Financial advisors and lenders · New York

Financial advisors and lenders in Uniondale, NY

101 financial advisors in Uniondale with phone numbers, 18 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Uniondale list freeSee a sample
101
businesses
100%
have a phone number
18%
have an email address (18)
—
average Google rating
Sample

A sample of financial advisors and lenders in Uniondale

Twelve of the 101 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Ameriquest MortgageLoans Agency—Yes(516) •••-••••Available
Thomas Brown CPA P.C.Financial Service; Legal Service; Business Service—Yes(516) •••-••••Available
IMA Tax and Accounting LLCFinancial Service; Legal Service—Yes(631) •••-••••Available
Lehman & EilenFinancial Service; Legal Service—Yes(516) •••-••••Available
Open Link FinancialFinancial Planner—Yes(516) •••-••••Available
Law Office Of Natalie Jean-Baptiste, P.C.Law Office; Financial Service; Legal Service—Yes(516) •••-••••Available
Undisputed Legal IncStructure; Financial Service; Legal Service—Yes(516) •••-••••Available
Commerce One FinancialFinancial Planner—Yes(516) •••-••••Available
Radium2 Capital Inc.Financial Service; Legal Service; Business Service—Yes(877) •••-••••Available
Northeast Securities Inc.Financial Service; Legal Service—Yes(516) •••-••••Available
Mercedes Enterprises Inc.Financial Service; Legal Service; Business Service—Yes(516) •••-••••Available
United Benefit PlansInsurance Agency; Financial Service; Legal Service—Yes(516) •••-••••Available

Showing 12 of 101. Data refreshed October 2026.

The market

What Uniondale'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; 101 have no rating yet — prime prospects for review and reputation services.
9 (9%) 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 Service52
  • Financial Planner17
  • Financial Service; Legal Service; Business Service15
  • Loans Agency10
  • Law Office; Financial Service; Legal Service2
  • Financial Service1

Area codes

  • (516)74
  • (917)6
  • (646)5
  • (347)3
  • (914)3
  • (631)2
Playbook

How to sell to financial advisors in Uniondale

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 Uniondale financial advisors leads

How many financial advisors and lenders in Uniondale, NY are in the database?
101 financial advisors and lenders in Uniondale, NY, as of October 2026. 101 of them have a phone number and 18 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 Uniondale list of 101 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.

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Start calling Uniondale financial advisors today

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