Financial advisors and lenders · New York

Financial advisors and lenders in Buffalo, NY

209 financial advisors in Buffalo with phone numbers, 63 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Buffalo list freeSee a sample
209
businesses
100%
have a phone number
30%
have an email address (63)
—
average Google rating
Sample

A sample of financial advisors and lenders in Buffalo

Twelve of the 209 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Tully Rinckey - BuffaloLaw Office; Miscellaneous Store; Financial Service—Yes(716) •••-••••Available
Financial Planning Advisory GroupFinancial Planner—Yes(716) •••-••••Available
Empowerment AcademyFinancial Service; Legal Service—Yes(716) •••-••••Available
The Magellan GroupBusiness Service; Financial Service; Legal Service—Yes(716) •••-••••Available
Dwight Moldenhauer, IncFinancial Service; Legal Service—Yes(716) •••-••••Available
Charles P Faso IncFinancial Service; Legal Service—Yes(716) •••-••••Available
Journey's End Refugee ServicesFinancial Service; Legal Service—Yes(716) •••-••••Available
Fahey GroupFinancial Planner—Yes(716) •••-••••Available
Lipsitz & PonterioFinancial Service; Legal Service—Yes(716) •••-••••Available
Chiampou Travis Besaw & KershnerFinancial Service; Legal Service—Yes(716) •••-••••Available
Jerry PolovnukFinancial Service; Legal Service—Yes(716) •••-••••Available
Ibis Capital ManagementFinancial Planner—Yes(716) •••-••••Available

Showing 12 of 209. Data refreshed October 2026.

The market

What Buffalo'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; 209 have no rating yet — prime prospects for review and reputation services.
38 (18%) have no website listed — a ready-made list for web design and SEO offers.
24% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service90
  • Financial Planner66
  • Loans Agency13
  • Financial Service; Legal Service; Business Service10
  • Financial Service6
  • Business Service; Financial Service; Legal Service5

Area codes

  • (716)196
  • (855)2
  • (888)2
  • (866)2
  • (816)1
  • (914)1
Playbook

How to sell to financial advisors in Buffalo

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 Buffalo financial advisors leads

How many financial advisors and lenders in Buffalo, NY are in the database?
209 financial advisors and lenders in Buffalo, NY, as of October 2026. 209 of them have a phone number and 63 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 Buffalo list of 209 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 Buffalo

Construction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesDaycares, tutors and schoolsFuneral homesIT service companiesMarketing agenciesConsultantsEverything in Buffalo →

Start calling Buffalo financial advisors today

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

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