Financial advisors and lenders · Michigan

Financial advisors and lenders in Plymouth, MI

109 financial advisors in Plymouth with phone numbers, 33 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Plymouth list freeSee a sample
109
businesses
100%
have a phone number
30%
have an email address (33)
—
average Google rating
Sample

A sample of financial advisors and lenders in Plymouth

Twelve of the 109 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
AMDG FinancialFinancial Service; Legal Service—Yes(734) •••-••••Available
Justine MaldonadoFinancial Service; Legal Service—Yes(734) •••-••••Available
H.E.L.P. Financial CorporationLoans Agency—Yes(734) •••-••••Available
FG Tax Fred GrantFinancial Service; Legal Service—Yes(734) •••-••••Available
Lauri Aepelbacher | Berkshire Hathaway HomeServicesReal Estate Agency; Financial Service; Legal Service—Yes(248) •••-••••Available
Tri-County Title AgencyFinancial Service; Legal Service—Yes(734) •••-••••Available
Christopher J. Brent, CPA PCFinancial Service; Legal Service—Yes(734) •••-••••Available
Edward Jones - Financial Advisor: Sherrie Zucker, AAMS®Financial Service; Legal Service—Yes(734) •••-••••Available
Key Mortgage InkFinancial Planner—Yes(734) •••-••••Available
John Adams MortgageFinancial Service; Legal Service—Yes(734) •••-••••Available
Terrry ConwayFinancial Service; Legal Service—Yes(734) •••-••••Available
David SalehFinancial Service; Legal Service—Yes(734) •••-••••Available

Showing 12 of 109. Data refreshed October 2026.

The market

What Plymouth'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; 109 have no rating yet — prime prospects for review and reputation services.
19 (17%) have no website listed — a ready-made list for web design and SEO offers.
32% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service78
  • Financial Planner12
  • Loans Agency7
  • Financial Service4
  • Financial Service; Legal Service; Medical Center1
  • Real Estate Agency; Financial Service; Legal Service1

Area codes

  • (734)86
  • (248)11
  • (313)3
  • (517)2
  • (773)2
  • (586)2
Playbook

How to sell to financial advisors in Plymouth

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 Plymouth financial advisors leads

How many financial advisors and lenders in Plymouth, MI are in the database?
109 financial advisors and lenders in Plymouth, MI, as of October 2026. 109 of them have a phone number and 33 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 Plymouth list of 109 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

Detroit, MIGrand Rapids, MILansing, MITroy, MISouthfield, MIAnn Arbor, MILivonia, MIFarmington Hills, MIAll financial advisors and lenders →

Other businesses in Plymouth

Construction companiesRestaurantsEverything in Plymouth →

Start calling Plymouth financial advisors today

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

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