List of Financial planners in Petaluma
There are 28 Financial planners in Petaluma as of November 14, 2024; which is an 0.00% increase from 2023. Of these locations, 16 Financial planners which is 57.14% of all Financial planners in Petaluma are single-owner operations, while the remaining 12 which is 42.86% are part of larger brands. Average age of Financial planners in Petaluma is 7 years and 1 months.Financial planners are also establishing a strong digital presence across various platforms: 12 have LinkedIn profiles, 12 have Facebook Pages, 9 are active on Instagram, 10 have X (formerly Twitter) handles, and 8 have YouTube channels. About 25 Financial planners have their own website and the remaining 6 don’t have their own website.
- 28
Number of Financial planners
- 12
Email addresses
- 31
Phone numbers
- 25
With Websites
- 12
LinkedIn Profiles
- 12
Facebook Profiles
- 9
Instagram Handles
- 10
X Handles
- 8
YouTube Channels
Download list of Financial planners in Petaluma
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 | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Nancy Ferguson - Raymond James | Address | Petaluma | California | United States | Phone | 1 | 4 | Link | ||||||
| Oculus Financial Group | Address | Petaluma | California | United States | Phone | 3 | 5 | Link | ||||||
| Choreo Advisors | Address | Petaluma | California | United States | Phone | 0 | 0 | Link | ||||||
| Kruse Financial Strategy | Address | Petaluma | California | United States | Phone | 1 | 5 | Link | ||||||
| Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC | Address | Petaluma | California | United States | Phone | 0 | 0 | Link | ||||||
| STG Asset Management Inc | Address | Petaluma | California | United States | Phone | 0 | 0 | Link | ||||||
| Breen Wealth Management, LLC | Address | Petaluma | California | United States | Phone | 2 | 5 | Link | ||||||
| Spiritus Financial Planning | Address | Petaluma | California | United States | Phone | 1 | 5 | Link | ||||||
| North Bay Wealth Management | Address | Petaluma | California | United States | Phone | 0 | 0 | Link | ||||||
| Kruse Financial Strategy | Address | Petaluma | California | United States | Phone | 1 | 5 | Link |
[
{
"name": "Nancy Ferguson - Raymond James",
"address": "13**********",
"phone": "********7610",
"email": "su*****@In**********",
"lat": 38.260475,
"lng": -122.646866,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 4,
"rating_count": 1,
"category_name": "Financial planners,Financial consultants"
},
{
"name": "Oculus Financial Group",
"address": "76**********",
"phone": "********6525",
"email": "oc****@oc**********",
"lat": 38.2313241,
"lng": -122.6135488,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 5,
"rating_count": 3,
"category_name": "Financial planners"
},
{
"name": "Choreo Advisors",
"address": "11**********",
"phone": "********2160",
"email": "he***@ch**********",
"lat": 38.2323052,
"lng": -122.6405281,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Kruse Financial Strategy",
"address": "75**********",
"phone": "********3973",
"email": "Au****@Kr**********",
"lat": 38.231211,
"lng": -122.6134709,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "Richard Pitt - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "75**********",
"phone": "********4414",
"email": "ri**********@am******",
"lat": 38.2311505,
"lng": -122.6133938,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"name": "STG Asset Management Inc",
"address": "13**********",
"phone": "********1786",
"email": "km****@st**********",
"lat": 38.2607095,
"lng": -122.6467837,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Breen Wealth Management, LLC",
"address": "20**********",
"phone": "********6556",
"email": "in**@br**********",
"lat": 38.2359374,
"lng": -122.6416148,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 5,
"rating_count": 2,
"category_name": "Investment services,Financial consultants,Financial planners"
},
{
"name": "Spiritus Financial Planning",
"address": "7 **********",
"phone": "********9478",
"email": "in**@sp**********",
"lat": 38.2331293,
"lng": -122.6403788,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
},
{
"name": "North Bay Wealth Management",
"address": "14**********",
"phone": "********7069",
"email": "",
"lat": 38.2332773,
"lng": -122.637403,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services,Financial institutions,Financial consultants"
},
{
"name": "Kruse Financial Strategy",
"address": "72**********",
"phone": "********3973",
"email": "",
"lat": 38.2586127,
"lng": -122.6468854,
"url": "ht**********",
"country": "United States",
"state": "California",
"city": "Petaluma",
"star_count": 5,
"rating_count": 1,
"category_name": "Financial planners"
}
]Loading...
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How many Financial planners are there in Petaluma?
There are a total of 28 Financial planners in Petaluma as of November 14, 2024.
Number of Financial planners in Petaluma with Phone Number
Number of Financial planners in Petaluma with Email
List of Financial planners in Petaluma with Social Media Accounts
Facebook Profiles
Instagram Handles
LinkedIn Profiles
X Handles
YouTube Channels
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Data of Financial planners in Petaluma with/without Website
Download the list of Financial planners in Petaluma as of November 14, 2024 with and without website information.
Number of Financial planners in Petaluma with website
Number of Financial planners in Petaluma without website
List of Financial planners in Petaluma By Ratings
Download the data of the number of star-rated Financial planners in Petaluma as of November 14, 2024.
Number of 1 star-rated Financial planners in Petaluma
Number of 2 star-rated Financial planners in Petaluma
Number of 3 star-rated Financial planners in Petaluma
Number of 4 star-rated Financial planners in Petaluma
Number of 5 star-rated Financial planners in Petaluma
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