Financial advisors and lenders · California

Financial advisors and lenders in San Bernardino, CA

135 financial advisors in San Bernardino with phone numbers, 38 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the San Bernardino list freeSee a sample
135
businesses
99%
have a phone number
28%
have an email address (38)
—
average Google rating
Sample

A sample of financial advisors and lenders in San Bernardino

Twelve of the 135 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Latinos Unidos MultiservicesFinancial Service; Legal Service; Insurance Agency—Yes(909) •••-••••Available
Golden StateFinancial Service; Public and Social Service—Yes(909) •••-••••Available
INTEGRATED INVESTMENT CONCEPTSBusiness Service; Financial Service; Legal Service—Yes(909) •••-••••Available
Sublime Insurance Services Inc.Financial Service; Legal Service—Yes(909) •••-••••Available
Get Auto Title LoansFinancial Service; Legal Service—Yes(909) •••-••••Available
Internal ControlFinancial Planner—Yes(909) •••-••••Available
California Tax Service IncFinancial Service; Legal Service—Yes(909) •••-••••Available
Menier Tax ServiceFinancial Service; Legal Service—Yes(909) •••-••••Available
Melissa Milender - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(909) •••-••••Available
Immigration Attorney Carlos BataraFinancial Service; Legal Service; Structure—Yes(909) •••-••••Available
Happy Investments, Inc. San Bernardino CAFinancial Service; Legal Service—Yes(909) •••-••••Available
The Reeves Law GroupLaw Office; Financial Service; Legal Service—Yes(909) •••-••••Available

Showing 12 of 135. Data refreshed October 2026.

The market

What San Bernardino'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; 135 have no rating yet — prime prospects for review and reputation services.
58 (43%) 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 Service80
  • Loans Agency17
  • Financial Planner14
  • Insurance Agency; Financial Service; Legal Service4
  • Financial Service3
  • Financial Service; Legal Service; Insurance Agency3

Area codes

  • (909)119
  • (951)4
  • (800)2
  • (661)2
  • (559)1
  • (888)1
Playbook

How to sell to financial advisors in San Bernardino

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 San Bernardino financial advisors leads

How many financial advisors and lenders in San Bernardino, CA are in the database?
135 financial advisors and lenders in San Bernardino, CA, as of October 2026. 134 of them have a phone number and 38 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 San Bernardino list of 135 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

Los Angeles, CASan Diego, CASan Francisco, CASan Jose, CASacramento, CAFresno, CALong Beach, CARiverside, CAAll financial advisors and lenders →

Other businesses in San Bernardino

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasAuto repair shopsReal estate officesEverything in San Bernardino →

Start calling San Bernardino financial advisors today

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

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