Financial advisors and lenders · California

Financial advisors and lenders in Huntington Beach, CA

267 financial advisors in Huntington Beach with phone numbers, 102 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Huntington Beach list freeSee a sample
267
businesses
100%
have a phone number
38%
have an email address (102)
—
average Google rating
Sample

A sample of financial advisors and lenders in Huntington Beach

Twelve of the 267 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Huntington Pacific Insurance AgencyFinancial Service; Legal Service—Yes(714) •••-••••Available
Nexgen Home FinanceLoans Agency—Yes(714) •••-••••Available
Western Republic Insurance ServicesFinancial Service; Legal Service—Yes(714) •••-••••Available
Local Market FusionOffice; Structure; Financial Service—Yes(951) •••-••••Available
State Farm: Carl FerraroInsurance Agency; Financial Service; Legal Service—Yes(714) •••-••••Available
Occupancy Cost Audit GroupFinancial Service—Yes(949) •••-••••Available
Law Offices of Dennis W. BeechFinancial Service; Legal Service—Yes(714) •••-••••Available
IAD Insurance Sales & ServiceFinancial Service; Legal Service—Yes(714) •••-••••Available
Edward Jones - Financial Advisor: Gary A Springer, AAMS®Financial Service; Legal Service—Yes(714) •••-••••Available
Pazanti Home MortgageLoans Agency—Yes(714) •••-••••Available
Mickey Tameifuna | Nationwide Real Estate ExecutivesReal Estate Agency; Financial Service; Legal Service—Yes(714) •••-••••Available
Clearpay ProcessingFinancial Service—Yes(714) •••-••••Available

Showing 12 of 267. Data refreshed October 2026.

The market

What Huntington Beach'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; 267 have no rating yet — prime prospects for review and reputation services.
71 (27%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service87
  • Loans Agency64
  • Financial Planner64
  • Insurance Agency; Financial Service; Legal Service11
  • Financial Service; Legal Service; Business Service7
  • Financial Service6

Area codes

  • (714)218
  • (800)9
  • (562)8
  • (657)7
  • (949)7
  • (877)4
Playbook

How to sell to financial advisors in Huntington Beach

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 Huntington Beach financial advisors leads

How many financial advisors and lenders in Huntington Beach, CA are in the database?
267 financial advisors and lenders in Huntington Beach, CA, as of October 2026. 267 of them have a phone number and 102 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 Huntington Beach list of 267 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 Huntington Beach

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesMarketing agenciesConsultantsEverything in Huntington Beach →

Start calling Huntington Beach financial advisors today

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

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