Financial advisors and lenders · Idaho

Financial advisors and lenders in Meridian, ID

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

Get the Meridian list freeSee a sample
187
businesses
100%
have a phone number
45%
have an email address (84)
—
average Google rating
Sample

A sample of financial advisors and lenders in Meridian

Twelve of the 187 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Brandi HeathLoans Agency—Yes(208) •••-••••Available
Movement Mortgage, 39179 - Mike Morrison, 156124Financial Service; Legal Service—Yes(208) •••-••••Available
Chris Schiedler - Gateway MortgageFinancial Service; Legal Service—Yes(208) •••-••••Available
Idaho United Credit UnionBank; Financial Service; Legal Service—Yes(208) •••-••••Available
Isaac Naylor - Gateway MortgageFinancial Service; Legal Service—Yes(208) •••-••••Available
Movement Mortgage, 39179 - Brandy Heyrend, 206501Financial Service; Legal Service—Yes(208) •••-••••Available
Movement Mortgage, 39179 - Maggie Brown, 1002201Financial Service; Legal Service—Yes(208) •••-••••Available
Movement Mortgage, 39179 - Diane VanOverbeke, 4404Financial Service; Legal Service—Yes(208) •••-••••Available
Tobby Goicoechea - Gateway MortgageFinancial Service; Legal Service—Yes(208) •••-••••Available
Sergio V Sigmond | Sigmond Real Estate Inc.Real Estate Agency; Financial Service; Legal Service—Yes(208) •••-••••Available
Cody Cuccia - CMG Financial RepresentativeFinancial Service; Legal Service—Yes(208) •••-••••Available
Movement Mortgage, 39179 - Teresa L. Salyers Kritzer, 470227Financial Service; Legal Service—Yes(208) •••-••••Available

Showing 12 of 187. Data refreshed October 2026.

The market

What Meridian'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; 187 have no rating yet — prime prospects for review and reputation services.
23 (12%) have no website listed — a ready-made list for web design and SEO offers.
51% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service118
  • Loans Agency18
  • Financial Planner12
  • Financial Service; Legal Service; Business Service7
  • Insurance Agency; Financial Service; Legal Service7
  • Real Estate Agency; Financial Service; Legal Service5

Area codes

  • (208)175
  • (801)2
  • (888)1
  • (605)1
  • (206)1
  • (833)1
Playbook

How to sell to financial advisors in Meridian

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 Meridian financial advisors leads

How many financial advisors and lenders in Meridian, ID are in the database?
187 financial advisors and lenders in Meridian, ID, as of October 2026. 187 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 Meridian list of 187 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 Meridian

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Start calling Meridian financial advisors today

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