List of Financial planners in Lake Forest
There are 15 Financial planners in Lake Forest as of November 14, 2024; which is an 0.00% increase from 2023. Of these locations, 11 Financial planners which is 73.33% of all Financial planners in Lake Forest are single-owner operations, while the remaining 4 which is 26.67% are part of larger brands. Average age of Financial planners in Lake Forest is 5 years and 11 months.Financial planners are also establishing a strong digital presence across various platforms: 5 have LinkedIn profiles, 7 have Facebook Pages, 5 are active on Instagram, 5 have X (formerly Twitter) handles, and 3 have YouTube channels. About 16 Financial planners have their own website and the remaining 1 don’t have their own website.
- 15
Number of Financial planners
- 7
Email addresses
- 17
Phone numbers
- 16
With Websites
- 5
LinkedIn Profiles
- 7
Facebook Profiles
- 5
Instagram Handles
- 5
X Handles
- 3
YouTube Channels
Download list of Financial planners in Lake Forest
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.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America (with Drive-thru ATM) | Address | Lake Forest | California | United States | Phone | 37 | 2.5 | Link | ||||||
| Bank of America ATM (Drive-thru) | Address | Lake Forest | California | United States | Phone | 1 | 1 | Link | ||||||
| California Pension Administrators & Consultants, Inc. | Address | Lake Forest | California | United States | Phone | 0 | 0 | Link | ||||||
| Lefebvre Financial Services | Address | Lake Forest | California | United States | Phone | 0 | 0 | Link | ||||||
| Melissa Shaw, CFP(r) | Address | Lake Forest | California | United States | Phone | 0 | 0 | Link | ||||||
| Financial Counselor Notebook | Address | Lake Forest | California | United States | Phone | 0 | 0 | Link | ||||||
| Edward Jones | Address | Lake Forest | California | United States | Phone | 1 | 5 | Link | ||||||
| Jones Associates/JW Cole Financial | Address | Lake Forest | California | United States | Phone | 1 | 5 | Link | ||||||
| Harmon Street Advisors Inc | Address | Lake Forest | California | United States | Phone | 2 | 5 | Link | ||||||
| One Eighty Business Soutions | Address | Lake Forest | California | United States | Phone | 0 | 0 |
[
{
"name": "Bank of America (with Drive-thru ATM)",
"address": "26**********",
"phone": "********9623",
"email": "sa**********@ml****",
"lat": 33.6815383,
"lng": -117.6678816,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 2.5,
"rating_count": 37,
"category_name": "Financial consultants,Financial planners,Banks"
},
{
"name": "Bank of America ATM (Drive-thru)",
"address": "26**********",
"phone": "********8500",
"email": "sa**********@ml****",
"lat": 33.6807125,
"lng": -117.6675937,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 1,
"rating_count": 1,
"category_name": "Financial consultants,Financial planners,ATMs"
},
{
"name": "California Pension Administrators & Consultants, Inc.",
"address": "1 **********",
"phone": "********0340",
"email": "cu**********@pa**********",
"lat": 33.6724361,
"lng": -117.6710199,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Lefebvre Financial Services",
"address": "15**********",
"phone": "********1161",
"email": "sh***@sl**********",
"lat": 33.6345031,
"lng": -117.7192848,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Melissa Shaw, CFP(r)",
"address": "26**********",
"phone": "********6344",
"email": "me*****@jo**********",
"lat": 33.6752415,
"lng": -117.6715038,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 0,
"rating_count": 0,
"category_name": "Insurance brokers,Financial planners"
},
{
"name": "Financial Counselor Notebook",
"address": "26**********",
"phone": "********6344",
"email": "me*****@jo**********",
"lat": 33.6752415,
"lng": -117.6715038,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Edward Jones",
"address": "27**********",
"phone": "********0096",
"email": "",
"lat": 33.672409,
"lng": -117.6594134,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Jones Associates/JW Cole Financial",
"address": "26**********",
"phone": "********1660",
"email": "",
"lat": 33.6752891,
"lng": -117.6715363,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners,Insurance agencies"
},
{
"name": "Harmon Street Advisors Inc",
"address": "15**********",
"phone": "********5630",
"email": "",
"lat": 33.634559,
"lng": -117.7194152,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 5,
"rating_count": 2,
"category_name": "Financial planners"
},
{
"name": "One Eighty Business Soutions",
"address": "27**********",
"phone": "******** 202",
"email": "",
"lat": 33.6733887,
"lng": -117.6564282,
"url": "",
"country": "United States",
"state": "California",
"city": "Lake Forest",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
}
]Loading...
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How many Financial planners are there in Lake Forest?
There are a total of 15 Financial planners in Lake Forest as of November 14, 2024.
Number of Financial planners in Lake Forest with Phone Number
Number of Financial planners in Lake Forest with Email
List of Financial planners in Lake Forest with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
Download sales qualified leads of Financial planners in the Lake Forest
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Related Financial planners Leads By Location
Data of Financial planners in Lake Forest with/without Website
Download the list of Financial planners in Lake Forest as of November 14, 2024 with and without website information.
Number of Financial planners in Lake Forest with website
Number of Financial planners in Lake Forest without website
List of Financial planners in Lake Forest By Ratings
Download the data of the number of star-rated Financial planners in Lake Forest as of November 14, 2024.
Number of 1 star-rated Financial planners in Lake Forest
Number of 2 star-rated Financial planners in Lake Forest
Number of 3 star-rated Financial planners in Lake Forest
Number of 4 star-rated Financial planners in Lake Forest
Number of 5 star-rated Financial planners in Lake Forest
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