Financial advisors and lenders · New York

Financial advisors and lenders in Rochester, NY

372 financial advisors in Rochester with phone numbers, 110 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Rochester list freeSee a sample
372
businesses
100%
have a phone number
30%
have an email address (110)
—
average Google rating
Sample

A sample of financial advisors and lenders in Rochester

Twelve of the 372 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
PJG CommunicationsFinancial Service; Legal Service—Yes(585) •••-••••Available
Kubiak Daniel H CPAFinancial Service; Legal Service—Yes(585) •••-••••Available
The Financial GuysFinancial Service; Legal Service; Business Service—Yes(585) •••-••••Available
Bill Davis Jr - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(585) •••-••••Available
Powers Funding GroupLoans Agency—Yes(585) •••-••••Available
Trovato AssociatesInsurance Agency; Financial Service; Legal Service—Yes(585) •••-••••Available
EFPR Group, LLPFinancial Service; Legal Service; Business Service—Yes(585) •••-••••Available
Stokes, Visca, & Company, LLPFinancial Service; Legal Service—Yes(585) •••-••••Available
Caine & AssociatesFinancial Service; Legal Service—Yes(585) •••-••••Available
Bera Jurado - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(585) •••-••••Available
Reinhold Martin Midwest RochesterLoans Agency—Yes(585) •••-••••Available
Angelo Planning Group, LLCFinancial Service; Legal Service—Yes(585) •••-••••Available

Showing 12 of 372. Data refreshed October 2026.

The market

What Rochester'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; 372 have no rating yet — prime prospects for review and reputation services.
45 (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 Service165
  • Financial Planner75
  • Insurance Agency; Financial Service; Legal Service29
  • Loans Agency24
  • Financial Service; Legal Service; Business Service22
  • Law Office; Financial Service; Legal Service13

Area codes

  • (585)358
  • (833)2
  • (877)2
  • (800)2
  • (318)1
  • (866)1
Playbook

How to sell to financial advisors in Rochester

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 Rochester financial advisors leads

How many financial advisors and lenders in Rochester, NY are in the database?
372 financial advisors and lenders in Rochester, NY, as of October 2026. 372 of them have a phone number and 110 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 Rochester list of 372 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, NYBuffalo, NYStaten Island, NYSyracuse, NYAlbany, NYWhite Plains, NYAll financial advisors and lenders →

Other businesses in Rochester

Construction companiesLandscaping companiesCleaning companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesInsurance agenciesVets and pet businessesDaycares, tutors and schoolsIT service companiesMarketing agenciesConsultantsEverything in Rochester →

Start calling Rochester financial advisors today

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

Get these leads freeSee pricing