Financial advisors and lenders · Florida

Financial advisors and lenders in Lakeland, FL

212 financial advisors in Lakeland with phone numbers, 71 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Lakeland list freeSee a sample
212
businesses
100%
have a phone number
33%
have an email address (71)
—
average Google rating
Sample

A sample of financial advisors and lenders in Lakeland

Twelve of the 212 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Mike Dluzniewski - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(863) •••-••••Available
HealthMarkets Insurance - Matt SmithFinancial Service; Legal Service—Yes(863) •••-••••Available
HealthMarkets Insurance - Adam GillFinancial Service; Legal Service—Yes(863) •••-••••Available
Stahl & Associates Insurance - LakelandFinancial Service; Legal Service—Yes(863) •••-••••Available
Dawna Stone | The Property Shoppe of Central FloridaReal Estate Agency; Financial Service; Legal Service—Yes(863) •••-••••Available
Amerus Financial GroupFinancial Service; Legal Service—Yes(800) •••-••••Available
Amerus Financial GroupFinancial Service; Legal Service; Dentist—Yes(888) •••-••••Available
Miles & ParrishFinancial Service; Legal Service—Yes(863) •••-••••Available
HealthMarkets Insurance - Magdalena SmylInsurance Agency; Financial Service; Legal Service—Yes(863) •••-••••Available
Movement Mortgage, 39179 - Shawn Dunning, 1056163Financial Service; Legal Service—Yes(863) •••-••••Available
AgAmerica LendingFinancial Service; Legal Service; Farm—Yes(844) •••-••••Available
Wasilewski Court ReportingFinancial Service; Legal Service—Yes(863) •••-••••Available

Showing 12 of 212. Data refreshed October 2026.

The market

What Lakeland'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; 212 have no rating yet — prime prospects for review and reputation services.
38 (18%) 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 Service94
  • Financial Planner36
  • Loans Agency19
  • Insurance Agency; Financial Service; Legal Service14
  • Financial Service; Legal Service; Business Service7
  • Financial Service6

Area codes

  • (863)192
  • (407)4
  • (813)3
  • (888)3
  • (800)2
  • (941)1
Playbook

How to sell to financial advisors in Lakeland

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 Lakeland financial advisors leads

How many financial advisors and lenders in Lakeland, FL are in the database?
212 financial advisors and lenders in Lakeland, FL, as of October 2026. 212 of them have a phone number and 71 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 Lakeland list of 212 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 Lakeland

RestaurantsBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesMarketing agenciesConsultantsEverything in Lakeland →

Start calling Lakeland financial advisors today

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

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