Financial advisors and lenders · California

Financial advisors and lenders in Laguna Niguel, CA

113 financial advisors in Laguna Niguel with phone numbers, 28 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Laguna Niguel list freeSee a sample
113
businesses
100%
have a phone number
25%
have an email address (28)
—
average Google rating
Sample

A sample of financial advisors and lenders in Laguna Niguel

Twelve of the 113 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Ryan Fessler | Realty ONE Group WestReal Estate Agency; Financial Service; Legal Service—Yes(714) •••-••••Available
Trusted Financial AdvisorsFinancial Planner—Yes(949) •••-••••Available
Powley & AssociatesLoans Agency—Yes(949) •••-••••Available
SelectHomes.comLoans Agency—Yes(949) •••-••••Available
American United LendersLoans Agency—Yes(949) •••-••••Available
Village NorthwestFinancial Planner—Yes(949) •••-••••Available
Eagle Community Credit UnionBank; Financial Service; Legal Service—Yes(949) •••-••••Available
David Martins, Loan Officer at Mortgage GraderFinancial Service; Legal Service; Apartment or Condo—Yes(949) •••-••••Available
Actuarial Management CompanyFinancial Service; Legal Service—Yes(949) •••-••••Available
Actuarial Management CompanyFinancial Service; Legal Service—Yes(949) •••-••••Available
Mortgage GraderLoans Agency—Yes(949) •••-••••Available
Rupp Nancy McCartney Attorney & Certified MediatorLaw Office; Financial Service; Legal Service—Yes(949) •••-••••Available

Showing 12 of 113. Data refreshed October 2026.

The market

What Laguna Niguel'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; 113 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.
20% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service32
  • Loans Agency22
  • Financial Planner21
  • Financial Service; Legal Service; Business Service20
  • Real Estate Agency; Financial Service; Legal Service4
  • Financial Service3

Area codes

  • (949)102
  • (714)2
  • (888)2
  • (405)1
  • (213)1
  • (619)1
Playbook

How to sell to financial advisors in Laguna Niguel

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 Niguel financial advisors leads

How many financial advisors and lenders in Laguna Niguel, CA are in the database?
113 financial advisors and lenders in Laguna Niguel, CA, as of October 2026. 113 of them have a phone number and 28 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 Niguel list of 113 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 Niguel

RestaurantsSalons and spasReal estate officesEverything in Laguna Niguel →

Start calling Laguna Niguel financial advisors today

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