Financial advisors and lenders · South Carolina

Financial advisors and lenders in Spartanburg, SC

124 financial advisors in Spartanburg with phone numbers, 48 with email addresses. Search the list, unlock the ones you want and start calling today.

124
businesses
100%
have a phone number
39%
have an email address (48)
—
average Google rating
Sample

A sample of financial advisors and lenders in Spartanburg

Twelve of the 124 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Carolina Choice Insurance Group IncFinancial Service; Legal Service—Yes(864) •••-••••Available
Thompson InvestmentsFinancial Planner—Yes(864) •••-••••Available
Maxwell GroupFinancial Planner—Yes(864) •••-••••Available
Conn's Tax ServiceFinancial Service; Legal Service—Yes(864) •••-••••Available
Edward Jones - Financial Advisor: Kareem Johnson, CRPC®Financial Service; Legal Service—Yes(864) •••-••••Available
McCravy Newlon and Sturkie Law Firm - SpartanburgFinancial Service; Legal Service—Yes(864) •••-••••Available
Movement Mortgage - Teresa Bedenbaugh,1775992Financial Service; Legal Service—Yes(864) •••-••••Available
State Farm: Cliff GaubertInsurance Agency; Financial Service; Legal Service—Yes(864) •••-••••Available
Edward Jones - Financial Advisor: Shawn K Creal JrFinancial Service; Legal Service—Yes(864) •••-••••Available
Ackermann InvestmentsFinancial Planner—Yes(864) •••-••••Available
Mike Dixon Insurance AgencyFinancial Service; Legal Service—Yes(864) •••-••••Available
Harrison, White, Smith & CogginsLaw Office; Financial Service; Legal Service—Yes(864) •••-••••Available

Showing 12 of 124. Data refreshed October 2026.

The market

What Spartanburg'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; 124 have no rating yet — prime prospects for review and reputation services.
14 (11%) have no website listed — a ready-made list for web design and SEO offers.
35% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service64
  • Financial Planner16
  • Loans Agency14
  • Financial Service; Legal Service; Business Service6
  • Insurance Agency; Financial Service; Legal Service5
  • Financial Service4

Area codes

  • (864)118
  • (800)3
  • (866)1
  • (855)1
  • (877)1
Playbook

How to sell to financial advisors in Spartanburg

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 Spartanburg financial advisors leads

How many financial advisors and lenders in Spartanburg, SC are in the database?
124 financial advisors and lenders in Spartanburg, SC, as of October 2026. 124 of them have a phone number and 48 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 Spartanburg list of 124 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.

Start calling Spartanburg financial advisors today

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