List of Financial planners in Monroe
Looking for a verified List of Financial planners in Monroe to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 106 Financial planners across Monroe, Connecticut, United States as of August 4, 2026.
This comprehensive List of Financial planners in Monroe gives you access to 26 records with email addresses, 105 with phone numbers, and 26 listings containing both. Additionally, over 91 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.
Our data also highlights strong social media engagement, with 21 Financial planners on Facebook, 16 on Instagram, 15 on X (formerly Twitter), 18 on LinkedIn, and 14 managing active YouTube channels.
Plus, over 27 Financial planners have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.
Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial planners in Monroe provides everything for you to connect with active, visible, and verified businesses.
Social Media Reach
21
16
18
14
YouTube
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Financial planners List in Monroe
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| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Merrill Lynch Financial Advisor Jeffrey Sunsin | Address | Monroe | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
First Horizon Bank - West Monroe, LA - McMillan Rd | Address | Monroe | Louisiana | United States | Email | Phone | 13 | 3.8 | ||||||
Ginger McGrew, Mortgage Loan Officer - First Horizon Bank | Address | Monroe | Louisiana | United States | Email | Phone | 23 | 5 | ||||||
First Merchants Bank | Address | Monroe | Michigan | United States | Email | Phone | 17 | 3.4 | — | — | — | — | ||
First Merchants Monroe Regional Office | Address | Monroe | Michigan | United States | Email | Phone | 3 | 2.3 | — | — | — | — | ||
Northwestern Mutual | Address | Monroe | Michigan | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Caroline C Boggs Cfp | Address | Monroe | Louisiana | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Seegert & Seegert Financial | Address | Monroe | Michigan | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Merrill Lynch Financial Advisor Emily Morris | Address | Monroe | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Kyle Kuykendall - Thrivent | Address | Monroe | Michigan | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Brooklyn Financial Group | Address | Monroe | New York | United States | Email | Phone | 2 | 3 | — | — | — | — | ||
Argent Advisors Monroe | Address | Monroe | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Edward Jones - Financial Advisor: Shawn M Holbrook | Address | Monroe | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
The Legacy Group Mortgage | Address | Monroe | Washington | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Seffrood Wealth Management | Address | Monroe | Wisconsin | United States | Email | Phone | — | 0 | 0 | — | — | — | — |
Verified Data
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Rich Field Coverage
Business info, contacts, social profiles, ratings and more.
This is a randomized preview — the full database contains 106 records with complete field coverage.
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Top business categories in Monroe
Most popular business categories across Monroe
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Monroe
The List of Financial planners in Monroe is a structured market intelligence dataset with 106 verified Financial planners records covering the full Monroe, Connecticut, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.
Financial planners Market Intelligence for Monroe, Connecticut, United States: 106 Verified Businesses
Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in Monroe, Connecticut, United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial planners operate in Monroe, Connecticut, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.
Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in Monroe.
Franchise & expansion research: Use the full Monroe, Connecticut, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.
Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.
Structured Financial planners Data for Monroe, Connecticut, United States, Ready for Any Tool or Analysis
This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in Monroe, Connecticut, United States they can actually work with:
Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.
CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.
Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in Monroe, Connecticut, United States.
API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.
Contact Financial planners Decision-Makers in Monroe, Connecticut, United States: 26 Emails and 105 Phone Numbers
For teams that need to reach Financial planners owners in Monroe, Connecticut, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 26 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Monroe.
Phone prospecting: 105 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.
Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.
Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.
Financial planners Social Media Presence and Online Activity in Monroe, Connecticut, United States
Beyond contact details, this dataset maps the online footprint of Financial planners in Monroe, Connecticut, United States, including 21 Facebook, 16 Instagram, and 18 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial planners in Monroe, Connecticut, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.
Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.
Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.
Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in Monroe who already have an established online presence.
Download the Financial planners Database for Monroe, Connecticut, United States: One-Time, No Subscription
If you've been searching for a verified Financial planners email list, phone number database, or business directory for Monroe, Connecticut, United States, this is it. 106 records, instantly downloadable, starting at $10:
What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.
Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.
Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.
Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.
The List of Financial planners in Monroe gives you a single, reliable source of truth for the Financial planners market in Monroe, Connecticut, United States: 106 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.
Contact Data for Financial planners in Monroe
106 total records · Updated August 4, 2026
105
Phone Numbers
26
Email Addresses
26
Both Phone & Email
Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.
Social Media Coverage for Financial planners in Monroe
Reach your prospects across every major social platform
21
Facebook Profiles
16
Instagram Handles
18
LinkedIn Profiles
15
X / Twitter Handles
14
YouTube Channels
Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in Monroe: Website Presence Breakdown
106 total records · Updated August 4, 2026
91
Financial planners with a website
85.8% of total
15
Financial planners without a website
14.2% of total
15 businesses without a website in Monroe represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the Monroe By Ratings
2
Number of 1 star-rated Financial planners in Monroe
2
Number of 2 star-rated Financial planners in Monroe
11
Number of 3 star-rated Financial planners in Monroe
1
Number of 4 star-rated Financial planners in Monroe
27
Number of 5 star-rated Financial planners in Monroe
Frequently Asked Questions about Financial planners in Monroe, Connecticut
Everything you need to know about our financial planners database for Monroe, Connecticut: data quality, coverage, freshness, pricing, and formats. Last updated August 4, 2026.
How many Financial planners are there in Monroe, Connecticut?
There are 106 financial planners in Monroe, Connecticut in our verified database, as of August 4, 2026. This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Monroe market for sales prospecting and territory planning.
How up to date is the Financial planners data for Monroe, Connecticut?
This dataset was last updated in August 4, 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 Monroe, 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 planners businesses in Monroe, Connecticut?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Monroe, Connecticut 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 Monroe, Connecticut cost?
The complete financial planners leads database for Monroe, Connecticut 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 Monroe, 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 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 Monroe, Connecticut 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 Monroe, Connecticut have phone numbers?
105 financial planners in Monroe, Connecticut (99% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in Monroe, Connecticut have email addresses?
26 financial planners in Monroe, Connecticut (25%) 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 Monroe, Connecticut have both a phone number and an email address?
26 financial planners in Monroe, 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 planners in Monroe, Connecticut are active on social media?
Social profile coverage for financial planners in Monroe, Connecticut: 18 on LinkedIn, 21 on Facebook, 16 on Instagram, 14 on YouTube, 15 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 Monroe, Connecticut have a website?
91 financial planners in Monroe, Connecticut (86%) have an active business website, an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in Monroe, Connecticut do not have a website?
15 financial planners in Monroe, 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 planners in Monroe, Connecticut?
Rating breakdown for financial planners in Monroe, Connecticut: 27 with a 5-star rating, 1 with a 4-star rating, 11 with a 3-star rating, 2 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 Connecticut or the entire US?
Yes. Beyond Monroe, we offer the complete Financial planners database for Connecticut and a national all-50-states version. If you buy the Monroe list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Monroe, 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.
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