Financial advisors and lenders · New York

Financial advisors and lenders in Melville, NY

349 financial advisors in Melville with phone numbers, 85 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Melville list freeSee a sample
349
businesses
100%
have a phone number
24%
have an email address (85)
—
average Google rating
Sample

A sample of financial advisors and lenders in Melville

Twelve of the 349 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Gilbert, Blaszcyk and Milburn, LLPFinancial Service; Legal Service—Yes(631) •••-••••Available
Marci LawFinancial Service; Legal Service—Yes(516) •••-••••Available
Reliant Home FundingLoans Agency—Yes(877) •••-••••Available
Scs Support Claim Services, Inc.Financial Service; Legal Service—Yes(631) •••-••••Available
Empire Business FundingLoans Agency—Yes(516) •••-••••Available
Clear Point AdvisorsFinancial Planner—Yes(631) •••-••••Available
Ladenburg Thalmann & Co.Financial Planner—Yes(631) •••-••••Available
New Alternatives FundFinancial Service—Yes(631) •••-••••Available
DbiFinancial Planner—Yes(631) •••-••••Available
Retirement Benefits Designs, LLCFinancial Service; Legal Service—Yes(631) •••-••••Available
American Home MortgageLoans Agency—Yes(631) •••-••••Available
Divorce Mediation & Family Services Of New YorkLaw Office; Financial Service; Legal Service—Yes(631) •••-••••Available

Showing 12 of 349. Data refreshed October 2026.

The market

What Melville'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; 349 have no rating yet — prime prospects for review and reputation services.
41 (12%) have no website listed — a ready-made list for web design and SEO offers.
27% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service125
  • Financial Service; Legal Service; Business Service83
  • Financial Planner65
  • Loans Agency37
  • Financial Service10
  • Business Service; Financial Service; Legal Service10

Area codes

  • (631)257
  • (516)55
  • (917)8
  • (888)5
  • (866)5
  • (800)4
Playbook

How to sell to financial advisors in Melville

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 Melville financial advisors leads

How many financial advisors and lenders in Melville, NY are in the database?
349 financial advisors and lenders in Melville, NY, as of October 2026. 349 of them have a phone number and 85 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 Melville list of 349 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 Melville financial advisors today

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