Financial advisors and lenders · Nebraska

Financial advisors and lenders in Omaha, NE

319 financial advisors in Omaha with phone numbers, 111 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Omaha list freeSee a sample
319
businesses
100%
have a phone number
35%
have an email address (111)
—
average Google rating
Sample

A sample of financial advisors and lenders in Omaha

Twelve of the 319 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Four Points Federal Credit UnionCredit Union; Bank; Financial Service—Yes(402) •••-••••Available
Midwest Accounting & Tax Service, Inc.Financial Service; Legal Service; Miscellaneous Store—Yes(402) •••-••••Available
Edward Jones - Financial Advisor: Keith Redlin, CFP®Financial Service; Legal Service—Yes(402) •••-••••Available
DVI Insurance GroupFinancial Service; Legal Service—Yes(402) •••-••••Available
Core BankBank; Financial Service; Legal Service—Yes(402) •••-••••Available
Edward Jones - Financial Advisor: Ward Doering, AAMS®Financial Service; Legal Service—Yes(402) •••-••••Available
Avior Wealth ManagementFinancial Planner—Yes(402) •••-••••Available
Spectrum Financial ServicesFinancial Planner—Yes(402) •••-••••Available
Edward Jones - Financial Advisor: Michael PfluegerFinancial Service; Legal Service—Yes(402) •••-••••Available
Quality Business ServicesFinancial Service; Legal Service—Yes(402) •••-••••Available
Anthony Anderson - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(402) •••-••••Available
Edward Jones - Financial Advisor: Steven J Anderson, AAMS®Financial Service; Legal Service—Yes(402) •••-••••Available

Showing 12 of 319. Data refreshed October 2026.

The market

What Omaha'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; 319 have no rating yet — prime prospects for review and reputation services.
38 (12%) have no website listed — a ready-made list for web design and SEO offers.
46% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service154
  • Financial Planner43
  • Insurance Agency; Financial Service; Legal Service26
  • Financial Service; Legal Service; Business Service25
  • Financial Service; Legal Service; Insurance Agency11
  • Loans Agency8

Area codes

  • (402)301
  • (800)4
  • (866)3
  • (844)2
  • (531)2
  • (888)2
Playbook

How to sell to financial advisors in Omaha

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 Omaha financial advisors leads

How many financial advisors and lenders in Omaha, NE are in the database?
319 financial advisors and lenders in Omaha, NE, as of October 2026. 319 of them have a phone number and 111 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 Omaha list of 319 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 Omaha

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Start calling Omaha financial advisors today

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