Financial advisors and lenders · Ohio

Financial advisors and lenders in Westlake, OH

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

Get the Westlake list freeSee a sample
135
businesses
100%
have a phone number
30%
have an email address (40)
—
average Google rating
Sample

A sample of financial advisors and lenders in Westlake

Twelve of the 135 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Foundation Wealth Advisors, LLCFinancial Service; Legal Service—Yes(440) •••-••••Available
Marvin Wealth ManagementFinancial Planner—Yes(440) •••-••••Available
Richey Barrett InsuranceOffice Supply Store; Financial Service; Legal Service—Yes(440) •••-••••Available
Balanced Asset ManagementFinancial Planner—Yes(440) •••-••••Available
A & M Financial GroupFinancial Planner—Yes(440) •••-••••Available
First Federal Savings & LoanFinancial Service; Legal Service—Yes(440) •••-••••Available
Golden Opportunity NetworkFinancial Service; Legal Service—Yes(440) •••-••••Available
Ems Payment SolutionsFinancial Planner—Yes(440) •••-••••Available
Stratos Wealth PartnersFinancial Service; Legal Service—Yes(440) •••-••••Available
Burning River Advisory GroupFinancial Planner—Yes(216) •••-••••Available
Jackson Dieken & AssociatesFinancial Service; Legal Service—Yes(440) •••-••••Available
Motto Mortgage Above & BeyondFinancial Service; Legal Service—Yes(440) •••-••••Available

Showing 12 of 135. Data refreshed October 2026.

The market

What Westlake'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; 135 have no rating yet — prime prospects for review and reputation services.
22 (16%) 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 Service54
  • Financial Planner34
  • Financial Service; Legal Service; Business Service13
  • Loans Agency12
  • Business Service; Financial Service; Legal Service5
  • Insurance Agency; Financial Service; Legal Service5

Area codes

  • (440)117
  • (216)13
  • (855)2
  • (210)1
  • (800)1
  • (330)1
Playbook

How to sell to financial advisors in Westlake

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 Westlake financial advisors leads

How many financial advisors and lenders in Westlake, OH are in the database?
135 financial advisors and lenders in Westlake, OH, as of October 2026. 135 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 Westlake list of 135 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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Start calling Westlake financial advisors today

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