Financial advisors and lenders · Maine

Financial advisors and lenders in Portland, ME

207 financial advisors in Portland with phone numbers, 57 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Portland list freeSee a sample
207
businesses
100%
have a phone number
28%
have an email address (57)
—
average Google rating
Sample

A sample of financial advisors and lenders in Portland

Twelve of the 207 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Coastal EnterprisesLoans Agency—Yes(207) •••-••••Available
Law Offices of Russell J. GoldsmithFinancial Service; Legal Service—Yes(207) •••-••••Available
Old Port AdvisorsFinancial Service; Legal Service—Yes(207) •••-••••Available
Clark & StuartFinancial Planner—Yes(207) •••-••••Available
MEMICFinancial Service; Legal Service—Yes(800) •••-••••Available
Maine Capital GroupFinancial Service; Legal Service; Business Service—Yes(800) •••-••••Available
Foreside Financial GroupFinancial Planner—Yes(207) •••-••••Available
Herodes Financial PaFinancial Service; Legal Service—Yes(207) •••-••••Available
Law Office of Kathryn M. McHughFinancial Service; Legal Service—Yes(207) •••-••••Available
Harborview InvestmentsFinancial Planner—Yes(207) •••-••••Available
Lincoln CapitalFinancial Service; Legal Service—Yes(207) •••-••••Available
Edward Jones - Financial Advisor: Jim O'ClairFinancial Service; Legal Service—Yes(207) •••-••••Available

Showing 12 of 207. Data refreshed October 2026.

The market

What Portland'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; 207 have no rating yet — prime prospects for review and reputation services.
20 (10%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service80
  • Financial Service; Legal Service; Business Service46
  • Financial Planner39
  • Loans Agency14
  • Financial Service9
  • Real Estate Agency; Financial Service; Legal Service4

Area codes

  • (207)195
  • (800)4
  • (603)2
  • (888)2
  • (855)1
  • (978)1
Playbook

How to sell to financial advisors in Portland

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 Portland financial advisors leads

How many financial advisors and lenders in Portland, ME are in the database?
207 financial advisors and lenders in Portland, ME, as of October 2026. 207 of them have a phone number and 57 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 Portland list of 207 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 Portland

RestaurantsCafes and bakeriesBars and breweriesSalons and spasAuto repair shopsReal estate officesMarketing agenciesConsultantsEverything in Portland →

Start calling Portland financial advisors today

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

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