List of Financial planners in Tampa
Tampa, Florida, has 667 Financial planners in this dataset, last verified September 6, 2026. It is the biggest market for Financial planners among the 26 Florida cities we track, ahead of Miami (614). Local listings make up 7.1% of all Financial planners in Florida.
332 Financial planners in Tampa list both a phone number and an email address, the best starting point for multi-channel outreach. At 50.4%, email coverage runs above the Florida average of 43.6%, while 98.4% of listings include a phone number.
With 91.3% already online (in line with 90.2% across Florida), only 58 Financial planners in Tampa lack a website, so site improvements and SEO are the stronger pitch. 77 of their websites list a contact page URL.
71% of the 275 rated Financial planners in Tampa hold a 5-star average, in line with the Florida figure of 69%. The 25 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
262
114
180
61
YouTube
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Financial planners List in Tampa
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Edwin Ortiz: Primerica - Financial Services | Address | Tampa | Florida | United States | Email | Phone | 22 | 5 | — | — | — | — | ||
 | Sarafian Wealth Management | Address | Tampa | Florida | United States | Email | Phone | 6 | 5 | — | — | — | — | ||
 | Juan B. Gonzalez, Financial Services Professional - New York Life | Address | Tampa | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Adriana N. Sormani - Raymond James | Address | Tampa | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Clark and York - Raymond James | Address | Tampa | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Jaffe Tilchin Wealth Management | Address | Tampa | Florida | United States | Email | Phone | 95 | 4.9 | — | |||||
 | Harold Lauber - Financial Advisor, Ameriprise Financial Services, LLC | Address | Tampa | Florida | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Walser Wealth Management | Address | Tampa | Florida | United States | Email | Phone | 19 | 4.1 | — | |||||
 | Freedom Financial & Business Planning LLC | Address | Tampa | Florida | United States | Email | Phone | 1 | 1 | — | — | ||||
B & M One Stop Financial | Address | Tampa | Florida | United States | Email | Phone | — | 1 | 1 | — | — | — | — | ||
 | Osgood & Associates - Ameriprise Financial Services, LLC | Address | Tampa | Florida | United States | Email | Phone | 8 | 5 | — | — | — | |||
Money Matters of Tampa | Address | Tampa | Florida | United States | Email | Phone | — | 4 | 3 | — | — | — | — | ||
 | Bank of America (with Drive-thru ATM) | Address | Tampa | Florida | United States | Email | Phone | 76 | 2.6 | ||||||
Raymond James | Address | Tampa | Florida | United States | Email | Phone | 1 | 1 | — | — | — | — | |||
 | James Ware - Associate Manager ACD, Ameriprise Financial Services, LLC | Address | Tampa | Florida | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 667 records with complete field coverage.
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667 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Tampa
Most popular business categories across Tampa
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Tampa
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 667 Financial planners in Tampa, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Tampa, Florida
Each of these buyers can work the 667 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 667 Financial planners in Tampa.
- 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 Tampa, Florida
Start with the 332 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (656): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (336): 50.4% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (262): 39.3% 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 Tampa, Florida
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 (25): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (405): 61% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Tampa
With 667 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 667 Financial planners in Tampa and plan visit days by neighborhood.
- Postal code patches: split Tampa by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 25 other Florida cities we track are the next step once Tampa accounts are covered.
Data Coverage for Financial planners in Tampa
667 records · verified September 6, 2026
- Phone numbers
- 656
- Email addresses
- 336
- Phone and email
- 332
- Websites
- 609
Google ratings· 275 rated (41%)
71% hold 5 stars
- 1-star rated
- 12
- 4.4% of rated
- 2-star rated
- 13
- 4.7% of rated
- 3-star rated
- 31
- 11.3% of rated
- 4-star rated
- 23
- 8.4% of rated
- 5-star rated
- 196
- 71.3% of rated
Social profiles:
- Facebook:262· 39.3%
- LinkedIn:180· 27%
- Instagram:114· 17.1%
- X (Twitter):92· 13.8%
- YouTube:61· 9.1%
Financial planners in Tampa are an email-friendly, Facebook-heavy market: 98.4% list a phone number and 50.4% publish an email. Among 275 rated Financial planners, 71% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Tampa, Florida
Everything you need to know about our financial planners database for Tampa, Florida: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Tampa, Florida?
There are 667 financial planners in Tampa, Florida in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Tampa market for sales prospecting and territory planning.
How up to date is the Financial planners data for Tampa, Florida?
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 Tampa, Florida?
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 Tampa, Florida?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Tampa, Florida 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 Tampa, Florida cost?
The complete financial planners leads database for Tampa, Florida costs $10 as a one-time payment.
You get instant access to all 667 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 Tampa, Florida 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 Tampa, Florida 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 Tampa, Florida have phone numbers?
656 financial planners in Tampa, Florida (98% 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 Tampa, Florida have email addresses?
336 financial planners in Tampa, Florida (50%) 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 Tampa, Florida have both a phone number and an email address?
332 financial planners in Tampa, Florida 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 Tampa, Florida are active on social media?
Social profile coverage for financial planners in Tampa, Florida: 180 on LinkedIn, 262 on Facebook, 114 on Instagram, 61 on YouTube, 92 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 Tampa, Florida have a website?
609 financial planners in Tampa, Florida (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 planners in Tampa, Florida do not have a website?
58 financial planners in Tampa, Florida 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 Tampa, Florida?
Rating breakdown for financial planners in Tampa, Florida: 196 with a 5-star rating, 23 with a 4-star rating, 31 with a 3-star rating, 13 with a 2-star rating, 12 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 Florida or the entire US?
Yes. Beyond Tampa, we offer the complete Financial planners database for Florida and a national all-50-states version.
If you buy the Tampa list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Tampa, Florida 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.