Verified B2B Dataset

List of Financial planners in Rochester

Looking for a verified List of Financial planners in Rochester to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 440 Financial planners across Rochester, Massachusetts, United States as of August 4, 2026.

This comprehensive List of Financial planners in Rochester gives you access to 202 records with email addresses, 432 with phone numbers, and 200 listings containing both. Additionally, over 416 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 197 Financial planners on Facebook, 66 on Instagram, 62 on X (formerly Twitter), 96 on LinkedIn, and 47 managing active YouTube channels.

Plus, over 100 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 Rochester provides everything for you to connect with active, visible, and verified businesses.

440
Total Records
202
Email Coverage
432
Phone Coverage
416
Website Coverage
Last Updated: August 4, 2026

Social Media Reach

197

Facebook

66

Instagram

96

LinkedIn

47

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated August 4, 2026

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Sample Preview

Financial planners List in Rochester

Browse a random sample of 15 records — see the exact fields and data quality before you download.

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Nicole Jalbert-TD Wealth Financial Advisor

Address
RochesterNew HampshireUnited States
Email
Phone
0
0

David E Carrow - Financial Advisor, Ameriprise Financial Services, LLC

Address
RochesterMinnesotaUnited States
Email
Phone
0
0

Systematic Wealth Planning Group

Address
RochesterMinnesotaUnited States
Email
Phone
0
0

Hillary Beldue

Address
RochesterNew YorkUnited States
Email
Phone
0
0

Emerald Financial Group

Address
RochesterMinnesotaUnited States
Email
Phone
1
5

Rochester Financial Services

Address
RochesterNew YorkUnited States
Email
Phone
3
4.3

Alliance Catholic Credit Union

Address
RochesterMichiganUnited States
Email
Phone
17
4.1

High Falls Advisors

Address
RochesterNew YorkUnited States
Email
Phone
16
4.8

Rohini Daliya - Financial Advisor, Ameriprise Financial Services, LLC

Address
RochesterNew YorkUnited States
Email
Phone
0
0

Kirby Financial Planning

Address
RochesterTexasUnited States
Email
Phone
1
1

Lynn Haliday Dewitz - Financial Advisor, Ameriprise Financial Services, LLC

Address
RochesterMinnesotaUnited States
Email
Phone
0
0

Charleton Financial

Address
RochesterNew YorkUnited States
Email
Phone
1
5

Philip Reiter - Northwestern Mutual

Address
RochesterMinnesotaUnited States
Email
Phone
6
5

Northwestern Mutual

Address
RochesterMinnesotaUnited States
Email
Phone
1
1

Merrill Lynch Financial Advisor Toby Hatlevig

Address
RochesterMinnesotaUnited 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 440 records with complete field coverage.

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440 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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Top Categories

Top business categories in Rochester

Most popular business categories across Rochester

Category
Financial planners
Use Cases

What You Can Do with the List of Financial planners in Rochester

The List of Financial planners in Rochester is a structured market intelligence dataset with 440 verified Financial planners records covering the full Rochester, Massachusetts, 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 Rochester, Massachusetts, United States: 440 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 Rochester, Massachusetts, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial planners operate in Rochester, Massachusetts, 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 Rochester.

Franchise & expansion research: Use the full Rochester, Massachusetts, 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 Rochester, Massachusetts, 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 Rochester, Massachusetts, 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 Rochester, Massachusetts, 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 Rochester, Massachusetts, United States: 202 Emails and 432 Phone Numbers

For teams that need to reach Financial planners owners in Rochester, Massachusetts, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:

Email outreach: 202 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Rochester.

Phone prospecting: 432 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 Rochester, Massachusetts, United States

Beyond contact details, this dataset maps the online footprint of Financial planners in Rochester, Massachusetts, United States, including 197 Facebook, 66 Instagram, and 96 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

Digital maturity analysis: See which Financial planners in Rochester, Massachusetts, 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 Rochester who already have an established online presence.

Download the Financial planners Database for Rochester, Massachusetts, 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 Rochester, Massachusetts, United States, this is it. 440 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 Rochester gives you a single, reliable source of truth for the Financial planners market in Rochester, Massachusetts, United States: 440 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 Coverage

Contact Data for Financial planners in Rochester

440 total records · Updated August 4, 2026

432

Phone Numbers

98.2% of records

202

Email Addresses

45.9% of records

200

Both Phone & Email

45.5% complete contact info

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

Social Media Coverage for Financial planners in Rochester

Reach your prospects across every major social platform

197

Facebook Profiles

44.8%

66

Instagram Handles

15.0%

96

LinkedIn Profiles

21.8%

62

X / Twitter Handles

14.1%

47

YouTube Channels

10.7%

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.

Explore by Location

Related Financial planners by Location

Browse datasets for Financial planners across nearby locations

Website Presence

Financial planners in Rochester: Website Presence Breakdown

440 total records · Updated August 4, 2026

416

Financial planners with a website

94.5% of total

24

Financial planners without a website

5.5% of total

24 businesses without a website in Rochester represent high-intent prospects for web design, local SEO, and digital marketing services.

Ratings Breakdown

Financial planners in the Rochester By Ratings

10

Number of 1 star-rated Financial planners in Rochester

8

Number of 2 star-rated Financial planners in Rochester

21

Number of 3 star-rated Financial planners in Rochester

16

Number of 4 star-rated Financial planners in Rochester

100

Number of 5 star-rated Financial planners in Rochester

FAQ

Frequently Asked Questions about Financial planners in Rochester, Massachusetts

Everything you need to know about our financial planners database for Rochester, Massachusetts: data quality, coverage, freshness, pricing, and formats. Last updated August 4, 2026.

How many Financial planners are there in Rochester, Massachusetts?

There are 440 financial planners in Rochester, Massachusetts in our verified database, as of August 4, 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, Massachusetts?

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 Rochester, Massachusetts?

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, Massachusetts?

InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Rochester, Massachusetts 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, Massachusetts cost?

The complete financial planners leads database for Rochester, Massachusetts costs $10 as a one-time payment. You get instant access to all 440 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, Massachusetts 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, Massachusetts 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, Massachusetts have phone numbers?

432 financial planners in Rochester, Massachusetts (98% of the database) include a phone number, making the dataset effective for cold calling, telemarketing, and appointment setting campaigns.

How many Financial planners in Rochester, Massachusetts have email addresses?

202 financial planners in Rochester, Massachusetts (46%) 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, Massachusetts have both a phone number and an email address?

200 financial planners in Rochester, Massachusetts 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, Massachusetts are active on social media?

Social profile coverage for financial planners in Rochester, Massachusetts: 96 on LinkedIn, 197 on Facebook, 66 on Instagram, 47 on YouTube, 62 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, Massachusetts have a website?

416 financial planners in Rochester, Massachusetts (95%) 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 Rochester, Massachusetts do not have a website?

24 financial planners in Rochester, Massachusetts 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, Massachusetts?

Rating breakdown for financial planners in Rochester, Massachusetts: 100 with a 5-star rating, 16 with a 4-star rating, 21 with a 3-star rating, 8 with a 2-star rating, 10 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 Massachusetts or the entire US?

Yes. Beyond Rochester, we offer the complete Financial planners database for Massachusetts 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, Massachusetts 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.

Still have questions? Contact our support team and we will get back to you within 24 hours.