Financial advisors and lenders · New York

Financial advisors and lenders in Staten Island, NY

219 financial advisors in Staten Island with phone numbers, 67 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Staten Island list freeSee a sample
219
businesses
100%
have a phone number
31%
have an email address (67)
—
average Google rating
Sample

A sample of financial advisors and lenders in Staten Island

Twelve of the 219 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Comprehensive Wealth Management GroupFinancial Planner—Yes(718) •••-••••Available
General ATMs LLCATM; Financial Service—Yes(631) •••-••••Available
Three Sons PrintingPrint Store; Financial Service; Legal Service—Yes(718) •••-••••Available
ECB Consulting, Inc.Financial Service; Legal Service—Yes(718) •••-••••Available
Mark J. FonteLaw Office; Miscellaneous Store; Financial Service—Yes(718) •••-••••Available
Confidential Research Co.Business Service; Financial Service; Legal Service—Yes(877) •••-••••Available
Welsh Agency IncFinancial Service; Legal Service—Yes(718) •••-••••Available
Bernard Herold & Co.Financial Planner—Yes(718) •••-••••Available
ChelseaFinancial Planner—Yes(718) •••-••••Available
Migration Resource CenterNon-Profit Organization; Law Office; Financial Service—Yes(646) •••-••••Available
Complete Accounting & Bookkeeping ServicesFinancial Service; Legal Service—Yes(718) •••-••••Available
Charles Martin MortgageLoans Agency—Yes(718) •••-••••Available

Showing 12 of 219. Data refreshed October 2026.

The market

What Staten Island'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; 219 have no rating yet — prime prospects for review and reputation services.
58 (26%) have no website listed — a ready-made list for web design and SEO offers.
28% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service73
  • Financial Planner49
  • Loans Agency35
  • Insurance Agency; Financial Service; Legal Service14
  • Financial Service; Legal Service; Business Service11
  • Financial Service8

Area codes

  • (718)167
  • (347)13
  • (917)9
  • (646)8
  • (929)4
  • (212)3
Playbook

How to sell to financial advisors in Staten Island

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 Staten Island financial advisors leads

How many financial advisors and lenders in Staten Island, NY are in the database?
219 financial advisors and lenders in Staten Island, NY, as of October 2026. 219 of them have a phone number and 67 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 Staten Island list of 219 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 Staten Island

Plumbing companiesConstruction companiesDental clinicsLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesVets and pet businessesDaycares, tutors and schoolsConsultantsEverything in Staten Island →

Start calling Staten Island financial advisors today

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