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List of Financial planners in Lodi

There are 35 Financial planners in Lodi as of November 14, 2024; which is an 0.00% increase from 2023. Of these locations, 17 Financial planners which is 48.57% of all Financial planners in Lodi are single-owner operations, while the remaining 18 which is 51.43% are part of larger brands. Average age of Financial planners in Lodi is 5 years and 8 months.

Financial planners are also establishing a strong digital presence across various platforms: 13 have LinkedIn profiles, 15 have Facebook Pages, 9 are active on Instagram, 12 have X (formerly Twitter) handles, and 9 have YouTube channels. About 31 Financial planners have their own website and the remaining 5 don’t have their own website.

  • 35

    Number of Financial planners

  • 9

    Email addresses

  • 35

    Phone numbers

  • 31

    With Websites

  • 13

    LinkedIn Profiles

  • 15

    Facebook Profiles

  • 9

    Instagram Handles

  • 12

    X Handles

  • 9

    YouTube Channels

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

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 HandleLinkedInTwitterYouTube
Bank of America (with Drive-thru ATM)AddressLodiCaliforniaUnited StatesEmailPhone422.5Link
Bank of America ATM (Drive-thru)AddressLodiCaliforniaUnited StatesEmailPhone15Link
Tom E Burns - Financial Advisor, Ameriprise Financial Services, LLCAddressLodiCaliforniaUnited StatesEmailPhone24Link
Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressLodiCaliforniaUnited StatesEmailPhone35Link
New York Life Albert PaulaAddressLodiCaliforniaUnited StatesEmailPhone14Link
Adrian Castillo - Financial Advisor, Ameriprise Financial Services, LLCAddressLodiCaliforniaUnited StatesEmailPhone00Link
Christopher Olsen - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressLodiCaliforniaUnited StatesEmailPhone00Link
Sam Bellestri - Raymond JamesAddressLodiCaliforniaUnited StatesEmailPhone15Link
Hickingbottom Financial ServicesAddressLodiCaliforniaUnited StatesEmailPhone00Link
4thGEN Wealth Management, LLCAddressLodiCaliforniaUnited StatesEmailPhone15Link
[
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "70**********",
    "phone": "********7930",
    "email": "er**********@ml****",
    "lat": 38.1150218,
    "lng": -121.2825371,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 2.5,
    "rating_count": 42,
    "category_name": "Financial consultants,Banks,Financial planners"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "70**********",
    "phone": "********8500",
    "email": "er**********@ml****",
    "lat": 38.1150218,
    "lng": -121.2825371,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Financial consultants,ATMs"
  },
  {
    "name": "Tom E Burns - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "30**********",
    "phone": "********0236",
    "email": "to*********@am******",
    "lat": 38.1295242,
    "lng": -121.288577,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 4,
    "rating_count": 2,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Daniel Castillo - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "80**********",
    "phone": "********8700",
    "email": "Da**********@am******",
    "lat": 38.124493,
    "lng": -121.288546,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 5,
    "rating_count": 3,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "New York Life Albert Paula",
    "address": "77**********",
    "phone": "********2400",
    "email": "ar*****@Ea**********",
    "lat": 38.1252203,
    "lng": -121.288719,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 4,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Adrian Castillo - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "80**********",
    "phone": "********8700",
    "email": "Ad**********@am******",
    "lat": 38.1245321,
    "lng": -121.2885655,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Christopher Olsen - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "80**********",
    "phone": "********8700",
    "email": "ch**********@am******",
    "lat": 38.1246571,
    "lng": -121.288577,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Sam Bellestri - Raymond James",
    "address": "13**********",
    "phone": "********4500",
    "email": "Ro**********@Ra**********",
    "lat": 38.1364438,
    "lng": -121.2751875,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Hickingbottom Financial Services",
    "address": "13**********",
    "phone": "********4500",
    "email": "Ro**********@Ra**********",
    "lat": 38.1364438,
    "lng": -121.2751875,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "4thGEN Wealth Management, LLC",
    "address": "ar**********",
    "phone": "********0330",
    "email": "in**@4t**********",
    "lat": 38.1157672,
    "lng": -121.2986649,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Lodi",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Investment services,Financial planners"
  }
]

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How many Financial planners are there in Lodi?

There are a total of 35 Financial planners in Lodi as of November 14, 2024.

Number of Financial planners in Lodi with Phone Number

35

Number of Financial planners in Lodi with Email

9

List of Financial planners in Lodi with Social Media Accounts

15

Facebook Profiles

9

Instagram Handles

13

LinkedIn Profiles

12

X Handles

9

YouTube Channels

Download sales qualified leads of Financial planners in the Lodi

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

Data of Financial planners in Lodi with/without Website

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

31

Number of Financial planners in Lodi with website

5

Number of Financial planners in Lodi without website

List of Financial planners in Lodi By Ratings

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

0

Number of 1 star-rated Financial planners in Lodi

0

Number of 2 star-rated Financial planners in Lodi

1

Number of 3 star-rated Financial planners in Lodi

4

Number of 4 star-rated Financial planners in Lodi

10

Number of 5 star-rated Financial planners in Lodi

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The total number of Financial planners in Lodi is 35.

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

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

Absolutely! Smartscrapers enables you to download a sample dataset directly from the corresponding webpage.

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

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

There are 35 Financial planners in Lodi with phone numbers.

There are 9 Financial planners in Lodi with email addresses.

There are 11 Financial planners in Lodi with both phone numbers and email lists.

There are 13 Financial planners in Lodi with LinkedIn Profiles.

There are 15 Financial planners in Lodi with Facebook Profiles.

There are 9 Financial planners in Lodi with Instagram Handles.

There are 12 Financial planners in Lodi with X Handles.

There are 9 Financial planners in Lodi with YouTube Channels.

The total count of Financial planners in Lodi with a website is 31.

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

There are 10 5-star rated Financial planners in Lodi.

There are 4 4-star rated Financial planners in Lodi.

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

There are 0 2-star rated Financial planners in Lodi.

There are 0 1-star rated Financial planners in Lodi.

The average age of Financial planners in Lodi is 5 years and 8 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.