Financial advisors and lenders · New York

Financial advisors and lenders in Jericho, NY

113 financial advisors in Jericho with phone numbers, 24 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Jericho list freeSee a sample
113
businesses
100%
have a phone number
21%
have an email address (24)
—
average Google rating
Sample

A sample of financial advisors and lenders in Jericho

Twelve of the 113 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Hartford Funding, Ltd.Financial Service; Legal Service; Bank—Yes(833) •••-••••Available
SoundView Wealth Management GroupFinancial Service; Legal Service—Yes(516) •••-••••Available
H.A.H.A. Group Ltd.Financial Service; Legal Service—Yes(516) •••-••••Available
BNK InvestFinancial Service—Yes(866) •••-••••Available
Public Adjuster Long IslandFinancial Service—Yes(516) •••-••••Available
M Robert Goldman & Co.Loans Agency—Yes(516) •••-••••Available
Capital ResourcesLoans Agency—Yes(516) •••-••••Available
Berdon LLPFinancial Service; Legal Service—Yes(516) •••-••••Available
Dennis Belline - Mortgage Loan OfficerFinancial Service; Legal Service—Yes(631) •••-••••Available
Shelter Rock ManagementFinancial Planner—Yes(516) •••-••••Available
Cobra Consulting GroupFinancial Service; Legal Service—Yes(516) •••-••••Available
American Investment Planners LLCFinancial Service; Legal Service—Yes(516) •••-••••Available

Showing 12 of 113. Data refreshed October 2026.

The market

What Jericho'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; 113 have no rating yet — prime prospects for review and reputation services.
16 (14%) have no website listed — a ready-made list for web design and SEO offers.
21% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service33
  • Financial Service; Legal Service; Business Service29
  • Financial Planner24
  • Loans Agency13
  • Financial Service5
  • Insurance Agency; Financial Service; Legal Service4

Area codes

  • (516)106
  • (631)1
  • (800)1
  • (833)1
  • (212)1
  • (844)1
Playbook

How to sell to financial advisors in Jericho

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 Jericho financial advisors leads

How many financial advisors and lenders in Jericho, NY are in the database?
113 financial advisors and lenders in Jericho, NY, as of October 2026. 113 of them have a phone number and 24 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 Jericho list of 113 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

New York, NYBrooklyn, NYBronx, NYRochester, NYBuffalo, NYStaten Island, NYSyracuse, NYAlbany, NYAll financial advisors and lenders →

Start calling Jericho financial advisors today

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

Get these leads freeSee pricing