Financial advisors and lenders · Utah

Financial advisors and lenders in Sandy, UT

146 financial advisors in Sandy with phone numbers, 51 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Sandy list freeSee a sample
146
businesses
100%
have a phone number
35%
have an email address (51)
—
average Google rating
Sample

A sample of financial advisors and lenders in Sandy

Twelve of the 146 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Universal Business InsuranceFinancial Service; Legal Service—Yes(801) •••-••••Available
Beehive AdvocatesFinancial Service; Legal Service—Yes(801) •••-••••Available
Heritage Solutions GroupBusiness Service; Financial Service; Legal Service—Yes(801) •••-••••Available
Andres ParraLoans Agency—Yes(801) •••-••••Available
Elevated Retirement GroupFinancial Planner; Home Improvement Service; Retirement Home—Yes(801) •••-••••Available
Aegis Wealth GroupFinancial Planner—Yes(801) •••-••••Available
Christensen Insurance GroupFinancial Service; Legal Service—Yes(801) •••-••••Available
RANLife Home LoansFinancial Service; Legal Service—Yes(801) •••-••••Available
Carli Spradlin at Guaranteed Rate - NMLS #1971200Financial Service; Legal Service—Yes(801) •••-••••Available
Automated Payment SystemsFinancial Service; Legal Service—Yes(801) •••-••••Available
The Smith Insurance GroupFinancial Service; Legal Service—Yes(801) •••-••••Available
Tax TimeFinancial Service; Legal Service—Yes(801) •••-••••Available

Showing 12 of 146. Data refreshed October 2026.

The market

What Sandy'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; 146 have no rating yet — prime prospects for review and reputation services.
27 (18%) 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 Service72
  • Loans Agency24
  • Financial Planner13
  • Financial Service; Legal Service; Business Service9
  • Insurance Agency; Financial Service; Legal Service5
  • Financial Service4

Area codes

  • (801)127
  • (385)9
  • (888)2
  • (866)1
  • (952)1
  • (855)1
Playbook

How to sell to financial advisors in Sandy

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 Sandy financial advisors leads

How many financial advisors and lenders in Sandy, UT are in the database?
146 financial advisors and lenders in Sandy, UT, as of October 2026. 146 of them have a phone number and 51 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 Sandy list of 146 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

Salt Lake City, UTOrem, UTOgden, UTSaint George, UTSouth Jordan, UTAll financial advisors and lenders →

Other businesses in Sandy

Construction companiesMedical clinicsRestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Sandy →

Start calling Sandy financial advisors today

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

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