List of Financial consultants in Plano
Plano, Illinois, has 258 Financial consultants in this dataset, last verified September 6, 2026. It is the fifth-largest of the 18 Illinois cities we track, behind Charleston (283) and ahead of Salem (229). Local listings make up 3.9% of all Financial consultants in Illinois.
189 Financial consultants in Plano list both a phone number and an email address, the best starting point for multi-channel outreach. At 73.3%, email coverage runs well above the Illinois average of 45.5%, while 97.3% of listings include a phone number.
With 94.6% already online (in line with 89.8% across Illinois), only 14 Financial consultants in Plano lack a website, so site improvements and SEO are the stronger pitch. 74 of their websites list a contact page URL.
73% of the 94 rated Financial consultants in Plano hold a 5-star average, above the Illinois figure of 67%. The 10 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
146
31
80
16
YouTube
Have questions or need help choosing the right dataset? Contact us and we'll sort it out.
Sample Pack: 15 verified records
Test data quality before you buy
Complete Database
Risk-Free PurchaseAll 258+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial consultants List in Plano
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Griggs Financial, LLC | Address | Plano | Texas | United States | Email | Phone | — | 10 | 3.4 | — | — | — | — | |
 | Kenneth W Robison: Primerica - Financial Services | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | |||||
 | William Orender III: Primerica - Financial Services | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | |||||
 | Landon Freeman - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Financial institution | Address | Plano | Texas | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Brandon Richard Wilk - UBS Financial Services Inc. | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Eric Matthews - Morgan Stanley Financial Advisor | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Derek Vaughn - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Michael DeGroat - Associate Manager ACD, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
Wealthstar Advisors | Address | Plano | Texas | United States | Email | Phone | 3 | 3.7 | — | — | — | — | |||
 | Wealth Enhancement Group | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | |||||
 | Toni Nichole Alexander: Primerica - Financial Services | Address | Plano | Texas | United States | Email | Phone | 1 | 5 | — | |||||
 | Transamerica Financial Advisors | Address | Plano | Texas | United States | Email | Phone | 2 | 1 | — | — | — | — | ||
 | Ninety Nine Wealth | Address | Plano | Texas | United States | Email | Phone | 21 | 5 | — | — | — | — | ||
 | Caroline Myers: Primerica - Financial Services | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — |
This is a randomized preview — the full database contains 258 records with complete field coverage.
Get the full Financial consultants database
258 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Plano
Most popular business categories across Plano
Category | Financial consultants |
|---|---|
What You Can Do with the List of Financial consultants in Plano
This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 258 Financial consultants in Plano, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in Plano, Illinois
Each of these buyers can work the 258 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 258 Financial consultants in Plano.
- 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 Plano, Illinois
Start with the 189 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (251): 97.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (189): 73.3% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (146): 56.6% 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 Plano, Illinois
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- Rated 1 to 2 stars (10): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Plano
With 258 Financial consultants 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 258 Financial consultants in Plano and plan visit days by neighborhood.
- Postal code patches: split Plano by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 17 other Illinois cities we track are the next step once Plano accounts are covered.
Data Coverage for Financial consultants in Plano
258 records · verified September 6, 2026
- Phone numbers
- 251
- Email addresses
- 189
- Phone and email
- 189
- Websites
- 244
Google ratings· 94 rated (36%)
73% hold 5 stars
- 1-star rated
- 4
- 4.3% of rated
- 2-star rated
- 6
- 6.4% of rated
- 3-star rated
- 8
- 8.5% of rated
- 4-star rated
- 7
- 7.4% of rated
- 5-star rated
- 69
- 73.4% of rated
Social profiles:
- Facebook:146· 56.6%
- LinkedIn:80· 31%
- X (Twitter):32· 12.4%
- Instagram:31· 12%
- YouTube:16· 6.2%
Financial consultants in Plano are an email-friendly, Facebook-heavy market: 97.3% list a phone number and 73.3% publish an email. Among 94 rated Financial consultants, 73% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial consultants by Location
Browse datasets for Financial consultants across nearby locations
Frequently asked questions about Financial consultants in Plano, Illinois
Everything you need to know about our financial consultants database for Plano, Illinois: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in Plano, Illinois?
There are 258 financial consultants in Plano, Illinois in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Plano market for sales prospecting and territory planning.
How up to date is the Financial consultants data for Plano, Illinois?
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 consultants database for Plano, Illinois?
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 consultants businesses in Plano, Illinois?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Plano, Illinois as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial consultants database for Plano, Illinois cost?
The complete financial consultants leads database for Plano, Illinois costs $10 as a one-time payment.
You get instant access to all 258 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 consultants contacts in Plano, Illinois 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 consultants 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 Plano, Illinois financial consultants database, including contact fields, social profiles, and ratings data.
How do I download the Financial consultants 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 consultants in Plano, Illinois have phone numbers?
251 financial consultants in Plano, Illinois (97% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial consultants in Plano, Illinois have email addresses?
189 financial consultants in Plano, Illinois (73%) 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 consultants in Plano, Illinois have both a phone number and an email address?
189 financial consultants in Plano, Illinois 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 consultants in Plano, Illinois are active on social media?
Social profile coverage for financial consultants in Plano, Illinois: 80 on LinkedIn, 146 on Facebook, 31 on Instagram, 16 on YouTube, 32 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 consultants in Plano, Illinois have a website?
244 financial consultants in Plano, Illinois (95%) 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 consultants in Plano, Illinois do not have a website?
14 financial consultants in Plano, Illinois 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 consultants in Plano, Illinois?
Rating breakdown for financial consultants in Plano, Illinois: 69 with a 5-star rating, 7 with a 4-star rating, 8 with a 3-star rating, 6 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 consultants data for all of Illinois or the entire US?
Yes. Beyond Plano, we offer the complete Financial consultants database for Illinois and a national all-50-states version.
If you buy the Plano list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial consultants contact data in Plano, Illinois 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.