Financial advisors and lenders · Pennsylvania

Financial advisors and lenders in Erie, PA

139 financial advisors in Erie with phone numbers, 47 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Erie list freeSee a sample
139
businesses
100%
have a phone number
34%
have an email address (47)
—
average Google rating
Sample

A sample of financial advisors and lenders in Erie

Twelve of the 139 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Gene Schlosser - State Farm Insurance AgentFinancial Service; Legal Service—Yes(814) •••-••••Available
Lincoln Investment PlanningFinancial Planner—Yes(814) •••-••••Available
Edward Jones - Financial Advisor: Stephen Jurrissen, AAMS®Financial Service; Legal Service—Yes(814) •••-••••Available
Erie Wealth ManagementFinancial Planner—Yes(814) •••-••••Available
Movement Mortgage, 39179 - Melissa Benz-Glover, 1461032Financial Service; Legal Service—Yes(814) •••-••••Available
Ben Longo - Raymond JamesFinancial Service; Legal Service—Yes(814) •••-••••Available
Matthew Barczyk: Allstate InsuranceFinancial Service; Legal Service; Structure—Yes(814) •••-••••Available
Strategy Solutions, Inc.Office; Financial Service; Legal Service—Yes(814) •••-••••Available
Standard Home SalesApartment or Condo; Financial Service; Legal Service—Yes(814) •••-••••Available
The Health Insurance StoreLaw Office; Financial Service; Legal Service—Yes(814) •••-••••Available
Schaffner Knight Minnaugh Co.Financial Service; Legal Service—Yes(814) •••-••••Available
Wedgewood InvestorsFinancial Planner—Yes(814) •••-••••Available

Showing 12 of 139. Data refreshed October 2026.

The market

What Erie'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; 139 have no rating yet — prime prospects for review and reputation services.
22 (16%) have no website listed — a ready-made list for web design and SEO offers.
40% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service47
  • Financial Planner37
  • Insurance Agency; Financial Service; Legal Service14
  • Financial Service; Legal Service; Business Service8
  • Loans Agency5
  • Financial Service; Legal Service; Insurance Agency4

Area codes

  • (814)137
  • (717)1
  • (888)1
Playbook

How to sell to financial advisors in Erie

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 Erie financial advisors leads

How many financial advisors and lenders in Erie, PA are in the database?
139 financial advisors and lenders in Erie, PA, as of October 2026. 139 of them have a phone number and 47 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 Erie list of 139 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 Erie

RestaurantsBars and breweriesSalons and spasAuto repair shopsReal estate officesInsurance agenciesEverything in Erie →

Start calling Erie financial advisors today

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

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