Financial advisors and lenders · Connecticut

Financial advisors and lenders in West Hartford, CT

104 financial advisors in West Hartford with phone numbers, 35 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the West Hartford list freeSee a sample
104
businesses
100%
have a phone number
34%
have an email address (35)
—
average Google rating
Sample

A sample of financial advisors and lenders in West Hartford

Twelve of the 104 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Benefits Processing ServiceFinancial Planner—Yes(860) •••-••••Available
Hunter Capital AdvisorsFinancial Planner—Yes(860) •••-••••Available
Fairview Capital PartnersFinancial Planner—Yes(860) •••-••••Available
Rck Wealth ManagementFinancial Planner—Yes(860) •••-••••Available
ALLConnecticut Insurance Brokers, LLCFinancial Service; Legal Service—Yes(860) •••-••••Available
ProCourierFinancial Service; Legal Service; Shipping, Freight, and Material Transportation Service—Yes(860) •••-••••Available
InSite Insurance ServicesFinancial Service; Legal Service—Yes(860) •••-••••Available
Lori Carpenos & AssociatesFinancial Service; Legal Service—Yes(860) •••-••••Available
Keystone Equipment FinanceFinancial Service—Yes(860) •••-••••Available
Connors AgencyFinancial Service; Legal Service—Yes(860) •••-••••Available
Sylvie Fillion at Guaranteed Rate Affinity - NMLS #110720Financial Service; Legal Service—Yes(860) •••-••••Available
Cowen Tax Advisory GroupFinancial Service; Legal Service—Yes(860) •••-••••Available

Showing 12 of 104. Data refreshed October 2026.

The market

What West Hartford'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; 104 have no rating yet — prime prospects for review and reputation services.
11 (11%) 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 Service45
  • Financial Planner19
  • Financial Service; Legal Service; Business Service14
  • Loans Agency7
  • Financial Service7
  • Law Office; Financial Service; Legal Service3

Area codes

  • (860)92
  • (888)3
  • (203)2
  • (401)2
  • (866)1
  • (844)1
Playbook

How to sell to financial advisors in West Hartford

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 West Hartford financial advisors leads

How many financial advisors and lenders in West Hartford, CT are in the database?
104 financial advisors and lenders in West Hartford, CT, as of October 2026. 104 of them have a phone number and 35 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 West Hartford list of 104 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

Stamford, CTHartford, CTNew Haven, CTGreenwich, CTWestport, CTAll financial advisors and lenders →

Other businesses in West Hartford

Construction companiesMedical clinicsRestaurantsSalons and spasEverything in West Hartford →

Start calling West Hartford financial advisors today

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

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