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List of Financial planners in Summit

There are 58 Financial planners in Summit as of November 14, 2024; which is an 1.64% increase from 2023. Of these locations, 19 Financial planners which is 32.76% of all Financial planners in Summit are single-owner operations, while the remaining 39 which is 67.24% are part of larger brands. Average age of Financial planners in Summit is 4 years and 2 months.

Financial planners are also establishing a strong digital presence across various platforms: 37 have LinkedIn profiles, 15 have Facebook Pages, 2 are active on Instagram, 37 have X (formerly Twitter) handles, and 26 have YouTube channels. About 56 Financial planners have their own website and the remaining 6 don’t have their own website.

  • 58

    Number of Financial planners

  • 16

    Email addresses

  • 61

    Phone numbers

  • 56

    With Websites

  • 37

    LinkedIn Profiles

  • 15

    Facebook Profiles

  • 2

    Instagram Handles

  • 37

    X Handles

  • 26

    YouTube Channels

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

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
Beacon Pointe AdvisorsAddressSummitNew JerseyUnited StatesEmailPhone94.6Link
William Huntley - Financial Advisor, Ameriprise Financial Services, LLCAddressSummitNew JerseyUnited StatesEmailPhone00Link
Keith Woetzel - Financial Advisor, Ameriprise Financial Services, LLCAddressSummitNew JerseyUnited StatesEmailPhone00Link
Summit Place Financial AdvisorsAddressSummitNew JerseyUnited StatesEmailPhone00Link
Chatham Wealth ManagementAddressSummitNew JerseyUnited StatesEmailPhone00Link
Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLCAddressSummitNew JerseyUnited StatesEmailPhone00Link
Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLCAddressSummitNew JerseyUnited StatesEmailPhone00Link
Anthony DeAngelo - Financial Advisor, Ameriprise Financial Services, LLCAddressSummitNew JerseyUnited StatesEmailPhone00Link
Beacon Hill Private Wealth, LLCAddressSummitNew JerseyUnited StatesEmailPhone00Link
Lionheart Wealth Management - Ameriprise Financial Services, LLCAddressSummitNew JerseyUnited StatesEmailPhone00Link
[
  {
    "name": "Beacon Pointe Advisors",
    "address": "47**********",
    "phone": "********5437",
    "email": "in**@be**********",
    "lat": 40.7170759,
    "lng": -74.3594401,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 4.6,
    "rating_count": 9,
    "category_name": "Investment services,Financial consultants,Financial planners"
  },
  {
    "name": "William Huntley - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********2010",
    "email": "Wi**********@am******",
    "lat": 40.7195443,
    "lng": -74.3558061,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Keith Woetzel - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********2010",
    "email": "Ke**********@am******",
    "lat": 40.7195443,
    "lng": -74.3558061,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Summit Place Financial Advisors",
    "address": "18**********",
    "phone": "********5880",
    "email": "li********@su**********",
    "lat": 40.7174191,
    "lng": -74.357052,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Chatham Wealth Management",
    "address": "10**********",
    "phone": "********8086",
    "email": "in**@ch**********",
    "lat": 40.7400184,
    "lng": -74.374794,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services,Investment companies,Financial planners"
  },
  {
    "name": "Samuel Dicocco - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********2010",
    "email": "Sa**********@am******",
    "lat": 40.7195443,
    "lng": -74.3558061,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Investment services,Financial planners"
  },
  {
    "name": "Shivam Mittal - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********5234",
    "email": "Sh**********@am******",
    "lat": 40.7195443,
    "lng": -74.3558061,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Anthony DeAngelo - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********2010",
    "email": "An**********@am******",
    "lat": 40.7195443,
    "lng": -74.3558061,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Beacon Hill Private Wealth, LLC",
    "address": "35**********",
    "phone": "********8444",
    "email": "to*@be**********",
    "lat": 40.71782,
    "lng": -74.356594,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Financial consultants,Financial advisors"
  },
  {
    "name": "Lionheart Wealth Management - Ameriprise Financial Services, LLC",
    "address": "12**********",
    "phone": "********2010",
    "email": "an**********@am******",
    "lat": 40.7195443,
    "lng": -74.3558061,
    "url": "ht**********",
    "country": "United States",
    "state": "New Jersey",
    "city": "Summit",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  }
]

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How many Financial planners are there in Summit?

There are a total of 58 Financial planners in Summit as of November 14, 2024.

Number of Financial planners in Summit with Phone Number

61

Number of Financial planners in Summit with Email

16

List of Financial planners in Summit with Social Media Accounts

15

Facebook Profiles

2

Instagram Handles

37

LinkedIn Profiles

37

X Handles

26

YouTube Channels

Download sales qualified leads of Financial planners in the Summit

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

Data of Financial planners in Summit with/without Website

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

56

Number of Financial planners in Summit with website

6

Number of Financial planners in Summit without website

List of Financial planners in Summit By Ratings

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

0

Number of 1 star-rated Financial planners in Summit

0

Number of 2 star-rated Financial planners in Summit

1

Number of 3 star-rated Financial planners in Summit

0

Number of 4 star-rated Financial planners in Summit

5

Number of 5 star-rated Financial planners in Summit

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The total number of Financial planners in Summit is 58.

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

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

There are 61 Financial planners in Summit with phone numbers.

There are 16 Financial planners in Summit with email addresses.

There are 23 Financial planners in Summit with both phone numbers and email lists.

There are 37 Financial planners in Summit with LinkedIn Profiles.

There are 15 Financial planners in Summit with Facebook Profiles.

There are 2 Financial planners in Summit with Instagram Handles.

There are 37 Financial planners in Summit with X Handles.

There are 26 Financial planners in Summit with YouTube Channels.

The total count of Financial planners in Summit with a website is 56.

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

There are 5 5-star rated Financial planners in Summit.

There are 0 4-star rated Financial planners in Summit.

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

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

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

The average age of Financial planners in Summit is 4 years and 2 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.