Financial advisors and lenders · California

Financial advisors and lenders in Long Beach, CA

305 financial advisors in Long Beach with phone numbers, 84 with email addresses. Search the list, unlock the ones you want and start calling today.

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305
businesses
100%
have a phone number
28%
have an email address (84)
—
average Google rating
Sample

A sample of financial advisors and lenders in Long Beach

Twelve of the 305 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Born To SellFinancial Planner—Yes(800) •••-••••Available
Rolly's Tax ServiceFinancial Service; Legal Service—Yes(562) •••-••••Available
Denise Serrano- Loan DepotLoans Agency—Yes(562) •••-••••Available
DWIGHT Wealth ManagementFinancial Service; Legal Service—Yes(562) •••-••••Available
Ameri Tax ServiceFinancial Service; Legal Service—Yes(562) •••-••••Available
Alarcon & AssociatesFinancial Service; Legal Service—Yes(562) •••-••••Available
B Squared FundingLoans Agency—Yes(562) •••-••••Available
My Rights Law Group - Criminal & DUI AttorneysFinancial Service; Legal Service—Yes(562) •••-••••Available
RYKAT FinancialFinancial Service; Legal Service; Office—Yes(562) •••-••••Available
Edward Jones - Financial Advisor: Norm Cauntay, CFP®|ADPA®|CRPS®Financial Service; Legal Service—Yes(562) •••-••••Available
F&S ServicesFinancial Service; Legal Service—Yes(562) •••-••••Available
Pacific Side Insurance Services, LLCFinancial Service; Legal Service; Insurance Agency—Yes(562) •••-••••Available

Showing 12 of 305. Data refreshed October 2026.

The market

What Long Beach'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; 305 have no rating yet — prime prospects for review and reputation services.
94 (31%) 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 Service134
  • Financial Planner52
  • Loans Agency39
  • Financial Service; Legal Service; Business Service20
  • Financial Service10
  • Law Office; Financial Service; Legal Service7

Area codes

  • (562)251
  • (310)10
  • (714)6
  • (424)6
  • (888)4
  • (949)4
Playbook

How to sell to financial advisors in Long Beach

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 Long Beach financial advisors leads

How many financial advisors and lenders in Long Beach, CA are in the database?
305 financial advisors and lenders in Long Beach, CA, as of October 2026. 305 of them have a phone number and 84 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 Long Beach list of 305 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

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CARiverside, CABakersfield, CAAll financial advisors and lenders →

Other businesses in Long Beach

Plumbing companiesConstruction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesAccounting firmsVets and pet businessesDaycares, tutors and schoolsMarketing agenciesConsultantsEverything in Long Beach →

Start calling Long Beach financial advisors today

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

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