List of Financial planners in Greenville
Greenville, Mississippi, has 313 Financial planners in this dataset, last verified September 4, 2026. It is the third-largest of the 4 Mississippi cities we track, behind Philadelphia (315) and ahead of Summit (118). Local listings make up 40% of all Financial planners in Mississippi.
129 Financial planners in Greenville list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Mississippi average, 41.5% against 49.1%, so expect phone (98.7% coverage) to do most of the work.
With 91.1% already online (in line with 87.2% across Mississippi), only 28 Financial planners in Greenville lack a website, so site improvements and SEO are the stronger pitch. 118 of their websites list a contact page URL.
74% of the 129 rated Financial planners in Greenville hold a 5-star average, in line with the Mississippi figure of 71%. The 5 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
119
50
73
42
YouTube
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Financial planners List in Greenville
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
James Foster - TD Wealth Financial Advisor | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 | |||||||
Fifth Third Preferred - Nicole Grellman | Address | Greenville | South Carolina | United States | Email | Phone | 1 | 4 | — | ||||||
Jeff Froman - Financial Advisor, Ameriprise Financial Services, LLC | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Sherry Wealth Management - Raymond James | Address | Greenville | Ohio | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
Merrill Lynch Financial Advisor Lindsey Connell | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Sovereign Private Wealth | Address | Greenville | South Carolina | United States | Email | Phone | 72 | 5 | — | — | — | — | |||
Merrill Lynch Financial Advisor Kimberly Elmore | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Savant Wealth Management | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 | |||||||
Abacus Planning Group | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Upstate Legacy Planning Group | Address | Greenville | South Carolina | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
PrimeTRUST Advisors | Address | Greenville | South Carolina | United States | Email | Phone | 17 | 5 | — | — | — | — | |||
Merrill Lynch Financial Advisor John Hyatt | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Beacon Pointe Advisors | Address | Greenville | South Carolina | United States | Email | Phone | 10 | 4.3 | — | — | — | — | |||
Bevan Wealth & Tax Strategies | Address | Greenville | South Carolina | United States | Email | Phone | 4 | 4 | — | — | — | — | |||
Shane George - TD Wealth Financial Advisor | Address | Greenville | South Carolina | United States | Email | Phone | 0 | 0 |
This is a randomized preview — the full database contains 313 records with complete field coverage.
Get the full Financial planners database
313 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Greenville
Most popular business categories across Greenville
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Greenville
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 313 Financial planners in Greenville, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Greenville, Mississippi
Each of these buyers can work the 313 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 313 Financial planners in Greenville.
- 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 Greenville, Mississippi
Start with the 129 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (309): 98.7% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (130): 41.5% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (119): 38% 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 Greenville, 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 (5): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (194): 62% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Greenville
With 313 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 313 Financial planners in Greenville and plan visit days by neighborhood.
- Postal code patches: split Greenville 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 Greenville accounts are covered.
Data Coverage for Financial planners in Greenville
313 records · verified September 4, 2026
- Phone numbers
- 309
- Email addresses
- 130
- Phone and email
- 129
- Websites
- 285
Google ratings· 129 rated (41%)
74% hold 5 stars
- 1-star rated
- 4
- 3.1% of rated
- 2-star rated
- 1
- 0.8% of rated
- 3-star rated
- 14
- 10.9% of rated
- 4-star rated
- 15
- 11.6% of rated
- 5-star rated
- 95
- 73.6% of rated
Social profiles:
- Facebook:119· 38%
- LinkedIn:73· 23.3%
- Instagram:50· 16%
- X (Twitter):43· 13.7%
- YouTube:42· 13.4%
Financial planners in Greenville are a mixed-channel, Facebook-heavy market: 98.7% list a phone number and 41.5% publish an email. Among 129 rated Financial planners, 74% 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 Greenville, Mississippi
Everything you need to know about our financial planners database for Greenville, Mississippi: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Greenville, Mississippi?
There are 313 financial planners in Greenville, Mississippi in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Greenville market for sales prospecting and territory planning.
How up to date is the Financial planners data for Greenville, 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 Greenville, 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 Greenville, Mississippi?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Greenville, 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 Greenville, Mississippi cost?
The complete financial planners leads database for Greenville, Mississippi costs $10 as a one-time payment.
You get instant access to all 313 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 Greenville, 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 Greenville, 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 Greenville, Mississippi have phone numbers?
309 financial planners in Greenville, Mississippi (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 Greenville, Mississippi have email addresses?
130 financial planners in Greenville, Mississippi (42%) 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 Greenville, Mississippi have both a phone number and an email address?
129 financial planners in Greenville, 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 Greenville, Mississippi are active on social media?
Social profile coverage for financial planners in Greenville, Mississippi: 73 on LinkedIn, 119 on Facebook, 50 on Instagram, 42 on YouTube, 43 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 Greenville, Mississippi have a website?
285 financial planners in Greenville, Mississippi (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 Greenville, Mississippi do not have a website?
28 financial planners in Greenville, 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 Greenville, Mississippi?
Rating breakdown for financial planners in Greenville, Mississippi: 95 with a 5-star rating, 15 with a 4-star rating, 14 with a 3-star rating, 1 with a 2-star rating, 4 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 Greenville, we offer the complete Financial planners database for Mississippi and a national all-50-states version.
If you buy the Greenville list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Greenville, 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.