List of Financial planners in York
There are 109 Financial planners in York as of April 13, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.
York accounts for approximately 2.2% of all 4,924 Financial planners in Pennsylvania, making it a focused local market with a well-defined prospect base ideal for precision outreach.
Around 79.8% of Financial planners in York have email addresses, 97.2% have phone numbers, and 77.1% include both — with 93.6% also having a website.
These businesses are active on social media: 75 have Facebook pages, 39 are on Instagram, 59 have LinkedIn profiles, 63 use X (formerly Twitter), 36 maintain YouTube channels. Over 33 Financial planners have been rated by real users, making this dataset a strong fit for local reputation management and review-based outreach. This dataset is best suited for hyperlocal outreach in York.
| 109 Number of Financial planners | |
| 87 Email addresses | |
| 106 Phone numbers | |
| 102 With Websites | |
| 59 LinkedIn Profiles |
| 75 Facebook Profiles | |
| 39 Instagram Handles | |
| 63 X Handles | |
| 36 YouTube Channels | |
| 84 Phone and Email |
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Data updated on April 13, 2026
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Download sample list of Financial planners in York
Find new clients and close more deals with the world s best business leads provider. You can download Financial planners email and phone number lists for your sales teams. Here is a random sample of 20 records for you to look at the fields and the data that we provide.
| NAME | Address | City | State | Country | Phone | Website | Review Count | Review Scores | Google URL | Youtube | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Global Food Technologies Inc |
| Hanford | California | United States |
|
| - | 3 | 4.7 | - | - | - | - | |
Snowâs Tax & Financial Services |
| Rector | Arkansas | United States |
|
| - | 1 | 5 | - | - | - | - | |
Cheeseman Financial |
| Salem | South Dakota | United States |
|
|
| 1 | 5 | |||||
Lennox Financial |
| Swampscott | Massachusetts | United States |
|
|
| 0 | 0 | - | - | - | - | |
Merrill Lynch Private Wealth Advisor Leigh Cohen |
| New York | New York | United States |
|
|
| 0 | 0 | - | - | - | - | |
Guardian Life |
| New York | New York | United States |
|
|
| 48 | 3.3 | - | - | - | ||
Park Avenue Financial Advisors |
| New York | New York | United States |
|
|
| 1 | 5 | - | - | |||
Wilson Capital Investment Advisory |
| Swampscott | Massachusetts | United States |
|
|
| 0 | 0 | - | - | |||
Dreyfus Corporation |
| New York | New York | United States |
|
|
| 2 | 3 | - | - | - | ||
Craig C Cheeseman - Financial Advisor, Ameriprise Financial Services, LLC |
| Salem | South Dakota | United States |
|
|
| 0 | 0 | |||||
Northstar Financial Planning |
| Windham | New Hampshire | United States |
|
|
| 1 | 5 | - | - | |||
Luttner Financial Group |
| Morgantown | West Virginia | United States |
|
| - | 7 | 4.4 | - | - | - | - | |
USA Financial Services Inc |
| Canton | Illinois | United States |
|
| - | 0 | 0 | - | - | - | - | |
Kristen S. Han, CPA, CFP |
| New York | New York | United States |
|
|
| 20 | 5 | - | - | - | - | |
Steven M. Andrews, CFP |
| Windham | New Hampshire | United States |
|
|
| 1 | 5 | - | - | - | - | |
D B Mc Kenna & Co Inc |
| Bennington | Vermont | United States |
|
|
| 3 | 5 | - | - | - | - | |
Integrity Financial Planning |
| Morgantown | West Virginia | United States |
|
|
| 2 | 5 | - | - | - | - | |
Brooklyn Fi |
| Brooklyn | New York | United States |
|
|
| 21 | 4.8 | |||||
Penn Wealth Planning - Ameriprise Financial Services, LLC |
| New Hope | Pennsylvania | United States |
|
|
| 1 | 5 | |||||
Dudurich Investment Associates |
| Clearfield | Pennsylvania | United States |
|
|
| 1 | 5 | - | - | - | - |
Address
Email
Phone
Website
How many Financial planners are there in the York?
Financial planners in the York
Last updated: April 13, 2026
In York, approximately 79.8% of Financial planners have email contacts, while 97.2% have phone numbers, providing the contact depth needed for sustained local B2B campaigns.
Data last updated April 13, 2026
97.2%
106 Financial planners in York with Phone Number
79.8%
87 Financial planners in York with Email Address
77.1%
84 Financial planners in York with Phone and Email
A majority of Financial planners records in York include both email and phone data, enabling highly targeted local outreach strategies.
How to Use the List of Financial planners in York
York is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.
Direct Sales Outreach in York
Every record in this dataset is a financial planners business verified within York — no filtering needed. 97.2% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.
City-Focused Email & Phone Campaigns
York's tight geographic footprint makes it ideal for high-relevance outreach. With 79.8% of financial planners having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.
Local Ad Audience Building
93.6% of financial planners in York have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.
York's Financial planners market is small but concentrated — perfect for precision outreach and niche campaigns where relevance matters more than volume.
Social Media Reach of Financial planners in York
With strong social adoption among Financial planners in York, this dataset supports direct engagement on Facebook, Instagram, LinkedIn, and beyond.
Explore Related Financial planners by Location
Around 93.6% of Financial planners in York have an active website, giving you a clear edge for running geo-targeted digital campaigns within the city.
Data last updated April 13, 2026
93.6%
102 Financial planners in York that have a website
6.4%
7 Financial planners in York that do not have a website
Download sales qualified leads of Financial planners in the York
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
Customer satisfaction is strong in York: 33 Financial planners businesses hold a 4-star or higher rating, suggesting high receptivity to reputation management services.
6
1-star rated Financial planners in York
1
2-star rated Financial planners in York
1
3-star rated Financial planners in York
0
4-star rated Financial planners in York
33
5-star rated Financial planners in York
Frequently Asked Questions
Answers of the most common questions about our dataset
How many Financial planners are there in York?
There are 109 Financial planners in York as of the latest update. This makes York an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in York have email addresses?
87 Financial planners in York have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in York have phone numbers?
106 Financial planners in York include phone numbers. Of those, 84 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in York?
Yes. The dataset covers 109 Financial planners businesses in York, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.
What data fields are included for each Financial planners in York?
Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.
How can I access the complete Financial planners list for York?
You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.
Still have questions? Feel free to reach out to our support team
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