Financial advisors and lenders · North Carolina

Financial advisors and lenders in Greensboro, NC

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

Get the Greensboro list freeSee a sample
394
businesses
100%
have a phone number
29%
have an email address (115)
—
average Google rating
Sample

A sample of financial advisors and lenders in Greensboro

Twelve of the 394 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Dupont Kirven, CFP®|AAMS®Financial Service; Legal Service—Yes(336) •••-••••Available
Charlie Ganim - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(336) •••-••••Available
Creative Investments & RealtyFinancial Planner—Yes(336) •••-••••Available
Edward Jones - Financial Advisor: Shelby LayFinancial Service; Legal Service—Yes(336) •••-••••Available
Edward Jones - Financial Advisor: David RuckFinancial Service; Legal Service—Yes(336) •••-••••Available
Phoenix Financial SolutionsFinancial Planner—Yes(336) •••-••••Available
DL Morehead EnterprisesFinancial Service; Legal Service—Yes(336) •••-••••Available
Edward Jones - Financial Advisor: Matt Shade, AAMS®Financial Service; Legal Service—Yes(336) •••-••••Available
LeFever FinancialFinancial Service; Legal Service—Yes(336) •••-••••Available
Smith Partners Wealth ManagementFinancial Service; Legal Service—Yes(336) •••-••••Available
Edward Jones - Financial Advisor: David R Morgan, CFP®|AAMS®Financial Service; Legal Service—Yes(336) •••-••••Available
Protective AgencyFinancial Service; Legal Service—Yes(336) •••-••••Available

Showing 12 of 394. Data refreshed October 2026.

The market

What Greensboro'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; 394 have no rating yet — prime prospects for review and reputation services.
96 (24%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service179
  • Financial Planner59
  • Loans Agency56
  • Financial Service; Legal Service; Business Service21
  • Insurance Agency; Financial Service; Legal Service16
  • Financial Service13

Area codes

  • (336)375
  • (919)4
  • (800)3
  • (704)2
  • (888)2
  • (866)2
Playbook

How to sell to financial advisors in Greensboro

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 Greensboro financial advisors leads

How many financial advisors and lenders in Greensboro, NC are in the database?
394 financial advisors and lenders in Greensboro, NC, as of October 2026. 394 of them have a phone number and 115 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 Greensboro list of 394 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 Greensboro

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Start calling Greensboro financial advisors today

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