List of Investment services in Plano
Plano, Illinois, has 124 investment services in this dataset, last verified September 6, 2026. It is the third-largest of the 5 Illinois cities we track, behind Salem (154) and ahead of Rockford (111). Local listings make up 4.2% of all investment services in Illinois.
101 investment services in Plano list both a phone number and an email address, the best starting point for multi-channel outreach. At 81.5%, email coverage runs above the Illinois average of 66.8%, while 100% of listings include a phone number.
With 92.7% already online (in line with 95% across Illinois), only 9 investment services in Plano lack a website, so site improvements and SEO are the stronger pitch. 4 of their websites list a contact page URL.
76% of the 34 rated investment services in Plano hold a 5-star average, above the Illinois figure of 68%. The 2 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
99
4
27
3
YouTube
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Investment services List in Plano
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | The Legacy Circle Group - Morgan Stanley | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Wells Fargo Advisors | Address | Plano | Texas | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
 | Edward Jones - Financial Advisor: Marcus C Orr, AAMS® | Address | Plano | Texas | United States | Email | Phone | 4 | 4 | — | — | ||||
 | Monica Smith - Registered Practice Associate, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Christopher Splawn - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Mary Pepkin - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Tuan Dau - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Beacon Pointe Advisors | Address | Plano | Texas | United States | Email | Phone | 16 | 5 | — | — | — | — | ||
 | Zeph Rouquette - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Jennifer Ibarguen - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 1 | 2 | — | — | — | |||
 | David Lawrence - Financial Advisor, Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Strategic Wealth Advisor Team, Ameriprise Financial Services, Inc. | Address | Plano | Texas | United States | Email | Phone | 1 | 4 | — | — | — | |||
 | Edward Jones - Financial Advisor: Trent Marsh | Address | Plano | Texas | United States | Email | Phone | 4 | 5 | — | — | ||||
 | Leading Edge Advisors - Ameriprise Financial Services, LLC | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | |||
Douglas Scott Securities | Address | Plano | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 124 records with complete field coverage.
Get the full Investment services database
124 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 | Investment services |
|---|---|
What You Can Do with the List of Investment services in Plano
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 124 investment services in Plano, with the fields to call, email, segment and map them.
Who Sells to Investment services in Plano, Illinois
Each of these buyers can work the 124 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 124 investment services 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 101 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (124): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (101): 81.5% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (99): 79.8% 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 investment services that fit a specific service before you pitch:
- Rated 1 to 2 stars (2): businesses with poor Google ratings, prospects for reputation management and review generation services.
Local Coverage Plan for Plano
With 124 investment services 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 124 investment services 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 4 other Illinois cities we track are the next step once Plano accounts are covered.
Data Coverage for Investment services in Plano
124 records · verified September 6, 2026
- Phone numbers
- 124
- Email addresses
- 101
- Phone and email
- 101
- Websites
- 115
Google ratings· 34 rated (27%)
76% hold 5 stars
- 1-star rated
- 0
- 0% of rated
- 2-star rated
- 2
- 5.9% of rated
- 3-star rated
- 4
- 11.8% of rated
- 4-star rated
- 2
- 5.9% of rated
- 5-star rated
- 26
- 76.5% of rated
Social profiles:
- Facebook:99· 79.8%
- LinkedIn:27· 21.8%
- Instagram:4· 3.2%
- X (Twitter):3· 2.4%
- YouTube:3· 2.4%
Investment services in Plano are an email-friendly, Facebook-heavy market: 100% list a phone number and 81.5% publish an email. Among 34 rated investment services, 76% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Investment services by Location
Browse datasets for Investment services across nearby locations
Frequently asked questions about Investment services in Plano, Illinois
Everything you need to know about our investment services database for Plano, Illinois: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Plano, Illinois?
There are 124 investment services 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 Investment services 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 Investment services 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 Investment services businesses in Plano, Illinois?
InfiniteLeadsHub provides verified market intelligence datasets for investment services 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 Investment services database for Plano, Illinois cost?
The complete investment services leads database for Plano, Illinois costs $10 as a one-time payment.
You get instant access to all 124 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 investment services 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 Investment services 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 investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services 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 Investment services in Plano, Illinois have phone numbers?
124 investment services in Plano, Illinois (100% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Investment services in Plano, Illinois have email addresses?
101 investment services in Plano, Illinois (81%) 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 Investment services in Plano, Illinois have both a phone number and an email address?
101 investment services 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 Investment services in Plano, Illinois are active on social media?
Social profile coverage for investment services in Plano, Illinois: 27 on LinkedIn, 99 on Facebook, 4 on Instagram, 3 on YouTube, 3 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 Investment services in Plano, Illinois have a website?
115 investment services in Plano, Illinois (93%) 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 Investment services in Plano, Illinois do not have a website?
9 investment services 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 Investment services in Plano, Illinois?
Rating breakdown for investment services in Plano, Illinois: 26 with a 5-star rating, 2 with a 4-star rating, 4 with a 3-star rating, 2 with a 2-star rating, 0 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 Investment services data for all of Illinois or the entire US?
Yes. Beyond Plano, we offer the complete Investment services 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 Investment services 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.