Financial advisors and lenders · New York

Financial advisors and lenders in Albany, NY

193 financial advisors in Albany with phone numbers, 64 with email addresses. Search the list, unlock the ones you want and start calling today.

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193
businesses
100%
have a phone number
33%
have an email address (64)
—
average Google rating
Sample

A sample of financial advisors and lenders in Albany

Twelve of the 193 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Community PreservationLoans Agency—Yes(518) •••-••••Available
Rhinebeck Bank - Indirect Lending OfficeFinancial Service—Yes(845) •••-••••Available
NYS Police Investigators Association Emergency Assistance FundNon-Profit Organization; Financial Service; Legal Service—Yes(518) •••-••••Available
CMN FundingLoans Agency—Yes(518) •••-••••Available
Edward Jones - Financial Advisor: Gini IarussoFinancial Service; Legal Service—Yes(518) •••-••••Available
Edward Jones - Financial Advisor: Kevin J Pittz, AAMS®Financial Service; Legal Service—Yes(518) •••-••••Available
McNamee, Lochner, Titus & WilliamsLaw Office; Financial Service; Legal Service—Yes(518) •••-••••Available
Empire Region Insurance AgencyOffice; Financial Service; Legal Service—Yes(518) •••-••••Available
Lotris Medical ConceptsFinancial Service; Legal Service; Business Center—Yes(800) •••-••••Available
Ianniello Anderson PCFinancial Service; Legal Service—Yes(518) •••-••••Available
Mackay, Caswell & Callahan, P.C.Law Office; Financial Service; Legal Service—Yes(518) •••-••••Available
Krista Grassia - Aflac Insurance AgentFinancial Service; Legal Service—Yes(518) •••-••••Available

Showing 12 of 193. Data refreshed October 2026.

The market

What Albany'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; 193 have no rating yet — prime prospects for review and reputation services.
16 (8%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service81
  • Financial Planner38
  • Loans Agency14
  • Financial Service; Legal Service; Business Service10
  • Financial Service9
  • Law Office; Financial Service; Legal Service8

Area codes

  • (518)173
  • (315)4
  • (866)2
  • (800)2
  • (607)2
  • (716)2
Playbook

How to sell to financial advisors in Albany

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 Albany financial advisors leads

How many financial advisors and lenders in Albany, NY are in the database?
193 financial advisors and lenders in Albany, NY, as of October 2026. 193 of them have a phone number and 64 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 Albany list of 193 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 Albany

Construction companiesLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasAuto repair shopsReal estate officesConsultantsEverything in Albany →

Start calling Albany financial advisors today

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