List of Financial planners in Stamford
Stamford, Connecticut, has 239 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest of the 17 Connecticut cities we track, behind Portland (661) and ahead of Salem (221). Local listings make up 8.8% of all Financial planners in Connecticut.
79 Financial planners in Stamford list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Connecticut average, 35.1% against 41.1%, so expect phone (97.5% coverage) to do most of the work.
With 90.4% already online (in line with 90.3% across Connecticut), only 23 Financial planners in Stamford lack a website, so site improvements and SEO are the stronger pitch. 36 of their websites list a contact page URL.
38% of the 45 rated Financial planners in Stamford hold a 5-star average, well below the Connecticut figure of 67%. The 12 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
39
47
65
42
YouTube
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Financial planners List in Stamford
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | OneNorthStar | Financial Planner, Investment Management, Tax Efficiency, Legacy Creation, Retirement Planning | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | ||||||
 | QuantumLake Wealth Advisors | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Rockefeller Capital Management | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | |||||
 | Merrill Lynch Financial Advisor Thomas Kolenberg | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Olgena Guzhuna | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Alan Cirulli - RBC Wealth Management Financial Advisor | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Michele Matice | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Susan N. Eckstein & Associates LLC | Address | Stamford | Connecticut | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
General Atlantic Corporation | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | ||||
 | TJC, L.P. | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Samuel Gilliland - RBC Wealth Management Financial Advisor | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Asset Management Group | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Bank of America (with Drive-thru ATM) | Address | Stamford | Connecticut | United States | Email | Phone | 27 | 3.1 | ||||||
 | The Connecticut Lighthouse Group - Morgan Stanley | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Benjamin Smiles | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 239 records with complete field coverage.
Get the full Financial planners database
239 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Stamford
Most popular business categories across Stamford
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Stamford
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 239 Financial planners in Stamford, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Stamford, Connecticut
Each of these buyers can work the 239 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 239 Financial planners in Stamford.
- 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 Stamford, Connecticut
Start with the 79 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (233): 97.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (84): 35.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (39): 16.3% 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 Stamford, 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 (12): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (200): 84% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Stamford
With 239 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 239 Financial planners in Stamford and plan visit days by neighborhood.
- Postal code patches: split Stamford 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 Stamford accounts are covered.
Data Coverage for Financial planners in Stamford
239 records · verified September 6, 2026
- Phone numbers
- 233
- Email addresses
- 84
- Phone and email
- 79
- Websites
- 216
Google ratings· 45 rated (19%)
38% hold 5 stars
- 1-star rated
- 9
- 20% of rated
- 2-star rated
- 3
- 6.7% of rated
- 3-star rated
- 8
- 17.8% of rated
- 4-star rated
- 8
- 17.8% of rated
- 5-star rated
- 17
- 37.8% of rated
Social profiles:
- LinkedIn:65· 27.2%
- Instagram:47· 19.7%
- YouTube:42· 17.6%
- Facebook:39· 16.3%
- X (Twitter):27· 11.3%
Financial planners in Stamford are a mixed-channel, LinkedIn-heavy market: 97.5% list a phone number and 35.1% publish an email. Among 45 rated Financial planners, 38% hold 5 stars, a more even spread, so ratings separate businesses meaningfully.
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Frequently asked questions about Financial planners in Stamford, Connecticut
Everything you need to know about our financial planners database for Stamford, Connecticut: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Stamford, Connecticut?
There are 239 financial planners in Stamford, Connecticut in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Stamford market for sales prospecting and territory planning.
How up to date is the Financial planners data for Stamford, 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 Stamford, 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 Stamford, Connecticut?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Stamford, 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 Stamford, Connecticut cost?
The complete financial planners leads database for Stamford, Connecticut costs $10 as a one-time payment.
You get instant access to all 239 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 Stamford, 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 Stamford, 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 Stamford, Connecticut have phone numbers?
233 financial planners in Stamford, Connecticut (97% 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 Stamford, Connecticut have email addresses?
84 financial planners in Stamford, Connecticut (35%) 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 Stamford, Connecticut have both a phone number and an email address?
79 financial planners in Stamford, 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 Stamford, Connecticut are active on social media?
Social profile coverage for financial planners in Stamford, Connecticut: 65 on LinkedIn, 39 on Facebook, 47 on Instagram, 42 on YouTube, 27 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 Stamford, Connecticut have a website?
216 financial planners in Stamford, Connecticut (90%) 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 Stamford, Connecticut do not have a website?
23 financial planners in Stamford, 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 Stamford, Connecticut?
Rating breakdown for financial planners in Stamford, Connecticut: 17 with a 5-star rating, 8 with a 4-star rating, 8 with a 3-star rating, 3 with a 2-star rating, 9 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 Stamford, we offer the complete Financial planners database for Connecticut and a national all-50-states version.
If you buy the Stamford list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Stamford, 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.