List of Financial consultants in Portland
Portland, Connecticut, has 612 Financial consultants in this dataset, last verified September 6, 2026. It is the biggest market for Financial consultants among the 14 Connecticut cities we track, ahead of Stamford (239). Local listings make up 22% of all Financial consultants in Connecticut.
305 Financial consultants in Portland list both a phone number and an email address, the best starting point for multi-channel outreach. At 50.2%, email coverage runs well above the Connecticut average of 37%, while 98.7% of listings include a phone number.
With 91.7% already online (in line with 88.5% across Connecticut), only 51 Financial consultants in Portland lack a website, so site improvements and SEO are the stronger pitch. 196 of their websites list a contact page URL.
66% of the 196 rated Financial consultants in Portland hold a 5-star average, in line with the Connecticut figure of 67%. The 22 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
264
58
127
30
YouTube
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Financial consultants List in Portland
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Lunaria Financial | Address | Portland | Oregon | United States | Email | Phone | 2 | 4.5 | — | — | — | — | |||
 | Brian Wells - RBC Wealth Management Financial Advisor | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | HeadInvest | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Morgan Stanley Financial Advisors | Address | Portland | Oregon | United States | Email | Phone | 4 | 4.8 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Noah Safraniec | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bogue Asset Management LLC | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Clarity Capital Management, LLC | Address | Portland | Oregon | United States | Email | Phone | 2 | 5 | — | — | ||||
 | Ryan Berning at Focus Partners | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Keri Kristine Twyman - Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Bank of America (with Drive-thru ATM) | Address | Portland | Oregon | United States | Email | Phone | 86 | 2.2 | ||||||
 | Edward Jones - Financial Advisor: Jacki McFadden | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Merrill Lynch Financial Advisor Michael Hogan | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Francisco Valdivieso - Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Oregon | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Edward Jones - Financial Advisor: Jennifer A Arsenault | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Tom Griffin - RBC Wealth Management Financial Advisor | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 612 records with complete field coverage.
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612 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Portland
Most popular business categories across Portland
Category | Financial consultants |
|---|---|
What You Can Do with the List of Financial consultants in Portland
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 612 Financial consultants in Portland, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in Portland, Connecticut
Each of these buyers can work the 612 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 612 Financial consultants in Portland.
- 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 Portland, Connecticut
Start with the 305 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (604): 98.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (307): 50.2% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (264): 43.1% 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 Portland, Connecticut
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- Rated 1 to 2 stars (22): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (348): 57% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Portland
With 612 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 612 Financial consultants in Portland and plan visit days by neighborhood.
- Postal code patches: split Portland by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 13 other Connecticut cities we track are the next step once Portland accounts are covered.
Data Coverage for Financial consultants in Portland
612 records · verified September 6, 2026
- Phone numbers
- 604
- Email addresses
- 307
- Phone and email
- 305
- Websites
- 561
Google ratings· 196 rated (32%)
66% hold 5 stars
- 1-star rated
- 11
- 5.6% of rated
- 2-star rated
- 11
- 5.6% of rated
- 3-star rated
- 26
- 13.3% of rated
- 4-star rated
- 19
- 9.7% of rated
- 5-star rated
- 129
- 65.8% of rated
Social profiles:
- Facebook:264· 43.1%
- LinkedIn:127· 20.8%
- X (Twitter):73· 11.9%
- Instagram:58· 9.5%
- YouTube:30· 4.9%
Financial consultants in Portland are an email-friendly, Facebook-heavy market: 98.7% list a phone number and 50.2% publish an email. Among 196 rated Financial consultants, 66% hold 5 stars, a mostly positive spread.
Related Financial consultants by Location
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Frequently asked questions about Financial consultants in Portland, Connecticut
Everything you need to know about our financial consultants database for Portland, Connecticut: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in Portland, Connecticut?
There are 612 financial consultants in Portland, Connecticut in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Portland market for sales prospecting and territory planning.
How up to date is the Financial consultants data for Portland, Connecticut?
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 Portland, Connecticut?
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 Portland, Connecticut?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Portland, Connecticut 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 Portland, Connecticut cost?
The complete financial consultants leads database for Portland, Connecticut costs $10 as a one-time payment.
You get instant access to all 612 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 Portland, Connecticut 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 Portland, Connecticut 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 Portland, Connecticut have phone numbers?
604 financial consultants in Portland, Connecticut (99% 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 Portland, Connecticut have email addresses?
307 financial consultants in Portland, Connecticut (50%) 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 Portland, Connecticut have both a phone number and an email address?
305 financial consultants in Portland, Connecticut 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 Portland, Connecticut are active on social media?
Social profile coverage for financial consultants in Portland, Connecticut: 127 on LinkedIn, 264 on Facebook, 58 on Instagram, 30 on YouTube, 73 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 Portland, Connecticut have a website?
561 financial consultants in Portland, Connecticut (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 consultants in Portland, Connecticut do not have a website?
51 financial consultants in Portland, Connecticut 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 Portland, Connecticut?
Rating breakdown for financial consultants in Portland, Connecticut: 129 with a 5-star rating, 19 with a 4-star rating, 26 with a 3-star rating, 11 with a 2-star rating, 11 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 Connecticut or the entire US?
Yes. Beyond Portland, we offer the complete Financial consultants database for Connecticut and a national all-50-states version.
If you buy the Portland list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial consultants contact data in Portland, Connecticut 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.