Financial advisors and lenders · Colorado

Financial advisors and lenders in Greenwood Village, CO

320 financial advisors in Greenwood Village with phone numbers, 88 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Greenwood Village list freeSee a sample
320
businesses
100%
have a phone number
28%
have an email address (88)
—
average Google rating
Sample

A sample of financial advisors and lenders in Greenwood Village

Twelve of the 320 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Oak Street InvestmentsFinancial Planner—Yes(720) •••-••••Available
Movement Mortgage, 39179 - Kimberly Robinson, 770391Financial Service; Legal Service—Yes(770) •••-••••Available
Newline ConsultingLoans Agency—Yes(303) •••-••••Available
Medical Business ResourcesFinancial Service—Yes(303) •••-••••Available
Craig A Piland - CMG Financial RepresentativeFinancial Service; Legal Service—Yes(303) •••-••••Available
Sds FinancialFinancial Planner—Yes(303) •••-••••Available
Bridge Capital ResourcesLoans Agency—Yes(303) •••-••••Available
Celeste Zubia - Gateway MortgageFinancial Service; Legal Service—Yes(970) •••-••••Available
CDC Financial GroupLoans Agency—Yes(303) •••-••••Available
Jordan Fraedrich - CMG Home LoansLoans Agency—Yes(720) •••-••••Available
RPM Medical BillingFinancial Service—Yes(855) •••-••••Available
Ideal Home LoansLoans Agency—Yes(303) •••-••••Available

Showing 12 of 320. Data refreshed October 2026.

The market

What Greenwood Village'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; 320 have no rating yet — prime prospects for review and reputation services.
32 (10%) have no website listed — a ready-made list for web design and SEO offers.
23% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service135
  • Financial Planner65
  • Loans Agency50
  • Financial Service; Legal Service; Business Service27
  • Financial Service11
  • Insurance Agency; Financial Service; Legal Service8

Area codes

  • (303)194
  • (720)97
  • (719)4
  • (970)3
  • (307)2
  • (630)2
Playbook

How to sell to financial advisors in Greenwood Village

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 Village financial advisors leads

How many financial advisors and lenders in Greenwood Village, CO are in the database?
320 financial advisors and lenders in Greenwood Village, CO, as of October 2026. 320 of them have a phone number and 88 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 Village list of 320 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 Village

Law firmsMedical clinicsRestaurantsSalons and spasReal estate officesConsultantsEverything in Greenwood Village →

Start calling Greenwood Village financial advisors today

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

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