Financial advisors and lenders · Ohio

Financial advisors and lenders in Toledo, OH

247 financial advisors in Toledo with phone numbers, 64 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Toledo list freeSee a sample
247
businesses
100%
have a phone number
26%
have an email address (64)
—
average Google rating
Sample

A sample of financial advisors and lenders in Toledo

Twelve of the 247 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Private Wealth ConsultantsFinancial Planner—Yes(419) •••-••••Available
FinactFinancial Service—Yes(419) •••-••••Available
Lafferty, Gallagher & Scott, LLCLaw Office; Financial Service; Legal Service—Yes(419) •••-••••Available
Edward Jones - Financial Advisor: Debbie Robinson, CFP®Financial Service; Legal Service—Yes(419) •••-••••Available
Equity Planning GroupBusiness Service; Financial Service; Legal Service—Yes(419) •••-••••Available
Finance System of ToledoFinancial Service; Legal Service—Yes(419) •••-••••Available
Plante MoranFinancial Service; Legal Service; Office—Yes(419) •••-••••Available
Vandyk MortgageLoans Agency—Yes(419) •••-••••Available
Stoner Johnson Insurance AgencyFinancial Service; Legal Service—Yes(419) •••-••••Available
Freedom Tax and AccountingFinancial Service; Legal Service—Yes(419) •••-••••Available
Investigative Services GroupFinancial Service; Legal Service—Yes(419) •••-••••Available
Groth & AssociatesFinancial Service; Legal Service; Office—Yes(419) •••-••••Available

Showing 12 of 247. Data refreshed October 2026.

The market

What Toledo'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; 247 have no rating yet — prime prospects for review and reputation services.
38 (15%) have no website listed — a ready-made list for web design and SEO offers.
44% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service99
  • Financial Planner47
  • Financial Service; Legal Service; Business Service22
  • Loans Agency18
  • Insurance Agency; Financial Service; Legal Service14
  • Business Service; Financial Service; Legal Service14

Area codes

  • (419)225
  • (567)11
  • (888)3
  • (866)3
  • (855)1
  • (608)1
Playbook

How to sell to financial advisors in Toledo

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 Toledo financial advisors leads

How many financial advisors and lenders in Toledo, OH are in the database?
247 financial advisors and lenders in Toledo, OH, as of October 2026. 247 of them have a phone number and 64 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 Toledo list of 247 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

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Other businesses in Toledo

Construction companiesLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesDaycares, tutors and schoolsMarketing agenciesConsultantsEverything in Toledo →

Start calling Toledo financial advisors today

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

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