List of Financial planners in Concord
Concord, California, has 180 Financial planners in this dataset, last verified September 6, 2026. Among the 50 California cities we track, it ranks 24th, between Carlsbad (181) and Beverly Hills (170). Local listings make up 1.2% of all Financial planners in California.
105 Financial planners in Concord list both a phone number and an email address, the best starting point for multi-channel outreach. At 58.9%, email coverage runs well above the California average of 44.1%, while 98.9% of listings include a phone number.
With 90.6% already online (in line with 87.5% across California), only 17 Financial planners in Concord lack a website, so site improvements and SEO are the stronger pitch. 26 of their websites list a contact page URL.
73% of the 73 rated Financial planners in Concord hold a 5-star average, above the California figure of 62%. The 11 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
78
32
54
25
YouTube
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Financial planners List in Concord
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | U.S. Bancorp Advisors - Financial Advisors: Concord | Address | Concord | California | United States | Email | Phone | 0 | 0 | — | — | ||||
 | First Command Financial Advisor - Griffin Gardner | Address | Concord | New Hampshire | United States | Email | Phone | 0 | 0 | — | |||||
 | First Command Financial Advisor - Cris Ettinger | Address | Concord | New Hampshire | United States | Email | Phone | 5 | 5 | — | |||||
 | Archvest Wealth Advisors | Address | Concord | California | United States | Email | Phone | 0 | 0 | — | — | ||||
 | First Command | Address | Concord | New Hampshire | United States | Email | Phone | 0 | 0 | — | |||||
 | John Castaneda - Financial Advisor, Ameriprise Financial Services, LLC | Address | Concord | California | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Todd Oconnell, Bankers Life Securities Financial Representative | Address | Concord | New Hampshire | United States | Email | Phone | 2 | 5 | — | |||||
 | Giroux, Magner & Associates - Ameriprise Financial Services, LLC | Address | Concord | New Hampshire | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Ledyard Financial Advisors | Address | Concord | New Hampshire | United States | Email | Phone | 0 | 0 | — | |||||
 | Saylor Financial Services | Address | Concord | California | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Philip Keller - RBC Wealth Management Branch Director | Address | Concord | New Hampshire | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Meg Swanson | Address | Concord | New Hampshire | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Oliver Capital Management | Address | Concord | Massachusetts | United States | Email | Phone | 31 | 5 | — | — | — | |||
 | F&M Bank | Address | Concord | California | United States | Email | Phone | 5 | 5 | — | — | — | — | ||
 | The Everlight Group | Address | Concord | New Hampshire | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 180 records with complete field coverage.
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180 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Concord
Most popular business categories across Concord
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Concord
This list is built for teams that sell to Financial planners: financial software vendors, lead generation partners and managed IT and security providers. It covers 180 Financial planners in Concord, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Concord, California
Each of these buyers can work the 180 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 180 Financial planners in Concord.
- 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 Concord, California
Start with the 105 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (178): 98.9% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (106): 58.9% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (78): 43.3% 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 Concord, California
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (11): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (102): 57% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Concord
With 180 Financial planners 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 180 Financial planners in Concord and plan visit days by neighborhood.
- Postal code patches: split Concord by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 49 other California cities we track are the next step once Concord accounts are covered.
Data Coverage for Financial planners in Concord
180 records · verified September 6, 2026
- Phone numbers
- 178
- Email addresses
- 106
- Phone and email
- 105
- Websites
- 163
Google ratings· 73 rated (41%)
73% hold 5 stars
- 1-star rated
- 4
- 5.5% of rated
- 2-star rated
- 7
- 9.6% of rated
- 3-star rated
- 4
- 5.5% of rated
- 4-star rated
- 5
- 6.8% of rated
- 5-star rated
- 53
- 72.6% of rated
Social profiles:
- Facebook:78· 43.3%
- LinkedIn:54· 30%
- Instagram:32· 17.8%
- X (Twitter):29· 16.1%
- YouTube:25· 13.9%
Financial planners in Concord are an email-friendly, Facebook-heavy market: 98.9% list a phone number and 58.9% publish an email. Among 73 rated Financial planners, 73% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial planners in Concord, California
Everything you need to know about our financial planners database for Concord, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Concord, California?
There are 180 financial planners in Concord, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Concord market for sales prospecting and territory planning.
How up to date is the Financial planners data for Concord, 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 planners database for Concord, 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 planners businesses in Concord, California?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Concord, California as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial planners database for Concord, California cost?
The complete financial planners leads database for Concord, California costs $10 as a one-time payment.
You get instant access to all 180 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 planners contacts in Concord, 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 planners 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 Concord, California financial planners database, including contact fields, social profiles, and ratings data.
How do I download the Financial planners 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 planners in Concord, California have phone numbers?
178 financial planners in Concord, California (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Concord, California have email addresses?
106 financial planners in Concord, California (59%) 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 planners in Concord, California have both a phone number and an email address?
105 financial planners in Concord, 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 planners in Concord, California are active on social media?
Social profile coverage for financial planners in Concord, California: 54 on LinkedIn, 78 on Facebook, 32 on Instagram, 25 on YouTube, 29 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 planners in Concord, California have a website?
163 financial planners in Concord, California (91%) 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 planners in Concord, California do not have a website?
17 financial planners in Concord, 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 planners in Concord, California?
Rating breakdown for financial planners in Concord, California: 53 with a 5-star rating, 5 with a 4-star rating, 4 with a 3-star rating, 7 with a 2-star rating, 4 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 planners data for all of California or the entire US?
Yes. Beyond Concord, we offer the complete Financial planners database for California and a national all-50-states version.
If you buy the Concord list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Concord, 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.