Financial advisors and lenders · Oregon

Financial advisors and lenders in Salem, OR

205 financial advisors in Salem with phone numbers, 76 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Salem list freeSee a sample
205
businesses
100%
have a phone number
37%
have an email address (76)
—
average Google rating
Sample

A sample of financial advisors and lenders in Salem

Twelve of the 205 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Capitol Investigation Co.Financial Planner—Yes(503) •••-••••Available
Envoy Mortgage SalemFinancial Service; Legal Service—Yes(503) •••-••••Available
Edward Jones - Financial Advisor: Grant L KendallFinancial Service; Legal Service—Yes(503) •••-••••Available
Cascade LendingFinancial Planner—Yes(716) •••-••••Available
HBW LeadsFinancial Service; Legal Service; IT Service—Yes(503) •••-••••Available
Edward Jones - Financial Advisor: Phil RidlingFinancial Service; Legal Service—Yes(503) •••-••••Available
Lighthouse Financial EnterprisesFinancial Service; Legal Service—Yes(503) •••-••••Available
American Mortgage NorthwestLoans Agency—Yes(503) •••-••••Available
Edward Jones - Financial Advisor: Tim SparksFinancial Service; Legal Service—Yes(503) •••-••••Available
Capital Bookkeeping & Income TaxFinancial Service; Legal Service—Yes(503) •••-••••Available
ATRIO Health PlansFinancial Service; Legal Service—Yes(877) •••-••••Available
Stifel Nicolaus & CompanyFinancial Service—Yes(503) •••-••••Available

Showing 12 of 205. Data refreshed October 2026.

The market

What Salem'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; 205 have no rating yet — prime prospects for review and reputation services.
30 (15%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service112
  • Financial Planner22
  • Loans Agency15
  • Insurance Agency; Financial Service; Legal Service13
  • Financial Service; Legal Service; Business Service10
  • Financial Service6

Area codes

  • (503)180
  • (971)10
  • (541)7
  • (800)1
  • (805)1
  • (817)1
Playbook

How to sell to financial advisors in Salem

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 Salem financial advisors leads

How many financial advisors and lenders in Salem, OR are in the database?
205 financial advisors and lenders in Salem, OR, as of October 2026. 205 of them have a phone number and 76 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 Salem list of 205 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

Portland, OREugene, ORBeaverton, ORBend, ORMedford, ORLake Oswego, ORAll financial advisors and lenders →

Other businesses in Salem

HVAC companiesRoofing companiesElectrical contractorsConstruction companiesLandscaping companiesPainting companiesCleaning companiesRestaurantsCafes and bakeriesBars and breweriesSalons and spasAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesConsultantsEverything in Salem →

Start calling Salem financial advisors today

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

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