Financial advisors and lenders · California

Financial advisors and lenders in Roseville, CA

386 financial advisors in Roseville with phone numbers, 116 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Roseville list freeSee a sample
386
businesses
100%
have a phone number
30%
have an email address (116)
—
average Google rating
Sample

A sample of financial advisors and lenders in Roseville

Twelve of the 386 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Law Office of Cecil & Cianci, PCLaw Office; Financial Service; Legal Service—Yes(916) •••-••••Available
Smith-Mottini Financial AdvisorsFinancial Planner—Yes(916) •••-••••Available
Holiday MortgageLoans Agency—Yes(916) •••-••••Available
Movement Mortgage - Ken McKee,305447Financial Service; Legal Service—Yes(916) •••-••••Available
Community Home MortgageFinancial Service; Legal Service—Yes(916) •••-••••Available
Summit FundingFinancial Service; Legal Service—Yes(916) •••-••••Available
Mutual Law GroupLaw Office; Financial Service; Legal Service—Yes(916) •••-••••Available
Reece InsuranceInsurance Agency; Financial Service; Legal Service—Yes(916) •••-••••Available
Mt Diablo TrustFinancial Service; Legal Service—Yes(916) •••-••••Available
Movement Mortgage, 39179 - Tim Clark, 273826Financial Service; Legal Service—Yes(916) •••-••••Available
Leslie Wilson CPAFinancial Service; Legal Service; Business Service—Yes(916) •••-••••Available
Movement Mortgage, 39179 - Beckie Mendonsa, 322659Financial Service; Legal Service—Yes(916) •••-••••Available

Showing 12 of 386. Data refreshed October 2026.

The market

What Roseville'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; 386 have no rating yet — prime prospects for review and reputation services.
54 (14%) have no website listed — a ready-made list for web design and SEO offers.
29% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service185
  • Loans Agency59
  • Financial Planner48
  • Financial Service; Legal Service; Business Service40
  • Financial Service13
  • Insurance Agency; Financial Service; Legal Service8

Area codes

  • (916)351
  • (530)7
  • (888)7
  • (800)4
  • (844)3
  • (877)2
Playbook

How to sell to financial advisors in Roseville

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 Roseville financial advisors leads

How many financial advisors and lenders in Roseville, CA are in the database?
386 financial advisors and lenders in Roseville, CA, as of October 2026. 386 of them have a phone number and 116 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 Roseville list of 386 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 Roseville

HVAC companiesPlumbing companiesElectrical contractorsConstruction companiesLandscaping companiesCleaning companiesRestaurantsSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesEverything in Roseville →

Start calling Roseville financial advisors today

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

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