Financial advisors and lenders · New Hampshire

Financial advisors and lenders in Portsmouth, NH

134 financial advisors in Portsmouth with phone numbers, 27 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Portsmouth list freeSee a sample
134
businesses
100%
have a phone number
20%
have an email address (27)
—
average Google rating
Sample

A sample of financial advisors and lenders in Portsmouth

Twelve of the 134 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Prime BuchholzFinancial Planner—Yes(603) •••-••••Available
DHK Financial AdvisorsFinancial Service; Legal Service—Yes(603) •••-••••Available
HealthMarkets Insurance - Jeff SheldonInsurance Agency; Financial Service; Legal Service—Yes(603) •••-••••Available
Harbor Advisory CorporationFinancial Planner—Yes(603) •••-••••Available
Edward Jones - Financial Advisor: Ben WoodhouseFinancial Service; Legal Service—Yes(603) •••-••••Available
PENSCO Trust CompanyFinancial Service; Legal Service—Yes(603) •••-••••Available
Connor McCauley - CMG Financial Mortgage Loan OfficerFinancial Service; Legal Service—Yes(603) •••-••••Available
Edward Jones - Financial Advisor: Robert S GiordanoFinancial Service; Legal Service—Yes(603) •••-••••Available
MADISON RESOURCESFinancial Service; Legal Service—Yes(833) •••-••••Available
Northpoint MortgageLoans Agency—Yes(603) •••-••••Available
Raiche & Company, CPAs, P.A.Financial Service; Legal Service—Yes(603) •••-••••Available
Spead Tax GroupFinancial Service; Legal Service—Yes(603) •••-••••Available

Showing 12 of 134. Data refreshed October 2026.

The market

What Portsmouth'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; 134 have no rating yet — prime prospects for review and reputation services.
16 (12%) have no website listed — a ready-made list for web design and SEO offers.
24% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service48
  • Financial Planner36
  • Financial Service; Legal Service; Business Service21
  • Loans Agency12
  • Financial Service6
  • Real Estate Agency; Financial Service; Legal Service5

Area codes

  • (603)109
  • (978)6
  • (617)4
  • (800)4
  • (207)3
  • (781)2
Playbook

How to sell to financial advisors in Portsmouth

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 Portsmouth financial advisors leads

How many financial advisors and lenders in Portsmouth, NH are in the database?
134 financial advisors and lenders in Portsmouth, NH, as of October 2026. 134 of them have a phone number and 27 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 Portsmouth list of 134 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.

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Start calling Portsmouth financial advisors today

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