Financial advisors and lenders · Ohio

Financial advisors and lenders in Westerville, OH

109 financial advisors in Westerville with phone numbers, 53 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Westerville list freeSee a sample
109
businesses
100%
have a phone number
49%
have an email address (53)
—
average Google rating
Sample

A sample of financial advisors and lenders in Westerville

Twelve of the 109 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Kimberlee Zarate REALTOR®Real Estate Agency; Financial Service; Legal Service—Yes(614) •••-••••Available
Ohio Laborers District Council Ohio Contractors Association InsuranceFinancial Planner—Yes(614) •••-••••Available
Adam Messmer - Motto Mortgage 1Loans Agency—Yes(614) •••-••••Available
American Eagle MortgageFinancial Service; Legal Service—Yes(614) •••-••••Available
Goldberg Clouse & EdgellFinancial Planner—Yes(614) •••-••••Available
FirstMerit BankFinancial Service; Legal Service—Yes(614) •••-••••Available
Edward Jones - Financial Advisor: Philip R Hemphill Jr, AAMS®|CRPC®Financial Service; Legal Service—Yes(614) •••-••••Available
Fifth Third Securities - Mark PoseyFinancial Service; Legal Service—Yes(614) •••-••••Available
Edward Jones - Financial Advisor: Patrick J McHaleFinancial Service; Legal Service—Yes(614) •••-••••Available
First Ohio Home FinanceFinancial Service; Legal Service; Structure—Yes(614) •••-••••Available
Kurt Lykins, Inc. CPAFinancial Service; Legal Service—Yes(614) •••-••••Available
Centricity Wealth ManagementFinancial Planner—Yes(614) •••-••••Available

Showing 12 of 109. Data refreshed October 2026.

The market

What Westerville'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; 109 have no rating yet — prime prospects for review and reputation services.
9 (8%) have no website listed — a ready-made list for web design and SEO offers.
49% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service44
  • Financial Planner26
  • Loans Agency11
  • Insurance Agency; Financial Service; Legal Service6
  • Real Estate Agency; Financial Service; Legal Service5
  • Financial Service; Legal Service; Business Service5

Area codes

  • (614)103
  • (866)1
  • (404)1
  • (419)1
  • (740)1
  • (937)1
Playbook

How to sell to financial advisors in Westerville

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 Westerville financial advisors leads

How many financial advisors and lenders in Westerville, OH are in the database?
109 financial advisors and lenders in Westerville, OH, as of October 2026. 109 of them have a phone number and 53 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 Westerville list of 109 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 Westerville

Construction companiesMedical clinicsRestaurantsSalons and spasReal estate officesInsurance agenciesEverything in Westerville →

Start calling Westerville financial advisors today

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

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