List of Financial planners in Brooklyn
Brooklyn, New York, has 347 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest of the 13 New York cities we track, behind New York (2,128) and ahead of Melville (266). Local listings make up 4.3% of all Financial planners in New York.
120 Financial planners in Brooklyn list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 36% is in line with the New York average (38.5%), and 92.8% of listings include a phone number.
With 77.5% already online (below 88% across New York), only 78 Financial planners in Brooklyn lack a website, so site improvements and SEO are the stronger pitch. 46 of their websites list a contact page URL.
54% of the 192 rated Financial planners in Brooklyn hold a 5-star average, below the New York figure of 62%. The 23 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
148
102
146
101
YouTube
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Financial planners List in Brooklyn
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Hendry Financial | Address | Brooklyn | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | MassMutual Brooklyn | Address | Brooklyn | New York | United States | Email | Phone | 9 | 5 | — | — | — | — | ||
 | Moon Tax Services | Address | Brooklyn | New York | United States | Email | Phone | — | 8 | 4.5 | — | — | — | — | |
Sigma pro assets | Address | Brooklyn | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Express Capital Financing | Address | Brooklyn | New York | United States | Email | Phone | 166 | 4.8 | ||||||
 | Schwartz Accounting Inc. | Address | Brooklyn | New York | United States | Email | Phone | 34 | 4.7 | — | — | — | — | ||
Minko Wealth | Address | Brooklyn | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Central Cong. Yetev Lev DâSatmar | Address | Brooklyn | New York | United States | Email | Phone | 3 | 5 | — | — | — | — | |||
 | Bk Prime Life | Address | Brooklyn | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | We A Door You!Â®ï¸ | Address | Brooklyn | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Mazel Equities | Address | Brooklyn | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Glendon Marcelle - TD Wealth Financial Advisor | Address | Brooklyn | New York | United States | Email | Phone | 0 | 0 | ||||||
 | Fredrickson Financial Planning - CGN Advisors, LLC | Address | Brooklyn | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Duscany Financial Group | Address | Brooklyn | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Jeffrey Thomas | Address | Brooklyn | New York | United States | Email | Phone | 4 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 347 records with complete field coverage.
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347 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Brooklyn
Most popular business categories across Brooklyn
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Brooklyn
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 347 Financial planners in Brooklyn, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Brooklyn, New York
Each of these buyers can work the 347 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 347 Financial planners in Brooklyn.
- 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, Facebook and Email Outreach in Brooklyn, New York
Start with the 120 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (322): 92.8% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Facebook messages (148): 42.7% have a Facebook page, a further channel when calls and emails go unanswered.
- Email sequences (125): 36% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- 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 Brooklyn, New York
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (78): 22% of Financial planners in Brooklyn have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (23): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (199): 57% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Brooklyn
With 347 Financial planners 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 347 Financial planners in Brooklyn and plan visit days by neighborhood.
- Postal code patches: split Brooklyn by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 12 other New York cities we track are the next step once Brooklyn accounts are covered.
Data Coverage for Financial planners in Brooklyn
347 records · verified September 6, 2026
- Phone numbers
- 322
- Email addresses
- 125
- Phone and email
- 120
- Websites
- 269
Google ratings· 192 rated (55%)
54% hold 5 stars
- 1-star rated
- 6
- 3.1% of rated
- 2-star rated
- 17
- 8.9% of rated
- 3-star rated
- 45
- 23.4% of rated
- 4-star rated
- 21
- 10.9% of rated
- 5-star rated
- 103
- 53.6% of rated
Social profiles:
- Facebook:148· 42.7%
- LinkedIn:146· 42.1%
- X (Twitter):118· 34%
- Instagram:102· 29.4%
- YouTube:101· 29.1%
Financial planners in Brooklyn are a mixed-channel, Facebook-heavy market: 92.8% list a phone number and 36% publish an email. Among 192 rated Financial planners, 54% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Brooklyn, New York
Everything you need to know about our financial planners database for Brooklyn, New York: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Brooklyn, New York?
There are 347 financial planners in Brooklyn, 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 Brooklyn market for sales prospecting and territory planning.
How up to date is the Financial planners data for Brooklyn, 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 planners database for Brooklyn, 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 planners businesses in Brooklyn, New York?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Brooklyn, New York as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Brooklyn, New York cost?
The complete financial planners leads database for Brooklyn, New York costs $10 as a one-time payment.
You get instant access to all 347 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 planners contacts in Brooklyn, 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 planners 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 Brooklyn, New York financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners 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 planners in Brooklyn, New York have phone numbers?
322 financial planners in Brooklyn, New York (93% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Brooklyn, New York have email addresses?
125 financial planners in Brooklyn, New York (36%) 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 planners in Brooklyn, New York have both a phone number and an email address?
120 financial planners in Brooklyn, 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 planners in Brooklyn, New York are active on social media?
Social profile coverage for financial planners in Brooklyn, New York: 146 on LinkedIn, 148 on Facebook, 102 on Instagram, 101 on YouTube, 118 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 planners in Brooklyn, New York have a website?
269 financial planners in Brooklyn, New York (78%) 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 planners in Brooklyn, New York do not have a website?
78 financial planners in Brooklyn, 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 planners in Brooklyn, New York?
Rating breakdown for financial planners in Brooklyn, New York: 103 with a 5-star rating, 21 with a 4-star rating, 45 with a 3-star rating, 17 with a 2-star rating, 6 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 planners data for all of New York or the entire US?
Yes. Beyond Brooklyn, we offer the complete Financial planners database for New York and a national all-50-states version.
If you buy the Brooklyn list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Brooklyn, 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.