List of Financial consultants in Pittsford
Pittsford, New York, has 130 Financial consultants in this dataset, last verified September 6, 2026. Among the 10 New York cities we track, it ranks 6th, between Hauppauge (148) and Jericho (124). Local listings make up 1.5% of all Financial consultants in New York.
30 Financial consultants in Pittsford list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the New York average, 23.8% against 39.4%, so expect phone (98.5% coverage) to do most of the work.
With 95.4% already online (above 84.7% across New York), only 6 Financial consultants in Pittsford lack a website, so site improvements and SEO are the stronger pitch. 23 of their websites list a contact page URL.
77% of the 43 rated Financial consultants in Pittsford hold a 5-star average, above the New York figure of 64%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
19
6
22
5
YouTube
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Financial consultants List in Pittsford
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Private Wealth Advisor Matthew Ryan | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Private Wealth Advisor Heather Goodbody | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Jason Nevada | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Jeffrey Garcia | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Jacob Newkirk | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Kenton Hines | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Nathaniel Skinner | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor David Meisenzahl | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | LaFountain Financial Services | Address | Pittsford | New York | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Robert Mike - Morgan Stanley | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
RFG Associates | Address | Pittsford | New York | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | The Platinum Wealth Group | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Nicholas Savas CFP® RICP® | Address | Pittsford | New York | United States | Email | Phone | 26 | 5 | — | — | — | — | ||
Mahoney Wealth Strategies | Address | Pittsford | New York | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Merrill Lynch Financial Advisor John Atwater | Address | Pittsford | New York | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 130 records with complete field coverage.
Get the full Financial consultants database
130 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Pittsford
Most popular business categories across Pittsford
Category | Financial consultants |
|---|---|
What You Can Do with the List of Financial consultants in Pittsford
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 130 Financial consultants in Pittsford, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in Pittsford, New York
Each of these buyers can work the 130 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 130 Financial consultants in Pittsford.
- 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 Contact Form Outreach in Pittsford, New York
Start with the 30 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (128): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (31): 23.8% of records include an email address, so use email as a follow-up touch rather than the lead channel.
- Website contact forms (23): businesses with a contact page URL give you another way in when no email is listed.
- 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 Pittsford, 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 (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (111): 85% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Pittsford
With 130 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 130 Financial consultants in Pittsford and plan visit days by neighborhood.
- Postal code patches: split Pittsford 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 Pittsford accounts are covered.
Data Coverage for Financial consultants in Pittsford
130 records · verified September 6, 2026
- Phone numbers
- 128
- Email addresses
- 31
- Phone and email
- 30
- Websites
- 124
Google ratings· 43 rated (33%)
77% hold 5 stars
- 1-star rated
- 2
- 4.7% of rated
- 2-star rated
- 1
- 2.3% of rated
- 3-star rated
- 3
- 7% of rated
- 4-star rated
- 4
- 9.3% of rated
- 5-star rated
- 33
- 76.7% of rated
Social profiles:
- LinkedIn:22· 16.9%
- Facebook:19· 14.6%
- Instagram:6· 4.6%
- X (Twitter):6· 4.6%
- YouTube:5· 3.8%
Financial consultants in Pittsford are a phone-first market: 98.5% list a phone number but only 23.8% publish an email. Among 43 rated Financial consultants, 77% 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 Pittsford, New York
Everything you need to know about our financial consultants database for Pittsford, New York: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in Pittsford, New York?
There are 130 financial consultants in Pittsford, 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 Pittsford market for sales prospecting and territory planning.
How up to date is the Financial consultants data for Pittsford, 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 Pittsford, 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 Pittsford, New York?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Pittsford, 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 Pittsford, New York cost?
The complete financial consultants leads database for Pittsford, New York costs $10 as a one-time payment.
You get instant access to all 130 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 Pittsford, 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 Pittsford, 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 Pittsford, New York have phone numbers?
128 financial consultants in Pittsford, New York (98% 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 Pittsford, New York have email addresses?
31 financial consultants in Pittsford, New York (24%) 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 Pittsford, New York have both a phone number and an email address?
30 financial consultants in Pittsford, 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 Pittsford, New York are active on social media?
Social profile coverage for financial consultants in Pittsford, New York: 22 on LinkedIn, 19 on Facebook, 6 on Instagram, 5 on YouTube, 6 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 Pittsford, New York have a website?
124 financial consultants in Pittsford, New York (95%) 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 Pittsford, New York do not have a website?
6 financial consultants in Pittsford, 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 Pittsford, New York?
Rating breakdown for financial consultants in Pittsford, New York: 33 with a 5-star rating, 4 with a 4-star rating, 3 with a 3-star rating, 1 with a 2-star rating, 2 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 Pittsford, we offer the complete Financial consultants database for New York and a national all-50-states version.
If you buy the Pittsford list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial consultants contact data in Pittsford, 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.