List of Financial planners in New Orleans
Looking for a verified List of Financial planners in New Orleans to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 143 Financial planners across New Orleans, Louisiana, United States as of August 4, 2026.
This comprehensive List of Financial planners in New Orleans gives you access to 62 records with email addresses, 141 with phone numbers, and 61 listings containing both. Additionally, over 127 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.
Our data also highlights strong social media engagement, with 49 Financial planners on Facebook, 20 on Instagram, 15 on X (formerly Twitter), 25 on LinkedIn, and 18 managing active YouTube channels.
Plus, over 34 Financial planners have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.
Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial planners in New Orleans provides everything for you to connect with active, visible, and verified businesses.
Social Media Reach
49
20
25
18
YouTube
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Financial planners List in New Orleans
Browse a random sample of 15 records — see the exact fields and data quality before you download.
| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Merrill Lynch Financial Advisor Scott Hardie | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Kuchta Curole Riess Group - UBS Financial Services Inc. | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Merrill Lynch Financial Advisor Nicholas Matulich | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Delta Financial Advisors LLC | Address | New Orleans | Louisiana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Wealth Enhancement Group | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | |||||
Merrill Lynch Financial Advisor E. Christian Blessey | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Dardis Couvillon & Associates | Address | New Orleans | Louisiana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
UBS Financial Services Inc. | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | |||
Merrill Lynch Financial Advisor Cerisa Merced | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Lisa Schewe - Financial Advisor, Ameriprise Financial Services, LLC | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | |||
Gesund & Pailet LLC | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Gulf Coast Wealth Management - UBS Financial Services Inc. | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Walter C Flower & Co | Address | New Orleans | Louisiana | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Merrill Lynch Financial Advisor Stephen Swander | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Crescent Wealth Advisors of Raymond James | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — |
Verified Data
Every record is cross-verified for accuracy before delivery.
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Rich Field Coverage
Business info, contacts, social profiles, ratings and more.
This is a randomized preview — the full database contains 143 records with complete field coverage.
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Top business categories in New Orleans
Most popular business categories across New Orleans
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in New Orleans
The List of Financial planners in New Orleans is a structured market intelligence dataset with 143 verified Financial planners records covering the full New Orleans, Louisiana, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.
Financial planners Market Intelligence for New Orleans, Louisiana, United States: 143 Verified Businesses
Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in New Orleans, Louisiana, United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial planners operate in New Orleans, Louisiana, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.
Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in New Orleans.
Franchise & expansion research: Use the full New Orleans, Louisiana, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.
Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.
Structured Financial planners Data for New Orleans, Louisiana, United States, Ready for Any Tool or Analysis
This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in New Orleans, Louisiana, United States they can actually work with:
Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.
CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.
Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in New Orleans, Louisiana, United States.
API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.
Contact Financial planners Decision-Makers in New Orleans, Louisiana, United States: 62 Emails and 141 Phone Numbers
For teams that need to reach Financial planners owners in New Orleans, Louisiana, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 62 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in New Orleans.
Phone prospecting: 141 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.
Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.
Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.
Financial planners Social Media Presence and Online Activity in New Orleans, Louisiana, United States
Beyond contact details, this dataset maps the online footprint of Financial planners in New Orleans, Louisiana, United States, including 49 Facebook, 20 Instagram, and 25 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial planners in New Orleans, Louisiana, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.
Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.
Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.
Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in New Orleans who already have an established online presence.
Download the Financial planners Database for New Orleans, Louisiana, United States: One-Time, No Subscription
If you've been searching for a verified Financial planners email list, phone number database, or business directory for New Orleans, Louisiana, United States, this is it. 143 records, instantly downloadable, starting at $10:
What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.
Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.
Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.
Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.
The List of Financial planners in New Orleans gives you a single, reliable source of truth for the Financial planners market in New Orleans, Louisiana, United States: 143 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.
Contact Data for Financial planners in New Orleans
143 total records · Updated August 4, 2026
141
Phone Numbers
62
Email Addresses
61
Both Phone & Email
Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.
Social Media Coverage for Financial planners in New Orleans
Reach your prospects across every major social platform
49
Facebook Profiles
20
Instagram Handles
25
LinkedIn Profiles
15
X / Twitter Handles
18
YouTube Channels
Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in New Orleans: Website Presence Breakdown
143 total records · Updated August 4, 2026
127
Financial planners with a website
88.8% of total
16
Financial planners without a website
11.2% of total
16 businesses without a website in New Orleans represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the New Orleans By Ratings
2
Number of 1 star-rated Financial planners in New Orleans
0
Number of 2 star-rated Financial planners in New Orleans
4
Number of 3 star-rated Financial planners in New Orleans
11
Number of 4 star-rated Financial planners in New Orleans
34
Number of 5 star-rated Financial planners in New Orleans
Frequently Asked Questions about Financial planners in New Orleans, Louisiana
Everything you need to know about our financial planners database for New Orleans, Louisiana: data quality, coverage, freshness, pricing, and formats. Last updated August 4, 2026.
How many Financial planners are there in New Orleans, Louisiana?
There are 143 financial planners in New Orleans, Louisiana in our verified database, as of August 4, 2026. This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete New Orleans market for sales prospecting and territory planning.
How up to date is the Financial planners data for New Orleans, Louisiana?
This dataset was last updated in August 4, 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 New Orleans, Louisiana?
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 New Orleans, Louisiana?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in New Orleans, Louisiana 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 New Orleans, Louisiana cost?
The complete financial planners leads database for New Orleans, Louisiana costs $10 as a one-time payment. You get instant access to all 143 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 New Orleans, Louisiana 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 New Orleans, Louisiana 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 New Orleans, Louisiana have phone numbers?
141 financial planners in New Orleans, Louisiana (99% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial planners in New Orleans, Louisiana have email addresses?
62 financial planners in New Orleans, Louisiana (43%) 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 New Orleans, Louisiana have both a phone number and an email address?
61 financial planners in New Orleans, Louisiana 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 New Orleans, Louisiana are active on social media?
Social profile coverage for financial planners in New Orleans, Louisiana: 25 on LinkedIn, 49 on Facebook, 20 on Instagram, 18 on YouTube, 15 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 New Orleans, Louisiana have a website?
127 financial planners in New Orleans, Louisiana (89%) have an active business website, an indicator of digital maturity, and an ideal segment for SEO agencies, hosting providers, and SaaS platforms.
How many Financial planners in New Orleans, Louisiana do not have a website?
16 financial planners in New Orleans, Louisiana 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 New Orleans, Louisiana?
Rating breakdown for financial planners in New Orleans, Louisiana: 34 with a 5-star rating, 11 with a 4-star rating, 4 with a 3-star rating, 0 with a 2-star rating, 2 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 Louisiana or the entire US?
Yes. Beyond New Orleans, we offer the complete Financial planners database for Louisiana and a national all-50-states version. If you buy the New Orleans list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in New Orleans, Louisiana 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.
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