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List of Financial planners in Plano

There are 368 Financial planners in Plano as of November 14, 2024; which is an 1.82% increase from 2023. Of these locations, 134 Financial planners which is 36.41% of all Financial planners in Plano are single-owner operations, while the remaining 234 which is 63.59% are part of larger brands. Average age of Financial planners in Plano is 4 years and 11 months.

Financial planners are also establishing a strong digital presence across various platforms: 207 have LinkedIn profiles, 160 have Facebook Pages, 51 are active on Instagram, 165 have X (formerly Twitter) handles, 7 are on TikTok, and 80 have YouTube channels. About 349 Financial planners have their own website and the remaining 41 don’t have their own website.

  • 368

    Number of Financial planners

  • 126

    Email addresses

  • 389

    Phone numbers

  • 349

    With Websites

  • 207

    LinkedIn Profiles

  • 160

    Facebook Profiles

  • 51

    Instagram Handles

  • 165

    X Handles

  • 7

    TikTok Profiles

  • 80

    YouTube Channels

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

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)AddressPlanoTexasUnited StatesEmailPhone961.8Link
USA NoteProAddressPlanoTexasUnited StatesEmailPhone00Link
Bank of America ATM (Drive-thru)AddressPlanoTexasUnited StatesEmailPhone52.4Link
Republic Investment GroupAddressPlanoTexasUnited StatesEmailPhone00Link
Beacon Pointe AdvisorsAddressPlanoTexasUnited StatesEmailPhone25Link
Bank of America ATM (Drive-thru)AddressPlanoTexasUnited StatesEmailPhone00Link
Bank of America ATM (Drive-thru)AddressPlanoTexasUnited StatesEmailPhone43.3Link
Sarah Elizabeth Wilson - Associate Financial Advisor, Ameriprise Financial Services, LLCAddressPlanoTexasUnited StatesEmailPhone00Link
Pathways Retirement AdvisorsAddressPlanoTexasUnited StatesEmailPhone25Link
Jennifer Snee - Financial Advisor, Ameriprise Financial Services, LLCAddressPlanoTexasUnited StatesEmailPhone00Link
[
  {
    "name": "Bank of America (with Drive-thru ATM)",
    "address": "11**********",
    "phone": "********7030",
    "email": "jo*********@ml****",
    "lat": 33.0119883,
    "lng": -96.6108368,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 1.8,
    "rating_count": 96,
    "category_name": "Financial planners,Banks,Financial consultants"
  },
  {
    "name": "USA NotePro",
    "address": "69**********",
    "phone": "********6825",
    "email": "us********@gm*******",
    "lat": 33.0726735,
    "lng": -96.8235857,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "24**********",
    "phone": "********8500",
    "email": "jo**********@ml****",
    "lat": 33.0306789,
    "lng": -96.7071141,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 2.4,
    "rating_count": 5,
    "category_name": "ATMs,Financial planners,Financial consultants"
  },
  {
    "name": "Republic Investment Group",
    "address": "10**********",
    "phone": "********6825",
    "email": "in**@re**********",
    "lat": 33.0296493,
    "lng": -96.7061353,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Loan agencies"
  },
  {
    "name": "Beacon Pointe Advisors",
    "address": "58**********",
    "phone": "********2525",
    "email": "in**@be**********",
    "lat": 33.0713216,
    "lng": -96.8223839,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Investment services,Financial consultants,Financial planners"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "59**********",
    "phone": "********8500",
    "email": "am*****@ml****",
    "lat": 33.044791,
    "lng": -96.8263269,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "ATMs,Financial planners,Financial consultants"
  },
  {
    "name": "Bank of America ATM (Drive-thru)",
    "address": "11**********",
    "phone": "********8500",
    "email": "jo*********@ml****",
    "lat": 33.0119883,
    "lng": -96.6108368,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 3.3,
    "rating_count": 4,
    "category_name": "ATMs,Financial consultants,Financial planners"
  },
  {
    "name": "Sarah Elizabeth Wilson - Associate Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "68**********",
    "phone": "********7211",
    "email": "Sa**********@am******",
    "lat": 33.0713105,
    "lng": -96.8235405,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Financial planners,Investment services"
  },
  {
    "name": "Pathways Retirement Advisors",
    "address": "39**********",
    "phone": "********3400",
    "email": "in**@pa**********",
    "lat": 33.023514,
    "lng": -96.76788,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 5,
    "rating_count": 2,
    "category_name": "Financial planners"
  },
  {
    "name": "Jennifer Snee - Financial Advisor, Ameriprise Financial Services, LLC",
    "address": "68**********",
    "phone": "********5736",
    "email": "je**********@am******",
    "lat": 33.071417,
    "lng": -96.823524,
    "url": "ht**********",
    "country": "United States",
    "state": "Texas",
    "city": "Plano",
    "star_count": 0,
    "rating_count": 0,
    "category_name": "Investment services,Financial planners"
  }
]

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How many Financial planners are there in Plano?

There are a total of 368 Financial planners in Plano as of November 14, 2024.

Number of Financial planners in Plano with Phone Number

389

Number of Financial planners in Plano with Email

126

List of Financial planners in Plano with Social Media Accounts

160

Facebook Profiles

51

Instagram Handles

207

LinkedIn Profiles

165

X Handles

7

TikTok Profiles

80

YouTube Channels

Download sales qualified leads of Financial planners in the Plano

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

Data of Financial planners in Plano with/without Website

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

349

Number of Financial planners in Plano with website

41

Number of Financial planners in Plano without website

List of Financial planners in Plano By Ratings

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

3

Number of 1 star-rated Financial planners in Plano

4

Number of 2 star-rated Financial planners in Plano

20

Number of 3 star-rated Financial planners in Plano

16

Number of 4 star-rated Financial planners in Plano

79

Number of 5 star-rated Financial planners in Plano

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The total number of Financial planners in Plano is 368.

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

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

There are 389 Financial planners in Plano with phone numbers.

There are 126 Financial planners in Plano with email addresses.

There are 150 Financial planners in Plano with both phone numbers and email lists.

There are 207 Financial planners in Plano with LinkedIn Profiles.

There are 160 Financial planners in Plano with Facebook Profiles.

There are 51 Financial planners in Plano with Instagram Handles.

There are 165 Financial planners in Plano with X Handles.

There are 7 Financial planners in Plano with TikTok Profiles.

There are 80 Financial planners in Plano with YouTube Channels.

The total count of Financial planners in Plano with a website is 349.

The total count of Financial planners in Plano without a website is 41.

There are 79 5-star rated Financial planners in Plano.

There are 16 4-star rated Financial planners in Plano.

There are 20 3-star rated Financial planners in Plano.

There are 4 2-star rated Financial planners in Plano.

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

The average age of Financial planners in Plano is 4 years and 11 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.