Financial advisors and lenders · Oregon

Financial advisors and lenders in Lake Oswego, OR

276 financial advisors in Lake Oswego with phone numbers, 85 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Lake Oswego list freeSee a sample
276
businesses
100%
have a phone number
31%
have an email address (85)
—
average Google rating
Sample

A sample of financial advisors and lenders in Lake Oswego

Twelve of the 276 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Zari Mootz, Mortgage Advisor NMLS# 1625228Financial Service; Legal Service—Yes(503) •••-••••Available
Kelly HepnerFinancial Service; Legal Service—Yes(503) •••-••••Available
Darryl Woods - CMG Financial RepresentativeFinancial Service; Legal Service—Yes(503) •••-••••Available
Cascade Wealth Management FinancialFinancial Planner—Yes(503) •••-••••Available
Jim HungerfordFinancial Service; Legal Service—Yes(503) •••-••••Available
Directors MortgageFinancial Service; Legal Service—Yes(503) •••-••••Available
Oswego Wealth ManagementFinancial Planner—Yes(503) •••-••••Available
Rubicon GlobalFinancial Planner—Yes(503) •••-••••Available
Edward Jones - Financial Advisor: Eric J Weberg, AAMS®Financial Service; Legal Service—Yes(503) •••-••••Available
Pride FinancialFinancial Planner—Yes(503) •••-••••Available
Vanessa RezFinancial Service; Legal Service—Yes(503) •••-••••Available
Dave LindFinancial Service; Legal Service—Yes(503) •••-••••Available

Showing 12 of 276. Data refreshed October 2026.

The market

What Lake Oswego'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; 276 have no rating yet — prime prospects for review and reputation services.
23 (8%) 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 Service128
  • Financial Planner54
  • Loans Agency40
  • Financial Service; Legal Service; Business Service16
  • Insurance Agency; Financial Service; Legal Service10
  • Financial Service9

Area codes

  • (503)242
  • (971)21
  • (855)2
  • (541)2
  • (907)1
  • (775)1
Playbook

How to sell to financial advisors in Lake Oswego

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 Oswego financial advisors leads

How many financial advisors and lenders in Lake Oswego, OR are in the database?
276 financial advisors and lenders in Lake Oswego, OR, as of October 2026. 275 of them have a phone number and 85 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 Oswego list of 276 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 Oswego

RestaurantsSalons and spasReal estate officesEverything in Lake Oswego →

Start calling Lake Oswego financial advisors today

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