Financial advisors and lenders · California

Financial advisors and lenders in Elk Grove, CA

108 financial advisors in Elk Grove with phone numbers, 32 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Elk Grove list freeSee a sample
108
businesses
100%
have a phone number
30%
have an email address (32)
—
average Google rating
Sample

A sample of financial advisors and lenders in Elk Grove

Twelve of the 108 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
HireSafe Employment Background ScreeningEmployment Agency; Financial Planner; Human Resources Agency—Yes(916) •••-••••Available
Edward Jones - Financial Advisor: Tom A CampeauFinancial Service; Legal Service—Yes(916) •••-••••Available
Mountain West FinancialFinancial Service; Legal Service—Yes(916) •••-••••Available
Frank Monaco at Guaranteed Rate Affinity - NMLS #245964Financial Service; Legal Service—Yes(916) •••-••••Available
River City BankBank; Financial Service; Legal Service—Yes(916) •••-••••Available
Cheryl Boldig at Guaranteed Rate AffinityLoans Agency—Yes(916) •••-••••Available
Purewal & Ching CPAs - Bookkeeping & TaxFinancial Service; Legal Service—Yes(916) •••-••••Available
John Formoso | RE/MAX GoldReal Estate Agency; Financial Service; Legal Service—Yes(916) •••-••••Available
Edward Jones - Financial Advisor: Katie L GilbeauFinancial Service; Legal Service—Yes(916) •••-••••Available
Johnny Delgadillo - Answer Home Loans, Inc.Financial Service; Legal Service—Yes(916) •••-••••Available
Edward Jones - Financial Advisor: Aaron D LockhartFinancial Service; Legal Service—Yes(916) •••-••••Available
Edward Jones - Financial Advisor: Mark A Thomas, AAMS®|CRPC®Financial Service; Legal Service—Yes(916) •••-••••Available

Showing 12 of 108. Data refreshed October 2026.

The market

What Elk Grove'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; 108 have no rating yet — prime prospects for review and reputation services.
37 (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 Service55
  • Loans Agency20
  • Financial Planner8
  • Real Estate Agency; Financial Service; Legal Service6
  • Financial Service6
  • Financial Service; Legal Service; Business Service3

Area codes

  • (916)96
  • (800)2
  • (415)2
  • (833)1
  • (844)1
  • (707)1
Playbook

How to sell to financial advisors in Elk Grove

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 Elk Grove financial advisors leads

How many financial advisors and lenders in Elk Grove, CA are in the database?
108 financial advisors and lenders in Elk Grove, CA, as of October 2026. 108 of them have a phone number and 32 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 Elk Grove list of 108 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 Elk Grove

HVAC companiesConstruction companiesRestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Elk Grove →

Start calling Elk Grove financial advisors today

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