Financial advisors and lenders · Oregon

Financial advisors and lenders in Medford, OR

139 financial advisors in Medford with phone numbers, 46 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Medford list freeSee a sample
139
businesses
100%
have a phone number
33%
have an email address (46)
—
average Google rating
Sample

A sample of financial advisors and lenders in Medford

Twelve of the 139 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Cutler & Co Investment CounselFinancial Planner—Yes(541) •••-••••Available
James Beard at CrossCountry MortgageLoans Agency—Yes(541) •••-••••Available
Carol A. Page InsuranceInsurance Agency; Financial Service; Legal Service—Yes(541) •••-••••Available
Insurance MarketplaceInsurance Agency; Financial Service; Legal Service—Yes(541) •••-••••Available
Kautz Russ With Wedbush SecuritiesFinancial Planner—Yes(541) •••-••••Available
medford MortgagesFinancial Service; Legal Service; Office—Yes(541) •••-••••Available
Mr D's Insurance IncFinancial Service; Legal Service; Insurance Agency—Yes(541) •••-••••Available
Marcia Ramsay-Coots | Windermere Real EstateReal Estate Agency; Financial Service; Legal Service—Yes(541) •••-••••Available
Rogers Larry CPA PCFinancial Service; Legal Service—Yes(541) •••-••••Available
David SpragueFinancial Service; Legal Service—Yes(541) •••-••••Available
Glenn Miller InsuranceInsurance Agency; Financial Service; Legal Service—Yes(541) •••-••••Available
Edward Jones - Financial Advisor: Zach Jamieson, CFP®|ChFC®|CIMA®Financial Service; Legal Service—Yes(541) •••-••••Available

Showing 12 of 139. Data refreshed October 2026.

The market

What Medford'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; 139 have no rating yet — prime prospects for review and reputation services.
16 (12%) have no website listed — a ready-made list for web design and SEO offers.
31% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service51
  • Financial Planner23
  • Financial Service; Legal Service; Business Service16
  • Insurance Agency; Financial Service; Legal Service11
  • Loans Agency9
  • Real Estate Agency; Financial Service; Legal Service6

Area codes

  • (541)133
  • (800)2
  • (458)2
  • (503)1
  • (855)1
Playbook

How to sell to financial advisors in Medford

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 Medford financial advisors leads

How many financial advisors and lenders in Medford, OR are in the database?
139 financial advisors and lenders in Medford, OR, as of October 2026. 139 of them have a phone number and 46 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 Medford list of 139 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 Medford

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Medford →

Start calling Medford financial advisors today

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

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