Financial advisors and lenders · California

Financial advisors and lenders in Fresno, CA

415 financial advisors in Fresno with phone numbers, 142 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Fresno list freeSee a sample
415
businesses
100%
have a phone number
34%
have an email address (142)
—
average Google rating
Sample

A sample of financial advisors and lenders in Fresno

Twelve of the 415 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Greatland Mortgage Corp.Financial Service; Legal Service—Yes(559) •••-••••Available
Pension DesignFinancial Planner—Yes(559) •••-••••Available
Ajua Bail BondsFinancial Service; Legal Service—Yes(559) •••-••••Available
Fresno United FinancialFinancial Service; Legal Service—Yes(559) •••-••••Available
Chris Souza - State Farm Insurance AgentFinancial Service; Legal Service; Insurance Agency—Yes(559) •••-••••Available
Credit Bureau ConnectionFinancial Service—Yes(559) •••-••••Available
Kapetan Brothers LLPFinancial Service; Legal Service—Yes(559) •••-••••Available
Donald Levitt Attorney at LawFinancial Service; Legal Service—Yes(559) •••-••••Available
Valley Wealth ManagementFinancial Planner—Yes(559) •••-••••Available
Regency Investment AdvisorsFinancial Planner—Yes(559) •••-••••Available
Debt SettlementFinancial Planner—Yes(559) •••-••••Available
McHenry Protective Services (MPS)Financial Service; Legal Service—Yes(559) •••-••••Available

Showing 12 of 415. Data refreshed October 2026.

The market

What Fresno'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; 415 have no rating yet — prime prospects for review and reputation services.
87 (21%) 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 Service196
  • Financial Planner63
  • Loans Agency53
  • Financial Service24
  • Financial Service; Legal Service; Business Service20
  • Law Office; Financial Service; Legal Service11

Area codes

  • (559)394
  • (800)4
  • (209)4
  • (888)3
  • (877)2
  • (323)1
Playbook

How to sell to financial advisors in Fresno

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 Fresno financial advisors leads

How many financial advisors and lenders in Fresno, CA are in the database?
415 financial advisors and lenders in Fresno, CA, as of October 2026. 415 of them have a phone number and 142 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 Fresno list of 415 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

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CALong Beach, CARiverside, CABakersfield, CAAll financial advisors and lenders →

Other businesses in Fresno

HVAC companiesPlumbing companiesConstruction companiesLandscaping companiesCleaning companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasBarbershopsGyms and fitness studiosAuto repair shopsCar dealershipsCar washes and detailersReal estate officesInsurance agenciesAccounting firmsVets and pet businessesDaycares, tutors and schoolsSenior care providersIT service companiesMarketing agenciesConsultantsEverything in Fresno →

Start calling Fresno financial advisors today

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

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