Financial advisors and lenders · Michigan

Financial advisors and lenders in Kalamazoo, MI

114 financial advisors in Kalamazoo with phone numbers, 38 with email addresses. Search the list, unlock the ones you want and start calling today.

114
businesses
100%
have a phone number
33%
have an email address (38)
—
average Google rating
Sample

A sample of financial advisors and lenders in Kalamazoo

Twelve of the 114 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Wolff Financial ManagementFinancial Planner—Yes(269) •••-••••Available
Edward Jones - Financial Advisor: Tom Schripsema, AAMS®Financial Service; Legal Service—Yes(269) •••-••••Available
Sterling & Stein Financial ServicesFinancial Service; Legal Service—Yes(269) •••-••••Available
Global Equity ConsultingFinancial Service—Yes(269) •••-••••Available
Roger Bus AttorneysFinancial Service; Legal Service—Yes(269) •••-••••Available
Keilen Law, PLCMiscellaneous Store; Financial Service; Legal Service—Yes(269) •••-••••Available
Yeo & Yeo CPAs & Business ConsultantsFinancial Service; Legal Service; Business Service—Yes(269) •••-••••Available
Edward Jones - Financial Advisor: John A FioreFinancial Service; Legal Service—Yes(269) •••-••••Available
Edward Jones - Financial Advisor: Matt McDonaldFinancial Service; Legal Service—Yes(269) •••-••••Available
Jeff K. Ross Financial ServicesBusiness Service; Financial Service; Legal Service—Yes(269) •••-••••Available
Hamacher & AssociatesFinancial Service; Legal Service; Miscellaneous Store—Yes(269) •••-••••Available
KPEPFinancial Service; Legal Service—Yes(269) •••-••••Available

Showing 12 of 114. Data refreshed October 2026.

The market

What Kalamazoo'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; 114 have no rating yet — prime prospects for review and reputation services.
23 (20%) have no website listed — a ready-made list for web design and SEO offers.
33% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service43
  • Financial Planner21
  • Financial Service; Legal Service; Business Service15
  • Financial Service10
  • Insurance Agency; Financial Service; Legal Service7
  • Loans Agency7

Area codes

  • (269)113
  • (800)1
Playbook

How to sell to financial advisors in Kalamazoo

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 Kalamazoo financial advisors leads

How many financial advisors and lenders in Kalamazoo, MI are in the database?
114 financial advisors and lenders in Kalamazoo, MI, as of October 2026. 114 of them have a phone number and 38 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 Kalamazoo list of 114 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.

Start calling Kalamazoo financial advisors today

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