List of Investment services in Lafayette
Lafayette, California, has 147 investment services in this dataset, last verified September 6, 2026. Among the 22 California cities we track, it ranks 10th, between Walnut Creek (152) and Irvine (140). Local listings make up 2% of all investment services in California.
102 investment services in Lafayette list both a phone number and an email address, the best starting point for multi-channel outreach. At 69.4%, email coverage runs well above the California average of 50.3%, while 99.3% of listings include a phone number.
With 93.2% already online (above 84.2% across California), only 10 investment services in Lafayette lack a website, so site improvements and SEO are the stronger pitch. 3 of their websites list a contact page URL.
84% of the 62 rated investment services in Lafayette hold a 5-star average, well above the California figure of 65%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
85
9
61
9
YouTube
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Investment services List in Lafayette
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Amy Hayes - Financial Advisor, Ameriprise Financial Services, LLC | Address | Lafayette | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Hackett Wealth Management | Address | Lafayette | Louisiana | United States | Email | Phone | 1 | 5 | — | — | ||||
 | Edward Jones - Financial Advisor: Jamie Schlueter, CFP®|AAMS® | Address | Lafayette | Indiana | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Edward Jones - Financial Advisor: Barry A Uze, AAMS® | Address | Lafayette | Louisiana | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Edward Jones - Financial Advisor: Erik W Roe, CFP® | Address | Lafayette | Indiana | United States | Email | Phone | 3 | 5 | — | — | ||||
 | ADVSR Wealth Management - Financial Advisor: Blake Harper | Address | Lafayette | Louisiana | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Byte Federal Bitcoin ATM (Live Oak Food & Fuel) | Address | Lafayette | Louisiana | United States | Email | Phone | 0 | 0 | ||||||
 | Wilson Wealth Advisors - Ameriprise Financial Services, LLC | Address | Lafayette | Louisiana | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Goff Wealth Management | Address | Lafayette | Louisiana | United States | Email | Phone | 7 | 5 | — | |||||
 | Bison Financial Group | Address | Lafayette | Indiana | United States | Email | Phone | 17 | 2.1 | — | — | — | |||
 | Cerity Partners | Address | Lafayette | California | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Edward Jones - Financial Advisor: Brad Grabowski, CFP®|AAMS® | Address | Lafayette | Indiana | United States | Email | Phone | 4 | 5 | — | — | ||||
 | Edward Jones - Financial Advisor: Stephen Thomson, CFP®|CDFA®|AAMS® | Address | Lafayette | Colorado | United States | Email | Phone | 1 | 5 | — | — | ||||
 | Cynthia Beslin - Prudential Financial | Address | Lafayette | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Meridian Wealth Management, LLC :Retirement Planning for First Responders | Address | Lafayette | Louisiana | United States | Email | Phone | 71 | 4.9 | — |
This is a randomized preview — the full database contains 147 records with complete field coverage.
Get the full Investment services database
147 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Lafayette
Most popular business categories across Lafayette
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Lafayette
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 147 investment services in Lafayette, with the fields to call, email, segment and map them.
Who Sells to Investment services in Lafayette, California
Each of these buyers can work the 147 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 147 investment services in Lafayette.
- 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 Lafayette, California
Start with the 102 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (146): 99.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (102): 69.4% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (85): 57.8% 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 Lafayette, California
Filter the website, rating and social columns to pull the investment services that fit a specific service before you pitch:
- Rated 1 to 2 stars (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Lafayette
With 147 investment services 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 147 investment services in Lafayette and plan visit days by neighborhood.
- Postal code patches: split Lafayette by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 21 other California cities we track are the next step once Lafayette accounts are covered.
Data Coverage for Investment services in Lafayette
147 records · verified September 6, 2026
- Phone numbers
- 146
- Email addresses
- 102
- Phone and email
- 102
- Websites
- 137
Google ratings· 62 rated (42%)
84% hold 5 stars
- 1-star rated
- 1
- 1.6% of rated
- 2-star rated
- 2
- 3.2% of rated
- 3-star rated
- 5
- 8.1% of rated
- 4-star rated
- 2
- 3.2% of rated
- 5-star rated
- 52
- 83.9% of rated
Social profiles:
- Facebook:85· 57.8%
- LinkedIn:61· 41.5%
- X (Twitter):10· 6.8%
- Instagram:9· 6.1%
- YouTube:9· 6.1%
Investment services in Lafayette are an email-friendly, Facebook-heavy market: 99.3% list a phone number and 69.4% publish an email. Among 62 rated investment services, 84% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Lafayette, California
Everything you need to know about our investment services database for Lafayette, California: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Lafayette, California?
There are 147 investment services in Lafayette, California in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Lafayette market for sales prospecting and territory planning.
How up to date is the Investment services data for Lafayette, 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 Investment services database for Lafayette, 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 Investment services businesses in Lafayette, California?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Lafayette, California as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Investment services database for Lafayette, California cost?
The complete investment services leads database for Lafayette, California costs $10 as a one-time payment.
You get instant access to all 147 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 investment services contacts in Lafayette, 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 Investment services 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 Lafayette, California investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services 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 Investment services in Lafayette, California have phone numbers?
146 investment services in Lafayette, California (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Investment services in Lafayette, California have email addresses?
102 investment services in Lafayette, California (69%) 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 Investment services in Lafayette, California have both a phone number and an email address?
102 investment services in Lafayette, 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 Investment services in Lafayette, California are active on social media?
Social profile coverage for investment services in Lafayette, California: 61 on LinkedIn, 85 on Facebook, 9 on Instagram, 9 on YouTube, 10 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 Investment services in Lafayette, California have a website?
137 investment services in Lafayette, California (93%) 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 Investment services in Lafayette, California do not have a website?
10 investment services in Lafayette, 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 Investment services in Lafayette, California?
Rating breakdown for investment services in Lafayette, California: 52 with a 5-star rating, 2 with a 4-star rating, 5 with a 3-star rating, 2 with a 2-star rating, 1 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 Investment services data for all of California or the entire US?
Yes. Beyond Lafayette, we offer the complete Investment services database for California and a national all-50-states version.
If you buy the Lafayette list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Lafayette, 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.