Financial advisors and lenders · California

Financial advisors and lenders in Laguna Hills, CA

102 financial advisors in Laguna Hills with phone numbers, 35 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Laguna Hills list freeSee a sample
102
businesses
100%
have a phone number
34%
have an email address (35)
—
average Google rating
Sample

A sample of financial advisors and lenders in Laguna Hills

Twelve of the 102 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Kenneth B. Krantz CPAFinancial Service; Legal Service—Yes(949) •••-••••Available
Birkeland Cooper & AssociatesFinancial Planner—Yes(949) •••-••••Available
Homeland Financial NetworkLoans Agency—Yes(949) •••-••••Available
NMC Insurance ServicesFinancial Service; Legal Service—Yes(949) •••-••••Available
Alan Chabok, CPAFinancial Service; Legal Service—Yes(949) •••-••••Available
Creative Tax SolutionsFinancial Service; Legal Service—Yes(949) •••-••••Available
Scott Plamondon Wealth AdvisorsBusiness Service; Financial Service; Legal Service—Yes(949) •••-••••Available
Gold Key Wealth ManagementFinancial Service—Yes(949) •••-••••Available
Active Captive ManagementBusiness Service; Financial Service; Legal Service—Yes(949) •••-••••Available
AS IS LendingLoans Agency—Yes(949) •••-••••Available
Behrens CapitalLoans Agency—Yes(949) •••-••••Available
Triggs & Reese, Inc. Certified Public AccountantsFinancial Service; Legal Service—Yes(949) •••-••••Available

Showing 12 of 102. Data refreshed October 2026.

The market

What Laguna Hills'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; 102 have no rating yet — prime prospects for review and reputation services.
26 (25%) have no website listed — a ready-made list for web design and SEO offers.
22% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service43
  • Loans Agency20
  • Financial Planner19
  • Business Service; Financial Service; Legal Service4
  • Financial Service4
  • Law Office; Financial Service; Legal Service3

Area codes

  • (949)78
  • (714)8
  • (888)3
  • (800)3
  • (855)3
  • (877)2
Playbook

How to sell to financial advisors in Laguna Hills

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 Laguna Hills financial advisors leads

How many financial advisors and lenders in Laguna Hills, CA are in the database?
102 financial advisors and lenders in Laguna Hills, CA, as of October 2026. 102 of them have a phone number and 35 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 Laguna Hills list of 102 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 Laguna Hills

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Start calling Laguna Hills financial advisors today

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

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