Financial advisors and lenders · Georgia

Financial advisors and lenders in Roswell, GA

228 financial advisors in Roswell with phone numbers, 54 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Roswell list freeSee a sample
228
businesses
100%
have a phone number
24%
have an email address (54)
—
average Google rating
Sample

A sample of financial advisors and lenders in Roswell

Twelve of the 228 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Tax & Financial StrategiesFinancial Service—Yes(770) •••-••••Available
Summit Wealth ManagementFinancial Service; Legal Service—Yes(678) •••-••••Available
Ppa InvestmentsFinancial Service; Legal Service—Yes(770) •••-••••Available
Miterko & AssociatesFinancial Service; Legal Service—Yes(770) •••-••••Available
Edward Jones - Financial Advisor: Jennifer S Heal, CFP®Financial Service; Legal Service—Yes(770) •••-••••Available
A Better Choice Real EstateReal Estate Agency; Financial Service; Legal Service—Yes(404) •••-••••Available
Wendell Causey, CPA, PCFinancial Service; Legal Service—Yes(470) •••-••••Available
Sperry Financial ServicesFinancial Planner—Yes(770) •••-••••Available
Brian Moscaritolo - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(470) •••-••••Available
Edward Jones - Financial Advisor: Andrew K SullivanFinancial Service; Legal Service—Yes(770) •••-••••Available
Avalon LeasingEquipment Rental Service; Financial Planner; Storage Facility—Yes(770) •••-••••Available
Matt Mehan - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(678) •••-••••Available

Showing 12 of 228. Data refreshed October 2026.

The market

What Roswell'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; 228 have no rating yet — prime prospects for review and reputation services.
32 (14%) have no website listed — a ready-made list for web design and SEO offers.
19% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service109
  • Financial Planner46
  • Loans Agency23
  • Insurance Agency; Financial Service; Legal Service13
  • Financial Service7
  • Financial Service; Legal Service; Business Service7

Area codes

  • (770)103
  • (678)46
  • (404)21
  • (470)15
  • (706)9
  • (912)7
Playbook

How to sell to financial advisors in Roswell

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 Roswell financial advisors leads

How many financial advisors and lenders in Roswell, GA are in the database?
228 financial advisors and lenders in Roswell, GA, as of October 2026. 228 of them have a phone number and 54 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 Roswell list of 228 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 Roswell

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesMarketing agenciesConsultantsEverything in Roswell →

Start calling Roswell financial advisors today

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

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