List of Financial planners in Portland
Portland, Connecticut, has 661 Financial planners in this dataset, last verified September 6, 2026. It is the biggest market for Financial planners among the 17 Connecticut cities we track, ahead of Stamford (239). Local listings make up 24% of all Financial planners in Connecticut.
348 Financial planners in Portland list both a phone number and an email address, the best starting point for multi-channel outreach. At 52.6%, email coverage runs well above the Connecticut average of 41.1%, while 98.6% of listings include a phone number.
With 92% already online (in line with 90.3% across Connecticut), only 53 Financial planners in Portland lack a website, so site improvements and SEO are the stronger pitch. 110 of their websites list a contact page URL.
64% of the 205 rated Financial planners in Portland hold a 5-star average, in line with the Connecticut figure of 67%. The 23 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
244
79
108
50
YouTube
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Financial planners List in Portland
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Jim North - Morgan Stanley | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Johnson McKee Jackson & Associates | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Mark D Reynolds, CFP® | Address | Portland | Oregon | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | Kuttin Wealth Management - Ameriprise Financial Services, LLC | Address | Portland | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Suzanne Brooks - Thrivent | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Portland Global Advisors LLC | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Brett M Thomas - Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Merrill Lynch Financial Advisor Drew Pinson | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Scott Benter | Address | Portland | Indiana | United States | Email | Phone | 4 | 5 | — | — | — | — | ||
 | Nathanomics | Address | Portland | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Capital Cities Investments | Address | Portland | Indiana | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Chinook Capital Management | Address | Portland | Oregon | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
ING Financial Advisers | Address | Portland | Oregon | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Brian Clement - RBC Wealth Management Financial Advisor | Address | Portland | Maine | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Andrew Pollack - Financial Advisor, Ameriprise Financial Services, LLC | Address | Portland | Oregon | United States | Email | Phone | 1 | 5 | — | — | — |
This is a randomized preview — the full database contains 661 records with complete field coverage.
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661 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 planners |
|---|---|
What You Can Do with the List of Financial planners in Portland
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 661 Financial planners in Portland, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Portland, Connecticut
Each of these buyers can work the 661 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 661 Financial planners 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 348 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (652): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (348): 52.6% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (244): 36.9% 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 planners that fit a specific service before you pitch:
- Rated 1 to 2 stars (23): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (417): 63% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Portland
With 661 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 661 Financial planners 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 16 other Connecticut cities we track are the next step once Portland accounts are covered.
Data Coverage for Financial planners in Portland
661 records · verified September 6, 2026
- Phone numbers
- 652
- Email addresses
- 348
- Phone and email
- 348
- Websites
- 608
Google ratings· 205 rated (31%)
64% hold 5 stars
- 1-star rated
- 11
- 5.4% of rated
- 2-star rated
- 12
- 5.9% of rated
- 3-star rated
- 34
- 16.6% of rated
- 4-star rated
- 16
- 7.8% of rated
- 5-star rated
- 132
- 64.4% of rated
Social profiles:
- Facebook:244· 36.9%
- LinkedIn:108· 16.3%
- X (Twitter):84· 12.7%
- Instagram:79· 12%
- YouTube:50· 7.6%
Financial planners in Portland are an email-friendly, Facebook-heavy market: 98.6% list a phone number and 52.6% publish an email. Among 205 rated Financial planners, 64% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Portland, Connecticut
Everything you need to know about our financial planners database for Portland, Connecticut: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Portland, Connecticut?
There are 661 financial planners 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 planners 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 planners 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 planners businesses in Portland, Connecticut?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners 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 planners database for Portland, Connecticut cost?
The complete financial planners leads database for Portland, Connecticut costs $10 as a one-time payment.
You get instant access to all 661 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 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 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 Portland, 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 Portland, Connecticut have phone numbers?
652 financial planners 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 planners in Portland, Connecticut have email addresses?
348 financial planners in Portland, Connecticut (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 Portland, Connecticut have both a phone number and an email address?
348 financial planners 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 planners in Portland, Connecticut are active on social media?
Social profile coverage for financial planners in Portland, Connecticut: 108 on LinkedIn, 244 on Facebook, 79 on Instagram, 50 on YouTube, 84 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 Portland, Connecticut have a website?
608 financial planners 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 planners in Portland, Connecticut do not have a website?
53 financial planners 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 planners in Portland, Connecticut?
Rating breakdown for financial planners in Portland, Connecticut: 132 with a 5-star rating, 16 with a 4-star rating, 34 with a 3-star rating, 12 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 planners data for all of Connecticut or the entire US?
Yes. Beyond Portland, we offer the complete Financial planners 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 planners 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.