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List of Financial planners in San Jose

Number of Financial planners in San Jose with email address, phone number, geocoded address, and other key details for download.

  • 760

    Number of Financial planners

Data updated on April 20, 2024
$99
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Smartscrapers has the most up to date and comprehensive Financial planners list in San Jose. Our lists are constantly being verified and our database is constantly being updated.

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Download list of Financial planners in San Jose

Find new clients and close more deals with the world’s best business leads provider. You can download Financial planners email and phone number lists for your sales teams. Here is a random sample of 30 records for you to look at the fields and the data that we provide.

nameaddresscityState/TerritorycountryemailphoneReview CountRating Scoresurl
Merrill Lynch Financial Advisor Tom NguyenAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Westridge Wealth StrategiesAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Morgan Stanley DeanAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Artesian Wealth SolutionsAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone35Link
Bank of America Financial CenterAddressSan JoseCaliforniaUnited StatesEmailPhone852Link
Merrill Lynch Financial Advisor Michelle YehAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone15Link
Merrill Lynch Financial Advisor Ted MoorheadAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Broadview Wealth Advisors - Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
The Kruchko GroupAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Merrill Lynch Financial Advisor Steven C NietoAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
MDB GroupAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Family CFO, Inc.AddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Ester Ng - Financial Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Meyers Wealth ManagementAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Private Wealth Financial PartnersAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Connie Can - Financial Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Waverley Wealth ManagementAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Maya Advisors, IncAddressSan JoseCaliforniaUnited StatesEmailPhone15Link
Merrill Lynch Financial Advisor Anthony BarnaoAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Raymond JamesAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Erik Cormier - Financial Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Maple Leaf InvestmentsAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Bank of America Financial CenterAddressSan JoseCaliforniaUnited StatesEmailPhone333.5Link
Robert W Cleland - Financial Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLCAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
Merrill Lynch Financial Advisor Huan "Ruth" LaiAddressSan JoseCaliforniaUnited StatesEmailPhone00Link
[
  {
    "name": "Merrill Lynch Financial Advisor Tom Nguyen",
    "address": "56**********",
    "phone": "********7972",
    "email": "br**********@ml****",
    "lat": 37.3175581,
    "lng": -121.9485109,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Westridge Wealth Strategies",
    "address": "22**********",
    "phone": "********9122",
    "email": "in**@we**********",
    "lat": 37.4440328,
    "lng": -122.1610993,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Morgan Stanley Dean",
    "address": "16**********",
    "phone": "********0960",
    "email": "pr********@mo**********",
    "lat": 37.2359915,
    "lng": -121.9624183,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Artesian Wealth Solutions",
    "address": "54**********",
    "phone": "********8594",
    "email": "an*********@lp*****",
    "lat": 37.2539318,
    "lng": -121.8594411,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Sarah Clish - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "22**********",
    "phone": "********2288",
    "email": "sa**********@am******",
    "lat": 37.335081,
    "lng": -121.8946745,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 5,
    "rating_count": 3,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "29**********",
    "phone": "********2071",
    "email": "ch**********@ml****",
    "lat": 37.3237092,
    "lng": -121.9449267,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 2,
    "rating_count": 85,
    "category_name": "Financial planners,Banks,Financial consultants"
  },
  {
    "name": "Merrill Lynch Financial Advisor Michelle Yeh",
    "address": "56**********",
    "phone": "********7908",
    "email": "br**********@ml****",
    "lat": 37.3175581,
    "lng": -121.9485109,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Daniel Chang - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "22**********",
    "phone": "********2265",
    "email": "DC****@am******",
    "lat": 37.335081,
    "lng": -121.8946745,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Merrill Lynch Financial Advisor Ted Moorhead",
    "address": "56**********",
    "phone": "********7923",
    "email": "br**********@ml****",
    "lat": 37.3175581,
    "lng": -121.9485109,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Broadview Wealth Advisors - Ameriprise Financial Services, LLC",
    "address": "59**********",
    "phone": "********6417",
    "email": "Br**********@am******",
    "lat": 37.2947968,
    "lng": -121.9600602,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "The Kruchko Group",
    "address": "90**********",
    "phone": "********1607",
    "email": "Ke***@Th**********",
    "lat": 37.294361,
    "lng": -121.936093,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Merrill Lynch Financial Advisor Steven C Nieto",
    "address": "56**********",
    "phone": "********7931",
    "email": "br**********@ml****",
    "lat": 37.3175581,
    "lng": -121.9485109,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  },
  {
    "name": "Barbara Madden - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "16**********",
    "phone": "********9700",
    "email": "ba**********@am******",
    "lat": 37.3793721,
    "lng": -122.1153636,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "MDB Group",
    "address": "49**********",
    "phone": "********1600",
    "email": "in**@md**********",
    "lat": 37.3973047,
    "lng": -122.1068837,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Family CFO, Inc.",
    "address": "49**********",
    "phone": "********7802",
    "email": "pa*********@fa**********",
    "lat": 37.396714,
    "lng": -122.106948,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Ester Ng - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "16**********",
    "phone": "********9800",
    "email": "es********@am******",
    "lat": 37.3793721,
    "lng": -122.1153636,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Meyers Wealth Management",
    "address": "11**********",
    "phone": "********2994",
    "email": "ad*****@me**********",
    "lat": 37.3801537,
    "lng": -122.1193386,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Private Wealth Financial Partners",
    "address": "21**********",
    "phone": "********4217",
    "email": "pw*********@lf*****",
    "lat": 37.2851633,
    "lng": -121.9323286,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Connie Can - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "19**********",
    "phone": "********0863",
    "email": "co**********@am******",
    "lat": 37.2887609,
    "lng": -121.9352672,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners,Financial consultants"
  },
  {
    "name": "Waverley Wealth Management",
    "address": "25**********",
    "phone": "********9700",
    "email": "in*******@wa**********",
    "lat": 37.4012174,
    "lng": -122.1112342,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Maya Advisors, Inc",
    "address": "53**********",
    "phone": "********3074",
    "email": "ad****@Ma**********",
    "lat": 37.4493401,
    "lng": -122.1599696,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Merrill Lynch Financial Advisor Anthony Barnao",
    "address": "56**********",
    "phone": "********7921",
    "email": "br**********@ml****",
    "lat": 37.3175581,
    "lng": -121.9485109,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Raymond James",
    "address": "64**********",
    "phone": "********8301",
    "email": "su*****@In**********",
    "lat": 37.4433242,
    "lng": -122.1607805,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Erik Cormier - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "52**********",
    "phone": "********9882",
    "email": "er**********@am******",
    "lat": 37.4449218,
    "lng": -122.1617839,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "Maple Leaf Investments",
    "address": "11**********",
    "phone": "********5941",
    "email": "j.*******@ma**********",
    "lat": 37.2300873,
    "lng": -121.8716042,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Bank of America Financial Center",
    "address": "48**********",
    "phone": "********4121",
    "email": "al**********@ml****",
    "lat": 37.35175,
    "lng": -121.9365117,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 3.5,
    "rating_count": 33,
    "category_name": "Financial planners,Financial consultants,Banks"
  },
  {
    "name": "Robert W Cleland - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "19**********",
    "phone": "********6272",
    "email": "ro**********@am******",
    "lat": 37.287775,
    "lng": -121.9350596,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Lesley Lemessurier - Associate Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "19**********",
    "phone": "********6500",
    "email": "Le**********@am******",
    "lat": 37.3407412,
    "lng": -121.9235637,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Phil Nguyen - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "22**********",
    "phone": "********2267",
    "email": "ph*********@am******",
    "lat": 37.335081,
    "lng": -121.8946745,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Merrill Lynch Financial Advisor Huan \"Ruth\" Lai",
    "address": "56**********",
    "phone": "********6058",
    "email": "br**********@ml****",
    "lat": 37.3175581,
    "lng": -121.9485109,
    "url": "ht**********",
    "country": "United States",
    "state": "California",
    "city": "San Jose",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants"
  }
]
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How many Financial planners are there in San Jose?

There are a total of 760 Financial planners in San Jose as of April 20, 2024.

List of Financial planners in San Jose

Download the list of 760 Financial planners in San Jose as of April 20, 2024 based on phone number, email, and both.

Number of Financial planners in San Jose with Phone Number

744

Number of Financial planners in San Jose with Email

409

Number of Financial planners in San Jose with Phone Number and Email

406

Download sales qualified leads of Financial planners in the San Jose

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

Related Financial planners Leads By Location

Data of Financial planners in San Jose with/without Website

Download the list of Financial planners in San Jose as of April 20, 2024 with and without website information.

663

Number of Financial planners in San Jose with website

97

Number of Financial planners in San Jose without website

List of Financial planners in San Jose By Ratings

Download the data of the number of star-rated Financial planners in San Jose as of April 20, 2024.

16

Number of 1 star-rated Financial planners in San Jose

10

Number of 2 star-rated Financial planners in San Jose

56

Number of 3 star-rated Financial planners in San Jose

33

Number of 4 star-rated Financial planners in San Jose

93

Number of 5 star-rated Financial planners in San Jose

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The total number of Financial planners in San Jose is 760.

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

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

There are 744 Financial planners in San Jose with phone numbers.

There are 409 Financial planners in San Jose with email lists.

There are 406 Financial planners in San Jose with both phone numbers and email lists.

The total count of Financial planners in San Jose with a website is 663.

The total count of Financial planners in San Jose without a website is 97.

There are 93 5-star rated Financial planners in San Jose.

There are 33 4-star rated Financial planners in San Jose.

There are 56 3-star rated Financial planners in San Jose.

There are 10 2-star rated Financial planners in San Jose.

There are 16 1-star rated Financial planners in San Jose.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience, optimize your ad campaigns, and increase your conversion rate.

By uploading our dataset on Financial planners, you can effortlessly reach the right target audience through Google Ads, optimize your ad campaigns, and maximize your ROI.

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.