Financial advisors and lenders · Indiana

Financial advisors and lenders in Lafayette, IN

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

Get the Lafayette list freeSee a sample
105
businesses
100%
have a phone number
36%
have an email address (38)
—
average Google rating
Sample

A sample of financial advisors and lenders in Lafayette

Twelve of the 105 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
McCoy LawLaw Office; Office; Financial Service—Yes(765) •••-••••Available
Family Tax & Financial Services LLCFinancial Service; Legal Service; Business Service—Yes(765) •••-••••Available
The Schamber GroupFinancial Service; Legal Service—Yes(765) •••-••••Available
Jason Dickelman - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(765) •••-••••Available
Wilmington Insurance AgencyFinancial Service; Legal Service—Yes(765) •••-••••Available
Richard FordFinancial Planner—Yes(765) •••-••••Available
Eric Harmon - State Farm Insurance AgentFinancial Service; Legal Service; Insurance Agency—Yes(765) •••-••••Available
RME Insurance, Inc.Insurance Agency; Financial Service; Legal Service—Yes(765) •••-••••Available
Edward Jones - Financial Advisor: Matthew D Haskett, CFP®Financial Service; Legal Service—Yes(765) •••-••••Available
Coldwell Banker ShookReal Estate Agency; Financial Service; Legal Service—Yes(765) •••-••••Available
Bower TradingFinancial Planner—Yes(765) •••-••••Available
Purdue Federal Credit UnionCredit Union; ATM; Financial Service—Yes(800) •••-••••Available

Showing 12 of 105. Data refreshed October 2026.

The market

What Lafayette'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; 105 have no rating yet — prime prospects for review and reputation services.
12 (11%) have no website listed — a ready-made list for web design and SEO offers.
40% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service38
  • Financial Planner14
  • Financial Service; Legal Service; Business Service12
  • Insurance Agency; Financial Service; Legal Service12
  • Loans Agency5
  • Real Estate Agency; Financial Service; Legal Service4

Area codes

  • (765)101
  • (224)1
  • (574)1
  • (317)1
  • (800)1
Playbook

How to sell to financial advisors in Lafayette

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 Lafayette financial advisors leads

How many financial advisors and lenders in Lafayette, IN are in the database?
105 financial advisors and lenders in Lafayette, IN, as of October 2026. 105 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 Lafayette list of 105 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

Indianapolis, INFort Wayne, INCarmel, INEvansville, INGreenwood, INAll financial advisors and lenders →

Other businesses in Lafayette

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Lafayette →

Start calling Lafayette financial advisors today

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

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