and lenders in Daytona Beach, FL, as of October 2026. 110 of them have a phone number and 33 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 Daytona Beach list of 110 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 Daytona Beach

RestaurantsBars and breweriesSalons and spasAuto repair shopsCar dealershipsReal estate officesHotels and innsEverything in Daytona Beach →

Start calling Daytona Beach financial advisors today

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

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