Financial advisors and lenders · California

Financial advisors and lenders in Stockton, CA

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

Get the Stockton list freeSee a sample
194
businesses
100%
have a phone number
28%
have an email address (54)
—
average Google rating
Sample

A sample of financial advisors and lenders in Stockton

Twelve of the 194 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Title Loan ExpressFinancial Service; Legal Service—Yes(209) •••-••••Available
Global Multi ServicesFinancial Service; Legal Service; Transportation Service—Yes(209) •••-••••Available
Tiger's Eye Investment GroupBusiness Service; Real Estate Agency; Financial Service—Yes(209) •••-••••Available
Tholborn, Ostrowski, & Crane, LLPFinancial Service; Legal Service—Yes(209) •••-••••Available
Edward Jones - Financial Advisor: Savada KongFinancial Service; Legal Service—Yes(209) •••-••••Available
Redkey Gordon Law CorpFinancial Service; Legal Service—Yes(209) •••-••••Available
Primero Seguros Insurance SolutionsFinancial Service; Legal Service—Yes(209) •••-••••Available
Edward Jones - Financial Advisor: Kate Lindell, AAMS®|CRPC®Financial Service; Legal Service—Yes(209) •••-••••Available
Huiyan Zhu at Homeowners Financial Group USALoans Agency—Yes(209) •••-••••Available
Steven L. BrownLaw Office; Financial Service; Legal Service—Yes(209) •••-••••Available
Ramon Fernandez - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(209) •••-••••Available
Ted Bestolarides CPAFinancial Service; Legal Service—Yes(209) •••-••••Available

Showing 12 of 194. Data refreshed October 2026.

The market

What Stockton'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; 194 have no rating yet — prime prospects for review and reputation services.
59 (30%) have no website listed — a ready-made list for web design and SEO offers.
18% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service91
  • Loans Agency27
  • Financial Planner26
  • Financial Service; Legal Service; Business Service12
  • Financial Service9
  • Law Office; Financial Service; Legal Service7

Area codes

  • (209)183
  • (800)2
  • (650)1
  • (754)1
  • (408)1
  • (510)1
Playbook

How to sell to financial advisors in Stockton

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 Stockton financial advisors leads

How many financial advisors and lenders in Stockton, CA are in the database?
194 financial advisors and lenders in Stockton, CA, as of October 2026. 194 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 Stockton list of 194 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 Stockton

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesInsurance agenciesConsultantsEverything in Stockton →

Start calling Stockton financial advisors today

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

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