Financial advisors and lenders · Texas

Financial advisors and lenders in Frisco, TX

254 financial advisors in Frisco with phone numbers, 94 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Frisco list freeSee a sample
254
businesses
100%
have a phone number
37%
have an email address (94)
—
average Google rating
Sample

A sample of financial advisors and lenders in Frisco

Twelve of the 254 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Gene Wolfgram - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
Maria Brown at Guaranteed Rate Affinity - NMLS #35721Financial Service; Legal Service—Yes(214) •••-••••Available
Ashley Tenney - Gateway MortgageFinancial Service; Legal Service—Yes(972) •••-••••Available
R Scott Maxwell FinancialFinancial Service; Legal Service—Yes(469) •••-••••Available
Chad FaganFinancial Service; Legal Service—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Bill HayesFinancial Service; Legal Service—Yes(972) •••-••••Available
Lear Financial GroupLoans Agency—Yes(214) •••-••••Available
Metro Bookkeeping SolutionsFinancial Service; Legal Service—Yes(214) •••-••••Available
Bell Financial GroupFinancial Planner—Yes(972) •••-••••Available
Lone Star PACEFinancial Service; Legal Service—Yes(214) •••-••••Available
Jessica Hall-Ramos - Gateway MortgageFinancial Service; Legal Service—Yes(972) •••-••••Available
Joshua Hereau at Guaranteed Rate Affinity - NMLS #223785Financial Service; Legal Service—Yes(972) •••-••••Available

Showing 12 of 254. Data refreshed October 2026.

The market

What Frisco'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; 254 have no rating yet — prime prospects for review and reputation services.
44 (17%) have no website listed — a ready-made list for web design and SEO offers.
41% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service148
  • Loans Agency25
  • Financial Planner16
  • Insurance Agency; Financial Service; Legal Service12
  • Financial Service; Legal Service; Business Service10
  • Financial Service9

Area codes

  • (972)112
  • (214)57
  • (469)42
  • (817)13
  • (903)7
  • (888)3
Playbook

How to sell to financial advisors in Frisco

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 Frisco financial advisors leads

How many financial advisors and lenders in Frisco, TX are in the database?
254 financial advisors and lenders in Frisco, TX, as of October 2026. 254 of them have a phone number and 94 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 Frisco list of 254 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 Frisco

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesConsultantsEverything in Frisco →

Start calling Frisco financial advisors today

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

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