Financial advisors and lenders · Washington

Financial advisors and lenders in Lynnwood, WA

97 financial advisors in Lynnwood with phone numbers, 34 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Lynnwood list freeSee a sample
97
businesses
100%
have a phone number
35%
have an email address (34)
—
average Google rating
Sample

A sample of financial advisors and lenders in Lynnwood

Twelve of the 97 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Ace cashingFinancial Service; Legal Service—Yes(425) •••-••••Available
Jason Tsang - On Q FinancialLoans Agency—Yes(425) •••-••••Available
Sound Benefit PlansFinancial Service; Legal Service—Yes(425) •••-••••Available
American Senior Resources, Inc.Financial Service; Legal Service—Yes(800) •••-••••Available
Alicia AsmundsonFinancial Service; Legal Service—Yes(206) •••-••••Available
Peak PromotionsFinancial Service—Yes(206) •••-••••Available
Harsin Retirement PlanningFinancial Planner—Yes(425) •••-••••Available
PLC InsuranceInsurance Agency; Financial Service; Legal Service—Yes(425) •••-••••Available
Edward Jones - Financial Advisor: Mark C WeatherlyFinancial Service; Legal Service—Yes(425) •••-••••Available
Private Capital NorthwestFinancial Service; Legal Service—Yes(206) •••-••••Available
Sound Choice Insurance AgencyInsurance Agency; Financial Service; Legal Service—Yes(425) •••-••••Available
Ball & Gillespie PolygraphFinancial Service; Legal Service—Yes(425) •••-••••Available

Showing 12 of 97. Data refreshed October 2026.

The market

What Lynnwood'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; 97 have no rating yet — prime prospects for review and reputation services.
15 (15%) have no website listed — a ready-made list for web design and SEO offers.
29% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service43
  • Loans Agency18
  • Financial Planner12
  • Insurance Agency; Financial Service; Legal Service6
  • Financial Service5
  • Real Estate Agency; Financial Service; Legal Service3

Area codes

  • (425)79
  • (206)12
  • (360)2
  • (877)1
  • (520)1
  • (503)1
Playbook

How to sell to financial advisors in Lynnwood

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 Lynnwood financial advisors leads

How many financial advisors and lenders in Lynnwood, WA are in the database?
97 financial advisors and lenders in Lynnwood, WA, as of October 2026. 97 of them have a phone number and 34 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 Lynnwood list of 97 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 Lynnwood

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Start calling Lynnwood financial advisors today

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