List of Financial planners in Fort Collins
Fort Collins, Colorado, has 192 Financial planners in this dataset, last verified September 6, 2026. Among the 14 Colorado cities we track, it ranks 8th, between Frisco (199) and Boulder (186). Local listings make up 6.4% of all Financial planners in Colorado.
100 Financial planners in Fort Collins list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 52.1% is in line with the Colorado average (51.5%), and 100% of listings include a phone number.
With 92.2% already online (in line with 91.5% across Colorado), only 15 Financial planners in Fort Collins lack a website, so site improvements and SEO are the stronger pitch. 51 of their websites list a contact page URL.
72% of the 83 rated Financial planners in Fort Collins hold a 5-star average, above the Colorado figure of 67%. The 4 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
41
23
40
19
YouTube
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Financial planners List in Fort Collins
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Northwestern Mutual: Joshua C. Miller | Address | Fort Collins | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Brian Campbell - Foresight Financial Group - NM | Address | Fort Collins | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | OakTree Financial Planning | Address | Fort Collins | Colorado | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Christian Newton | Address | Fort Collins | Colorado | United States | Email | Phone | 16 | 4 | — | — | — | — | ||
 | Safer Money Solutions | Address | Fort Collins | Colorado | United States | Email | Phone | 25 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Shane M Richendifer, AAMS® | Address | Fort Collins | Colorado | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Taylor Rhoades | Address | Fort Collins | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Colorado Financial Partners | Address | Fort Collins | Colorado | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Mountain Financial Capital | Address | Fort Collins | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Brown Group LLC | Address | Fort Collins | Colorado | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Andrew Porterfield - Raymond James | Address | Fort Collins | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Bart Staples, AAMS® | Address | Fort Collins | Colorado | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Tiona Financial SVC | Address | Fort Collins | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bridgepoint Finanical | Address | Fort Collins | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Wings Credit Union, previously Ent | Address | Fort Collins | Colorado | United States | Email | Phone | 40 | 4.5 |
This is a randomized preview — the full database contains 192 records with complete field coverage.
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192 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Fort Collins
Most popular business categories across Fort Collins
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Fort Collins
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 192 Financial planners in Fort Collins, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Fort Collins, Colorado
Each of these buyers can work the 192 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 192 Financial planners in Fort Collins.
- 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 Contact Form Outreach in Fort Collins, Colorado
Start with the 100 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (192): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (100): 52.1% of records include an email address, so email can lead the campaign with calls as follow-up.
- Website contact forms (51): businesses with a contact page URL give you another way in when no email is listed.
- 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 Fort Collins, Colorado
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 (4): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (151): 79% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Fort Collins
With 192 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 192 Financial planners in Fort Collins and plan visit days by neighborhood.
- Postal code patches: split Fort Collins 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 Fort Collins accounts are covered.
Data Coverage for Financial planners in Fort Collins
192 records · verified September 6, 2026
- Phone numbers
- 192
- Email addresses
- 100
- Phone and email
- 100
- Websites
- 177
Google ratings· 83 rated (43%)
72% hold 5 stars
- 1-star rated
- 3
- 3.6% of rated
- 2-star rated
- 1
- 1.2% of rated
- 3-star rated
- 13
- 15.7% of rated
- 4-star rated
- 6
- 7.2% of rated
- 5-star rated
- 60
- 72.3% of rated
Social profiles:
- Facebook:41· 21.4%
- LinkedIn:40· 20.8%
- Instagram:23· 12%
- YouTube:19· 9.9%
- X (Twitter):17· 8.9%
Financial planners in Fort Collins are an email-friendly, Facebook-heavy market: 100% list a phone number and 52.1% publish an email. Among 83 rated Financial planners, 72% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Fort Collins, Colorado
Everything you need to know about our financial planners database for Fort Collins, Colorado: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Fort Collins, Colorado?
There are 192 financial planners in Fort Collins, Colorado in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Fort Collins market for sales prospecting and territory planning.
How up to date is the Financial planners data for Fort Collins, 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 Fort Collins, 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 Fort Collins, Colorado?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Fort Collins, 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 Fort Collins, Colorado cost?
The complete financial planners leads database for Fort Collins, Colorado costs $10 as a one-time payment.
You get instant access to all 192 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 Fort Collins, 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 Fort Collins, 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 Fort Collins, Colorado have phone numbers?
192 financial planners in Fort Collins, Colorado (100% 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 Fort Collins, Colorado have email addresses?
100 financial planners in Fort Collins, Colorado (52%) 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 Fort Collins, Colorado have both a phone number and an email address?
100 financial planners in Fort Collins, 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 Fort Collins, Colorado are active on social media?
Social profile coverage for financial planners in Fort Collins, Colorado: 40 on LinkedIn, 41 on Facebook, 23 on Instagram, 19 on YouTube, 17 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 Fort Collins, Colorado have a website?
177 financial planners in Fort Collins, Colorado (92%) 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 Fort Collins, Colorado do not have a website?
15 financial planners in Fort Collins, 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 Fort Collins, Colorado?
Rating breakdown for financial planners in Fort Collins, Colorado: 60 with a 5-star rating, 6 with a 4-star rating, 13 with a 3-star rating, 1 with a 2-star rating, 3 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 Fort Collins, we offer the complete Financial planners database for Colorado and a national all-50-states version.
If you buy the Fort Collins list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Fort Collins, 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.