Verified B2B Dataset

List of Financial consultants in Albany

Albany, California, has 259 Financial consultants in this dataset, last verified September 6, 2026. Among the 54 California cities we track, it ranks 14th, between Pasadena (260) and Walnut Creek (258). Local listings make up 1.8% of all Financial consultants in California.

126 Financial consultants in Albany list both a phone number and an email address, the best starting point for multi-channel outreach. At 49%, email coverage runs above the California average of 42.2%, while 97.7% of listings include a phone number.

With 86.1% already online (in line with 86.1% across California), only 36 Financial consultants in Albany lack a website, so site improvements and SEO are the stronger pitch. 54 of their websites list a contact page URL.

75% of the 79 rated Financial consultants in Albany hold a 5-star average, above the California figure of 65%. The 7 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

259
Total Records
127
Email Coverage
253
Phone Coverage
223
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

104

Facebook

21

Instagram

74

LinkedIn

16

YouTube

CSV · XLSX
Verified & accurate
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Updated September 6, 2026

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Financial consultants List in Albany

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
NBT Bank logo

NBT Bank

Address
AlbanyNew YorkUnited States
Email
Phone
20
3.4
————
Kelly Legacy Wealth Advisors logo

Kelly Legacy Wealth Advisors

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
————
Merrill Lynch Financial Advisor Jayson Tanzman logo

Merrill Lynch Financial Advisor Jayson Tanzman

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
————
Rohail Sarwar - Associate Financial Advisor, Ameriprise Financial Services, LLC logo

Rohail Sarwar - Associate Financial Advisor, Ameriprise Financial Services, LLC

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
———
Emma VanGorder - Associate Financial Advisor, Ameriprise Financial Services, LLC logo

Emma VanGorder - Associate Financial Advisor, Ameriprise Financial Services, LLC

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
———
Nuss Financial Group logo

Nuss Financial Group

Address
AlbanyNew YorkUnited States
Email
Phone
1
5
————
Karen Tarvin - Ameriprise Financial Services, LLC logo

Karen Tarvin - Ameriprise Financial Services, LLC

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
———
Private Bank, Bank of America logo

Private Bank, Bank of America

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
——
Steward Partners logo

Steward Partners

Address
AlbanyNew YorkUnited States
Email
Phone
1
5
————
Paul Haschytz - Prudential Financial logo

Paul Haschytz - Prudential Financial

Address
AlbanyNew YorkUnited States
Email
Phone
2
1
————
The Retirement Guy - Johnathan Wilsey, AIF®, CRC®, NSSA®, CSRIC® logo

The Retirement Guy - Johnathan Wilsey, AIF®, CRC®, NSSA®, CSRIC®

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
————
Merrill Lynch Financial Advisor Zachary Haggas logo

Merrill Lynch Financial Advisor Zachary Haggas

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
————
Creative Planning logo

Creative Planning

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC logo

Olivia Casale - Associate Financial Advisor, Ameriprise Financial Services, LLC

Address
AlbanyNew YorkUnited States
Email
Phone
0
0
———
Wintrust Wealth Management logo

Wintrust Wealth Management

Address
AlbanyWisconsinUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 259 records with complete field coverage.

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Top Categories

Top business categories in Albany

Most popular business categories across Albany

Category
Financial consultants
Use Cases

What You Can Do with the List of Financial consultants in Albany

This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 259 Financial consultants in Albany, with the fields to call, email, segment and map them.

Who Sells to Financial consultants in Albany, California

Each of these buyers can work the 259 businesses in this list as a pipeline for a different product:

  • Financial and compliance software: Pitch client management, document handling and compliance tools to the 259 Financial consultants in Albany.
  • Lead generation and referral partners: Offer exclusive leads or set up referral partnerships for new clients.
  • Managed IT and cybersecurity providers: Sell backups, email security and compliance support to firms that hold sensitive client data.

Phone, Email and Facebook Outreach in Albany, California

Start with the 126 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (253): 97.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (127): 49% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
  • Facebook messages (104): 40.2% have a Facebook page, a further channel when calls and emails go unanswered.
  • CRM import: CSV and Excel files load into HubSpot, Salesforce, Zoho or Pipedrive, with city, state and postal code columns for assigning leads to reps.

Prospect Segments for Agencies in Albany, California

Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:

  • No website listed (36): 14% of Financial consultants in Albany have no website on record, a direct prospect list for web designers and local SEO agencies.
  • Rated 1 to 2 stars (7): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (155): 60% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Albany

With 259 Financial consultants in one city, local teams can work the list in person as well as by phone:

  • Route planning: records include latitude and longitude, so field reps can map all 259 Financial consultants in Albany and plan visit days by neighborhood.
  • Postal code patches: split Albany by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 53 other California cities we track are the next step once Albany accounts are covered.

Data Coverage for Financial consultants in Albany

259 records · verified September 6, 2026

Phone numbers
253
Email addresses
127
Phone and email
126
Websites
223

Google ratings· 79 rated (31%)

75% hold 5 stars

1-star rated
2
2.5% of rated
2-star rated
5
6.3% of rated
3-star rated
9
11.4% of rated
4-star rated
4
5.1% of rated
5-star rated
59
74.7% of rated

Social profiles:

  • Facebook:104· 40.2%
  • LinkedIn:74· 28.6%
  • X (Twitter):25· 9.7%
  • Instagram:21· 8.1%
  • YouTube:16· 6.2%

Financial consultants in Albany are a mixed-channel, Facebook-heavy market: 97.7% list a phone number and 49% publish an email. Among 79 rated Financial consultants, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.

Frequently asked questions about Financial consultants in Albany, California

Everything you need to know about our financial consultants database for Albany, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial consultants are there in Albany, California?

There are 259 financial consultants in Albany, California in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Albany market for sales prospecting and territory planning.

How up to date is the Financial consultants data for Albany, California?

This dataset was last updated in September 6, 2026.

Business contact data decays at roughly 2–3% per month as businesses close, move, or change details, so we re-verify our most-purchased datasets on a rolling basis.

Every file is also run through email verification before delivery, and past buyers are offered discounted refreshed versions as updates ship.

What fields are included in the Financial consultants database for Albany, California?

Each record can include: business name, full address, phone number, email address, website URL, social profiles (LinkedIn, Facebook, Instagram, YouTube, X), review ratings, and category details, plus contact-page URLs where available.

Field coverage varies by record; the counts below and the free sample show you exactly what to expect before buying.

Where can I buy verified market intelligence data for Financial consultants businesses in Albany, California?

InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Albany, California as a one-time purchase with no subscription.

Ideal for market research, sales planning, and business development.

How much does the Financial consultants database for Albany, California cost?

The complete financial consultants leads database for Albany, California costs $10 as a one-time payment.

You get instant access to all 259 records with no recurring fees, no per-record charges, and no seat limits.

It is a cost-effective alternative to subscription platforms that charge monthly for the same public business data.

Is this a cheaper alternative to subscription lead databases like ZoomInfo or Apollo?

Yes. For teams that need financial consultants contacts in Albany, California specifically, a one-time $10 file is usually far cheaper than subscription platforms, which typically charge thousands of dollars per year with contracts and per-seat pricing.

Subscriptions make sense for large sales teams needing continuous multi-industry access; a one-time targeted list makes sense when you know exactly which niche and geography you're selling into.

Can I preview a sample of the Financial consultants data before buying?

Yes. A free sample dataset is available so you can evaluate data quality, field coverage, and format before purchasing.

The sample is a representative slice of the full Albany, California financial consultants database, including contact fields, social profiles, and ratings data.

How do I download the Financial consultants list, and what file formats are available?

You get instant access after purchase. Files are delivered in CSV and Excel (XLSX) formats.

CSV and Excel import directly into CRMs like Salesforce, HubSpot, and Zoho and into any email platform.

How many Financial consultants in Albany, California have phone numbers?

253 financial consultants in Albany, California (98% of the database) include a phone number.

That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Financial consultants in Albany, California have email addresses?

127 financial consultants in Albany, California (49%) include an email address.

Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for cold email sequences, product announcements, and drip campaigns.

How many Financial consultants in Albany, California have both a phone number and an email address?

126 financial consultants in Albany, California have both a phone number and an email address.

Dual-contact records enable multi-channel outreach: combining calls with email follow-ups measurably improves response rates.

How many Financial consultants in Albany, California are active on social media?

Social profile coverage for financial consultants in Albany, California: 74 on LinkedIn, 104 on Facebook, 21 on Instagram, 16 on YouTube, 25 on X (Twitter).

Social presence signals digitally engaged businesses, which is useful for agencies pitching social media services, ad platforms building audiences, and vendors targeting digitally mature prospects.

How many Financial consultants in Albany, California have a website?

223 financial consultants in Albany, California (86%) have an active business website.

That is an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.

How many Financial consultants in Albany, California do not have a website?

36 financial consultants in Albany, California operate without a business website.

These are high-intent, overlooked prospects for web design agencies, local SEO providers, and Google Business optimization services.

What are the review ratings of Financial consultants in Albany, California?

Rating breakdown for financial consultants in Albany, California: 59 with a 5-star rating, 4 with a 4-star rating, 9 with a 3-star rating, 5 with a 2-star rating, 2 with a 1-star rating.

Top-rated businesses suit premium services and partnership proposals; lower-rated businesses are receptive prospects for reputation management, review tools, and operational software.

Can I get Financial consultants data for all of California or the entire US?

Yes. Beyond Albany, we offer the complete Financial consultants database for California and a national all-50-states version.

If you buy the Albany list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Financial consultants contact data in Albany, California legal to use for B2B outreach?

Yes. All data is sourced exclusively from publicly available information: Google Business listings, company websites, social media profiles, and public business directories.

This is business contact information, not personal consumer data, making it appropriate for B2B prospecting.

We recommend following applicable regulations such as CAN-SPAM (US), CASL (Canada), and GDPR (EU-targeted campaigns) so your outreach remains fully compliant.