Financial advisors and lenders · Connecticut

Financial advisors and lenders in New Haven, CT

117 financial advisors in New Haven with phone numbers, 22 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the New Haven list freeSee a sample
117
businesses
100%
have a phone number
19%
have an email address (22)
—
average Google rating
Sample

A sample of financial advisors and lenders in New Haven

Twelve of the 117 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Nancy Noyes Engelman, Noyes & Rubin, LLPLaw Office; Financial Service; Legal Service—Yes(203) •••-••••Available
Teel ManorFinancial Service; Legal Service—Yes(475) •••-••••Available
The Haymond Law FirmFinancial Service; Legal Service—Yes(203) •••-••••Available
Trademark Financial GroupLoans Agency—Yes(203) •••-••••Available
RED LAW FIRMFinancial Service; Legal Service; Law Office—Yes(203) •••-••••Available
Edward Jones - Financial Advisor: Nikola SormazFinancial Service; Legal Service—Yes(203) •••-••••Available
Frost | Bussert LLCLaw Office; Financial Service; Legal Service—Yes(203) •••-••••Available
Whitt-AccountsFinancial Service; Legal Service—Yes(203) •••-••••Available
Winchester CapitalFinancial Planner—Yes(203) •••-••••Available
Ladd Capital ManagementFinancial Planner—Yes(203) •••-••••Available
Elmseed Enterprise FundFinancial Service; Legal Service—Yes(203) •••-••••Available
Center For Esthetic Dentistry-Dr. LerchDentist; Financial Service; Legal Service—Yes(203) •••-••••Available

Showing 12 of 117. Data refreshed October 2026.

The market

What New Haven'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; 117 have no rating yet — prime prospects for review and reputation services.
25 (21%) have no website listed — a ready-made list for web design and SEO offers.
26% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service43
  • Financial Service; Legal Service; Business Service27
  • Financial Planner20
  • Loans Agency8
  • Law Office; Financial Service; Legal Service7
  • Financial Service5

Area codes

  • (203)102
  • (475)5
  • (860)3
  • (800)2
  • (917)1
  • (617)1
Playbook

How to sell to financial advisors in New Haven

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 New Haven financial advisors leads

How many financial advisors and lenders in New Haven, CT are in the database?
117 financial advisors and lenders in New Haven, CT, as of October 2026. 117 of them have a phone number and 22 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 New Haven list of 117 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

Stamford, CTHartford, CTWest Hartford, CTGreenwich, CTWestport, CTAll financial advisors and lenders →

Other businesses in New Haven

Construction companiesLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasAuto repair shopsReal estate officesEverything in New Haven →

Start calling New Haven financial advisors today

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

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