Verified B2B Dataset

List of Financial planners in Ann Arbor

Ann Arbor, Michigan, has 183 Financial planners in this dataset, last verified September 6, 2026. It is the fourth-largest of the 7 Michigan cities we track, behind Bloomfield Hills (192) and ahead of Mount Pleasant (128). Local listings make up 4.1% of all Financial planners in Michigan.

87 Financial planners in Ann Arbor list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Michigan average, 48.1% against 52.9%, so expect phone (99.5% coverage) to do most of the work.

With 96.2% already online (in line with 90.9% across Michigan), only 7 Financial planners in Ann Arbor lack a website, so site improvements and SEO are the stronger pitch. 34 of their websites list a contact page URL.

65% of the 68 rated Financial planners in Ann Arbor hold a 5-star average, below the Michigan figure of 73%. The 4 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

183
Total Records
88
Email Coverage
182
Phone Coverage
176
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

66

Facebook

20

Instagram

47

LinkedIn

24

YouTube

CSV · XLSX
Verified & accurate
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Updated September 6, 2026

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Financial planners List in Ann Arbor

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

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Lisa LaCross Courtney - Edelman Financial Engines logo

Lisa LaCross Courtney - Edelman Financial Engines

Address
Ann ArborMichiganUnited States
Email
Phone
22
4.9
——
Sarah Murray - Private Wealth Advisor, Ameriprise Financial Services, LLC logo

Sarah Murray - Private Wealth Advisor, Ameriprise Financial Services, LLC

Address
Ann ArborMichiganUnited States
Email
Phone
0
0
———
Bank of America (with Drive-thru ATM) logo

Bank of America (with Drive-thru ATM)

Address
Ann ArborMichiganUnited States
Email
Phone
69
3.4
Edward Jones - Financial Advisor: Larry G Skiles Jr, AAMS® logo

Edward Jones - Financial Advisor: Larry G Skiles Jr, AAMS®

Address
Ann ArborMichiganUnited States
Email
Phone
0
0
————
Edward Jones - Financial Advisor: Ashley A Yashin, AAMS® logo

Edward Jones - Financial Advisor: Ashley A Yashin, AAMS®

Address
Ann ArborMichiganUnited States
Email
Phone
0
0
————
Fineberg Wealth Management logo

Fineberg Wealth Management

Address
Ann ArborMichiganUnited States
Email
Phone
24
4.8
————
Wealth Enhancement Group logo

Wealth Enhancement Group

Address
Ann ArborMichiganUnited States
Email
Phone
2
3
—
Thomas Bosio - Associate Financial Advisor, Ameriprise Financial Services, LLC logo

Thomas Bosio - Associate Financial Advisor, Ameriprise Financial Services, LLC

Address
Ann ArborMichiganUnited States
Email
Phone
0
0
———
Drew Fitzmorris - Financial Advisor, Ameriprise Financial Services, LLC logo

Drew Fitzmorris - Financial Advisor, Ameriprise Financial Services, LLC

Address
Ann ArborMichiganUnited States
Email
Phone
2
5
———
Legacy Wealth Partners logo

Legacy Wealth Partners

Address
Ann ArborMichiganUnited States
Email
Phone
3
5
———
Raymond James & Associates logo

Raymond James & Associates

Address
Ann ArborMichiganUnited States
Email
Phone
0
0
————
Edward Jones logo

Edward Jones

Address
Ann ArborMichiganUnited States
Email
Phone
0
0
————
Arbor Financial logo

Arbor Financial

Address
Ann ArborMichiganUnited States
Email
Phone
1
5
——
Merrill Lynch Financial Advisor Jason Lindauer logo

Merrill Lynch Financial Advisor Jason Lindauer

Address
Ann ArborMichiganUnited States
Email
Phone
1
2
————
Edward Jones - Financial Advisor: Chris Short logo

Edward Jones - Financial Advisor: Chris Short

Address
Ann ArborMichiganUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 183 records with complete field coverage.

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

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Top Categories

Top business categories in Ann Arbor

Most popular business categories across Ann Arbor

Category
Financial planners
Use Cases

What You Can Do with the List of Financial planners in Ann Arbor

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 183 Financial planners in Ann Arbor, with the fields to call, email, segment and map them.

Who Sells to Financial planners in Ann Arbor, Michigan

Each of these buyers can work the 183 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 183 Financial planners in Ann Arbor.
  • 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 Ann Arbor, Michigan

Start with the 87 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (182): 99.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (88): 48.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
  • Facebook messages (66): 36.1% 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 Ann Arbor, Michigan

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 (4): businesses with poor Google ratings, prospects for reputation management and review generation services.
  • No Facebook page (117): 64% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Ann Arbor

With 183 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 183 Financial planners in Ann Arbor and plan visit days by neighborhood.
  • Postal code patches: split Ann Arbor by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 6 other Michigan cities we track are the next step once Ann Arbor accounts are covered.

Data Coverage for Financial planners in Ann Arbor

183 records · verified September 6, 2026

Phone numbers
182
Email addresses
88
Phone and email
87
Websites
176

Google ratings· 68 rated (37%)

65% hold 5 stars

1-star rated
2
2.9% of rated
2-star rated
2
2.9% of rated
3-star rated
10
14.7% of rated
4-star rated
10
14.7% of rated
5-star rated
44
64.7% of rated

Social profiles:

  • Facebook:66· 36.1%
  • LinkedIn:47· 25.7%
  • YouTube:24· 13.1%
  • Instagram:20· 10.9%
  • X (Twitter):18· 9.8%

Financial planners in Ann Arbor are a mixed-channel, Facebook-heavy market: 99.5% list a phone number and 48.1% publish an email. Among 68 rated Financial planners, 65% hold 5 stars, a mostly positive spread.

Frequently asked questions about Financial planners in Ann Arbor, Michigan

Everything you need to know about our financial planners database for Ann Arbor, Michigan: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial planners are there in Ann Arbor, Michigan?

There are 183 financial planners in Ann Arbor, Michigan in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Ann Arbor market for sales prospecting and territory planning.

How up to date is the Financial planners data for Ann Arbor, Michigan?

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 Ann Arbor, Michigan?

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 Ann Arbor, Michigan?

InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Ann Arbor, Michigan 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 Ann Arbor, Michigan cost?

The complete financial planners leads database for Ann Arbor, Michigan costs $10 as a one-time payment.

You get instant access to all 183 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 Ann Arbor, Michigan 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 Ann Arbor, Michigan 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 Ann Arbor, Michigan have phone numbers?

182 financial planners in Ann Arbor, Michigan (99% 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 Ann Arbor, Michigan have email addresses?

88 financial planners in Ann Arbor, Michigan (48%) 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 Ann Arbor, Michigan have both a phone number and an email address?

87 financial planners in Ann Arbor, Michigan 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 Ann Arbor, Michigan are active on social media?

Social profile coverage for financial planners in Ann Arbor, Michigan: 47 on LinkedIn, 66 on Facebook, 20 on Instagram, 24 on YouTube, 18 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 Ann Arbor, Michigan have a website?

176 financial planners in Ann Arbor, Michigan (96%) 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 Ann Arbor, Michigan do not have a website?

7 financial planners in Ann Arbor, Michigan 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 Ann Arbor, Michigan?

Rating breakdown for financial planners in Ann Arbor, Michigan: 44 with a 5-star rating, 10 with a 4-star rating, 10 with a 3-star rating, 2 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 Michigan or the entire US?

Yes. Beyond Ann Arbor, we offer the complete Financial planners database for Michigan and a national all-50-states version.

If you buy the Ann Arbor list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Financial planners contact data in Ann Arbor, Michigan 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.