Financial advisors and lenders · Louisiana

Financial advisors and lenders in Metairie, LA

259 financial advisors in Metairie with phone numbers, 85 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Metairie list freeSee a sample
259
businesses
100%
have a phone number
33%
have an email address (85)
—
average Google rating
Sample

A sample of financial advisors and lenders in Metairie

Twelve of the 259 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Ann Sagona Insurance Agency IncInsurance Agency; Financial Service; Legal Service—Yes(504) •••-••••Available
Al Copeland InvestmentsFinancial Service; Legal Service—Yes(504) •••-••••Available
Edward Jones - Financial Advisor: Lisa C Calongne, AAMS®Financial Service; Legal Service—Yes(504) •••-••••Available
Scott Schayot - Raymond JamesFinancial Service; Legal Service—Yes(504) •••-••••Available
Edward Jones - Financial Advisor: Jeff BrignacFinancial Service; Legal Service—Yes(504) •••-••••Available
AWS InsuranceFinancial Service; Legal Service; Business Service—Yes(504) •••-••••Available
Movement Mortgage - Candice D. Bullock,216594Financial Service; Legal Service—Yes(504) •••-••••Available
JD Law Group, LLCFinancial Service; Legal Service—Yes(504) •••-••••Available
Edward Jones - Financial Advisor: Kirk A Delaune, AAMS®Financial Service; Legal Service—Yes(504) •••-••••Available
Herman W WoodsFinancial Service—Yes(888) •••-••••Available
Faubourg Private WealthFinancial Service—Yes(504) •••-••••Available
Regatta Research & Money Management LLCFinancial Service; Legal Service—Yes(800) •••-••••Available

Showing 12 of 259. Data refreshed October 2026.

The market

What Metairie'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; 259 have no rating yet — prime prospects for review and reputation services.
45 (17%) have no website listed — a ready-made list for web design and SEO offers.
37% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service115
  • Financial Planner33
  • Loans Agency25
  • Insurance Agency; Financial Service; Legal Service18
  • Financial Service; Legal Service; Business Service16
  • Financial Service13

Area codes

  • (504)240
  • (985)6
  • (888)4
  • (866)2
  • (225)2
  • (800)1
Playbook

How to sell to financial advisors in Metairie

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 Metairie financial advisors leads

How many financial advisors and lenders in Metairie, LA are in the database?
259 financial advisors and lenders in Metairie, LA, as of October 2026. 259 of them have a phone number and 85 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 Metairie list of 259 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

Baton Rouge, LANew Orleans, LAShreveport, LALafayette, LALake Charles, LASlidell, LAMonroe, LAMandeville, LAAll financial advisors and lenders →

Other businesses in Metairie

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesEverything in Metairie →

Start calling Metairie financial advisors today

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

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