Financial advisors and lenders · Oregon

Financial advisors and lenders in Eugene, OR

196 financial advisors in Eugene with phone numbers, 63 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Eugene list freeSee a sample
196
businesses
100%
have a phone number
32%
have an email address (63)
—
average Google rating
Sample

A sample of financial advisors and lenders in Eugene

Twelve of the 196 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Barry Davis, Eugene Attorney at LawLaw Office; Financial Service; Legal Service—Yes(541) •••-••••Available
Edward Jones - Financial Advisor: Rick KarrFinancial Service; Legal Service—Yes(541) •••-••••Available
Alternative Financial ServicesLoans Agency—Yes(541) •••-••••Available
Peak MortgageFinancial Service; Legal Service—Yes(541) •••-••••Available
Precision CapitalBusiness Service; Financial Service; Legal Service—Yes(541) •••-••••Available
Edward Jones - Financial Advisor: Marc BickleyFinancial Service; Legal Service—Yes(541) •••-••••Available
Edward Jones - Financial Advisor: Matt SielFinancial Service; Legal Service—Yes(541) •••-••••Available
Mallery FinancialFinancial Planner—Yes(541) •••-••••Available
Bobby Baker - Umpqua BankFinancial Service; Legal Service—Yes(541) •••-••••Available
Edward Jones - Financial Advisor: Rich Driessnack, AAMS®|CRPC®Financial Service; Legal Service—Yes(541) •••-••••Available
Butcher Law Office, LLCFinancial Service; Legal Service; Law Office—Yes(541) •••-••••Available
Finley Davis FinancialFinancial Planner—Yes(541) •••-••••Available

Showing 12 of 196. Data refreshed October 2026.

The market

What Eugene'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; 196 have no rating yet — prime prospects for review and reputation services.
35 (18%) have no website listed — a ready-made list for web design and SEO offers.
24% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service82
  • Financial Planner40
  • Financial Service; Legal Service; Business Service16
  • Loans Agency16
  • Insurance Agency; Financial Service; Legal Service12
  • Financial Service6

Area codes

  • (541)188
  • (503)2
  • (458)2
  • (877)1
  • (800)1
  • (833)1
Playbook

How to sell to financial advisors in Eugene

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 Eugene financial advisors leads

How many financial advisors and lenders in Eugene, OR are in the database?
196 financial advisors and lenders in Eugene, OR, as of October 2026. 196 of them have a phone number and 63 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 Eugene list of 196 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 Eugene

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Start calling Eugene financial advisors today

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