List of Financial planners in Cleveland
Cleveland, Georgia, has 208 Financial planners in this dataset, last verified September 6, 2026. Among the 15 Georgia cities we track, it ranks 7th, between Greensboro (240) and Duluth (204). Local listings make up 5.4% of all Financial planners in Georgia.
102 Financial planners in Cleveland list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 49.5% is in line with the Georgia average (48.5%), and 98.6% of listings include a phone number.
With 88% already online (in line with 87.8% across Georgia), only 25 Financial planners in Cleveland lack a website, so site improvements and SEO are the stronger pitch. 41 of their websites list a contact page URL.
68% of the 71 rated Financial planners in Cleveland hold a 5-star average, below the Georgia figure of 73%. The 9 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
56
17
31
14
YouTube
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Financial planners List in Cleveland
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Kelly Clark - COUNTRY Financial Representative | Address | Cleveland | Georgia | United States | Email | Phone | 20 | 4.6 | — | — | ||||
 | First Financial Resources | Address | Cleveland | Ohio | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Tidmore Dennis | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Modesto Ruggiero, CEPA - UBS Financial Services Inc. | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | James Schmitt - Financial Advisor, Ameriprise Financial Services, LLC | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Stratus Advisors | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | William Perryman - Financial Advisor, Ameriprise Financial Services, LLC | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Cleveland Private Trust Company | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Waypoint Financial Partners, LLC / Equitable Advisors | Address | Cleveland | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | MAI Capital Management | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | William Roebuck - Thrivent | Address | Cleveland | Tennessee | United States | Email | Phone | 3 | 5 | — | — | — | — | ||
 | Meaden & Moore | Address | Cleveland | Ohio | United States | Email | Phone | 3 | 3 | — | — | — | — | ||
 | Northwestern Mutual | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | |||||
 | Larson Financial Group - Cleveland | Address | Cleveland | Ohio | United States | Email | Phone | 1 | 1 | — | |||||
Independence Capital Co. | Address | Cleveland | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 208 records with complete field coverage.
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208 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Cleveland
Most popular business categories across Cleveland
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Cleveland
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 208 Financial planners in Cleveland, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Cleveland, Georgia
Each of these buyers can work the 208 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 208 Financial planners in Cleveland.
- 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 Cleveland, Georgia
Start with the 102 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (205): 98.6% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (103): 49.5% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (56): 26.9% 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 Cleveland, Georgia
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (25): 12% of Financial planners in Cleveland have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (9): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (152): 73% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Cleveland
With 208 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 208 Financial planners in Cleveland and plan visit days by neighborhood.
- Postal code patches: split Cleveland by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 14 other Georgia cities we track are the next step once Cleveland accounts are covered.
Data Coverage for Financial planners in Cleveland
208 records · verified September 6, 2026
- Phone numbers
- 205
- Email addresses
- 103
- Phone and email
- 102
- Websites
- 183
Google ratings· 71 rated (34%)
68% hold 5 stars
- 1-star rated
- 7
- 9.9% of rated
- 2-star rated
- 2
- 2.8% of rated
- 3-star rated
- 8
- 11.3% of rated
- 4-star rated
- 6
- 8.5% of rated
- 5-star rated
- 48
- 67.6% of rated
Social profiles:
- Facebook:56· 26.9%
- LinkedIn:31· 14.9%
- X (Twitter):19· 9.1%
- Instagram:17· 8.2%
- YouTube:14· 6.7%
Financial planners in Cleveland are a mixed-channel, Facebook-heavy market: 98.6% list a phone number and 49.5% publish an email. Among 71 rated Financial planners, 68% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial planners in Cleveland, Georgia
Everything you need to know about our financial planners database for Cleveland, Georgia: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Cleveland, Georgia?
There are 208 financial planners in Cleveland, Georgia in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Cleveland market for sales prospecting and territory planning.
How up to date is the Financial planners data for Cleveland, Georgia?
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 Cleveland, Georgia?
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 Cleveland, Georgia?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Cleveland, Georgia 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 Cleveland, Georgia cost?
The complete financial planners leads database for Cleveland, Georgia costs $10 as a one-time payment.
You get instant access to all 208 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 Cleveland, Georgia 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 Cleveland, Georgia 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 Cleveland, Georgia have phone numbers?
205 financial planners in Cleveland, Georgia (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 Cleveland, Georgia have email addresses?
103 financial planners in Cleveland, Georgia (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 Cleveland, Georgia have both a phone number and an email address?
102 financial planners in Cleveland, Georgia 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 Cleveland, Georgia are active on social media?
Social profile coverage for financial planners in Cleveland, Georgia: 31 on LinkedIn, 56 on Facebook, 17 on Instagram, 14 on YouTube, 19 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 Cleveland, Georgia have a website?
183 financial planners in Cleveland, Georgia (88%) 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 Cleveland, Georgia do not have a website?
25 financial planners in Cleveland, Georgia 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 Cleveland, Georgia?
Rating breakdown for financial planners in Cleveland, Georgia: 48 with a 5-star rating, 6 with a 4-star rating, 8 with a 3-star rating, 2 with a 2-star rating, 7 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 Georgia or the entire US?
Yes. Beyond Cleveland, we offer the complete Financial planners database for Georgia and a national all-50-states version.
If you buy the Cleveland list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Cleveland, Georgia 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.