Financial advisors and lenders · New Jersey

Financial advisors and lenders in Princeton, NJ

161 financial advisors in Princeton with phone numbers, 39 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Princeton list freeSee a sample
161
businesses
100%
have a phone number
24%
have an email address (39)
—
average Google rating
Sample

A sample of financial advisors and lenders in Princeton

Twelve of the 161 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Axiom CPAsFinancial Service; Legal Service—Yes(609) •••-••••Available
Fta FinancialFinancial Planner—Yes(800) •••-••••Available
Zon Capital PartnersFinancial Planner—Yes(609) •••-••••Available
Allegiance Insurance GroupFinancial Service; Legal Service; Office—Yes(609) •••-••••Available
Princeton Accounting & Tax ServicesFinancial Service; Legal Service—Yes(609) •••-••••Available
Conveyance MortgageFinancial Service; Legal Service—Yes(609) •••-••••Available
Donna Montgomery Associate LLCBusiness Service; Financial Service; Legal Service—Yes(609) •••-••••Available
EKS AssociatesFinancial Planner—Yes(609) •••-••••Available
Provident Tax Planning and Business ServicesFinancial Service; Legal Service; Business Service—Yes(609) •••-••••Available
M L Hopkins & Co.Financial Planner—Yes(609) •••-••••Available
Hamilton & Co.Financial Planner—Yes(609) •••-••••Available
Cyndi Bol | Berkshire Hathaway HomeServicesReal Estate Agency; Financial Service; Legal Service—Yes(908) •••-••••Available

Showing 12 of 161. Data refreshed October 2026.

The market

What Princeton'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; 161 have no rating yet — prime prospects for review and reputation services.
29 (18%) have no website listed — a ready-made list for web design and SEO offers.
16% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Planner74
  • Financial Service; Legal Service53
  • Loans Agency8
  • Business Service; Financial Service; Legal Service6
  • Financial Service; Legal Service; Business Service5
  • Financial Service4

Area codes

  • (609)141
  • (732)6
  • (908)5
  • (800)2
  • (856)1
  • (201)1
Playbook

How to sell to financial advisors in Princeton

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 Princeton financial advisors leads

How many financial advisors and lenders in Princeton, NJ are in the database?
161 financial advisors and lenders in Princeton, NJ, as of October 2026. 161 of them have a phone number and 39 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 Princeton list of 161 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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Other businesses in Princeton

RestaurantsReal estate officesIT service companiesMarketing agenciesConsultantsEverything in Princeton →

Start calling Princeton financial advisors today

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

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