List of Financial planners in Columbia
Columbia, Mississippi, has 453 Financial planners in this dataset, last verified September 4, 2026. It is the biggest market for Financial planners among the 4 Mississippi cities we track, ahead of Philadelphia (315). Local listings make up 58% of all Financial planners in Mississippi.
207 Financial planners in Columbia list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage of 46.1% is in line with the Mississippi average (49.1%), and 98% of listings include a phone number.
With 93.6% already online (above 87.2% across Mississippi), only 29 Financial planners in Columbia lack a website, so site improvements and SEO are the stronger pitch. 199 of their websites list a contact page URL.
72% of the 173 rated Financial planners in Columbia hold a 5-star average, in line with the Mississippi figure of 71%. The 18 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
191
63
108
66
YouTube
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Financial planners List in Columbia
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Gregory Rooney - Financial Advisor, Ameriprise Financial Services, LLC | Address | Columbia | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | ||||
David Taylor - Financial Advisor, Ameriprise Financial Services, LLC | Address | Columbia | South Carolina | United States | Email | Phone | 1 | 4 | — | — | — | ||||
Milton Cooley | Address | Columbia | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Walter Allen - Financial Advisor, Ameriprise Financial Services, LLC | Address | Columbia | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Dave Ferraro - Financial Advisor, Ameriprise Financial Services, LLC | Address | Columbia | Tennessee | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Christina Foster - Financial Advisor, Ameriprise Financial Services, LLC | Address | Columbia | Maryland | United States | Email | Phone | 2 | 3.5 | — | — | — | ||||
Merrill Lynch Financial Advisor Matthew Swinney | Address | Columbia | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Bank of America (with Drive-thru ATM) | Address | Columbia | South Carolina | United States | Email | Phone | 61 | 3.4 | |||||||
Tide Creek Financial Group | Address | Columbia | Maryland | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
First Command District Advisor - Ryan Gay, ChFC®|RICP®|CFP® | Address | Columbia | South Carolina | United States | Email | Phone | 2 | 5 | — | ||||||
Palmetto Citizens Federal Credit Union | Address | Columbia | South Carolina | United States | Email | Phone | 160 | 4.7 | — | — | — | — | |||
Merrill Lynch Wealth Management | Address | Columbia | South Carolina | United States | Email | Phone | 2 | 3 | — | — | — | — | |||
Anchor Investment Management | Address | Columbia | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Steven Ghelardini - Financial Advisor, Ameriprise Financial Services, LLC | Address | Columbia | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Maven Wealth Management | Address | Columbia | Maryland | United States | Email | Phone | 25 | 4.8 | — | — |
This is a randomized preview — the full database contains 453 records with complete field coverage.
Get the full Financial planners database
453 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Columbia
Most popular business categories across Columbia
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Columbia
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 453 Financial planners in Columbia, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Columbia, Mississippi
Each of these buyers can work the 453 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 453 Financial planners in Columbia.
- 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 Columbia, Mississippi
Start with the 207 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (444): 98% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (209): 46.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (199): 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 Columbia, Mississippi
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 (18): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (262): 58% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Columbia
With 453 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 453 Financial planners in Columbia and plan visit days by neighborhood.
- Postal code patches: split Columbia by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 3 other Mississippi cities we track are the next step once Columbia accounts are covered.
Data Coverage for Financial planners in Columbia
453 records · verified September 4, 2026
- Phone numbers
- 444
- Email addresses
- 209
- Phone and email
- 207
- Websites
- 424
Google ratings· 173 rated (38%)
72% hold 5 stars
- 1-star rated
- 9
- 5.2% of rated
- 2-star rated
- 9
- 5.2% of rated
- 3-star rated
- 19
- 11% of rated
- 4-star rated
- 12
- 6.9% of rated
- 5-star rated
- 124
- 71.7% of rated
Social profiles:
- Facebook:191· 42.2%
- LinkedIn:108· 23.8%
- YouTube:66· 14.6%
- Instagram:63· 13.9%
- X (Twitter):49· 10.8%
Financial planners in Columbia are a mixed-channel, Facebook-heavy market: 98% list a phone number and 46.1% publish an email. Among 173 rated Financial planners, 72% 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 Columbia, Mississippi
Everything you need to know about our financial planners database for Columbia, Mississippi: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Columbia, Mississippi?
There are 453 financial planners in Columbia, Mississippi in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Columbia market for sales prospecting and territory planning.
How up to date is the Financial planners data for Columbia, Mississippi?
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 Columbia, Mississippi?
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 Columbia, Mississippi?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Columbia, Mississippi 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 Columbia, Mississippi cost?
The complete financial planners leads database for Columbia, Mississippi costs $10 as a one-time payment.
You get instant access to all 453 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 Columbia, Mississippi 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 Columbia, Mississippi 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 Columbia, Mississippi have phone numbers?
444 financial planners in Columbia, Mississippi (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 Columbia, Mississippi have email addresses?
209 financial planners in Columbia, Mississippi (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 Columbia, Mississippi have both a phone number and an email address?
207 financial planners in Columbia, Mississippi 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 Columbia, Mississippi are active on social media?
Social profile coverage for financial planners in Columbia, Mississippi: 108 on LinkedIn, 191 on Facebook, 63 on Instagram, 66 on YouTube, 49 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 Columbia, Mississippi have a website?
424 financial planners in Columbia, Mississippi (94%) 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 Columbia, Mississippi do not have a website?
29 financial planners in Columbia, Mississippi 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 Columbia, Mississippi?
Rating breakdown for financial planners in Columbia, Mississippi: 124 with a 5-star rating, 12 with a 4-star rating, 19 with a 3-star rating, 9 with a 2-star rating, 9 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 Mississippi or the entire US?
Yes. Beyond Columbia, we offer the complete Financial planners database for Mississippi and a national all-50-states version.
If you buy the Columbia list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Columbia, Mississippi 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.