Financial advisors and lenders · Florida

Financial advisors and lenders in Lake Mary, FL

118 financial advisors in Lake Mary with phone numbers, 40 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Lake Mary list freeSee a sample
118
businesses
100%
have a phone number
34%
have an email address (40)
—
average Google rating
Sample

A sample of financial advisors and lenders in Lake Mary

Twelve of the 118 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Richard Williams at CrossCountry MortgageFinancial Service—Yes(407) •••-••••Available
Nordmann Wealth ManagementFinancial Service; Legal Service—Yes(407) •••-••••Available
Chris Gonzalez | SouthState MortgageFinancial Service—Yes(321) •••-••••Available
Market Traders InstituteFinancial Planner—Yes(407) •••-••••Available
TCG InsuranceFinancial Service; Legal Service—Yes(407) •••-••••Available
Marc Macomber |Real Estate Agency; Financial Service; Legal Service—Yes(407) •••-••••Available
Automated Merchant SystemsFinancial Service; Legal Service—Yes(407) •••-••••Available
Bouerle FinancialFinancial Planner—Yes(407) •••-••••Available
Edward Jones - Financial Advisor: PJ AndersonFinancial Service; Legal Service—Yes(407) •••-••••Available
Ellen Burgett at Guaranteed Rate Affinity - NMLS #626866Financial Service; Legal Service—Yes(407) •••-••••Available
ShariaportfolioFinancial Service—Yes(321) •••-••••Available
Nehad Alhassan - SecurityNational MortgageLoans Agency—Yes(407) •••-••••Available

Showing 12 of 118. Data refreshed October 2026.

The market

What Lake Mary'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; 118 have no rating yet — prime prospects for review and reputation services.
20 (17%) have no website listed — a ready-made list for web design and SEO offers.
23% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service41
  • Loans Agency26
  • Financial Planner19
  • Financial Service10
  • Insurance Agency; Financial Service; Legal Service4
  • Real Estate Agency; Financial Service; Legal Service3

Area codes

  • (407)96
  • (321)11
  • (800)2
  • (844)1
  • (240)1
  • (314)1
Playbook

How to sell to financial advisors in Lake Mary

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 Lake Mary financial advisors leads

How many financial advisors and lenders in Lake Mary, FL are in the database?
118 financial advisors and lenders in Lake Mary, FL, as of October 2026. 118 of them have a phone number and 40 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 Lake Mary list of 118 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 Lake Mary

Construction companiesMedical clinicsRestaurantsSalons and spasReal estate officesEverything in Lake Mary →

Start calling Lake Mary financial advisors today

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