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List of Financial planners in Worcester

There are 98 Financial planners in Worcester as of November 14, 2024; which is an 1.90% increase from 2023. Of these locations, 56 Financial planners which is 57.14% of all Financial planners in Worcester are single-owner operations, while the remaining 42 which is 42.86% are part of larger brands. Average age of Financial planners in Worcester is 5 years and 4 months.

Financial planners are also establishing a strong digital presence across various platforms: 48 have LinkedIn profiles, 36 have Facebook Pages, 16 are active on Instagram, 34 have X (formerly Twitter) handles, and 29 have YouTube channels. About 90 Financial planners have their own website and the remaining 15 don’t have their own website.

  • 98

    Number of Financial planners

  • 28

    Email addresses

  • 103

    Phone numbers

  • 90

    With Websites

  • 48

    LinkedIn Profiles

  • 36

    Facebook Profiles

  • 16

    Instagram Handles

  • 34

    X Handles

  • 29

    YouTube Channels

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

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)AddressWorcesterMassachusettsUnited StatesEmailPhone282.4Link
Bartlett Wealth ManagementAddressWorcesterMassachusettsUnited StatesEmailPhone00Link
Caitlin Kerswell - Financial Advisor, Ameriprise Financial Services, LLCAddressWorcesterMassachusettsUnited StatesEmailPhone00Link
Peter Mina - Financial Advisor, Ameriprise Financial Services, LLCAddressWorcesterMassachusettsUnited StatesEmailPhone15Link
Dream Big Wealth Strategies, LLCAddressWorcesterMassachusettsUnited StatesEmailPhone00Link
Matthew Mina - Financial Advisor, Ameriprise Financial Services, LLCAddressWorcesterMassachusettsUnited StatesEmailPhone00Link
Karen Maloney-Hagel - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressWorcesterMassachusettsUnited StatesEmailPhone00Link
Dream Big Financial, LLCAddressWorcesterMassachusettsUnited StatesEmailPhone15Link
Paul McHugh - Financial Advisor, Ameriprise Financial Services, LLCAddressWorcesterMassachusettsUnited StatesEmailPhone00Link
Andrew Catalfamo - Ameriprise Financial Services, LLCAddressWorcesterMassachusettsUnited StatesEmailPhone00Link
[
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "29**********",
    "phone": "********1334",
    "email": "se**********@ml****",
    "lat": 42.2894266,
    "lng": -71.8073167,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 2.4,
    "rating_count": 28,
    "category_name": "Banks,Financial planners,Financial consultants"
  },
  {
    "name": "Bartlett Wealth Management",
    "address": "On**********",
    "phone": "********7575",
    "email": "co*****@ba**********",
    "lat": 42.2886869,
    "lng": -71.8076155,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Caitlin Kerswell - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "32**********",
    "phone": "********0045",
    "email": "ca**********@am******",
    "lat": 42.2840827,
    "lng": -71.8067986,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Peter Mina - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "32**********",
    "phone": "********0027",
    "email": "pe**********@am******",
    "lat": 42.2840106,
    "lng": -71.8067419,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Dream Big Wealth Strategies, LLC",
    "address": "12**********",
    "phone": "********4848",
    "email": "ju******@dr**********",
    "lat": 42.2628731,
    "lng": -71.7900422,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Matthew Mina - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "32**********",
    "phone": "********0027",
    "email": "Ma**********@am******",
    "lat": 42.2841003,
    "lng": -71.8065509,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services,Financial planners"
  },
  {
    "name": "Karen Maloney-Hagel - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "32**********",
    "phone": "********0083",
    "email": "ka**********@am******",
    "lat": 42.283948,
    "lng": -71.8067963,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Dream Big Financial, LLC",
    "address": "12**********",
    "phone": "********4848",
    "email": "ju******@dr**********",
    "lat": 42.2628731,
    "lng": -71.7902139,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners"
  },
  {
    "name": "Paul McHugh - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "32**********",
    "phone": "********0018",
    "email": "Pa*********@am******",
    "lat": 42.2841194,
    "lng": -71.806815,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Andrew Catalfamo - Ameriprise Financial Services, LLC",
    "address": "25**********",
    "phone": "********0096",
    "email": "an**********@am******",
    "lat": 42.2648549,
    "lng": -71.818711,
    "url": "ht**********",
    "country": "United States",
    "state": "Massachusetts",
    "city": "Worcester",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners,Investment services"
  }
]

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How many Financial planners are there in Worcester?

There are a total of 98 Financial planners in Worcester as of November 14, 2024.

Number of Financial planners in Worcester with Phone Number

103

Number of Financial planners in Worcester with Email

28

List of Financial planners in Worcester with Social Media Accounts

36

Facebook Profiles

16

Instagram Handles

48

LinkedIn Profiles

34

X Handles

29

YouTube Channels

Download sales qualified leads of Financial planners in the Worcester

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

Data of Financial planners in Worcester with/without Website

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

90

Number of Financial planners in Worcester with website

15

Number of Financial planners in Worcester without website

List of Financial planners in Worcester By Ratings

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

4

Number of 1 star-rated Financial planners in Worcester

0

Number of 2 star-rated Financial planners in Worcester

5

Number of 3 star-rated Financial planners in Worcester

6

Number of 4 star-rated Financial planners in Worcester

21

Number of 5 star-rated Financial planners in Worcester

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The total number of Financial planners in Worcester is 98.

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

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

There are 103 Financial planners in Worcester with phone numbers.

There are 28 Financial planners in Worcester with email addresses.

There are 30 Financial planners in Worcester with both phone numbers and email lists.

There are 48 Financial planners in Worcester with LinkedIn Profiles.

There are 36 Financial planners in Worcester with Facebook Profiles.

There are 16 Financial planners in Worcester with Instagram Handles.

There are 34 Financial planners in Worcester with X Handles.

There are 29 Financial planners in Worcester with YouTube Channels.

The total count of Financial planners in Worcester with a website is 90.

The total count of Financial planners in Worcester without a website is 15.

There are 21 5-star rated Financial planners in Worcester.

There are 6 4-star rated Financial planners in Worcester.

There are 5 3-star rated Financial planners in Worcester.

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

There are 4 1-star rated Financial planners in Worcester.

The average age of Financial planners in Worcester is 5 years and 4 months.

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

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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.