Financial advisors and lenders · Texas

Financial advisors and lenders in Garland, TX

115 financial advisors in Garland with phone numbers, 35 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Garland list freeSee a sample
115
businesses
99%
have a phone number
30%
have an email address (35)
—
average Google rating
Sample

A sample of financial advisors and lenders in Garland

Twelve of the 115 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Tony CaufieldFinancial Service; Legal Service—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Wesley A Oliver, AAMS®Financial Service; Legal Service—Yes(972) •••-••••Available
United Capital MortgageLoans Agency—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Brian D Shepherd, CFP®|AAMS®Financial Service; Legal Service—Yes(972) •••-••••Available
Bombet & AssocFinancial Planner—Yes(972) •••-••••Available
Allsafe Insurance SevicesInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
Check-N-Title LoansFinancial Service; Legal Service—Yes(972) •••-••••Available
Colonial Settlement PartnersFinancial Planner—Yes(972) •••-••••Available
Thelemann Bookkeeping & Tax ServiceFinancial Service; Legal Service; Business Service—Yes(972) •••-••••Available
RaNae Candia - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(972) •••-••••Available
knighten insuranceInsurance Agency; Financial Service; Legal Service—Yes(469) •••-••••Available
Mortgage CityLoans Agency—Yes(972) •••-••••Available

Showing 12 of 115. Data refreshed October 2026.

The market

What Garland'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; 115 have no rating yet — prime prospects for review and reputation services.
24 (21%) have no website listed — a ready-made list for web design and SEO offers.
35% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service42
  • Insurance Agency; Financial Service; Legal Service27
  • Loans Agency17
  • Financial Planner13
  • Real Estate Agency; Financial Service; Legal Service3
  • Financial Service3

Area codes

  • (972)75
  • (214)19
  • (469)13
  • (682)2
  • (707)1
  • (281)1
Playbook

How to sell to financial advisors in Garland

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 Garland financial advisors leads

How many financial advisors and lenders in Garland, TX are in the database?
115 financial advisors and lenders in Garland, TX, as of October 2026. 114 of them have a phone number and 35 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 Garland list of 115 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 Garland

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesSalons and spasAuto repair shopsCar dealershipsReal estate officesInsurance agenciesEverything in Garland →

Start calling Garland financial advisors today

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