Financial advisors and lenders · Indiana

Financial advisors and lenders in Greenwood, IN

112 financial advisors in Greenwood with phone numbers, 39 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Greenwood list freeSee a sample
112
businesses
100%
have a phone number
35%
have an email address (39)
—
average Google rating
Sample

A sample of financial advisors and lenders in Greenwood

Twelve of the 112 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Fifth Third Preferred - Jason JonesFinancial Service; Legal Service—Yes(317) •••-••••Available
Asset Preservation AllianceFinancial Planner—Yes(317) •••-••••Available
State Farm: Eric KwiatkowskiInsurance Agency; Financial Service; Legal Service—Yes(317) •••-••••Available
Silver Star ScholarshipFinancial Service; Education; Church—Yes(317) •••-••••Available
Indiana Insurance Services Inc/The Michael DanielFinancial Service; Legal Service—Yes(317) •••-••••Available
Beep Beep AutoFinancial Service; Legal Service—Yes(317) •••-••••Available
Kim Van Valer Dispute ResolutionFinancial Service; Legal Service—Yes(317) •••-••••Available
Law Office of Matthew M. CreeLaw Office; Financial Service; Legal Service—Yes(317) •••-••••Available
Edward Jones - Financial Advisor: Meredith KrogerFinancial Service; Legal Service—Yes(317) •••-••••Available
Winterwood Mortgage GroupLoans Agency—Yes(317) •••-••••Available
Boyd Pinegar & Associates PCFinancial Service; Legal Service—Yes(317) •••-••••Available
Marian Financial PartnersFinancial Planner—Yes(317) •••-••••Available

Showing 12 of 112. Data refreshed October 2026.

The market

What Greenwood'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; 112 have no rating yet — prime prospects for review and reputation services.
11 (10%) have no website listed — a ready-made list for web design and SEO offers.
38% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service47
  • Financial Planner17
  • Insurance Agency; Financial Service; Legal Service14
  • Loans Agency13
  • Real Estate Agency; Financial Service; Legal Service4
  • Financial Service; Legal Service; Insurance Agency4

Area codes

  • (317)108
  • (812)2
  • (877)1
  • (216)1
Playbook

How to sell to financial advisors in Greenwood

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 Greenwood financial advisors leads

How many financial advisors and lenders in Greenwood, IN are in the database?
112 financial advisors and lenders in Greenwood, IN, as of October 2026. 112 of them have a phone number and 39 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 Greenwood list of 112 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 Greenwood

Construction companiesMedical clinicsRestaurantsSalons and spasReal estate officesEverything in Greenwood →

Start calling Greenwood financial advisors today

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

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