Financial advisors and lenders · Texas

Financial advisors and lenders in Rockwall, TX

99 financial advisors in Rockwall with phone numbers, 32 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Rockwall list freeSee a sample
99
businesses
100%
have a phone number
32%
have an email address (32)
—
average Google rating
Sample

A sample of financial advisors and lenders in Rockwall

Twelve of the 99 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
John Bullock Private InvestigatorsFinancial Planner—Yes(214) •••-••••Available
Zotec PartnersFinancial Service; Legal Service—Yes(469) •••-••••Available
On The Way Mobile Tax and NotaryFinancial Service; Legal Service—Yes(214) •••-••••Available
Edward Jones - Financial Advisor: Craig PowerFinancial Service; Legal Service—Yes(972) •••-••••Available
Law Office of Brian CorriganLaw Office; Financial Service; Legal Service—Yes(972) •••-••••Available
Lifetime Tax Advisors Inc.Financial Service; Legal Service—Yes(972) •••-••••Available
Edward Jones - Financial Advisor: Brad W Sewell, CFP®|AAMS®Financial Service; Legal Service—Yes(972) •••-••••Available
American National Bank of TexasBank; Financial Service; Legal Service—Yes(214) •••-••••Available
Bragg Comer Financial AdvisorsFinancial Planner—Yes(214) •••-••••Available
Law Office of Tim HartleyFinancial Service; Legal Service—Yes(469) •••-••••Available
Edward Jones - Financial Advisor: Todd J HooperFinancial Service; Legal Service—Yes(972) •••-••••Available
Alliance Bank RockwallBank; Financial Service; Legal Service—Yes(972) •••-••••Available

Showing 12 of 99. Data refreshed October 2026.

The market

What Rockwall'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; 99 have no rating yet — prime prospects for review and reputation services.
17 (17%) 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 Service41
  • Financial Planner17
  • Loans Agency13
  • Insurance Agency; Financial Service; Legal Service6
  • Real Estate Agency; Financial Service; Legal Service6
  • Law Office; Financial Service; Legal Service4

Area codes

  • (972)53
  • (214)26
  • (469)14
  • (903)2
  • (800)1
  • (844)1
Playbook

How to sell to financial advisors in Rockwall

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 Rockwall financial advisors leads

How many financial advisors and lenders in Rockwall, TX are in the database?
99 financial advisors and lenders in Rockwall, TX, as of October 2026. 99 of them have a phone number and 32 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 Rockwall list of 99 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.

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Start calling Rockwall financial advisors today

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