Financial advisors and lenders · Colorado

Financial advisors and lenders in Greeley, CO

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

Get the Greeley list freeSee a sample
133
businesses
100%
have a phone number
38%
have an email address (50)
—
average Google rating
Sample

A sample of financial advisors and lenders in Greeley

Twelve of the 133 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Lucas H CirboFinancial Service; Legal Service—Yes(970) •••-••••Available
Retirement MasteryFinancial Service; Legal Service—Yes(970) •••-••••Available
Mike ChesserFinancial Service; Legal Service—Yes(719) •••-••••Available
Edward Jones - Financial Advisor: Daniel J MartinFinancial Service; Legal Service—Yes(970) •••-••••Available
Foundation Financial & Accounting Services LLCFinancial Service; Legal Service—Yes(970) •••-••••Available
Stout Casey & ZitoFinancial Service; Legal Service; Law Office—Yes(970) •••-••••Available
Ruesch, Biddle, Larson & Ratliff CPAs LLCFinancial Service; Legal Service—Yes(970) •••-••••Available
Cornerstone Financial StrategiesBusiness Service; Financial Service; Legal Service—Yes(970) •••-••••Available
Mitchell Insurance AgencyFinancial Service; Legal Service—Yes(970) •••-••••Available
Quick Cash and TaxFinancial Service; Legal Service—Yes(970) •••-••••Available
RDL Tax & Accounting Services LLCFinancial Service; Legal Service—Yes(970) •••-••••Available
Yeater & Associates IncFinancial Service; Legal Service—Yes(970) •••-••••Available

Showing 12 of 133. Data refreshed October 2026.

The market

What Greeley'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; 133 have no rating yet — prime prospects for review and reputation services.
30 (23%) 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 Service80
  • Insurance Agency; Financial Service; Legal Service9
  • Financial Planner7
  • Loans Agency6
  • Business Service; Financial Service; Legal Service4
  • Financial Service; Legal Service; Business Service3

Area codes

  • (970)124
  • (720)3
  • (719)2
  • (713)1
  • (507)1
  • (888)1
Playbook

How to sell to financial advisors in Greeley

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 Greeley financial advisors leads

How many financial advisors and lenders in Greeley, CO are in the database?
133 financial advisors and lenders in Greeley, CO, as of October 2026. 133 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 Greeley list of 133 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 Greeley

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Greeley →

Start calling Greeley financial advisors today

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

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