Financial advisors and lenders · Louisiana

Financial advisors and lenders in Monroe, LA

95 financial advisors in Monroe with phone numbers, 26 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Monroe list freeSee a sample
95
businesses
100%
have a phone number
27%
have an email address (26)
—
average Google rating
Sample

A sample of financial advisors and lenders in Monroe

Twelve of the 95 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Friendly FinanceFinancial Service; Legal Service; Car Dealership—Yes(318) •••-••••Available
Daren Moody - State Farm Insurance AgentFinancial Service; Legal Service—Yes(318) •••-••••Available
Little & Associates, LLCFinancial Service; Legal Service—Yes(855) •••-••••Available
Movement Mortgage, 39179 - Katie Hodge, 1622139Financial Service; Legal Service—Yes(318) •••-••••Available
Rob's Notary ServiceFinancial Service; Legal Service—Yes(318) •••-••••Available
Power MortgageLoans Agency—Yes(318) •••-••••Available
Duke Copeland Court Reporters & Video ConferencingFinancial Service; Legal Service; Convention Center—Yes(318) •••-••••Available
Mid City Finance Co.Loans Agency—Yes(318) •••-••••Available
Citizens Financial ServicesFinancial Service; Legal Service—Yes(318) •••-••••Available
Monroe Cash AdvanceLoans Agency—Yes(318) •••-••••Available
Edward Jones - Financial Advisor: Michael P BarrasFinancial Service; Legal Service—Yes(318) •••-••••Available
Century Next BankBank; Financial Service; Legal Service—Yes(318) •••-••••Available

Showing 12 of 95. Data refreshed October 2026.

The market

What Monroe'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; 95 have no rating yet — prime prospects for review and reputation services.
20 (21%) 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 Service39
  • Loans Agency25
  • Financial Planner12
  • Insurance Agency; Financial Service; Legal Service3
  • Financial Service2
  • Financial Service; Legal Service; Business Service2

Area codes

  • (318)92
  • (855)2
  • (504)1
Playbook

How to sell to financial advisors in Monroe

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 Monroe financial advisors leads

How many financial advisors and lenders in Monroe, LA are in the database?
95 financial advisors and lenders in Monroe, LA, as of October 2026. 95 of them have a phone number and 26 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 Monroe list of 95 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, LAMetairie, LALafayette, LALake Charles, LASlidell, LAMandeville, LAAll financial advisors and lenders →

Other businesses in Monroe

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Monroe →

Start calling Monroe financial advisors today

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

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