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List of Financial planners in Cleveland

There are 15 Financial planners in Cleveland as of December 1, 2024; which is an 6.25% increase from 2023. Of these locations, 11 Financial planners which is 73.33% of all Financial planners in Cleveland are single-owner operations, while the remaining 4 which is 26.67% are part of larger brands. Average age of Financial planners in Cleveland is 4 years and 1 months.

Financial planners are also establishing a strong digital presence across various platforms: 4 have LinkedIn profiles, 5 have Facebook Pages, 2 are active on Instagram, 4 have X (formerly Twitter) handles, and 2 have YouTube channels. About 14 Financial planners have their own website and the remaining 3 don’t have their own website.

  • 15

    Number of Financial planners

  • 2

    Email addresses

  • 17

    Phone numbers

  • 14

    With Websites

  • 4

    LinkedIn Profiles

  • 5

    Facebook Profiles

  • 2

    Instagram Handles

  • 4

    X Handles

  • 2

    YouTube Channels

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

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 ProfileLinkedInTwitter
Oracle Wealth Management - Ameriprise Financial Services, LLCAddressClevelandTennesseeUnited StatesEmailPhone00Link
Tennessee Valley Retirement Solutions: Victor BoltniewAddressClevelandTennesseeUnited StatesPhone15Link
Thomas & Thomas Partners - Raymond JamesAddressClevelandTennesseeUnited StatesPhone00Link
Raymond James & AssociatesAddressClevelandTennesseeUnited StatesPhone00Link
ITS FinancialAddressClevelandTennesseeUnited StatesPhone00
Waypoint Financial Partners, LLC / Equitable AdvisorsAddressClevelandTennesseeUnited StatesPhone00Link
William Roebuck - ThriventAddressClevelandTennesseeUnited StatesPhone25Link
Tom Thomas - Raymond JamesAddressClevelandTennesseeUnited StatesPhone00Link
Csc InvestmentsAddressClevelandTennesseeUnited StatesPhone31
Cooper & Cooper Investment Advisors of Raymond JamesAddressClevelandTennesseeUnited StatesPhone15Link
[
  {
    "name": "Oracle Wealth Management - Ameriprise Financial Services, LLC",
    "address": "42**********",
    "phone": "********3301",
    "email": "ja**********@am******",
    "lat": 35.1973002,
    "lng": -84.8485404,
    "url": "ht**********",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  },
  {
    "name": "Tennessee Valley Retirement Solutions: Victor Boltniew",
    "address": "15**********",
    "phone": "********4005",
    "email": "",
    "lat": 35.1871399,
    "lng": -84.8256168,
    "url": "ht**********",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Thomas & Thomas Partners - Raymond James",
    "address": "43**********",
    "phone": "********1666",
    "email": "",
    "lat": 35.1975752,
    "lng": -84.8486397,
    "url": "ht**********",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Raymond James & Associates",
    "address": "37**********",
    "phone": "********1720",
    "email": "",
    "lat": 35.1913558,
    "lng": -84.854352,
    "url": "ht**********",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "ITS Financial",
    "address": "31**********",
    "phone": "********0304",
    "email": "",
    "lat": 35.1823381,
    "lng": -84.8594027,
    "url": "",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Waypoint Financial Partners, LLC / Equitable Advisors",
    "address": "41**********",
    "phone": "********1947",
    "email": "",
    "lat": 35.1959238,
    "lng": -84.8481459,
    "url": "ht**********",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "William Roebuck - Thrivent",
    "address": "13**********",
    "phone": "********1262",
    "email": "",
    "lat": 35.2188104,
    "lng": -84.7996513,
    "url": "ht**********",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial consultants,Financial planners"
  },
  {
    "name": "Tom Thomas - Raymond James",
    "address": "43**********",
    "phone": "********1666",
    "email": "",
    "lat": 35.1975752,
    "lng": -84.8486397,
    "url": "ht**********",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial consultants,Financial institutions,Financial planners"
  },
  {
    "name": "Csc Investments",
    "address": "32**********",
    "phone": "********8208",
    "email": "",
    "lat": 35.1836532,
    "lng": -84.8579553,
    "url": "",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 1,
    "rating_count": 3,
    "category_name": "Financial planners"
  },
  {
    "name": "Cooper & Cooper Investment Advisors of Raymond James",
    "address": "37**********",
    "phone": "********1720",
    "email": "",
    "lat": 35.1913558,
    "lng": -84.854352,
    "url": "ht**********",
    "country": "United States",
    "state": "Tennessee",
    "city": "Cleveland",
    "star_count": 5,
    "rating_count": 1,
    "category_name": "Financial planners,Financial consultants"
  }
]

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How many Financial planners are there in Cleveland?

There are a total of 15 Financial planners in Cleveland as of December 01, 2024.

Number of Financial planners in Cleveland with Phone Number

17

Number of Financial planners in Cleveland with Email

2

List of Financial planners in Cleveland with Social Media Accounts

5

Facebook Profiles

2

Instagram Handles

4

LinkedIn Profiles

4

X Handles

2

YouTube Channels

Download sales qualified leads of Financial planners in the Cleveland

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 Cleveland with/without Website

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

14

Number of Financial planners in Cleveland with website

3

Number of Financial planners in Cleveland without website

List of Financial planners in Cleveland By Ratings

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

1

Number of 1 star-rated Financial planners in Cleveland

0

Number of 2 star-rated Financial planners in Cleveland

0

Number of 3 star-rated Financial planners in Cleveland

1

Number of 4 star-rated Financial planners in Cleveland

9

Number of 5 star-rated Financial planners in Cleveland

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The total number of Financial planners in Cleveland is 15.

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

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

There are 17 Financial planners in Cleveland with phone numbers.

There are 2 Financial planners in Cleveland with email addresses.

There are 2 Financial planners in Cleveland with both phone numbers and email lists.

There are 4 Financial planners in Cleveland with LinkedIn Profiles.

There are 5 Financial planners in Cleveland with Facebook Profiles.

There are 2 Financial planners in Cleveland with Instagram Handles.

There are 4 Financial planners in Cleveland with X Handles.

There are 2 Financial planners in Cleveland with YouTube Channels.

The total count of Financial planners in Cleveland with a website is 14.

The total count of Financial planners in Cleveland without a website is 3.

There are 9 5-star rated Financial planners in Cleveland.

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

There are 0 3-star rated Financial planners in Cleveland.

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

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

The average age of Financial planners in Cleveland is 4 years and 1 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.