Financial advisors and lenders · Arizona

Financial advisors and lenders in Prescott, AZ

100 financial advisors in Prescott with phone numbers, 34 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Prescott list freeSee a sample
100
businesses
100%
have a phone number
34%
have an email address (34)
—
average Google rating
Sample

A sample of financial advisors and lenders in Prescott

Twelve of the 100 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Lane Brothers & Co.Financial Planner—Yes(928) •••-••••Available
Senior Life Matters Insurance Agency LLCFinancial Service; Legal Service—Yes(928) •••-••••Available
Holdsworth Chadd Fuller CPAsFinancial Service; Legal Service—Yes(928) •••-••••Available
Gordon & GordonLaw Office; Financial Service; Legal Service—Yes(928) •••-••••Available
Hepburn Capital Management, LLCFinancial Service; Legal Service; Business Service—Yes(928) •••-••••Available
Edward Jones - Financial Advisor: Dakoda L Peterson, CRPC®Financial Service; Legal Service—Yes(928) •••-••••Available
Movement Mortgage, 39179 - Michael Woods, 625587Financial Service; Legal Service—Yes(928) •••-••••Available
L.R. Patent Financial ServicesBusiness Service; Financial Service; Legal Service—Yes(877) •••-••••Available
The Middleton Team: Keller Williams Northern AZReal Estate Agency; Apartment or Condo; Financial Service—Yes(928) •••-••••Available
Calton and Associates Inc Prescott OfficeFinancial Service; Legal Service—Yes(928) •••-••••Available
SC Audit & Accounting Solutions CPAFinancial Service; Legal Service—Yes(928) •••-••••Available
DaVinci WealthFinancial Service; Legal Service—Yes(928) •••-••••Available

Showing 12 of 100. Data refreshed October 2026.

The market

What Prescott'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; 100 have no rating yet — prime prospects for review and reputation services.
10 (10%) have no website listed — a ready-made list for web design and SEO offers.
37% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service44
  • Financial Planner17
  • Loans Agency10
  • Real Estate Agency; Financial Service; Legal Service8
  • Financial Service; Legal Service; Business Service4
  • Financial Service; Legal Service; Insurance Agency3

Area codes

  • (928)96
  • (817)1
  • (877)1
  • (281)1
  • (480)1
Playbook

How to sell to financial advisors in Prescott

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 Prescott financial advisors leads

How many financial advisors and lenders in Prescott, AZ are in the database?
100 financial advisors and lenders in Prescott, AZ, as of October 2026. 100 of them have a phone number and 34 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 Prescott list of 100 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 Prescott

RestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Prescott →

Start calling Prescott financial advisors today

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

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