Financial advisors and lenders · New York

Financial advisors and lenders in Hauppauge, NY

136 financial advisors in Hauppauge with phone numbers, 38 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Hauppauge list freeSee a sample
136
businesses
100%
have a phone number
28%
have an email address (38)
—
average Google rating
Sample

A sample of financial advisors and lenders in Hauppauge

Twelve of the 136 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Lincoln Investment PlanningFinancial Planner—Yes(631) •••-••••Available
COMPLIANCE EXCHANGE GROUPFinancial Service; Legal Service—Yes(646) •••-••••Available
Main Street CashFinancial Service; Legal Service—Yes(877) •••-••••Available
Ubs HoldingsFinancial Planner—Yes(631) •••-••••Available
Practice Provider CorporationFinancial Service; Legal Service—Yes(516) •••-••••Available
The Law Office of Jeena R. BelilLaw Office; Financial Service; Legal Service—Yes(631) •••-••••Available
Alliance CapitalFinancial Service—Yes(631) •••-••••Available
United MortgageLoans Agency—Yes(631) •••-••••Available
Personal Debt Consultants Group IncFinancial Service; Legal Service; Apartment or Condo—Yes(516) •••-••••Available
Manizha Parand - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(631) •••-••••Available
Nestegg AdvisorsFinancial Planner—Yes(631) •••-••••Available
MJG PlanningBusiness Service; Financial Service; Legal Service—Yes(631) •••-••••Available

Showing 12 of 136. Data refreshed October 2026.

The market

What Hauppauge'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; 136 have no rating yet — prime prospects for review and reputation services.
18 (13%) have no website listed — a ready-made list for web design and SEO offers.
29% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Planner40
  • Financial Service; Legal Service27
  • Loans Agency24
  • Financial Service; Legal Service; Business Service22
  • Law Office; Financial Service; Legal Service5
  • Financial Service5

Area codes

  • (631)113
  • (516)8
  • (646)4
  • (800)2
  • (917)2
  • (877)2
Playbook

How to sell to financial advisors in Hauppauge

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 Hauppauge financial advisors leads

How many financial advisors and lenders in Hauppauge, NY are in the database?
136 financial advisors and lenders in Hauppauge, NY, as of October 2026. 136 of them have a phone number and 38 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 Hauppauge list of 136 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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Start calling Hauppauge financial advisors today

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