List of Financial planners in Summit
Summit, Mississippi, has 118 Financial planners in this dataset, last verified September 4, 2026. It is the fourth-largest of the 4 Mississippi cities we track, behind Greenville (313). Local listings make up 15% of all Financial planners in Mississippi.
38 Financial planners in Summit list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Mississippi average, 32.2% against 49.1%, so expect phone (99.2% coverage) to do most of the work.
With 95.8% already online (above 87.2% across Mississippi), only 5 Financial planners in Summit lack a website, so site improvements and SEO are the stronger pitch. 37 of their websites list a contact page URL.
Only 21 Financial planners in Summit have Google ratings, too few for the averages to say much, though 2 of them sit at 1 to 2 stars.
Social Media Reach
22
4
15
7
YouTube
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Financial planners List in Summit
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Mccomb Financial,Inc. | Address | Summit | Mississippi | United States | Email | Phone | — | 2 | 5 | — | — | — | — | ||
Merrill Lynch Financial Advisor Scott Nettune | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
MSH Wealth Management - UBS Financial Services Inc. | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Timothy Delgado | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Patrick Kilcooley | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Knox Group | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Joseph Cupoli - Financial Advisor, Ameriprise Financial Services, LLC | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | ||||
Merrill Lynch Financial Advisor Eric Hinds | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Dhruv Oberoi | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
The 90 Group - UBS Financial Services Inc. | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Bruce Barth | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Michael Fisher | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Merrill Lynch Financial Advisor Craig Zaikov | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Bank of America Financial Center | Address | Summit | New Jersey | United States | Email | Phone | 6 | 2.3 | |||||||
Merrill Lynch Financial Advisor Michael Campbell | Address | Summit | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 118 records with complete field coverage.
Get the full Financial planners database
118 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Summit
Most popular business categories across Summit
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Summit
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 118 Financial planners in Summit, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Summit, Mississippi
Each of these buyers can work the 118 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 118 Financial planners in Summit.
- 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 Summit, Mississippi
Start with the 38 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (117): 99.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (38): 32.2% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Website contact forms (37): 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 Summit, 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 (2): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (96): 81% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Summit
With 118 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 118 Financial planners in Summit and plan visit days by neighborhood.
- Postal code patches: split Summit 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 Summit accounts are covered.
Data Coverage for Financial planners in Summit
118 records · verified September 4, 2026
- Phone numbers
- 117
- Email addresses
- 38
- Phone and email
- 38
- Websites
- 113
Google ratings· 21 rated (18%)
81% hold 5 stars
- 1-star rated
- 1
- 4.8% of rated
- 2-star rated
- 1
- 4.8% of rated
- 3-star rated
- 2
- 9.5% of rated
- 4-star rated
- 0
- 0% of rated
- 5-star rated
- 17
- 81% of rated
Social profiles:
- Facebook:22· 18.6%
- LinkedIn:15· 12.7%
- X (Twitter):11· 9.3%
- YouTube:7· 5.9%
- Instagram:4· 3.4%
Financial planners in Summit are a mixed-channel market: 99.2% list a phone number and 32.2% publish an email. Among 21 rated Financial planners, 81% 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 Summit, Mississippi
Everything you need to know about our financial planners database for Summit, Mississippi: data quality, coverage, freshness, pricing, and formats. Last updated September 4, 2026.
How many Financial planners are there in Summit, Mississippi?
There are 118 financial planners in Summit, Mississippi in our verified database, as of September 4, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Summit market for sales prospecting and territory planning.
How up to date is the Financial planners data for Summit, 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 Summit, 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 Summit, Mississippi?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Summit, 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 Summit, Mississippi cost?
The complete financial planners leads database for Summit, Mississippi costs $10 as a one-time payment.
You get instant access to all 118 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 Summit, 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 Summit, 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 Summit, Mississippi have phone numbers?
117 financial planners in Summit, 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 Summit, Mississippi have email addresses?
38 financial planners in Summit, Mississippi (32%) 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 Summit, Mississippi have both a phone number and an email address?
38 financial planners in Summit, 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 Summit, Mississippi are active on social media?
Social profile coverage for financial planners in Summit, Mississippi: 15 on LinkedIn, 22 on Facebook, 4 on Instagram, 7 on YouTube, 11 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 Summit, Mississippi have a website?
113 financial planners in Summit, Mississippi (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 Summit, Mississippi do not have a website?
5 financial planners in Summit, 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 Summit, Mississippi?
Rating breakdown for financial planners in Summit, Mississippi: 17 with a 5-star rating, 0 with a 4-star rating, 2 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 Mississippi or the entire US?
Yes. Beyond Summit, we offer the complete Financial planners database for Mississippi and a national all-50-states version.
If you buy the Summit list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Summit, 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.