Financial advisors and lenders · Pennsylvania

Financial advisors and lenders in Bethlehem, PA

115 financial advisors in Bethlehem with phone numbers, 35 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Bethlehem list freeSee a sample
115
businesses
100%
have a phone number
30%
have an email address (35)
—
average Google rating
Sample

A sample of financial advisors and lenders in Bethlehem

Twelve of the 115 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Stuart Benefits Consulting, LLC.Financial Service; Legal Service—Yes(610) •••-••••Available
Larry Chapel - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(610) •••-••••Available
KPMM Keystone Property Management & Maintenance Bethlehem Division LLCFinancial Service; Legal Service—Yes(610) •••-••••Available
McDermott Investment AdvisorsFinancial Planner—Yes(610) •••-••••Available
Edward Jones - Financial Advisor: Jennifer Ceneviva, AAMS®|ADPA®Financial Service; Legal Service—Yes(610) •••-••••Available
Stark Financial Group 2Financial Service; Legal Service—Yes(610) •••-••••Available
Cohen, Feeley, Altemose & RamboLaw Office; Financial Service; Legal Service—Yes(610) •••-••••Available
S & D Associates Tax & Accounting ServiceFinancial Service; Legal Service—Yes(610) •••-••••Available
Joycepayne PartnersFinancial Planner—Yes(610) •••-••••Available
Market Street FinancialFinancial Planner—Yes(610) •••-••••Available
John YourconicEvent Space; Financial Service; Legal Service—Yes(610) •••-••••Available
Gf Pension CorporationFinancial Planner—Yes(610) •••-••••Available

Showing 12 of 115. Data refreshed October 2026.

The market

What Bethlehem'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; 115 have no rating yet — prime prospects for review and reputation services.
22 (19%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service41
  • Financial Planner39
  • Insurance Agency; Financial Service; Legal Service10
  • Loans Agency8
  • Law Office; Financial Service; Legal Service5
  • Financial Service; Legal Service; Business Service4

Area codes

  • (610)98
  • (484)15
  • (717)1
  • (800)1
Playbook

How to sell to financial advisors in Bethlehem

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 Bethlehem financial advisors leads

How many financial advisors and lenders in Bethlehem, PA are in the database?
115 financial advisors and lenders in Bethlehem, PA, as of October 2026. 115 of them have a phone number and 35 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 Bethlehem list of 115 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 Bethlehem

Construction companiesLaw firmsMedical clinicsRestaurantsSalons and spasAuto repair shopsReal estate officesEverything in Bethlehem →

Start calling Bethlehem financial advisors today

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

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