Financial advisors and lenders · California

Financial advisors and lenders in Valencia, CA

110 financial advisors in Valencia with phone numbers, 39 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Valencia list freeSee a sample
110
businesses
100%
have a phone number
35%
have an email address (39)
—
average Google rating
Sample

A sample of financial advisors and lenders in Valencia

Twelve of the 110 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
DiscoverReadyLaw Office; Financial Service; Legal Service—Yes(661) •••-••••Available
NOW CFO - ValenciaFinancial Service—Yes(207) •••-••••Available
Michael Tagliere | LEGACY STREET REAL ESTATEReal Estate Agency; Financial Service; Legal Service—Yes(661) •••-••••Available
Correll AccountingFinancial Service; Legal Service—Yes(661) •••-••••Available
Divorce661 - Santa Clarita Divorce Paralegal ServiceLaw Office; Financial Service; Legal Service—Yes(661) •••-••••Available
Augusta FinancialFinancial Service; Legal Service—Yes(661) •••-••••Available
Law Offices of Bill J. ThompsonFinancial Service; Legal Service; Law Office—Yes(661) •••-••••Available
American Tax IncentivesFinancial Service; Legal Service—Yes(661) •••-••••Available
Europlaw Group IncorporatedLaw Office; Structure; Financial Service—Yes(310) •••-••••Available
First Choice LendingStructure; Financial Service; Legal Service—Yes(800) •••-••••Available
Edward Jones - Financial Advisor: Chris Vasques, AAMS®Financial Service; Legal Service—Yes(661) •••-••••Available
Vital ExpressFinancial Service; Legal Service; Shipping, Freight, and Material Transportation Service—Yes(661) •••-••••Available

Showing 12 of 110. Data refreshed October 2026.

The market

What Valencia'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; 110 have no rating yet — prime prospects for review and reputation services.
23 (21%) 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 Service42
  • Financial Planner19
  • Loans Agency18
  • Financial Service; Legal Service; Business Service9
  • Financial Service4
  • Law Office; Financial Service; Legal Service3

Area codes

  • (661)91
  • (818)8
  • (866)3
  • (800)3
  • (949)1
  • (415)1
Playbook

How to sell to financial advisors in Valencia

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 Valencia financial advisors leads

How many financial advisors and lenders in Valencia, CA are in the database?
110 financial advisors and lenders in Valencia, CA, as of October 2026. 110 of them have a phone number and 39 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 Valencia list of 110 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 Valencia

Construction companiesMedical clinicsReal estate officesEverything in Valencia →

Start calling Valencia financial advisors today

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

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