List of Financial planners in Independence
Independence, Kentucky, has 130 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest of the 3 Kentucky cities we track, behind Lexington (253) and ahead of Lebanon (102). Local listings make up 9.6% of all Financial planners in Kentucky.
82 Financial planners in Independence list both a phone number and an email address, the best starting point for multi-channel outreach. At 63.8%, email coverage runs above the Kentucky average of 56.9%, while 98.5% of listings include a phone number.
With 90% already online (in line with 91.4% across Kentucky), only 13 Financial planners in Independence lack a website, so site improvements and SEO are the stronger pitch. 37 of their websites list a contact page URL.
75% of the 60 rated Financial planners in Independence hold a 5-star average, in line with the Kentucky figure of 79%. The 6 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
54
11
27
12
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 130+ verified records
$20
Save 50%
Need Specific Leads?
Custom database built to your exact target criteria.
Financial planners List in Independence
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Ameriprise Financial | Address | Independence | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Gavin Webster, CFP® | Address | Independence | Kansas | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Michelle Hutton - Central Investment Advisors | Address | Independence | Missouri | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Legend Group Ohio | Address | Independence | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Investment Center Inc | Address | Independence | Iowa | United States | Email | Phone | 2 | 5 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Matthew J Flax, CFP® | Address | Independence | Missouri | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Craig Bolger, AAMS® | Address | Independence | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Tempo Wealth, LLC. | Address | Independence | Ohio | United States | Email | Phone | 37 | 5 | — | — | ||||
 | Kevin Applegate - Financial Advisor, Ameriprise Financial Services, LLC | Address | Independence | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Danny Skrbis - Financial Advisor, Ameriprise Financial Services, LLC | Address | Independence | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Naomi D Agostino, Agent - New York Life | Address | Independence | Ohio | United States | Email | Phone | 0 | 0 | ||||||
Voya Financial Advisors | Address | Independence | Ohio | United States | Email | Phone | — | 9 | 2.3 | — | — | — | — | ||
 | John Marics - Financial Advisor, Ameriprise Financial Services, LLC | Address | Independence | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | April McMain - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Independence | Ohio | United States | Email | Phone | 2 | 5 | — | — | — | |||
Edward Jones | Address | Independence | Missouri | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 130 records with complete field coverage.
Get the full Financial planners database
130 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Independence
Most popular business categories across Independence
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Independence
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 130 Financial planners in Independence, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Independence, Kentucky
Each of these buyers can work the 130 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 130 Financial planners in Independence.
- 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 Independence, Kentucky
Start with the 82 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (128): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (83): 63.8% of records include an email address, so email can lead the campaign with calls as follow-up.
- Facebook messages (54): 41.5% 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 Independence, Kentucky
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (13): 10% of Financial planners in Independence have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (6): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (76): 58% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Independence
With 130 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 130 Financial planners in Independence and plan visit days by neighborhood.
- Postal code patches: split Independence by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 2 other Kentucky cities we track are the next step once Independence accounts are covered.
Data Coverage for Financial planners in Independence
130 records · verified September 6, 2026
- Phone numbers
- 128
- Email addresses
- 83
- Phone and email
- 82
- Websites
- 117
Google ratings· 60 rated (46%)
75% hold 5 stars
- 1-star rated
- 3
- 5% of rated
- 2-star rated
- 3
- 5% of rated
- 3-star rated
- 5
- 8.3% of rated
- 4-star rated
- 4
- 6.7% of rated
- 5-star rated
- 45
- 75% of rated
Social profiles:
- Facebook:54· 41.5%
- LinkedIn:27· 20.8%
- YouTube:12· 9.2%
- Instagram:11· 8.5%
- X (Twitter):10· 7.7%
Financial planners in Independence are an email-friendly, Facebook-heavy market: 98.5% list a phone number and 63.8% publish an email. Among 60 rated Financial planners, 75% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Independence, Kentucky
Everything you need to know about our financial planners database for Independence, Kentucky: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Independence, Kentucky?
There are 130 financial planners in Independence, Kentucky in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Independence market for sales prospecting and territory planning.
How up to date is the Financial planners data for Independence, Kentucky?
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 Independence, Kentucky?
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 Independence, Kentucky?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Independence, Kentucky 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 Independence, Kentucky cost?
The complete financial planners leads database for Independence, Kentucky costs $10 as a one-time payment.
You get instant access to all 130 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 Independence, Kentucky 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 Independence, Kentucky 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 Independence, Kentucky have phone numbers?
128 financial planners in Independence, Kentucky (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 Independence, Kentucky have email addresses?
83 financial planners in Independence, Kentucky (64%) 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 Independence, Kentucky have both a phone number and an email address?
82 financial planners in Independence, Kentucky 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 Independence, Kentucky are active on social media?
Social profile coverage for financial planners in Independence, Kentucky: 27 on LinkedIn, 54 on Facebook, 11 on Instagram, 12 on YouTube, 10 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 Independence, Kentucky have a website?
117 financial planners in Independence, Kentucky (90%) 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 Independence, Kentucky do not have a website?
13 financial planners in Independence, Kentucky 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 Independence, Kentucky?
Rating breakdown for financial planners in Independence, Kentucky: 45 with a 5-star rating, 4 with a 4-star rating, 5 with a 3-star rating, 3 with a 2-star rating, 3 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 Kentucky or the entire US?
Yes. Beyond Independence, we offer the complete Financial planners database for Kentucky and a national all-50-states version.
If you buy the Independence list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Independence, Kentucky 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.