Financial advisors and lenders · North Carolina

Financial advisors and lenders in Winston-Salem, NC

247 financial advisors in Winston-Salem with phone numbers, 87 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Winston-Salem list freeSee a sample
247
businesses
100%
have a phone number
35%
have an email address (87)
—
average Google rating
Sample

A sample of financial advisors and lenders in Winston-Salem

Twelve of the 247 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Attorney James R. McMinnFinancial Service; Legal Service—Yes(336) •••-••••Available
James Capital ManagementFinancial Planner—Yes(336) •••-••••Available
Movement Mortgage, 39179 - Tina Shields, 32562Financial Service; Legal Service—Yes(336) •••-••••Available
Movement Mortgage - Chris Boss,589268Financial Service; Legal Service—Yes(336) •••-••••Available
Gibson & Company PAFinancial Service; Legal Service—Yes(336) •••-••••Available
Saybrook CapitalFinancial Planner—Yes(336) •••-••••Available
The Helms FirmLaw Office; Financial Service; Legal Service—Yes(336) •••-••••Available
Peak Insurance Group - Nationwide InsuranceFinancial Service; Legal Service; Insurance Agency—Yes(336) •••-••••Available
Protective AgencyFinancial Service; Legal Service—Yes(336) •••-••••Available
Sheets Smith Wealth ManagementFinancial Planner—Yes(336) •••-••••Available
J. Harris FinancialFinancial Service; Legal Service—Yes(336) •••-••••Available
Arbor Investment AdvisorsFinancial Planner—Yes(336) •••-••••Available

Showing 12 of 247. Data refreshed October 2026.

The market

What Winston-Salem'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; 247 have no rating yet — prime prospects for review and reputation services.
54 (22%) have no website listed — a ready-made list for web design and SEO offers.
25% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service101
  • Financial Planner63
  • Loans Agency30
  • Financial Service; Legal Service; Business Service11
  • Law Office; Financial Service; Legal Service7
  • Insurance Agency; Financial Service; Legal Service7

Area codes

  • (336)239
  • (855)1
  • (877)1
  • (910)1
  • (888)1
  • (909)1
Playbook

How to sell to financial advisors in Winston-Salem

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 Winston-Salem financial advisors leads

How many financial advisors and lenders in Winston-Salem, NC are in the database?
247 financial advisors and lenders in Winston-Salem, NC, as of October 2026. 247 of them have a phone number and 87 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 Winston-Salem list of 247 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

Charlotte, NCRaleigh, NCGreensboro, NCDurham, NCWilmington, NCCary, NCAsheville, NCFayetteville, NCAll financial advisors and lenders →

Other businesses in Winston-Salem

RestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesDaycares, tutors and schoolsMarketing agenciesConsultantsEverything in Winston-Salem →

Start calling Winston-Salem financial advisors today

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

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