List of Financial consultants in Westport
Westport, Connecticut, has 161 Financial consultants in this dataset, last verified September 6, 2026. Among the 14 Connecticut cities we track, it ranks 7th, between Greenwich (167) and Monroe (161). Local listings make up 5.7% of all Financial consultants in Connecticut.
62 Financial consultants in Westport list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 38.5% is in line with the Connecticut average (37%), and 100% of listings include a phone number.
With 90.7% already online (in line with 88.5% across Connecticut), only 15 Financial consultants in Westport lack a website, so site improvements and SEO are the stronger pitch. 45 of their websites list a contact page URL.
Only 27 Financial consultants in Westport have Google ratings, too few for the averages to say much, though 6 of them sit at 1 to 2 stars.
Social Media Reach
36
11
28
10
YouTube
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Financial consultants List in Westport
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Bank of America Private Client Advisor Mark Ellis | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Liz Schroder - RBC Wealth Management Financial Advisor | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Lpl-Linsco Private Ledger | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Bowmount Financial | Address | Westport | Connecticut | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | The Shoreview Group - Morgan Stanley | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Forte, Mason, D'Amico Group - Morgan Stanley | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Richard Siderowf - RBC Wealth Management Financial Advisor | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Coastal Bridge Advisors | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | ||||||
 | Aaron Hall - Morgan Stanley | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
S L Financial Services Corporation | Address | Westport | Connecticut | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | The Castle Group - Morgan Stanley | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Westport Resources Investment | Address | Westport | Connecticut | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Richard Smalley - RBC Wealth Management Financial Advisor | Address | Westport | Connecticut | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Christopher Monahan - RBC Wealth Management Financial Advisor | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | S.T.A.R. Wealth Solutions Group | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 161 records with complete field coverage.
Get the full Financial consultants database
161 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Westport
Most popular business categories across Westport
Category | Financial consultants |
|---|---|
What You Can Do with the List of Financial consultants in Westport
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 161 Financial consultants in Westport, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in Westport, Connecticut
Each of these buyers can work the 161 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 161 Financial consultants in Westport.
- 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 Westport, Connecticut
Start with the 62 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (161): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (62): 38.5% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (45): 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 Westport, 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 (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (125): 78% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Westport
With 161 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 161 Financial consultants in Westport and plan visit days by neighborhood.
- Postal code patches: split Westport 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 Westport accounts are covered.
Data Coverage for Financial consultants in Westport
161 records · verified September 6, 2026
- Phone numbers
- 161
- Email addresses
- 62
- Phone and email
- 62
- Websites
- 146
Google ratings· 27 rated (17%)
56% hold 5 stars
- 1-star rated
- 6
- 22.2% of rated
- 2-star rated
- 0
- 0% of rated
- 3-star rated
- 3
- 11.1% of rated
- 4-star rated
- 3
- 11.1% of rated
- 5-star rated
- 15
- 55.6% of rated
Social profiles:
- Facebook:36· 22.4%
- LinkedIn:28· 17.4%
- Instagram:11· 6.8%
- X (Twitter):11· 6.8%
- YouTube:10· 6.2%
Financial consultants in Westport are a mixed-channel, Facebook-heavy market: 100% list a phone number and 38.5% publish an email. Among 27 rated Financial consultants, 56% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial consultants in Westport, Connecticut
Everything you need to know about our financial consultants database for Westport, Connecticut: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in Westport, Connecticut?
There are 161 financial consultants in Westport, Connecticut in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Westport market for sales prospecting and territory planning.
How up to date is the Financial consultants data for Westport, 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 Westport, 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 Westport, Connecticut?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Westport, 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 Westport, Connecticut cost?
The complete financial consultants leads database for Westport, Connecticut costs $10 as a one-time payment.
You get instant access to all 161 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 Westport, 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 Westport, 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 Westport, Connecticut have phone numbers?
161 financial consultants in Westport, Connecticut (100% 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 Westport, Connecticut have email addresses?
62 financial consultants in Westport, Connecticut (39%) 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 Westport, Connecticut have both a phone number and an email address?
62 financial consultants in Westport, 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 Westport, Connecticut are active on social media?
Social profile coverage for financial consultants in Westport, Connecticut: 28 on LinkedIn, 36 on Facebook, 11 on Instagram, 10 on YouTube, 11 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 Westport, Connecticut have a website?
146 financial consultants in Westport, Connecticut (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 consultants in Westport, Connecticut do not have a website?
15 financial consultants in Westport, 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 Westport, Connecticut?
Rating breakdown for financial consultants in Westport, Connecticut: 15 with a 5-star rating, 3 with a 4-star rating, 3 with a 3-star rating, 0 with a 2-star rating, 6 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 Westport, we offer the complete Financial consultants database for Connecticut and a national all-50-states version.
If you buy the Westport list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial consultants contact data in Westport, 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.