Financial advisors and lenders · Virginia

Financial advisors and lenders in Fredericksburg, VA

125 financial advisors in Fredericksburg with phone numbers, 50 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Fredericksburg list freeSee a sample
125
businesses
100%
have a phone number
40%
have an email address (50)
—
average Google rating
Sample

A sample of financial advisors and lenders in Fredericksburg

Twelve of the 125 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Mills, Dayton & Company, PCFinancial Service; Legal Service—Yes(540) •••-••••Available
Movement Mortgage, 39179 - Dave Walczak, 475669Financial Service; Legal Service—Yes(540) •••-••••Available
Steve Guy & Associates PCFinancial Service; Legal Service—Yes(540) •••-••••Available
Pfs InvestmentsFinancial Planner—Yes(540) •••-••••Available
Pete Webb AgencyInsurance Agency; Financial Service; Legal Service—Yes(540) •••-••••Available
Capital City Home LoansFinancial Service; Legal Service—Yes(540) •••-••••Available
Practical Accounting SolutionsFinancial Service; Legal Service—Yes(540) •••-••••Available
Law Office of Adam B. CrickmanFinancial Service; Legal Service—Yes(540) •••-••••Available
Movement Mortgage, 39179 - Chris Ward, 513220Financial Service; Legal Service—Yes(540) •••-••••Available
Movement Mortgage, 39179 - Leslie Denise Query, 205585Financial Service; Legal Service—Yes(804) •••-••••Available
Waldman & AssociatesFinancial Service; Legal Service—Yes(540) •••-••••Available
Affordable Process ServerFinancial Service; Legal Service—Yes(703) •••-••••Available

Showing 12 of 125. Data refreshed October 2026.

The market

What Fredericksburg'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; 125 have no rating yet — prime prospects for review and reputation services.
15 (12%) have no website listed — a ready-made list for web design and SEO offers.
42% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service69
  • Loans Agency12
  • Insurance Agency; Financial Service; Legal Service9
  • Financial Planner9
  • Real Estate Agency; Financial Service; Legal Service4
  • Financial Service4

Area codes

  • (540)106
  • (703)7
  • (571)4
  • (804)4
  • (716)1
  • (202)1
Playbook

How to sell to financial advisors in Fredericksburg

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 Fredericksburg financial advisors leads

How many financial advisors and lenders in Fredericksburg, VA are in the database?
125 financial advisors and lenders in Fredericksburg, VA, as of October 2026. 125 of them have a phone number and 50 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 Fredericksburg list of 125 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 Fredericksburg

RestaurantsSalons and spasAuto repair shopsCar dealershipsReal estate officesEverything in Fredericksburg →

Start calling Fredericksburg financial advisors today

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

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