List of Financial planners in Waban
Waban, Massachusetts, has 119 Financial planners in this dataset, last verified September 4, 2026. It is the fifth-largest of the 10 Massachusetts cities we track, behind Middleton (152) and ahead of Medford (112). Local listings make up 3% of all Financial planners in Massachusetts.
33 Financial planners in Waban list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Massachusetts average, 27.7% against 47.8%, so expect phone (98.3% coverage) to do most of the work.
With 97.5% already online (above 90.8% across Massachusetts), only 3 Financial planners in Waban lack a website, so site improvements and SEO are the stronger pitch. 31 of their websites list a contact page URL.
Only 12 Financial planners in Waban have Google ratings, too few for the averages to say much, though 2 of them sit at 1 to 2 stars.
Social Media Reach
11
4
6
3
YouTube
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Financial planners List in Waban
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Merrill Lynch Financial Advisor Cornelius Mckee | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Patrick Forrest | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Paul Tully - Raymond James | Address | Waban | Massachusetts | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
Kurt Lovell II | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | ||||||
Devin M. Callinan, CFP® - UBS Financial Services Inc. | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Diana Taksir - Financial Advisor, Ameriprise Financial Services, LLC | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Merrill Lynch Financial Advisor Khatuna Tkebuchava | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Thomas Okomo | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Carl Cafaro | Address | Waban | Massachusetts | United States | Email | Phone | 2 | 2.5 | — | — | — | — | |||
The Bishop Group - UBS Financial Services Inc. | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Christopher Bunnell | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Bradley Riedl | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Kate McKee | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Jennifer Carroll | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Savant Wealth Management - Financial Advisor: Jack Phelps | Address | Waban | Massachusetts | United States | Email | Phone | 0 | 0 |
This is a randomized preview — the full database contains 119 records with complete field coverage.
Get the full Financial planners database
119 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Waban
Most popular business categories across Waban
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Waban
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 119 Financial planners in Waban, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Waban, Massachusetts
Each of these buyers can work the 119 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 119 Financial planners in Waban.
- 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 Contact Form Outreach in Waban, Massachusetts
Start with the 33 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (117): 98.3% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (33): 27.7% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (31): businesses with a contact page URL give you another way in when no email is listed.
- 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 Waban, Massachusetts
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 (2): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (108): 91% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Waban
With 119 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 119 Financial planners in Waban and plan visit days by neighborhood.
- Postal code patches: split Waban by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 9 other Massachusetts cities we track are the next step once Waban accounts are covered.
Data Coverage for Financial planners in Waban
119 records · verified September 4, 2026
- Phone numbers
- 117
- Email addresses
- 33
- Phone and email
- 33
- Websites
- 116
Google ratings· 12 rated (10%)
50% hold 5 stars
- 1-star rated
- 1
- 8.3% of rated
- 2-star rated
- 1
- 8.3% of rated
- 3-star rated
- 4
- 33.3% of rated
- 4-star rated
- 0
- 0% of rated
- 5-star rated
- 6
- 50% of rated
Social profiles:
- Facebook:11· 9.2%
- LinkedIn:6· 5%
- Instagram:4· 3.4%
- X (Twitter):4· 3.4%
- YouTube:3· 2.5%
Financial planners in Waban are a phone-first market: 98.3% list a phone number but only 27.7% publish an email. Among 12 rated Financial planners, 50% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial planners in Waban, Massachusetts
Everything you need to know about our financial planners database for Waban, Massachusetts: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Waban, Massachusetts?
There are 119 financial planners in Waban, Massachusetts in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Waban market for sales prospecting and territory planning.
How up to date is the Financial planners data for Waban, Massachusetts?
This dataset was last updated in September 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 Waban, 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 Waban, Massachusetts?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Waban, 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 Waban, Massachusetts cost?
The complete financial planners leads database for Waban, Massachusetts costs $10 as a one-time payment.
You get instant access to all 119 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 Waban, 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 Waban, 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 Waban, Massachusetts have phone numbers?
117 financial planners in Waban, Massachusetts (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 Waban, Massachusetts have email addresses?
33 financial planners in Waban, Massachusetts (28%) 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 Waban, Massachusetts have both a phone number and an email address?
33 financial planners in Waban, 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 Waban, Massachusetts are active on social media?
Social profile coverage for financial planners in Waban, Massachusetts: 6 on LinkedIn, 11 on Facebook, 4 on Instagram, 3 on YouTube, 4 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 Waban, Massachusetts have a website?
116 financial planners in Waban, Massachusetts (97%) 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 Waban, Massachusetts do not have a website?
3 financial planners in Waban, 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 Waban, Massachusetts?
Rating breakdown for financial planners in Waban, Massachusetts: 6 with a 5-star rating, 0 with a 4-star rating, 4 with a 3-star rating, 1 with a 2-star rating, 1 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 Waban, we offer the complete Financial planners database for Massachusetts and a national all-50-states version.
If you buy the Waban list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Waban, 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.