Financial advisors and lenders · Colorado

Financial advisors and lenders in Longmont, CO

111 financial advisors in Longmont with phone numbers, 50 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Longmont list freeSee a sample
111
businesses
99%
have a phone number
45%
have an email address (50)
—
average Google rating
Sample

A sample of financial advisors and lenders in Longmont

Twelve of the 111 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Jen Roberts, CRPC®Financial Service; Legal Service—Yes(720) •••-••••Available
Option 1 MortgageFinancial Service; Legal Service—Yes(720) •••-••••Available
Bellco Credit UnionCredit Union; Bank; Financial Service—Yes(720) •••-••••Available
Edward Jones - Financial Advisor: Dave Schreiber, CFP®Financial Service; Legal Service—Yes(303) •••-••••Available
1031 Front Range FacilitatorsFinancial Service; Legal Service—Yes(720) •••-••••Available
Edward Jones - Financial Advisor: Greg Betsinger, CFP®|AAMS®Financial Service; Legal Service—Yes(303) •••-••••Available
Kevin Teel MortgageFinancial Service; Legal Service—Yes(303) •••-••••Available
LoKation Real EstateFinancial Service; Legal Service—Yes(303) •••-••••Available
Movement Mortgage - Stan Hartzheim,1650024Financial Service; Legal Service—Yes(720) •••-••••Available
Oliver Asset ManagementFinancial Service; Legal Service—Yes(303) •••-••••Available
8z Mortgage, Matt Hardy, NMLS# 869845Financial Service; Legal Service—Yes(303) •••-••••Available
Chad Patterson | eXp Realty LLCReal Estate Agency; Financial Service; Legal Service—Yes(970) •••-••••Available

Showing 12 of 111. Data refreshed October 2026.

The market

What Longmont'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; 111 have no rating yet — prime prospects for review and reputation services.
19 (17%) have no website listed — a ready-made list for web design and SEO offers.
38% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service62
  • Real Estate Agency; Financial Service; Legal Service10
  • Financial Planner9
  • Insurance Agency; Financial Service; Legal Service8
  • Loans Agency6
  • Financial Service; Legal Service; Business Service3

Area codes

  • (303)75
  • (720)29
  • (970)4
  • (800)1
  • (336)1
Playbook

How to sell to financial advisors in Longmont

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 Longmont financial advisors leads

How many financial advisors and lenders in Longmont, CO are in the database?
111 financial advisors and lenders in Longmont, CO, as of October 2026. 110 of them have a phone number and 50 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 Longmont list of 111 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

Denver, COColorado Springs, COAurora, COFort Collins, COBoulder, COLakewood, COLittleton, COEnglewood, COAll financial advisors and lenders →

Other businesses in Longmont

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Longmont →

Start calling Longmont financial advisors today

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

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