List of Financial planners in Fort Myers
Looking for a verified List of Financial planners in Fort Myers to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 197 Financial planners across Fort Myers, Florida, United States as of April 1, 2026.
This comprehensive List of Financial planners in Fort Myers gives you access to 161 records with email addresses, 196 with phone numbers, and 160 listings containing both. Additionally, over 176 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 134 Financial planners on Facebook, 72 on Instagram, 98 on X (formerly Twitter), 104 on LinkedIn, and 75 managing active YouTube channels.
Plus, over 35 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 Fort Myers provides everything for you to connect with active, visible, and verified businesses.
What's Inside This Dataset
161
Email addresses ready for campaigns
81.7%
196
Direct phone numbers for outreach
99.5%
160
Complete contacts — phone & email both
81.2%
176
Businesses with a live website
89.3%
Social Media Reach
134
72
104
75
YouTube
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Financial planners List in Fort Myers
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| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Grace Capital Management Group | Address | Fort Myers | Florida | United States | Email | Phone | — | 1 | 2 | — | — | — | — | |
Bankers Life | Address | Fort Myers | Florida | United States | Email | Phone | 6 | 4.3 | — | |||||
Steven Swartz - Financial Advisor, Ameriprise Financial Services, LLC | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | ||||||
Jack Arduin Jr - Financial Advisor, Ameriprise Financial Services, LLC | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | ||||||
Financial Legacy Wealth Advisors | Address | Fort Myers | Florida | United States | Email | Phone | 2 | 5 | ||||||
Advantage Retirement Group | Address | Fort Myers | Florida | United States | Email | Phone | 11 | 5 | — | |||||
The McQuade Group - UBS Financial Services Inc. | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | |||
1280 Financial Partners - UBS Financial Services Inc. | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | |||
Meridian Financial Group, LLC | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Cornerstone Financial Planning, Inc. | Address | Fort Myers | Florida | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
Freedom Financial Investment Advisor Group | Address | Fort Myers | Florida | United States | Email | Phone | 1 | 5 | — | — | — | |||
The Art and Science of Successful Planning | Address | Fort Myers | Florida | United States | Email | Phone | 7 | 5 | — | — | ||||
PAMG Advisors - Ameriprise Financial Services, LLC | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | ||||||
Faithward Advisors, LLC | Address | Fort Myers | Florida | United States | Email | Phone | 0 | 0 | — | — | — | |||
Waterstone Financial | Address | Fort Myers | Florida | United States | Email | Phone | 4 | 5 | — | — |
Verified Data
Every record is cross-verified for accuracy before delivery.
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Rich Field Coverage
Business info, contacts, social profiles, ratings and more.
This is a randomized preview — the full database contains 197 records with complete field coverage.
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Top business categories in Fort Myers
Most popular business categories across Fort Myers
Category | Financial planners |
|---|---|
How List of Financial planners in Fort Myers Can Power Your Growth
Reaching the right decision-makers in the Financial planners industry is the hardest part of any B2B campaign. Our List of Financial planners in Fort Myers gives you 197 contacts — including 161 emails and 196 phone numbers — ready for outreach across every channel.
Sales Outreach & Lead Generation for Financial planners in Fort Myers, Florida, United States
Stop wasting time on manual research. With 197 Financial planners contacts — including 161 emails and 196 direct phone numbers — your team can build a full pipeline and start closing faster:
Cold Email & Calling: Launch multi-step email sequences and direct phone outreach to Financial planners owners in Fort Myers. Pair both channels to increase reply rates by 3–4x.
SMS & Voicemail Drops: Reach decision-makers through underused channels with exceptional open rates, complementing your email efforts.
CRM-Ready Import: Upload instantly into Salesforce, HubSpot, Zoho, or Pipedrive and start prospecting within minutes of purchase.
Omni-Channel Sequences: Run a synchronized Day 1 LinkedIn → Day 3 Email → Day 5 Call → Day 8 Retargeting sequence for 3.5x higher conversion rates.
Email, Direct Mail & Paid Ad Campaigns Targeting Financial planners in Fort Myers, Florida, United States
Reach Financial planners decision-makers across every channel — digital and physical — using 161 emails and full mailing addresses from our database:
Email Campaigns: Send cold sequences, nurture newsletters, and promotional broadcasts directly to Financial planners operators across Fort Myers, Florida, United States.
Direct Mail: Stand out with physical mailers — brochures, product samples, or welcome offers — targeting Financial planners in specific zip codes or neighborhoods.
Google & YouTube Ads: Import contacts into Google Ads Customer Match to serve Search, Display, Gmail, and YouTube pre-roll ads to your exact Financial planners list.
Meta Custom Audiences: Upload emails and phone numbers into Meta Ads Manager for laser-targeted Facebook and Instagram ads, then scale with lookalike audiences.
Social Media, Reputation & Location Intelligence for Financial planners in Fort Myers, Florida, United States
Our dataset includes 134 Facebook, 72 Instagram, 104 LinkedIn profiles of Financial planners in Fort Myers, Florida, United States, plus review ratings and geo-coordinates — unlocking powerful targeting and market intelligence:
LinkedIn ABM & Social Outreach: Connect with Financial planners owners on LinkedIn for Account-Based Marketing and influencer or co-marketing partnership discovery on Instagram.
Reputation Management Leads: Identify Financial planners with low Google ratings or thin review profiles — your highest-intent prospects for local SEO and review generation services.
Geomarketing & Territory Planning: Map business density across cities and zip codes to find underserved markets, plan sales territories, and run hyper-local ad campaigns using geo-coordinates.
CRM Enrichment: Append missing phone numbers, emails, social profiles, and review scores to existing records for smarter segmentation and personalized outreach.
Build Directories, Apps & Industry-Specific Offers for Financial planners in Fort Myers, Florida, United States
Beyond outreach, this dataset is raw material for building assets and crafting tailored offers that generate leads and revenue on autopilot for Financial planners in Fort Myers:
Niche Directory & App: Launch a Financial planners-specific business directory or mobile finder app powered by our 197-record dataset — monetize via ads, leads, or premium listings.
SEO Content Engine: Generate hundreds of hyper-local landing pages targeting "Financial planners in [city]" keywords for long-term organic traffic and lead generation.
Industry-Specific Software & Services: Pitch POS systems, booking tools, web design, or local SEO packages directly to Financial planners operators who need them most.
Franchise & Partnership Programs: Identify high-performing Financial planners for expansion pitches, loyalty programs, or co-marketing partnerships at $10.
Our List of Financial planners in Fort Myersis more than a spreadsheet — it's a complete go-to-market asset. With 197 Financial planners contacts across Fort Myers, Florida, United States, every channel above becomes immediately actionable. Download once, use across every team, every tool, and every growth initiative in your Financial planners playbook.
Contact Data for Financial planners in Fort Myers
197 total records · Updated April 1, 2026
196
Phone Numbers
161
Email Addresses
160
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 Fort Myers
Reach your prospects across every major social platform
134
Facebook Profiles
72
Instagram Handles
104
LinkedIn Profiles
98
X / Twitter Handles
75
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 Fort Myers: Website Presence Breakdown
197 total records · Updated April 1, 2026
176
Financial planners with a website
89.3% of total
21
Financial planners without a website
10.7% of total
21 businesses without a website in Fort Myers represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the Fort Myers By Ratings
5
Number of 1 star-rated Financial planners in Fort Myers
9
Number of 2 star-rated Financial planners in Fort Myers
12
Number of 3 star-rated Financial planners in Fort Myers
10
Number of 4 star-rated Financial planners in Fort Myers
35
Number of 5 star-rated Financial planners in Fort Myers
Frequently Asked Questions about Financial planners in Fort Myers
Everything you need to know about our financial planners database for Fort Myers — from data quality and coverage to pricing and formats.
How many Financial planners are there in Fort Myers?
Our verified database contains 197 financial planners across Fort Myers. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Fort Myers financial planners market for sales prospecting, competitive research, and territory planning.
Where can I buy a verified Financial planners leads database for Fort Myers?
InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for Fort Myers. Every record is curated for accuracy and freshness, so your sales team spends time selling rather than cleaning data. The database is used by marketers, business development professionals, and agencies running targeted B2B outreach campaigns.
How do I download the Financial planners leads list for Fort Myers?
After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for Fort Myers. Files are delivered in your chosen format (CSV or Excel) so you can import them directly into your CRM, email marketing platform, or data analysis tool within minutes of purchase.
Can I preview a sample of the Financial planners data before buying?
Yes. InfiniteLeadsHub offers a free sample dataset so you can evaluate data quality, available fields, and format compatibility before committing to a purchase. The sample gives you a representative slice of the full Fort Myers financial planners database, including contact fields, social profiles, and ratings data.
What file formats is the Financial planners data available in?
The Fort Myers financial planners dataset is available in CSV, Excel (XLSX), and JSON formats. CSV and Excel files load directly into CRMs like Salesforce, HubSpot, and Zoho. JSON is ideal for developers integrating the data into custom applications or internal tools.
How much does the Financial planners database for Fort Myers cost?
The complete financial planners leads database for Fort Myers is priced at $10. This one-time purchase gives you instant access to all 197 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits — it is a cost-effective alternative to expensive lead generation subscriptions.
How many Financial planners in Fort Myers have phone numbers?
196 financial planners in Fort Myers (99% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting Fort Myers financial planners.
How many Financial planners in Fort Myers have email addresses?
161 financial planners in Fort Myers (82% of the total) include a email address. Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for drip campaigns, product announcements, newsletter outreach, and personalized cold email sequences.
How many Financial planners in Fort Myers have both a phone number and email address?
160 financial planners in Fort Myers have both a phone number and email address. These dual-contact records enable multi-channel outreach strategies, combining cold calls with email follow-ups to significantly improve response rates and pipeline conversion.
How many Financial planners in Fort Myers are on LinkedIn?
104 financial planners in Fort Myers maintain an active LinkedIn presence. LinkedIn is the most powerful platform for B2B prospecting, enabling direct outreach to decision-makers, owners, and managers, as well as account-based marketing and professional brand awareness campaigns.
How many Financial planners in Fort Myers have a Facebook page?
134 financial planners in Fort Myers have a Facebook business page. Facebook pages are a strong signal of digital engagement and community presence. This data is valuable for targeted social ad audiences and retargeting campaigns, identifying businesses already investing in digital marketing.
How many Financial planners in Fort Myers have an Instagram profile?
72 financial planners in Fort Myers are active on Instagram. Instagram presence indicates a business is actively building brand awareness and engaging a visual audience. This data helps agencies identify digitally active prospects for social media management or paid advertising pitches.
How many Financial planners in Fort Myers are active on X (Twitter)?
98 financial planners in Fort Myers maintain an X (formerly Twitter) presence. Businesses active on X tend to prioritize real-time communication, customer engagement, and brand voice. This is a useful signal for PR firms, community management agencies, and SaaS tools targeting socially active businesses.
How many Financial planners in Fort Myers have a YouTube channel?
75 financial planners in Fort Myers have a YouTube channel. YouTube presence signals a commitment to video content marketing and brand storytelling. These businesses are high-value prospects for video production agencies and content marketing services.
How many Financial planners in Fort Myers have a website?
176 financial planners in Fort Myers (89%) have an active business website. Website presence is a key indicator of digital maturity and searchability. This subset is ideal for SEO agencies, web hosting providers, and SaaS platforms targeting established, digitally engaged businesses.
How many Financial planners in Fort Myers do not have a website?
21 financial planners in Fort Myers currently operate without a business website. These represent high-intent, overlooked prospects for web design agencies, local SEO providers, Google Business optimization services, and digital marketing consultants looking for businesses with clear room to grow online.
How many Financial planners in Fort Myers have a 5-star rating?
35 financial planners in Fort Myers hold a 5-star rating. Top-rated businesses are strong sales targets for premium B2B services and partnership proposals, as they have demonstrated market traction and customer satisfaction that supports sustained growth.
How many Financial planners in Fort Myers have a 4-star rating?
10 financial planners in Fort Myers carry a 4-star rating. These are high-performing, credible businesses with strong reputations. They make excellent prospects for premium services, enterprise software, and professional B2B solutions targeting growth-oriented operators.
How many Financial planners in Fort Myers have a 3-star rating?
12 financial planners in Fort Myers have a 3-star rating, suggesting room for improvement in operations or customer experience. These businesses are prime prospects for reputation management services and customer feedback tools.
How many Financial planners in Fort Myers have a 2-star rating?
9 financial planners in Fort Myers carry a 2-star rating, indicating recurring pain points in customer experience or service delivery. Vendors offering reputation recovery and review management solutions will find these businesses highly receptive to outreach.
How many Financial planners in Fort Myers have a 1-star rating?
5 financial planners in Fort Myers have a 1-star rating. These businesses face significant competitive and reputational challenges. Crisis management agencies and consultants may find targeted outreach to this group particularly effective.
Is the Financial planners contact data in Fort Myers legal to use for B2B outreach?
Yes. All data in our financial planners database 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 for the US, CASL for Canada, and GDPR guidelines for EU-targeted campaigns to ensure your outreach remains fully compliant.
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