Financial advisors and lenders · New York

Financial advisors and lenders in Purchase, NY

94 financial advisors in Purchase with phone numbers, 11 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Purchase list freeSee a sample
94
businesses
100%
have a phone number
12%
have an email address (11)
—
average Google rating
Sample

A sample of financial advisors and lenders in Purchase

Twelve of the 94 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Ndh CapitalLoans Agency—Yes(914) •••-••••Available
Opus Advisory GroupFinancial Planner—Yes(914) •••-••••Available
Cardinal MortgageFinancial Service; Legal Service—Yes(914) •••-••••Available
KSL CapitalFinancial Planner—Yes(914) •••-••••Available
MRE Martin Rosner EleftherionFinancial Service; Legal Service—Yes(914) •••-••••Available
Breadwinners InsuranceFinancial Service; Legal Service—Yes(888) •••-••••Available
The Levy Wealth Management Group - Morgan StanleyFinancial Service; Legal Service; Business Service—Yes(914) •••-••••Available
Seacrest ManagementFinancial Planner—Yes(914) •••-••••Available
Associated Mortgage Bankers 2Loans Agency—Yes(914) •••-••••Available
Greywolf CapitalFinancial Planner—Yes(914) •••-••••Available
Scott A Lowman - Morgan StanleyFinancial Service; Legal Service; Business Service—Yes(914) •••-••••—
TBP AdvisorsFinancial Planner—Yes(914) •••-••••—

Showing 12 of 94. Data refreshed October 2026.

The market

What Purchase'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; 94 have no rating yet — prime prospects for review and reputation services.
5 (5%) have no website listed — a ready-made list for web design and SEO offers.
19% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service; Business Service55
  • Financial Planner20
  • Financial Service; Legal Service11
  • Loans Agency5
  • Business Service; Financial Service; Legal Service2
  • Financial Service1

Area codes

  • (914)90
  • (917)1
  • (646)1
  • (203)1
  • (888)1
Playbook

How to sell to financial advisors in Purchase

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 Purchase financial advisors leads

How many financial advisors and lenders in Purchase, NY are in the database?
94 financial advisors and lenders in Purchase, NY, as of October 2026. 94 of them have a phone number and 11 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 Purchase list of 94 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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Start calling Purchase financial advisors today

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