Financial advisors and lenders · Pennsylvania

Financial advisors and lenders in York, PA

164 financial advisors in York with phone numbers, 57 with email addresses. Search the list, unlock the ones you want and start calling today.

Get the York list freeSee a sample
164
businesses
100%
have a phone number
35%
have an email address (57)
—
average Google rating
Sample

A sample of financial advisors and lenders in York

Twelve of the 164 financial advisors on the list. Phone numbers and emails unlock in the app — 1 credit per business, both together.

BusinessCategoryRatingWebsitePhoneEmail
Movement Mortgage - Bobbi Friend,1593507Financial Service; Legal Service—Yes(717) •••-••••Available
Boart Longyear Co.Financial Planner—Yes(717) •••-••••Available
Movement Mortgage, 39179 - Ginny VonBussenius, 147424Financial Service; Legal Service—Yes(410) •••-••••Available
The Family Law Practice of Leslie S. ArztLaw Office; Financial Service; Legal Service—Yes(717) •••-••••Available
Runkle's Notary - Tag - TitleFinancial Service; Legal Service—Yes(717) •••-••••Available
The Law Office of Farley G. HoltFinancial Service; Legal Service—Yes(717) •••-••••Available
York Stenographic ServicesFinancial Service; Legal Service—Yes(717) •••-••••Available
Edward Jones - Financial Advisor: Zach BrennerFinancial Service; Legal Service—Yes(717) •••-••••Available
AAdvantage Insurance GroupFinancial Service; Legal Service—Yes(717) •••-••••Available
Gentzler & Smith Associates, Inc.Financial Service; Legal Service—Yes(717) •••-••••Available
AgChoice Farm CreditLoans Agency—Yes(717) •••-••••Available
Edward Jones - Financial Advisor: Jamin A Lauer, AAMS®Financial Service; Legal Service—Yes(717) •••-••••Available

Showing 12 of 164. Data refreshed October 2026.

The market

What York'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; 164 have no rating yet — prime prospects for review and reputation services.
23 (14%) have no website listed — a ready-made list for web design and SEO offers.
37% link a Facebook or Instagram page from their listing.

Most common listings

  • Financial Service; Legal Service69
  • Financial Planner24
  • Loans Agency16
  • Financial Service; Legal Service; Business Service14
  • Insurance Agency; Financial Service; Legal Service7
  • Real Estate Agency; Financial Service; Legal Service5

Area codes

  • (717)160
  • (800)1
  • (610)1
  • (877)1
  • (410)1
Playbook

How to sell to financial advisors in York

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 York financial advisors leads

How many financial advisors and lenders in York, PA are in the database?
164 financial advisors and lenders in York, PA, as of October 2026. 164 of them have a phone number and 57 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 York list of 164 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

Philadelphia, PAPittsburgh, PAAllentown, PALancaster, PAHarrisburg, PABethlehem, PAErie, PAWest Chester, PAAll financial advisors and lenders →

Other businesses in York

RestaurantsCafes and bakeriesBars and breweriesSalons and spasAuto repair shopsCar dealershipsReal estate officesEverything in York →

Start calling York financial advisors today

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

Get these leads freeSee pricing