Financial advisors and lenders · Wisconsin

Financial advisors and lenders in Green Bay, WI

199 financial advisors in Green Bay with phone numbers, 60 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Green Bay list freeSee a sample
199
businesses
100%
have a phone number
30%
have an email address (60)
—
average Google rating
Sample

A sample of financial advisors and lenders in Green Bay

Twelve of the 199 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Debt AdvisorsFinancial Service; Legal Service—Yes(920) •••-••••Available
Associated MortgageLoans Agency—Yes(920) •••-••••Available
Northright FinancialBusiness Service; Financial Service; Legal Service—Yes(920) •••-••••Available
Vision Investment Planning GroupFinancial Service; Legal Service—Yes(920) •••-••••Available
Boland Insurance Agency IncFinancial Service; Legal Service; Insurance Agency—Yes(920) •••-••••Available
Kelly Business Advisors, LLCFinancial Service; Legal Service—Yes(920) •••-••••Available
Pro Se DivorceFinancial Service; Legal Service; Law Office—Yes(920) •••-••••Available
Bellue & AssociatesFinancial Service; Legal Service—Yes(920) •••-••••Available
Catholic Financial LifeFinancial Service; Legal Service—Yes(920) •••-••••Available
Laura MossakowskiFinancial Service; Legal Service—Yes(920) •••-••••Available
B & B Tax AssociatesFinancial Service; Legal Service—Yes(920) •••-••••Available
Langan InvestigationsFinancial Planner—Yes(920) •••-••••Available

Showing 12 of 199. Data refreshed October 2026.

The market

What Green Bay'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; 199 have no rating yet — prime prospects for review and reputation services.
27 (14%) 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 Service91
  • Financial Planner29
  • Loans Agency19
  • Financial Service; Legal Service; Business Service18
  • Financial Service; Legal Service; Insurance Agency9
  • Financial Service8

Area codes

  • (920)195
  • (715)2
  • (847)1
  • (608)1
Playbook

How to sell to financial advisors in Green Bay

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 Green Bay financial advisors leads

How many financial advisors and lenders in Green Bay, WI are in the database?
199 financial advisors and lenders in Green Bay, WI, as of October 2026. 199 of them have a phone number and 60 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 Green Bay list of 199 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

Milwaukee, WIMadison, WIAppleton, WIBrookfield, WIWaukesha, WIAll financial advisors and lenders →

Other businesses in Green Bay

RestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesEverything in Green Bay →

Start calling Green Bay financial advisors today

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

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