List of Financial planners in New Orleans
New Orleans, Louisiana, has 196 Financial planners in this dataset, last verified September 6, 2026. It is the second-largest of the 5 Louisiana cities we track, behind Baton Rouge (286) and ahead of Metairie (169). Local listings make up 11% of all Financial planners in Louisiana.
85 Financial planners in New Orleans list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Louisiana average, 43.9% against 53.3%, so expect phone (98.5% coverage) to do most of the work.
With 90.3% already online (in line with 88.8% across Louisiana), only 19 Financial planners in New Orleans lack a website, so site improvements and SEO are the stronger pitch. 32 of their websites list a contact page URL.
72% of the 58 rated Financial planners in New Orleans hold a 5-star average, in line with the Louisiana figure of 76%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
57
26
36
19
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.
| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Kris Schaumburg, Mortgage Loan Officer - First Horizon Bank | Address | New Orleans | Louisiana | United States | Email | Phone | 2 | 5 | ||||||
 | Merrill Lynch Financial Advisor Edward Carney | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Rigby Financial Group | Address | New Orleans | Louisiana | United States | Email | Phone | 1 | 5 | — | — | ||||
 | Morgan Stanley Financial Advisors | Address | New Orleans | Louisiana | United States | Email | Phone | 4 | 2.8 | — | — | — | — | ||
 | Hubbell Strickland Wealth Management | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Treuting, Harris & Associates - Ameriprise Financial Services, 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 | — | — | — | — | ||
 | MTS Financial Network | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Olivier Group | Address | New Orleans | Louisiana | United States | Email | Phone | 5 | 5 | — | — | — | — | ||
 | Merrill Lynch Private Wealth Advisor Curtis Eustis | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Dunn Financial Solutions | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Blair House Investments | Address | New Orleans | Louisiana | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Hamilton Martin - Morgan Stanley | Address | New Orleans | Louisiana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Garcia Financial Group | Address | New Orleans | Louisiana | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
Bavarian Wealth Management Inc | Address | New Orleans | Louisiana | United States | Email | Phone | 7 | 4.4 | — | — | — | — |
This is a randomized preview — the full database contains 196 records with complete field coverage.
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196 verified records — emails, phones, social profiles and more. One-time payment, instant download.
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
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 196 Financial planners in New Orleans, with the fields to call, email, segment and map them.
Who Sells to Financial planners in New Orleans, Louisiana
Each of these buyers can work the 196 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 196 Financial planners in New Orleans.
- 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 New Orleans, Louisiana
Start with the 85 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (193): 98.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (86): 43.9% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (57): 29.1% 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 New Orleans, Louisiana
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 (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (139): 71% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for New Orleans
With 196 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 196 Financial planners in New Orleans and plan visit days by neighborhood.
- Postal code patches: split New Orleans by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 4 other Louisiana cities we track are the next step once New Orleans accounts are covered.
Data Coverage for Financial planners in New Orleans
196 records · verified September 6, 2026
- Phone numbers
- 193
- Email addresses
- 86
- Phone and email
- 85
- Websites
- 177
Google ratings· 58 rated (30%)
72% hold 5 stars
- 1-star rated
- 2
- 3.4% of rated
- 2-star rated
- 1
- 1.7% of rated
- 3-star rated
- 3
- 5.2% of rated
- 4-star rated
- 10
- 17.2% of rated
- 5-star rated
- 42
- 72.4% of rated
Social profiles:
- Facebook:57· 29.1%
- LinkedIn:36· 18.4%
- Instagram:26· 13.3%
- X (Twitter):19· 9.7%
- YouTube:19· 9.7%
Financial planners in New Orleans are a mixed-channel, Facebook-heavy market: 98.5% list a phone number and 43.9% publish an email. Among 58 rated Financial planners, 72% 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 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 September 6, 2026.
How many Financial planners are there in New Orleans, Louisiana?
There are 196 financial planners in New Orleans, Louisiana in our verified database, as of September 6, 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 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 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 196 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?
193 financial planners in New Orleans, Louisiana (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 New Orleans, Louisiana have email addresses?
86 financial planners in New Orleans, Louisiana (44%) 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?
85 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: 36 on LinkedIn, 57 on Facebook, 26 on Instagram, 19 on YouTube, 19 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?
177 financial planners in New Orleans, Louisiana (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 New Orleans, Louisiana do not have a website?
19 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: 42 with a 5-star rating, 10 with a 4-star rating, 3 with a 3-star rating, 1 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.