Financial advisors and lenders · New York

Financial advisors and lenders in Brooklyn, NY

687 financial advisors in Brooklyn with phone numbers, 207 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Brooklyn list freeSee a sample
687
businesses
100%
have a phone number
30%
have an email address (207)
—
average Google rating
Sample

A sample of financial advisors and lenders in Brooklyn

Twelve of the 687 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Sammy Martinez - State Farm Insurance AgentFinancial Service; Legal Service; Insurance Agency—Yes(718) •••-••••Available
Alliance Private Capital GroupFinancial Planner—Yes(718) •••-••••Available
Anchor Brokerage Co IncFinancial Service; Legal Service—Yes(718) •••-••••Available
Thor Capital GroupFinancial Service—Yes(888) •••-••••Available
Jeffrey Zwick & Associates, P.C.Law Office; Financial Service; Legal Service—Yes(347) •••-••••Available
Horizon Funding GroupFinancial Service; Loans Agency; Credit Counseling and Bankruptcy Service—Yes(718) •••-••••Available
Joel Friedman CPAFinancial Service; Legal Service—Yes(888) •••-••••Available
Lee Solomon - Brown Harris StevensReal Estate Agency; Financial Service; Legal Service—Yes(646) •••-••••Available
Richard K. Lewis Divorce AttorneyLaw Office; Financial Service; Legal Service—Yes(718) •••-••••Available
Law Offices Of Denis DavydovFinancial Service; Legal Service; Law Office—Yes(718) •••-••••Available
Julie I. Vaiman, Esq., CPALaw Office; Financial Service; Legal Service—Yes(718) •••-••••Available
HYS Tax & Accounting FirmFinancial Service; Legal Service—Yes(347) •••-••••Available

Showing 12 of 687. Data refreshed October 2026.

The market

What Brooklyn'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; 687 have no rating yet — prime prospects for review and reputation services.
218 (32%) have no website listed — a ready-made list for web design and SEO offers.
23% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service278
  • Financial Planner116
  • Loans Agency102
  • Financial Service57
  • Insurance Agency; Financial Service; Legal Service31
  • Law Office; Financial Service; Legal Service19

Area codes

  • (718)426
  • (347)108
  • (917)32
  • (646)30
  • (212)19
  • (929)14
Playbook

How to sell to financial advisors in Brooklyn

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 Brooklyn financial advisors leads

How many financial advisors and lenders in Brooklyn, NY are in the database?
687 financial advisors and lenders in Brooklyn, NY, as of October 2026. 686 of them have a phone number and 207 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 Brooklyn list of 687 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 Brooklyn

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Start calling Brooklyn financial advisors today

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

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