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List of Financial planners in Placentia

There are 25 Financial planners in Placentia as of November 14, 2024; which is an 0.00% increase from 2023. Of these locations, 15 Financial planners which is 60.00% of all Financial planners in Placentia are single-owner operations, while the remaining 10 which is 40.00% are part of larger brands. Average age of Financial planners in Placentia is 5 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 12 have LinkedIn profiles, 12 have Facebook Pages, 4 are active on Instagram, 7 have X (formerly Twitter) handles, and 7 have YouTube channels. About 22 Financial planners have their own website and the remaining 6 don’t have their own website.

  • 25

    Number of Financial planners

  • 12

    Email addresses

  • 28

    Phone numbers

  • 22

    With Websites

  • 12

    LinkedIn Profiles

  • 12

    Facebook Profiles

  • 4

    Instagram Handles

  • 7

    X Handles

  • 7

    YouTube Channels

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

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)AddressPlacentiaCaliforniaUnited StatesEmailPhone672.1Link
Pure Financial Advisors, LLCAddressPlacentiaCaliforniaUnited StatesEmailPhone25Link
Danielle Blunt - Raymond JamesAddressPlacentiaCaliforniaUnited StatesEmailPhone15Link
Teacher's Retirement ServicesAddressPlacentiaCaliforniaUnited StatesEmailPhone00Link
Marion Douglas Financial and Insurance ServicesAddressPlacentiaCaliforniaUnited StatesEmailPhone15Link
Bennett Financial GroupAddressPlacentiaCaliforniaUnited StatesEmailPhone11Link
U.S. Bank – Wealth Management Banker: Jeremy KirbisAddressPlacentiaCaliforniaUnited StatesEmailPhone00Link
SVL Holding CorporationAddressPlacentiaCaliforniaUnited StatesEmailPhone00Link
Merrill Lynch Wealth ManagementAddressPlacentiaCaliforniaUnited StatesPhone00
R.A.I. Wealth ManagementAddressPlacentiaCaliforniaUnited StatesPhone15Link
[
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "16**********",
    "phone": "********4712",
    "email": "al*********@ml****",
    "lat": 33.8872833,
    "lng": -117.8636978,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 2.1,
    "rating_count": 67,
    "category_name": "Banks,Financial planners,Financial consultants"
  },
  {
    "name": "Pure Financial Advisors, LLC",
    "address": "30**********",
    "phone": "********7447",
    "email": "in**@pu**********",
    "lat": 33.9080444,
    "lng": -117.8556258,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners,Investment services,Tax consultants"
  },
  {
    "name": "Danielle Blunt - Raymond James",
    "address": "26**********",
    "phone": "********2496",
    "email": "da**********@ra**********",
    "lat": 33.909001,
    "lng": -117.8629653,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Teacher's Retirement Services",
    "address": "14**********",
    "phone": "********6431",
    "email": "in**@my********",
    "lat": 33.8864408,
    "lng": -117.8624577,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Marion Douglas Financial and Insurance Services",
    "address": "15**********",
    "phone": "********7300",
    "email": "in**@ma**********",
    "lat": 33.8720469,
    "lng": -117.8633942,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Bennett Financial Group",
    "address": "16**********",
    "phone": "********0455",
    "email": "la***@Be**********",
    "lat": 33.8922977,
    "lng": -117.8724712,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 1,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "U.S. Bank – Wealth Management Banker: Jeremy Kirbis",
    "address": "20**********",
    "phone": "********2624",
    "email": "je**********@us********",
    "lat": 33.8881605,
    "lng": -117.8630917,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "SVL Holding Corporation",
    "address": "16**********",
    "phone": "********2222",
    "email": "in**@sv**********",
    "lat": 33.8921826,
    "lng": -117.8725439,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Merrill Lynch Wealth Management",
    "address": "16**********",
    "phone": "********5612",
    "email": "",
    "lat": 33.8872488,
    "lng": -117.8638422,
    "url": "",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "R.A.I. Wealth Management",
    "address": "15**********",
    "phone": "********9696",
    "email": "",
    "lat": 33.871984,
    "lng": -117.8633979,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "Placentia",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Investment services,Financial planners"
  }
]

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How many Financial planners are there in Placentia?

There are a total of 25 Financial planners in Placentia as of November 14, 2024.

Number of Financial planners in Placentia with Phone Number

28

Number of Financial planners in Placentia with Email

12

List of Financial planners in Placentia with Social Media Accounts

12

Facebook Profiles

4

Instagram Handles

12

LinkedIn Profiles

7

X Handles

7

YouTube Channels

Download sales qualified leads of Financial planners in the Placentia

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

Data of Financial planners in Placentia with/without Website

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

22

Number of Financial planners in Placentia with website

6

Number of Financial planners in Placentia without website

List of Financial planners in Placentia By Ratings

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

1

Number of 1 star-rated Financial planners in Placentia

1

Number of 2 star-rated Financial planners in Placentia

1

Number of 3 star-rated Financial planners in Placentia

2

Number of 4 star-rated Financial planners in Placentia

8

Number of 5 star-rated Financial planners in Placentia

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The total number of Financial planners in Placentia is 25.

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

You can download the complete dataset of sales qualified leads of Financial planners in Placentia 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 Placentia dataset costs $99.

There are 28 Financial planners in Placentia with phone numbers.

There are 12 Financial planners in Placentia with email addresses.

There are 12 Financial planners in Placentia with both phone numbers and email lists.

There are 12 Financial planners in Placentia with LinkedIn Profiles.

There are 12 Financial planners in Placentia with Facebook Profiles.

There are 4 Financial planners in Placentia with Instagram Handles.

There are 7 Financial planners in Placentia with X Handles.

There are 7 Financial planners in Placentia with YouTube Channels.

The total count of Financial planners in Placentia with a website is 22.

The total count of Financial planners in Placentia without a website is 6.

There are 8 5-star rated Financial planners in Placentia.

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

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

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

There are 1 1-star rated Financial planners in Placentia.

The average age of Financial planners in Placentia is 5 years and 6 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.