Financial advisors and lenders · California

Financial advisors and lenders in Downey, CA

113 financial advisors in Downey with phone numbers, 37 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Downey list freeSee a sample
113
businesses
100%
have a phone number
33%
have an email address (37)
—
average Google rating
Sample

A sample of financial advisors and lenders in Downey

Twelve of the 113 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Platinum Taxes & Life Insurance ServicesFinancial Service; Legal Service—Yes(562) •••-••••Available
Credit Repair Clubs - Mejorando Tu CreditoFinancial Planner—Yes(562) •••-••••Available
Home Central Financial, Reverse Mortgage, Refinance, Va, Fha, DowneyFinancial Service; Legal Service—Yes(562) •••-••••Available
EMA Notary & LivescanNotary; Financial Service; Legal Service—Yes(562) •••-••••Available
Pulley Tax ServiceFinancial Service; Legal Service—Yes(562) •••-••••Available
MacTax SolutionsFinancial Service; Legal Service; IT Service—Yes(562) •••-••••Available
Credit Repair SolutionsFinancial Service; Legal Service—Yes(562) •••-••••Available
Connie Rodriguez Professional ServicesFinancial Service; Legal Service—Yes(562) •••-••••Available
Uplevel Business ServicesFinancial Service; Legal Service—Yes(562) •••-••••Available
Meruelo Capital PartnersFinancial Planner—Yes(562) •••-••••Available
First Class FundingLoans Agency—Yes(562) •••-••••Available
Downey Tax CompanyFinancial Service; Legal Service—Yes(562) •••-••••Available

Showing 12 of 113. Data refreshed October 2026.

The market

What Downey'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; 113 have no rating yet — prime prospects for review and reputation services.
38 (34%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service45
  • Loans Agency29
  • Financial Planner20
  • Financial Service5
  • Insurance Agency; Financial Service; Legal Service3
  • Financial Service; Legal Service; Law Office2

Area codes

  • (562)96
  • (323)5
  • (855)3
  • (800)3
  • (909)1
  • (844)1
Playbook

How to sell to financial advisors in Downey

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 Downey financial advisors leads

How many financial advisors and lenders in Downey, CA are in the database?
113 financial advisors and lenders in Downey, CA, as of October 2026. 113 of them have a phone number and 37 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 Downey list of 113 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 Downey

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Downey →

Start calling Downey financial advisors today

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

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