List of Financial planners in Rochester
Rochester, Illinois, has 579 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest of the 24 Illinois cities we track, behind Chicago (952) and ahead of Columbia (545). Local listings make up 9.1% of all Financial planners in Illinois.
299 Financial planners in Rochester list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 52.3% is in line with the Illinois average (54%), and 99% of listings include a phone number.
With 95.5% already online (in line with 91.1% across Illinois), only 26 Financial planners in Rochester lack a website, so site improvements and SEO are the stronger pitch. 94 of their websites list a contact page URL.
68% of the 205 rated Financial planners in Rochester hold a 5-star average, in line with the Illinois figure of 70%. The 18 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
220
75
113
44
YouTube
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Financial planners List in Rochester
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Sequoia Financial Group | Address | Rochester | Minnesota | United States | Email | Phone | 2 | 5 | — | — | — | |||
 | Carl Piacelli - Morgan Stanley | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Fien Capital Management LLC | Address | Rochester | New York | United States | Email | Phone | — | 2 | 5 | — | — | — | — | ||
 | Brittany Schultz - Ameriprise Financial Services, LLC | Address | Rochester | Minnesota | United States | Email | Phone | 0 | 0 | — | — | — | |||
Financial Freedom Group | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Endeavor Wealth Advisory Group | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Eileen Trott - Ameriprise Financial Services, Inc. | Address | Rochester | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
LPL Financial - Rich Hilow | Address | Rochester | New Hampshire | United States | Email | Phone | 5 | 5 | — | — | — | — | |||
 | Matthew Melia | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | ||||||
Whitbeck Robert | Address | Rochester | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Old National Bank | Address | Rochester | Minnesota | United States | Email | Phone | 20 | 3.5 | — | |||||
Clover Capital Management | Address | Rochester | New York | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Bank of America Private Client Advisor Soyeon Caruso | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Hamlin & Marshall Wealth Consulting - UBS Financial Services Inc. | Address | Rochester | New York | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Ciccarelli Advisory Services | Address | Rochester | New York | United States | Email | Phone | 3 | 5 | — | — |
This is a randomized preview — the full database contains 579 records with complete field coverage.
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579 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Rochester
Most popular business categories across Rochester
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Rochester
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 579 Financial planners in Rochester, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Rochester, Illinois
Each of these buyers can work the 579 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 579 Financial planners in Rochester.
- 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 Rochester, Illinois
Start with the 299 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (573): 99% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (303): 52.3% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (220): 38% 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 Rochester, Illinois
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 (18): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (359): 62% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Rochester
With 579 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 579 Financial planners in Rochester and plan visit days by neighborhood.
- Postal code patches: split Rochester by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 23 other Illinois cities we track are the next step once Rochester accounts are covered.
Data Coverage for Financial planners in Rochester
579 records · verified September 6, 2026
- Phone numbers
- 573
- Email addresses
- 303
- Phone and email
- 299
- Websites
- 553
Google ratings· 205 rated (35%)
68% hold 5 stars
- 1-star rated
- 11
- 5.4% of rated
- 2-star rated
- 7
- 3.4% of rated
- 3-star rated
- 29
- 14.1% of rated
- 4-star rated
- 18
- 8.8% of rated
- 5-star rated
- 140
- 68.3% of rated
Social profiles:
- Facebook:220· 38%
- LinkedIn:113· 19.5%
- Instagram:75· 13%
- X (Twitter):66· 11.4%
- YouTube:44· 7.6%
Financial planners in Rochester are an email-friendly, Facebook-heavy market: 99% list a phone number and 52.3% publish an email. Among 205 rated Financial planners, 68% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Rochester, Illinois
Everything you need to know about our financial planners database for Rochester, Illinois: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Rochester, Illinois?
There are 579 financial planners in Rochester, Illinois in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Rochester market for sales prospecting and territory planning.
How up to date is the Financial planners data for Rochester, 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 planners database for Rochester, 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 planners businesses in Rochester, Illinois?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Rochester, Illinois 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 Rochester, Illinois cost?
The complete financial planners leads database for Rochester, Illinois costs $10 as a one-time payment.
You get instant access to all 579 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 Rochester, 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 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 Rochester, Illinois 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 Rochester, Illinois have phone numbers?
573 financial planners in Rochester, Illinois (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 Rochester, Illinois have email addresses?
303 financial planners in Rochester, Illinois (52%) 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 Rochester, Illinois have both a phone number and an email address?
299 financial planners in Rochester, 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 planners in Rochester, Illinois are active on social media?
Social profile coverage for financial planners in Rochester, Illinois: 113 on LinkedIn, 220 on Facebook, 75 on Instagram, 44 on YouTube, 66 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 Rochester, Illinois have a website?
553 financial planners in Rochester, Illinois (96%) 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 Rochester, Illinois do not have a website?
26 financial planners in Rochester, 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 planners in Rochester, Illinois?
Rating breakdown for financial planners in Rochester, Illinois: 140 with a 5-star rating, 18 with a 4-star rating, 29 with a 3-star rating, 7 with a 2-star rating, 11 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 Illinois or the entire US?
Yes. Beyond Rochester, we offer the complete Financial planners database for Illinois and a national all-50-states version.
If you buy the Rochester list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Rochester, 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.