Financial advisors and lenders · Connecticut

Financial advisors and lenders in Westport, CT

180 financial advisors in Westport with phone numbers, 37 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the Westport list freeSee a sample
180
businesses
100%
have a phone number
21%
have an email address (37)
—
average Google rating
Sample

A sample of financial advisors and lenders in Westport

Twelve of the 180 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
CastleKeep Investment AdvisorsFinancial Service; Legal Service—Yes(203) •••-••••Available
Double Eagle InsuranceFinancial Service; Legal Service—Yes(203) •••-••••Available
Sterling Investment PartnersFinancial Planner—Yes(203) •••-••••Available
Ayrshire Capital ManagementFinancial Planner—Yes(203) •••-••••Available
PROA Wealth ManagementFinancial Service; Legal Service—Yes(203) •••-••••Available
Ironridge Global PartnersFinancial Service; Legal Service—Yes(203) •••-••••Available
Bluff Point AssociatesFinancial Service—Yes(203) •••-••••Available
Blue Keel Financial PlanningFinancial Service; Legal Service—Yes(203) •••-••••Available
Manatuck Hill PartnersFinancial Planner—Yes(203) •••-••••Available
Dorothy Cardillo - Mortgage Loan OfficerFinancial Service; Legal Service—Yes(347) •••-••••Available
Home Choice Senior CareHome Service; Medical Center; Financial Service—Yes(203) •••-••••Available
Round Table ServicesFinancial Planner—Yes(203) •••-••••Available

Showing 12 of 180. Data refreshed October 2026.

The market

What Westport'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; 180 have no rating yet — prime prospects for review and reputation services.
19 (11%) have no website listed — a ready-made list for web design and SEO offers.
19% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Planner59
  • Financial Service; Legal Service54
  • Financial Service; Legal Service; Business Service37
  • Loans Agency9
  • Financial Service6
  • Financial Service; Legal Service; Law Office2

Area codes

  • (203)167
  • (475)3
  • (917)2
  • (877)2
  • (844)2
  • (212)2
Playbook

How to sell to financial advisors in Westport

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 Westport financial advisors leads

How many financial advisors and lenders in Westport, CT are in the database?
180 financial advisors and lenders in Westport, CT, as of October 2026. 180 of them have a phone number and 37 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 Westport list of 180 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 Westport

RestaurantsSalons and spasReal estate officesEverything in Westport →

Start calling Westport financial advisors today

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

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