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List of Financial planners in Plano
There are 406 Financial planners in Plano as of October 15, 2025; which is an 0.00% increase from 2023. Of these locations, 155 Financial planners which is 38.18% of all Financial planners in Plano are single-owner operations, while the remaining 251 which is 61.82% are part of larger brands. Average age of Financial planners in Plano is 5 years and 11 months.Financial planners are also establishing a strong digital presence across various platforms: 235 have LinkedIn profiles, 186 have Facebook Pages, 58 are active on Instagram, 187 have X (formerly Twitter) handles, 8 are on TikTok, and 88 have YouTube channels. About 369 Financial planners have their own website and the remaining 37 don’t have their own website.
- 406
Number of Financial planners
- 134
Email addresses
- 405
Phone numbers
- 369
With Websites
- 235
LinkedIn Profiles
- 186
Facebook Profiles
- 58
Instagram Handles
- 187
X Handles
- 8
TikTok Profiles
- 88
YouTube Channels
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Download list of Financial planners in Plano
You can download Financial planners email and phone number lists. Here is a random sample of 10 records for you to look at. Contact our support team to get more details.
| name | address | city | State/Territory | country | phone | Review Count | Rating Scores | url | Facebook Profile | Instagram Handle | YouTube | |||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America (with Drive-thru ATM) | Address | Plano | Texas | United States | Phone | 182 | 3.2 | Link | ||||||
| Greg McCoy Jr - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Beacon Pointe Advisors | Address | Plano | Texas | United States | Phone | 2 | 5 | Link | ||||||
| Bank of America ATM (Drive-thru) | Address | Plano | Texas | United States | Phone | 7 | 3.4 | Link | ||||||
| Bank of America ATM (Drive-thru) | Address | Plano | Texas | United States | Phone | 5 | 2.4 | Link | ||||||
| USA NotePro | Address | Plano | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Bank of America ATM (Drive-thru) | Address | Plano | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Republic Investment Group | Address | Plano | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Hill Financial Group | Address | Plano | Texas | United States | Phone | 0 | 0 | Link | ||||||
| Justin Snowden - Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Phone | 0 | 0 | Link |
[
{
"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": 3.2,
"rating_count": 182,
"category_name": "Financial planners,Financial consultants,Banks"
},
{
"name": "Greg McCoy Jr - Financial Advisor, Ameriprise Financial Services, LLC",
"address": "68**********",
"phone": "********5802",
"email": "gr**********@am******",
"lat": 33.0713176,
"lng": -96.8234721,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Plano",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners,Investment services"
},
{
"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": "Financial consultants,Investment services,Financial planners"
},
{
"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": 3.4,
"rating_count": 7,
"category_name": "Financial consultants,Financial planners,ATMs"
},
{
"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 consultants,Financial planners"
},
{
"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": "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": "Financial consultants,Financial planners,ATMs"
},
{
"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": "Hill Financial Group",
"address": "66**********",
"phone": "********8855",
"email": "mh***@hi**********",
"lat": 33.0084809,
"lng": -96.706689,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Plano",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial planners"
},
{
"name": "Justin Snowden - Ameriprise Financial Services, LLC",
"address": "36**********",
"phone": "********0117",
"email": "Ju**********@am******",
"lat": 33.0011062,
"lng": -96.6844462,
"url": "ht**********",
"country": "United States",
"state": "Texas",
"city": "Plano",
"star_count": 0,
"rating_count": 0,
"category_name": "Financial consultants,Financial planners,Investment services"
}
]Loading...
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How many Financial planners are there in Plano?
There are a total of 406 Financial planners in Plano as of October 15, 2025.
Number of Financial planners in Plano with Phone Number
405
Number of Financial planners in Plano with Email
134
List of Financial planners in Plano with Social Media Accounts
186
Facebook Profiles
58
Instagram Handles
235
LinkedIn Profiles
187
X Handles
8
TikTok Profiles
88
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.
Related Financial planners Leads By Location
Data of Financial planners in Plano with/without Website
Download the list of Financial planners in Plano as of October 15, 2025 with and without website information.
369
Number of Financial planners in Plano with website
37
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 October 15, 2025.
4
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
22
Number of 4 star-rated Financial planners in Plano
87
Number of 5 star-rated Financial planners in Plano
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The total number of Financial planners in Plano is 406.
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 405 Financial planners in Plano with phone numbers.
There are 134 Financial planners in Plano with email addresses.
There are 175 Financial planners in Plano with both phone numbers and email lists.
There are 235 Financial planners in Plano with LinkedIn Profiles.
There are 186 Financial planners in Plano with Facebook Profiles.
There are 58 Financial planners in Plano with Instagram Handles.
There are 187 Financial planners in Plano with X Handles.
There are 8 Financial planners in Plano with TikTok Profiles.
There are 88 Financial planners in Plano with YouTube Channels.
The total count of Financial planners in Plano with a website is 369.
The total count of Financial planners in Plano without a website is 37.
There are 87 5-star rated Financial planners in Plano.
There are 22 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 4 1-star rated Financial planners in Plano.
The average age of Financial planners in Plano is 5 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.