Financial advisors and lenders · Florida

Financial advisors and lenders in Plantation, FL

196 financial advisors in Plantation with phone numbers, 59 with email addresses. Search the list, unlock the ones you want and start calling today.

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196
businesses
100%
have a phone number
30%
have an email address (59)
5.0★
average Google rating
Sample

A sample of financial advisors and lenders in Plantation

Twelve of the 196 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Chalik & Chalik Injury and Accident LawyersFinancial Service; Legal Service; Law Office—Yes(954) •••-••••Available
Gary DelGreco - CMG Financial RepresentativeFinancial Service; Legal Service—Yes(561) •••-••••Available
Brodsky & AssociatesFinancial Service; Legal Service—Yes(954) •••-••••Available
Yesu2can Financial Consulting GroupCredit Counseling and Bankruptcy Service; Financial Planner; Insurance Agency—Yes(954) •••-••••Available
The Law Offices of Cindy S. VovaFinancial Service; Legal Service—Yes(954) •••-••••Available
Advise FinancialFinancial Service; Legal Service; Business Service—Yes(786) •••-••••Available
Caldwell & Company AccountingFinancial Service; Legal Service; Bank—Yes(954) •••-••••Available
Law Offices of Barry E. Witlin P.A.Law Office; Financial Service; Legal Service—Yes(954) •••-••••Available
Embassy LoansLoans Agency; Financial Service—Yes(954) •••-••••Available
Christopher & Weisberg, P.A.Law Office; Financial Service; Legal Service—Yes(954) •••-••••Available
Edward Jones - Financial Advisor: Melissa M SmithFinancial Service; Legal Service—Yes(954) •••-••••Available
Consolidated CreditFinancial Service; Legal Service—Yes(800) •••-••••Available

Showing 12 of 196. Data refreshed October 2026.

The market

What Plantation's financial advisors look like

100% of rated financial advisors here hold 4.5★ or better — a competitive market where reviews are table stakes.
1 carry a perfect 5.0★ rating; 195 have no rating yet — prime prospects for review and reputation services.
32 (16%) have no website listed — a ready-made list for web design and SEO offers.
34% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service72
  • Financial Planner35
  • Financial Service; Legal Service; Business Service24
  • Loans Agency15
  • Law Office; Financial Service; Legal Service10
  • Financial Service7

Area codes

  • (954)173
  • (786)4
  • (877)3
  • (800)3
  • (754)3
  • (561)2
Playbook

How to sell to financial advisors in Plantation

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 Plantation financial advisors leads

How many financial advisors and lenders in Plantation, FL are in the database?
196 financial advisors and lenders in Plantation, FL, as of October 2026. 196 of them have a phone number and 59 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 Plantation list of 196 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 Plantation

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsSalons and spasReal estate officesConsultantsEverything in Plantation →

Start calling Plantation financial advisors today

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