Financial advisors and lenders · North Carolina

Financial advisors and lenders in High Point, NC

101 financial advisors in High Point with phone numbers, 32 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the High Point list freeSee a sample
101
businesses
100%
have a phone number
32%
have an email address (32)
—
average Google rating
Sample

A sample of financial advisors and lenders in High Point

Twelve of the 101 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Credit Queen LLCFinancial Service; Legal Service—Yes(336) •••-••••Available
Queen City Business Alliance LLCFinancial Service; Legal Service—Yes(336) •••-••••Available
Edward Jones - Financial Advisor: David A Kraftchick, AAMS®Financial Service; Legal Service—Yes(336) •••-••••Available
Edward Jones - Financial Advisor: Jordan F ShinskyFinancial Service; Legal Service—Yes(336) •••-••••Available
Favored Financial PlanningFinancial Planner—Yes(336) •••-••••Available
Edward Jones - Financial Advisor: Ronda G FaggartFinancial Service; Legal Service—Yes(336) •••-••••Available
Movement Mortgage, 39179 - Maria Cervantes, 556505Financial Service; Legal Service—Yes(336) •••-••••Available
US FundingFinancial Service; Legal Service—Yes(336) •••-••••Available
lisa w powell Attorney high pointFinancial Service; Legal Service—Yes(336) •••-••••Available
Accounting & Tax ConsultantsFinancial Service; Legal Service—Yes(336) •••-••••Available
Carolina First Home EquityLoans Agency—Yes(336) •••-••••Available
Mortgage HotlineLoans Agency—Yes(336) •••-••••Available

Showing 12 of 101. Data refreshed October 2026.

The market

What High Point'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; 101 have no rating yet — prime prospects for review and reputation services.
19 (19%) have no website listed — a ready-made list for web design and SEO offers.
46% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service48
  • Loans Agency15
  • Financial Service; Legal Service; Business Service15
  • Financial Planner9
  • Insurance Agency; Financial Service; Legal Service4
  • Financial Service; Legal Service; Insurance Agency2

Area codes

  • (336)96
  • (305)1
  • (919)1
  • (800)1
  • (855)1
  • (844)1
Playbook

How to sell to financial advisors in High Point

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 High Point financial advisors leads

How many financial advisors and lenders in High Point, NC are in the database?
101 financial advisors and lenders in High Point, NC, as of October 2026. 101 of them have a phone number and 32 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 High Point list of 101 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 High Point

Construction companiesMedical clinicsRestaurantsSalons and spasAuto repair shopsReal estate officesEverything in High Point →

Start calling High Point financial advisors today

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

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