Financial advisors and lenders · Michigan

Financial advisors and lenders in Traverse City, MI

120 financial advisors in Traverse City with phone numbers, 40 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Traverse City list freeSee a sample
120
businesses
100%
have a phone number
33%
have an email address (40)
—
average Google rating
Sample

A sample of financial advisors and lenders in Traverse City

Twelve of the 120 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Kellett & Associates, PLCFinancial Service; Legal Service—Yes(231) •••-••••Available
Vero Retirement Services LLCFinancial Service; Legal Service; Business Service—Yes(231) •••-••••Available
Comprehensive Investor ServicesFinancial Service; Legal Service; Law Office—Yes(231) •••-••••Available
Venture North Funding & DevelopmentLoans Agency—Yes(231) •••-••••Available
Instant Cash Traverse CityFinancial Service; Legal Service—Yes(231) •••-••••Available
Patrick S. Fragel Attorney At Law, P.C.Financial Service; Legal Service—Yes(231) •••-••••Available
Plante MoranFinancial Service; Legal Service; Office—Yes(231) •••-••••Available
Dennis, Gartland & NiergarthFinancial Service; Legal Service—Yes(231) •••-••••Available
Newburg LawFinancial Service; Legal Service—Yes(231) •••-••••Available
Michigan College PlanningFinancial Service; Legal Service—Yes(231) •••-••••Available
Edward Jones - Financial Advisor: John W Elwell, AAMS®Financial Service; Legal Service—Yes(231) •••-••••Available
First Asset FinancialFinancial Planner—Yes(231) •••-••••Available

Showing 12 of 120. Data refreshed October 2026.

The market

What Traverse City'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; 120 have no rating yet — prime prospects for review and reputation services.
14 (12%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service60
  • Financial Planner20
  • Financial Service; Legal Service; Business Service8
  • Loans Agency8
  • Business Service; Financial Service; Legal Service4
  • Insurance Agency; Financial Service; Legal Service4

Area codes

  • (231)112
  • (248)3
  • (800)1
  • (616)1
  • (260)1
  • (989)1
Playbook

How to sell to financial advisors in Traverse City

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 Traverse City financial advisors leads

How many financial advisors and lenders in Traverse City, MI are in the database?
120 financial advisors and lenders in Traverse City, MI, as of October 2026. 120 of them have a phone number and 40 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 Traverse City list of 120 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

Detroit, MIGrand Rapids, MILansing, MITroy, MISouthfield, MIAnn Arbor, MILivonia, MIFarmington Hills, MIAll financial advisors and lenders →

Other businesses in Traverse City

RestaurantsCafes and bakeriesSalons and spasAuto repair shopsReal estate officesEverything in Traverse City →

Start calling Traverse City financial advisors today

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

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