Financial advisors and lenders · Connecticut

Financial advisors and lenders in Stamford, CT

279 financial advisors in Stamford with phone numbers, 61 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Stamford list freeSee a sample
279
businesses
100%
have a phone number
22%
have an email address (61)
—
average Google rating
Sample

A sample of financial advisors and lenders in Stamford

Twelve of the 279 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Lenox Agency LLCOffice; Insurance Agency; Financial Service—Yes(203) •••-••••Available
Strictly Accounting CPA | Bill Pay USAFinancial Service; Legal Service—Yes(203) •••-••••Available
Dan Tyler - State Farm Insurance AgentInsurance Agency; Financial Service; Legal Service—Yes(203) •••-••••Available
PhibroFinancial Service—Yes(203) •••-••••Available
4structures.com, LLC: The Structured Settlements and Settlement Planning CompanyFinancial Service; Legal Service—Yes(203) •••-••••Available
Wilbanks PartnersFinancial Planner—Yes(203) •••-••••Available
The Law Offices of Mark ShermanFinancial Service; Legal Service; Law Office—Yes(203) •••-••••Available
North Atlantic MortgageLoans Agency—Yes(203) •••-••••Available
T Robbins Capital ManagementFinancial Planner—Yes(203) •••-••••Available
Tax Assistance Group - StamfordFinancial Service; Legal Service—Yes(475) •••-••••Available
Avant Capital PartnersFinancial Service—Yes(203) •••-••••Available
Balancing Act FinancialsFinancial Service; Legal Service—Yes(203) •••-••••Available

Showing 12 of 279. Data refreshed October 2026.

The market

What Stamford'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; 279 have no rating yet — prime prospects for review and reputation services.
41 (15%) have no website listed — a ready-made list for web design and SEO offers.
14% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Planner100
  • Financial Service; Legal Service84
  • Financial Service; Legal Service; Business Service34
  • Loans Agency23
  • Financial Service12
  • Insurance Agency; Financial Service; Legal Service4

Area codes

  • (203)256
  • (646)3
  • (914)3
  • (800)3
  • (212)2
  • (475)2
Playbook

How to sell to financial advisors in Stamford

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 Stamford financial advisors leads

How many financial advisors and lenders in Stamford, CT are in the database?
279 financial advisors and lenders in Stamford, CT, as of October 2026. 279 of them have a phone number and 61 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 Stamford list of 279 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 Stamford

RestaurantsCafes and bakeriesSalons and spasGyms and fitness studiosAuto repair shopsReal estate officesIT service companiesMarketing agenciesConsultantsEverything in Stamford →

Start calling Stamford financial advisors today

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

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