Verified B2B Dataset

List of Financial planners in Duluth

Duluth, Georgia, has 204 Financial planners in this dataset, last verified September 6, 2026. Among the 15 Georgia cities we track, it ranks 8th, between Cleveland (208) and Canton (199). Local listings make up 5.3% of all Financial planners in Georgia.

74 Financial planners in Duluth list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Georgia average, 36.3% against 48.5%, so expect phone (97.5% coverage) to do most of the work.

With 91.2% already online (in line with 87.8% across Georgia), only 18 Financial planners in Duluth lack a website, so site improvements and SEO are the stronger pitch. 24 of their websites list a contact page URL.

63% of the 73 rated Financial planners in Duluth 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.

204
Total Records
74
Email Coverage
199
Phone Coverage
186
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

60

Facebook

29

Instagram

36

LinkedIn

14

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated September 6, 2026

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Financial planners List in Duluth

Browse a random sample of 15 records — see the exact fields and data quality before you download.

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Dean W McCall - Morgan Stanley logo

Dean W McCall - Morgan Stanley

Address
DuluthMinnesotaUnited States
Email
Phone
0
0
————
Financial institution logo

Financial institution

Address
DuluthGeorgiaUnited States
Email
Phone
—0
0
————
Artisan Financial Services, LLC logo

Artisan Financial Services, LLC

Address
DuluthGeorgiaUnited States
Email
Phone
6
4.3
————
Bank of America (with Drive-thru ATM) logo

Bank of America (with Drive-thru ATM)

Address
DuluthGeorgiaUnited States
Email
Phone
102
3.2
Northwestern Mutual Financial logo

Northwestern Mutual Financial

Address
DuluthGeorgiaUnited States
Email
Phone
0
0
—
Duluth Financial Group logo

Duluth Financial Group

Address
DuluthMinnesotaUnited States
Email
Phone
—0
0
————
Wipfli Financial Advisors logo

Wipfli Financial Advisors

Address
DuluthMinnesotaUnited States
Email
Phone
0
0
————

Anne Holy, Financial Advisor

Address
DuluthMinnesotaUnited States
Email
Phone
—0
0
————
Raymond James & Associates logo

Raymond James & Associates

Address
DuluthMinnesotaUnited States
Email
Phone
1
5
————
Joy Dalberg - RBC Wealth Management Financial Advisor logo

Joy Dalberg - RBC Wealth Management Financial Advisor

Address
DuluthMinnesotaUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: Lauren M Farden, CFP®|AAMS®|CRPS™|CSRIC® logo

Edward Jones - Financial Advisor: Lauren M Farden, CFP®|AAMS®|CRPS™|CSRIC®

Address
DuluthMinnesotaUnited States
Email
Phone
0
0
————
Sugarloaf Wealth Management logo

Sugarloaf Wealth Management

Address
DuluthGeorgiaUnited States
Email
Phone
2
5
———

Francisco Patrick

Address
DuluthMinnesotaUnited States
Email
Phone
0
0
————
Bank of America (with Drive-thru ATM) logo

Bank of America (with Drive-thru ATM)

Address
DuluthGeorgiaUnited States
Email
Phone
146
2.7
Regina Michelle Doby: Primerica - Financial Services logo

Regina Michelle Doby: Primerica - Financial Services

Address
DuluthGeorgiaUnited States
Email
Phone
30
4.9
—

This is a randomized preview — the full database contains 204 records with complete field coverage.

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204 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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Top Categories

Top business categories in Duluth

Most popular business categories across Duluth

Category
Financial planners
Use Cases

What You Can Do with the List of Financial planners in Duluth

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 204 Financial planners in Duluth, with the fields to call, email, segment and map them.

Who Sells to Financial planners in Duluth, Georgia

Each of these buyers can work the 204 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 204 Financial planners in Duluth.
  • 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 Duluth, Georgia

Start with the 74 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (199): 97.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (74): 36.3% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
  • Facebook messages (60): 29.4% 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 Duluth, Georgia

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 (9): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (144): 71% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Duluth

With 204 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 204 Financial planners in Duluth and plan visit days by neighborhood.
  • Postal code patches: split Duluth 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 Duluth accounts are covered.

Data Coverage for Financial planners in Duluth

204 records · verified September 6, 2026

Phone numbers
199
Email addresses
74
Phone and email
74
Websites
186

Google ratings· 73 rated (36%)

63% hold 5 stars

1-star rated
4
5.5% of rated
2-star rated
5
6.8% of rated
3-star rated
10
13.7% of rated
4-star rated
8
11% of rated
5-star rated
46
63% of rated

Social profiles:

  • Facebook:60· 29.4%
  • LinkedIn:36· 17.6%
  • Instagram:29· 14.2%
  • X (Twitter):27· 13.2%
  • YouTube:14· 6.9%

Financial planners in Duluth are a mixed-channel, Facebook-heavy market: 97.5% list a phone number and 36.3% publish an email. Among 73 rated Financial planners, 63% hold 5 stars, a mostly positive spread.

Frequently asked questions about Financial planners in Duluth, Georgia

Everything you need to know about our financial planners database for Duluth, Georgia: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial planners are there in Duluth, Georgia?

There are 204 financial planners in Duluth, Georgia in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Duluth market for sales prospecting and territory planning.

How up to date is the Financial planners data for Duluth, 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 Duluth, 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 Duluth, Georgia?

InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Duluth, 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 Duluth, Georgia cost?

The complete financial planners leads database for Duluth, Georgia costs $10 as a one-time payment.

You get instant access to all 204 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 Duluth, 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 Duluth, 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 Duluth, Georgia have phone numbers?

199 financial planners in Duluth, Georgia (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 Duluth, Georgia have email addresses?

74 financial planners in Duluth, Georgia (36%) 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 Duluth, Georgia have both a phone number and an email address?

74 financial planners in Duluth, 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 Duluth, Georgia are active on social media?

Social profile coverage for financial planners in Duluth, Georgia: 36 on LinkedIn, 60 on Facebook, 29 on Instagram, 14 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 Duluth, Georgia have a website?

186 financial planners in Duluth, Georgia (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 Duluth, Georgia do not have a website?

18 financial planners in Duluth, 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 Duluth, Georgia?

Rating breakdown for financial planners in Duluth, Georgia: 46 with a 5-star rating, 8 with a 4-star rating, 10 with a 3-star rating, 5 with a 2-star rating, 4 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 Duluth, we offer the complete Financial planners database for Georgia and a national all-50-states version.

If you buy the Duluth list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Financial planners contact data in Duluth, 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.