Financial advisors and lenders · Michigan

Financial advisors and lenders in Troy, MI

359 financial advisors in Troy with phone numbers, 85 with email addresses. Search the list, unlock the ones you want and start calling today.

359
businesses
100%
have a phone number
24%
have an email address (85)
—
average Google rating
Sample

A sample of financial advisors and lenders in Troy

Twelve of the 359 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
VTC Insurance GroupInsurance Agency; Financial Service; Legal Service—Yes(248) •••-••••Available
HealthMarkets Insurance - Eric ZawickiFinancial Service; Legal Service—Yes(248) •••-••••Available
Zhang FinancialFinancial Service; Legal Service—Yes(248) •••-••••Available
Jmb FinancialFinancial Planner—Yes(248) •••-••••Available
Mls EquityLoans Agency—Yes(248) •••-••••Available
Talmer Bank and Trust (Headquarters)Financial Service; Legal Service; Bank—Yes(248) •••-••••Available
Healthmarkets Insurance - Alfred ShalaInsurance Agency; Financial Service; Legal Service—Yes(586) •••-••••Available
Quay Edwards | Expert Realty SolutionsReal Estate Agency; Financial Service; Legal Service—Yes(248) •••-••••Available
Benjamin Lang | Lang Estates | Keller Williams RealtyReal Estate Agency; Financial Service; Legal Service—Yes(248) •••-••••Available
Confidential Management ServicesFinancial Planner—Yes(248) •••-••••Available
Flagstar Capital Markets CorporationLoans Agency—Yes(248) •••-••••Available
LoancraftFinancial Service—Yes(248) •••-••••Available

Showing 12 of 359. Data refreshed October 2026.

The market

What Troy'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; 359 have no rating yet — prime prospects for review and reputation services.
40 (11%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service134
  • Financial Planner65
  • Financial Service; Legal Service; Business Service65
  • Loans Agency29
  • Insurance Agency; Financial Service; Legal Service14
  • Financial Service10

Area codes

  • (248)311
  • (586)12
  • (800)8
  • (313)6
  • (866)4
  • (877)4
Playbook

How to sell to financial advisors in Troy

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 Troy financial advisors leads

How many financial advisors and lenders in Troy, MI are in the database?
359 financial advisors and lenders in Troy, MI, as of October 2026. 359 of them have a phone number and 85 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 Troy list of 359 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 Troy financial advisors today

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