List of Financial planners in Englewood
Englewood, Colorado, has 106 Financial planners in this dataset, last verified September 6, 2026. It ranks last of the 14 Colorado cities we track, just behind Loveland (107). Local listings make up 3.6% of all Financial planners in Colorado.
55 Financial planners in Englewood list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 52.8% is in line with the Colorado average (51.5%), and 99.1% of listings include a phone number.
With 88.7% already online (in line with 91.5% across Colorado), only 12 Financial planners in Englewood lack a website, so site improvements and SEO are the stronger pitch. 24 of their websites list a contact page URL.
71% of the 55 rated Financial planners in Englewood hold a 5-star average, in line with the Colorado figure of 67%. The 6 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
35
10
27
12
YouTube
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Financial planners List in Englewood
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
![]() | Marco Wealth Management (Mark G Jondahl) | Address | Englewood | Colorado | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
![]() | A&I Wealth Management - Greenwood Village, CO | Address | Englewood | Colorado | United States | Email | Phone | 0 | 0 | — | |||||
![]() | Edward Jones - Financial Advisor: Michael E Ernsting | Address | Englewood | Florida | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
![]() | Fifth Third Securities - Nathaniel Abney | Address | Englewood | Ohio | United States | Email | Phone | 0 | 0 | — | |||||
![]() | Griggs Wealth Management | Address | Englewood | Colorado | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Quintus Financial Services | Address | Englewood | Colorado | United States | Email | Phone | 2 | 5 | — | — | — | — | |||
LPL Financial | Address | Englewood | Colorado | United States | Email | Phone | — | 1 | 5 | — | — | — | — | ||
![]() | Wealth Watch Advisors | Address | Englewood | Colorado | United States | Email | Phone | 4 | 5 | — | — | — | |||
![]() | Andrea Shortino - Financial Advisor, Ameriprise Financial Services, LLC | Address | Englewood | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | |||
![]() | Edward Jones - Financial Advisor: Davis Masella, CEPA® | Address | Englewood | Florida | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
![]() | Prudential | Jim Smith | Life Insurance & Financial Services | Address | Englewood | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
![]() | Mariner | Address | Englewood | Colorado | United States | Email | Phone | 11 | 4.7 | — | — | — | — | ||
Creative Financial Solutions Inc. | Address | Englewood | Colorado | United States | Email | Phone | 0 | 0 | — | ||||||
![]() | Edward Jones - Financial Advisor: Nancy P Greeley, ChFC® | Address | Englewood | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
![]() | JAJO Divorce Solutions | Address | Englewood | Colorado | United States | Email | Phone | 1 | 5 | — | — | — | — |
This is a randomized preview — the full database contains 106 records with complete field coverage.
Get the full Financial planners database
106 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Englewood
Most popular business categories across Englewood
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Englewood
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 106 Financial planners in Englewood, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Englewood, Colorado
Each of these buyers can work the 106 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 106 Financial planners in Englewood.
- 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 Englewood, Colorado
Start with the 55 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (105): 99.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (56): 52.8% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (35): 33% 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 Englewood, Colorado
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (12): 11% of Financial planners in Englewood have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (71): 67% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Englewood
With 106 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 106 Financial planners in Englewood and plan visit days by neighborhood.
- Postal code patches: split Englewood by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 13 other Colorado cities we track are the next step once Englewood accounts are covered.
Data Coverage for Financial planners in Englewood
106 records · verified September 6, 2026
- Phone numbers
- 105
- Email addresses
- 56
- Phone and email
- 55
- Websites
- 94
Google ratings· 55 rated (52%)
71% hold 5 stars
- 1-star rated
- 2
- 3.6% of rated
- 2-star rated
- 4
- 7.3% of rated
- 3-star rated
- 5
- 9.1% of rated
- 4-star rated
- 5
- 9.1% of rated
- 5-star rated
- 39
- 70.9% of rated
Social profiles:
- Facebook:35· 33%
- LinkedIn:27· 25.5%
- X (Twitter):14· 13.2%
- YouTube:12· 11.3%
- Instagram:10· 9.4%
Financial planners in Englewood are an email-friendly, Facebook-heavy market: 99.1% list a phone number and 52.8% publish an email. Among 55 rated Financial planners, 71% 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 Englewood, Colorado
Everything you need to know about our financial planners database for Englewood, Colorado: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Englewood, Colorado?
There are 106 financial planners in Englewood, Colorado in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Englewood market for sales prospecting and territory planning.
How up to date is the Financial planners data for Englewood, Colorado?
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 Englewood, Colorado?
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 Englewood, Colorado?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Englewood, Colorado 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 Englewood, Colorado cost?
The complete financial planners leads database for Englewood, Colorado costs $10 as a one-time payment.
You get instant access to all 106 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 Englewood, Colorado 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 Englewood, Colorado 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 Englewood, Colorado have phone numbers?
105 financial planners in Englewood, Colorado (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 Englewood, Colorado have email addresses?
56 financial planners in Englewood, Colorado (53%) 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 Englewood, Colorado have both a phone number and an email address?
55 financial planners in Englewood, Colorado 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 Englewood, Colorado are active on social media?
Social profile coverage for financial planners in Englewood, Colorado: 27 on LinkedIn, 35 on Facebook, 10 on Instagram, 12 on YouTube, 14 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 Englewood, Colorado have a website?
94 financial planners in Englewood, Colorado (89%) 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 Englewood, Colorado do not have a website?
12 financial planners in Englewood, Colorado 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 Englewood, Colorado?
Rating breakdown for financial planners in Englewood, Colorado: 39 with a 5-star rating, 5 with a 4-star rating, 5 with a 3-star rating, 4 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 planners data for all of Colorado or the entire US?
Yes. Beyond Englewood, we offer the complete Financial planners database for Colorado and a national all-50-states version.
If you buy the Englewood list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Englewood, Colorado 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.











