List of Financial planners in Mount Pleasant
Mount Pleasant, Michigan, has 128 Financial planners in this dataset, last verified September 4, 2026. It is the fifth-largest of the 7 Michigan cities we track, behind Ann Arbor (183) and ahead of Traverse City (120). Local listings make up 2.8% of all Financial planners in Michigan.
61 Financial planners in Mount Pleasant list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Michigan average, 47.7% against 52.9%, so expect phone (98.4% coverage) to do most of the work.
With 91.4% already online (in line with 90.9% across Michigan), only 11 Financial planners in Mount Pleasant lack a website, so site improvements and SEO are the stronger pitch. 67 of their websites list a contact page URL.
77% of the 52 rated Financial planners in Mount Pleasant hold a 5-star average, in line with the Michigan figure of 73%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
51
20
35
19
YouTube
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Financial planners List in Mount Pleasant
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 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Jack Hendon - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Mount Pleasant | Michigan | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Capital City Financial Partners | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 4 | 5 | — | ||||||
LPL Financial | Address | Mount Pleasant | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Financial Freedom Advisors | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
1st Texas Financial Services | Address | Mount Pleasant | Texas | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Edgeworth Capital Group - Ameriprise Financial Services, LLC | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Encore Capital Wealth | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Bank of America (with Drive-thru ATM) | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 45 | 2.7 | |||||||
First Bank - Mt. Pleasant, NC | Address | Mount Pleasant | North Carolina | United States | Email | Phone | 8 | 5 | |||||||
Young & Associates - Ameriprise Financial Services, LLC | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Trevin David Link - Financial Advisor, Ameriprise Financial Services, LLC | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Arrow Advisory | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 1 | 5 | — | — | — | ||||
Isabella Bank | Address | Mount Pleasant | Michigan | United States | Email | Phone | 2 | 5 | — | ||||||
Raymond James Financial Services | Address | Mount Pleasant | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
GWA Wealth | Address | Mount Pleasant | South Carolina | United States | Email | Phone | 0 | 0 | — |
This is a randomized preview — the full database contains 128 records with complete field coverage.
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128 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Mount Pleasant
Most popular business categories across Mount Pleasant
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Mount Pleasant
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 128 Financial planners in Mount Pleasant, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Mount Pleasant, Michigan
Each of these buyers can work the 128 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 128 Financial planners in Mount Pleasant.
- 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, Contact Form and Email Outreach in Mount Pleasant, Michigan
Start with the 61 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (126): 98.4% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Website contact forms (67): businesses with a contact page URL give you another way in when no email is listed.
- Email sequences (61): 47.7% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- 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 Mount Pleasant, 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 (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (77): 60% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Mount Pleasant
With 128 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 128 Financial planners in Mount Pleasant and plan visit days by neighborhood.
- Postal code patches: split Mount Pleasant 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 Mount Pleasant accounts are covered.
Data Coverage for Financial planners in Mount Pleasant
128 records · verified September 4, 2026
- Phone numbers
- 126
- Email addresses
- 61
- Phone and email
- 61
- Websites
- 117
Google ratings· 52 rated (41%)
77% hold 5 stars
- 1-star rated
- 1
- 1.9% of rated
- 2-star rated
- 2
- 3.8% of rated
- 3-star rated
- 7
- 13.5% of rated
- 4-star rated
- 2
- 3.8% of rated
- 5-star rated
- 40
- 76.9% of rated
Social profiles:
- Facebook:51· 39.8%
- LinkedIn:35· 27.3%
- Instagram:20· 15.6%
- YouTube:19· 14.8%
- X (Twitter):17· 13.3%
Financial planners in Mount Pleasant are a mixed-channel, Facebook-heavy market: 98.4% list a phone number and 47.7% publish an email. Among 52 rated Financial planners, 77% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Mount Pleasant, Michigan
Everything you need to know about our financial planners database for Mount Pleasant, Michigan: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Mount Pleasant, Michigan?
There are 128 financial planners in Mount Pleasant, Michigan in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Mount Pleasant market for sales prospecting and territory planning.
How up to date is the Financial planners data for Mount Pleasant, Michigan?
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 Mount Pleasant, 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 Mount Pleasant, Michigan?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Mount Pleasant, 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 Mount Pleasant, Michigan cost?
The complete financial planners leads database for Mount Pleasant, Michigan costs $10 as a one-time payment.
You get instant access to all 128 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 Mount Pleasant, 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 Mount Pleasant, 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 Mount Pleasant, Michigan have phone numbers?
126 financial planners in Mount Pleasant, Michigan (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 Mount Pleasant, Michigan have email addresses?
61 financial planners in Mount Pleasant, 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 Mount Pleasant, Michigan have both a phone number and an email address?
61 financial planners in Mount Pleasant, 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 Mount Pleasant, Michigan are active on social media?
Social profile coverage for financial planners in Mount Pleasant, Michigan: 35 on LinkedIn, 51 on Facebook, 20 on Instagram, 19 on YouTube, 17 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 Mount Pleasant, Michigan have a website?
117 financial planners in Mount Pleasant, Michigan (91%) 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 Mount Pleasant, Michigan do not have a website?
11 financial planners in Mount Pleasant, 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 Mount Pleasant, Michigan?
Rating breakdown for financial planners in Mount Pleasant, Michigan: 40 with a 5-star rating, 2 with a 4-star rating, 7 with a 3-star rating, 2 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 Michigan or the entire US?
Yes. Beyond Mount Pleasant, we offer the complete Financial planners database for Michigan and a national all-50-states version.
If you buy the Mount Pleasant list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Mount Pleasant, 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.