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List of Financial planners in Portland

There are 914 Financial planners in Portland as of December 1, 2024; which is an 3.89% increase from 2023. Of these locations, 334 Financial planners which is 36.54% of all Financial planners in Portland are single-owner operations, while the remaining 580 which is 63.46% are part of larger brands. Average age of Financial planners in Portland is 4 years and 6 months.

Financial planners are also establishing a strong digital presence across various platforms: 464 have LinkedIn profiles, 396 have Facebook Pages, 156 are active on Instagram, 361 have X (formerly Twitter) handles, 1 are on TikTok, and 182 have YouTube channels. About 858 Financial planners have their own website and the remaining 122 don’t have their own website.

  • 396

    Facebook Profiles

  • 156

    Instagram Handles

  • 361

    X Handles

  • 1

    TikTok Profiles

  • 182

    YouTube Channels

Data updated on December 1, 2024
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Download list of Financial planners in Portland

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
Jared Buckmaster - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Bank of America ATM (Drive-thru)AddressPortlandOregonUnited StatesEmailPhone00Link
Point Forward Wealth Advisors - Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone15Link
Robert Kent - Financial Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Bank of America ATM (Drive-thru)AddressPortlandOregonUnited StatesEmailPhone23Link
Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Stangier Wealth ManagementAddressPortlandOregonUnited StatesEmailPhone45Link
Robert Kent - Financial Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Paul Passaretti - Financial Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
Nicholas Karimzadeh - Associate Financial Advisor, Ameriprise Financial Services, LLCAddressPortlandOregonUnited StatesEmailPhone00Link
[
  {
    "name": "Jared Buckmaster - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "ja**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "40**********",
    "phone": "********8500",
    "email": "sh**********@ml****",
    "lat": 45.493335,
    "lng": -122.5770861,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners,ATMs"
  },
  {
    "name": "Point Forward Wealth Advisors - Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "po**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Robert Kent - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "2 **********",
    "phone": "********7500",
    "email": "ro**********@am******",
    "lat": 45.4230822,
    "lng": -122.739085,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners,Financial consultants"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "29**********",
    "phone": "********8500",
    "email": "ry**********@ml****",
    "lat": 45.3042879,
    "lng": -122.7655074,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 3,
    "rating_count": 2,
    "category_name": "Financial planners,Financial consultants,ATMs"
  },
  {
    "name": "Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "sh**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Stangier Wealth Management",
    "address": "12**********",
    "phone": "********0057",
    "email": "in**@st**********",
    "lat": 45.4324589,
    "lng": -122.5677653,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 5,
    "rating_count": 4,
    "category_name": "Financial planners"
  },
  {
    "name": "Robert Kent - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "ro**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Paul Passaretti - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "Pa**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services,Financial consultants"
  },
  {
    "name": "Nicholas Karimzadeh - Associate Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "33**********",
    "phone": "********7500",
    "email": "Ni**********@am******",
    "lat": 45.4190155,
    "lng": -122.6672901,
    "url": "ht**********",
    "country": "United States",
    "state": "Oregon",
    "city": "Portland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  }
]

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How many Financial planners are there in Portland?

There are a total of 914 Financial planners in Portland as of December 01, 2024.

Number of Financial planners in Portland with Phone Number

963

Number of Financial planners in Portland with Email

295

List of Financial planners in Portland with Social Media Accounts

396

Facebook Profiles

156

Instagram Handles

464

LinkedIn Profiles

361

X Handles

1

TikTok Profiles

182

YouTube Channels

Download sales qualified leads of Financial planners in the Portland

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

Data of Financial planners in Portland with/without Website

Download the list of Financial planners in Portland as of December 01, 2024 with and without website information.

858

Number of Financial planners in Portland with website

122

Number of Financial planners in Portland without website

List of Financial planners in Portland By Ratings

Download the data of the number of star-rated Financial planners in Portland as of December 01, 2024.

14

Number of 1 star-rated Financial planners in Portland

8

Number of 2 star-rated Financial planners in Portland

47

Number of 3 star-rated Financial planners in Portland

31

Number of 4 star-rated Financial planners in Portland

194

Number of 5 star-rated Financial planners in Portland

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The total number of Financial planners in Portland is 914.

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

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

There are 963 Financial planners in Portland with phone numbers.

There are 295 Financial planners in Portland with email addresses.

There are 381 Financial planners in Portland with both phone numbers and email lists.

There are 464 Financial planners in Portland with LinkedIn Profiles.

There are 396 Financial planners in Portland with Facebook Profiles.

There are 156 Financial planners in Portland with Instagram Handles.

There are 361 Financial planners in Portland with X Handles.

There are 1 Financial planners in Portland with TikTok Profiles.

There are 182 Financial planners in Portland with YouTube Channels.

The total count of Financial planners in Portland with a website is 858.

The total count of Financial planners in Portland without a website is 122.

There are 194 5-star rated Financial planners in Portland.

There are 31 4-star rated Financial planners in Portland.

There are 47 3-star rated Financial planners in Portland.

There are 8 2-star rated Financial planners in Portland.

There are 14 1-star rated Financial planners in Portland.

The average age of Financial planners in Portland is 4 years and 6 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.

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.