List of Financial consultants in Jericho
Jericho, New York, has 124 Financial consultants in this dataset, last verified September 6, 2026. Among the 10 New York cities we track, it ranks 7th, between Pittsford (130) and Staten Island (119). Local listings make up 1.4% of all Financial consultants in New York.
58 Financial consultants in Jericho list both a phone number and an email address, the best starting point for multi-channel outreach. At 47.6%, email coverage runs above the New York average of 39.4%, while 99.2% of listings include a phone number.
With 96% already online (above 84.7% across New York), only 5 Financial consultants in Jericho lack a website, so site improvements and SEO are the stronger pitch. 34 of their websites list a contact page URL.
Only 14 Financial consultants in Jericho have Google ratings, too few for the averages to say much, though 1 of them sit at 1 to 2 stars.
Social Media Reach
42
6
32
3
YouTube
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Financial consultants List in Jericho
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | The Legacy Group of Jericho - Morgan Stanley | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Krishna Iyer - Morgan Stanley | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Francis S. Chimenti | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Ajay Masand - Morgan Stanley | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Peter Rosenthal - UBS Financial Services Inc. | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Jonathan S Gold | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | ||||
 | NXT Phase Financial Services | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Christopher Skutnik - Financial Advisor, Ameriprise Financial Services, LLC | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Shelter Rock Management | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Peter Abrami - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | PareShah Partners | Address | Jericho | New York | United States | Email | Phone | 8 | 5 | — | — | — | — | ||
Bristol Financial Services, Inc. | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | ||||||
 | William Forte | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Doshi Group - Morgan Stanley | Address | Jericho | New York | United States | Email | Phone | 8 | 5 | — | — | — | — | ||
 | The Rosen, Gofman, Baldassare & Wolf Group - Morgan Stanley | Address | Jericho | New York | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 124 records with complete field coverage.
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124 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Jericho
Most popular business categories across Jericho
Category | Financial consultants |
|---|---|
What You Can Do with the List of Financial consultants in Jericho
This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 124 Financial consultants in Jericho, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in Jericho, New York
Each of these buyers can work the 124 businesses in this list as a pipeline for a different product:
- Financial and compliance software: Pitch client management, document handling and compliance tools to the 124 Financial consultants in Jericho.
- Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
- Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.
Phone, Email and Facebook Outreach in Jericho, New York
Start with the 58 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (123): 99.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (59): 47.6% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (42): 33.9% have a Facebook page, a further channel when calls and emails go unanswered.
- CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.
Prospect Segments for Agencies in Jericho, New York
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- Rated 1 to 2 stars (1): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (82): 66% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Jericho
With 124 Financial consultants in one city, local teams can work the list in person as well as by phone:
- Route planning: records include latitude and longitude, so field reps can map all 124 Financial consultants in Jericho and plan visit days by neighborhood.
- Postal code patches: split Jericho by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 9 other New York cities we track are the next step once Jericho accounts are covered.
Data Coverage for Financial consultants in Jericho
124 records · verified September 6, 2026
- Phone numbers
- 123
- Email addresses
- 59
- Phone and email
- 58
- Websites
- 119
Google ratings· 14 rated (11%)
93% hold 5 stars
- 1-star rated
- 0
- 0% of rated
- 2-star rated
- 1
- 7.1% of rated
- 3-star rated
- 0
- 0% of rated
- 4-star rated
- 0
- 0% of rated
- 5-star rated
- 13
- 92.9% of rated
Social profiles:
- Facebook:42· 33.9%
- LinkedIn:32· 25.8%
- Instagram:6· 4.8%
- X (Twitter):3· 2.4%
- YouTube:3· 2.4%
Financial consultants in Jericho are a mixed-channel, Facebook-heavy market: 99.2% list a phone number and 47.6% publish an email. Among 14 rated Financial consultants, 93% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial consultants in Jericho, New York
Everything you need to know about our financial consultants database for Jericho, New York: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in Jericho, New York?
There are 124 financial consultants in Jericho, New York in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Jericho market for sales prospecting and territory planning.
How up to date is the Financial consultants data for Jericho, New York?
This dataset was last updated in September 6, 2026.
Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.
Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.
What fields are included in the Financial consultants database for Jericho, New York?
Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.
Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.
Where can I buy verified market intelligence data for Financial consultants businesses in Jericho, New York?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Jericho, New York as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial consultants database for Jericho, New York cost?
The complete financial consultants leads database for Jericho, New York costs $10 as a one-time payment.
You get instant access to all 124 records with no recurring fees, no per-record charges, and no seat limits.
It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.
Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?
Yes. For teams that need financial consultants contacts in Jericho, New York specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.
Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.
Can I preview a sample of the Financial consultants data before buying?
Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.
The sample is a representative slice of the full Jericho, New York financial consultants database, including contact fields, social profiles, and ratings data.
How do I download the Financial consultants list, and what file formats are available?
You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.
CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.
How many Financial consultants in Jericho, New York have phone numbers?
123 financial consultants in Jericho, New York (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial consultants in Jericho, New York have email addresses?
59 financial consultants in Jericho, New York (48%) include an email address.
Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.
How many Financial consultants in Jericho, New York have both a phone number and an email address?
58 financial consultants in Jericho, New York have both a phone number and an email address.
Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.
How many Financial consultants in Jericho, New York are active on social media?
Social profile coverage for financial consultants in Jericho, New York: 32 on LinkedIn, 42 on Facebook, 6 on Instagram, 3 on YouTube, 3 on X (Twitter).
Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.
How many Financial consultants in Jericho, New York have a website?
119 financial consultants in Jericho, New York (96%) have an active business website.
That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial consultants in Jericho, New York do not have a website?
5 financial consultants in Jericho, New York operate without a business website.
These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.
What are the review ratings of Financial consultants in Jericho, New York?
Rating breakdown for financial consultants in Jericho, New York: 13 with a 5-star rating, 0 with a 4-star rating, 0 with a 3-star rating, 1 with a 2-star rating, 0 with a 1-star rating.
Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.
Can I get Financial consultants data for all of New York or the entire US?
Yes. Beyond Jericho, we offer the complete Financial consultants database for New York and a national all-50-states version.
If you buy the Jericho list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial consultants contact data in Jericho, New York legal to use for B2B outreach?
Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.
This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.
We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.