Financial advisors and lenders · New York

Financial advisors and lenders in Syracuse, NY

158 financial advisors in Syracuse with phone numbers, 49 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Syracuse list freeSee a sample
158
businesses
100%
have a phone number
31%
have an email address (49)
—
average Google rating
Sample

A sample of financial advisors and lenders in Syracuse

Twelve of the 158 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
The Brokerage LiecFinancial Planner—Yes(315) •••-••••Available
Glacier MountainLoans Agency—Yes(315) •••-••••Available
Integrity Solutions LLCIT Service; Financial Service; Legal Service—Yes(315) •••-••••Available
Ellis, Moreland & Ellis, IncStructure; Financial Service; Legal Service—Yes(315) •••-••••Available
Tully Rinckey - SyracuseLaw Office; Financial Service; Legal Service—Yes(315) •••-••••Available
Strategic Wealth AdvisorsFinancial Service; Legal Service—Yes(315) •••-••••Available
Lori Myers - GEICO Insurance AgentFinancial Service; Legal Service—Yes(315) •••-••••Available
Ryan Yamini - Associate Broker- Procopio Real EstateReal Estate Agency; Financial Service; Legal Service—Yes(315) •••-••••Available
Resort FundingFinancial Service; Legal Service—Yes(315) •••-••••Available
Precision Reporters PCFinancial Service; Legal Service; Business Service—Yes(315) •••-••••Available
Bowers & Company CPAs PLLCFinancial Service; Legal Service; Business Service—Yes(315) •••-••••Available
Kenney Shelton Liptak & NowakFinancial Service; Legal Service—Yes(315) •••-••••Available

Showing 12 of 158. Data refreshed October 2026.

The market

What Syracuse'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; 158 have no rating yet — prime prospects for review and reputation services.
25 (16%) have no website listed — a ready-made list for web design and SEO offers.
23% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service57
  • Financial Planner36
  • Financial Service; Legal Service; Business Service24
  • Loans Agency13
  • Financial Service4
  • Insurance Agency; Financial Service; Legal Service4

Area codes

  • (315)151
  • (607)2
  • (866)2
  • (800)1
  • (518)1
  • (716)1
Playbook

How to sell to financial advisors in Syracuse

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 Syracuse financial advisors leads

How many financial advisors and lenders in Syracuse, NY are in the database?
158 financial advisors and lenders in Syracuse, NY, as of October 2026. 158 of them have a phone number and 49 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 Syracuse list of 158 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 Syracuse

Construction companiesLaw firmsMedical clinicsRestaurantsCafes and bakeriesBars and breweriesSalons and spasGyms and fitness studiosAuto repair shopsCar dealershipsReal estate officesMarketing agenciesEverything in Syracuse →

Start calling Syracuse financial advisors today

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

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