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List of Financial planners in Concord

There are 18 Financial planners in Concord as of November 14, 2024; which is an 0.00% increase from 2023. Of these locations, 13 Financial planners which is 72.22% of all Financial planners in Concord are single-owner operations, while the remaining 5 which is 27.78% are part of larger brands. Average age of Financial planners in Concord is 4 years and 4 months.

Financial planners are also establishing a strong digital presence across various platforms: 7 have LinkedIn profiles, 8 have Facebook Pages, 3 are active on Instagram, 6 have X (formerly Twitter) handles, and 2 have YouTube channels. About 16 Financial planners have their own website and the remaining 5 don’t have their own website.

  • 18

    Number of Financial planners

  • 7

    Email addresses

  • 21

    Phone numbers

  • 16

    With Websites

  • 7

    LinkedIn Profiles

  • 8

    Facebook Profiles

  • 3

    Instagram Handles

  • 6

    X Handles

  • 2

    YouTube Channels

Data updated on November 14, 2024
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Download list of Financial planners in Concord

You can download Financial planners email and phone number lists along with top management data. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.

nameaddresscityState/TerritorycountryemailphoneReview CountRating ScoresurlFacebook ProfileInstagram HandleLinkedInTwitter
Henry Frazier III, Financial Advisor - Eagle StrategiesAddressConcordCaliforniaUnited StatesEmailPhone00Link
Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLCAddressConcordCaliforniaUnited StatesEmailPhone42Link
John Castaneda - Financial Advisor, Ameriprise Financial Services, LLCAddressConcordCaliforniaUnited StatesEmailPhone15Link
Archvest Wealth AdvisorsAddressConcordCaliforniaUnited StatesEmailPhone00Link
U.S. Bank – Wealth Management Banker: Leslie HenningAddressConcordCaliforniaUnited StatesPhone00Link
John Castaneda - Financial Advisor, Ameriprise Financial Services, LLCAddressConcordCaliforniaUnited StatesPhone15Link
Atlas ExpressAddressConcordCaliforniaUnited StatesPhone44
Herrera Insurance & Financial Services Inc.AddressConcordCaliforniaUnited StatesPhone00
BSI Financial Services IncAddressConcordCaliforniaUnited StatesPhone81
GBA Wealth GroupAddressConcordCaliforniaUnited StatesPhone00Link
[
  {
    "name": "Henry Frazier III, Financial Advisor - Eagle Strategies",
    "address": "22**********",
    "phone": "********6071",
    "email": "hf******@ft**********",
    "lat": 37.9948223,
    "lng": -122.0374787,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial advisors"
  },
  {
    "name": "Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "13**********",
    "phone": "********8352",
    "email": "Ga**********@am******",
    "lat": 37.9684933,
    "lng": -122.0508065,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 2,
    "rating_count": 4,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "13**********",
    "phone": "********3903",
    "email": "jo**********@am******",
    "lat": 37.9683164,
    "lng": -122.0514502,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Financial consultants,Investment services"
  },
  {
    "name": "Archvest Wealth Advisors",
    "address": "13**********",
    "phone": "********5600",
    "email": "in**@ar**********",
    "lat": 37.9688868,
    "lng": -122.0510991,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "U.S. Bank – Wealth Management Banker: Leslie Henning",
    "address": "18**********",
    "phone": "********4097",
    "email": "",
    "lat": 37.9754706,
    "lng": -122.0372644,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "13**********",
    "phone": "********3903",
    "email": "",
    "lat": 37.9684933,
    "lng": -122.0508065,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Atlas Express",
    "address": "20**********",
    "phone": "********9081",
    "email": "",
    "lat": 37.9736068,
    "lng": -122.0554148,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 4,
    "rating_count": 4,
    "category_name": "Financial planners"
  },
  {
    "name": "Herrera Insurance & Financial Services Inc.",
    "address": "44**********",
    "phone": "********6118",
    "email": "",
    "lat": 37.9503238,
    "lng": -121.9964072,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Insurance agencies"
  },
  {
    "name": "BSI Financial Services Inc",
    "address": "13**********",
    "phone": "********6001",
    "email": "",
    "lat": 37.9726603,
    "lng": -122.0552683,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 1,
    "rating_count": 8,
    "category_name": "Financial planners"
  },
  {
    "name": "GBA Wealth Group",
    "address": "13**********",
    "phone": "********9644",
    "email": "",
    "lat": 37.9689344,
    "lng": -122.0510823,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Concord",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  }
]

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How many Financial planners are there in Concord?

There are a total of 18 Financial planners in Concord as of November 14, 2024.

Number of Financial planners in Concord with Phone Number

21

Number of Financial planners in Concord with Email

7

List of Financial planners in Concord with Social Media Accounts

8

Facebook Profiles

3

Instagram Handles

7

LinkedIn Profiles

6

X Handles

2

YouTube Channels

Download sales qualified leads of Financial planners in the Concord

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML
(Google Earth) file formats.

Data of Financial planners in Concord with/without Website

Download the list of Financial planners in Concord as of November 14, 2024 with and without website information.

16

Number of Financial planners in Concord with website

5

Number of Financial planners in Concord without website

List of Financial planners in Concord By Ratings

Download the data of the number of star-rated Financial planners in Concord as of November 14, 2024.

2

Number of 1 star-rated Financial planners in Concord

1

Number of 2 star-rated Financial planners in Concord

1

Number of 3 star-rated Financial planners in Concord

2

Number of 4 star-rated Financial planners in Concord

3

Number of 5 star-rated Financial planners in Concord

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The total number of Financial planners in Concord is 18.

Smartscrapers is your go-to platform to get authentic and reliable data on Financial planners in Concord at an affordable price.

You can download the complete dataset of sales qualified leads of Financial planners in Concord once you purchase it.

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You can download the data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

The price of Financial planners in Concord dataset costs $99.

There are 21 Financial planners in Concord with phone numbers.

There are 7 Financial planners in Concord with email addresses.

There are 8 Financial planners in Concord with both phone numbers and email lists.

There are 7 Financial planners in Concord with LinkedIn Profiles.

There are 8 Financial planners in Concord with Facebook Profiles.

There are 3 Financial planners in Concord with Instagram Handles.

There are 6 Financial planners in Concord with X Handles.

There are 2 Financial planners in Concord with YouTube Channels.

The total count of Financial planners in Concord with a website is 16.

The total count of Financial planners in Concord without a website is 5.

There are 3 5-star rated Financial planners in Concord.

There are 2 4-star rated Financial planners in Concord.

There are 1 3-star rated Financial planners in Concord.

There are 1 2-star rated Financial planners in Concord.

There are 2 1-star rated Financial planners in Concord.

The average age of Financial planners in Concord is 4 years and 4 months.

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With the email addresses of Financial planners, you can reach your audience directly, ensuring your messages land in the inboxes of potential customers, leading to increased engagement and conversion rates.

Whether for cold calling campaigns or personalized messaging, having accurate phone numbers allows you to establish meaningful connections.

The mailing address data of Financial planners ensures that your promotional materials reach the hands of potential customers, driving engagement and brand recognition.