Financial advisors and lenders · Virginia

Financial advisors and lenders in Lynchburg, VA

100 financial advisors in Lynchburg with phone numbers, 38 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Lynchburg list freeSee a sample
100
businesses
100%
have a phone number
38%
have an email address (38)
—
average Google rating
Sample

A sample of financial advisors and lenders in Lynchburg

Twelve of the 100 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Edward Jones - Financial Advisor: Tim Talley, AAMS®Financial Service; Legal Service—Yes(434) •••-••••Available
Movement Mortgage, 39179 - Tammy Mikkelson, 1003506Financial Service; Legal Service—Yes(434) •••-••••Available
Martin Wealth Solutions – Financial Advisor: Mike WaddellFinancial Service; Legal Service—Yes(434) •••-••••Available
Edward Jones - Financial Advisor: Ben Abraham, CRPC®Financial Service; Legal Service—Yes(434) •••-••••Available
Movement Mortgage - Karen Metz,223664Financial Service; Legal Service—Yes(434) •••-••••Available
Movement Mortgage - Dena Amos,291714Loans Agency—Yes(540) •••-••••Available
Leech & Hicks InsuranceFinancial Service; Legal Service—Yes(434) •••-••••Available
Womack's Bookkeeping-Tax ServiceFinancial Service; Legal Service—Yes(434) •••-••••Available
Wood & White Investment AdvsrsFinancial Planner—Yes(434) •••-••••Available
Blue Eagle Credit UnionFinancial Service; Legal Service—Yes(800) •••-••••Available
Api Funds and PortfoliosFinancial Planner—Yes(434) •••-••••Available
Blue Ridge MortgageLoans Agency—Yes(434) •••-••••Available

Showing 12 of 100. Data refreshed October 2026.

The market

What Lynchburg'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; 100 have no rating yet — prime prospects for review and reputation services.
14 (14%) have no website listed — a ready-made list for web design and SEO offers.
33% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service49
  • Financial Planner23
  • Loans Agency8
  • Insurance Agency; Financial Service; Legal Service4
  • Financial Service; Legal Service; Office3
  • Real Estate Agency; Financial Service; Legal Service2

Area codes

  • (434)94
  • (540)2
  • (866)1
  • (800)1
  • (304)1
  • (855)1
Playbook

How to sell to financial advisors in Lynchburg

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 Lynchburg financial advisors leads

How many financial advisors and lenders in Lynchburg, VA are in the database?
100 financial advisors and lenders in Lynchburg, VA, as of October 2026. 100 of them have a phone number and 38 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 Lynchburg list of 100 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

Virginia Beach, VARichmond, VAAlexandria, VAFairfax, VAArlington, VAChesapeake, VANorfolk, VANewport News, VAAll financial advisors and lenders →

Other businesses in Lynchburg

RestaurantsSalons and spasAuto repair shopsEverything in Lynchburg →

Start calling Lynchburg financial advisors today

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