List of Investment services in Billings
Billings, Montana, has 100 investment services in this dataset, last verified September 6, 2026. Local listings make up 24% of all investment services in Montana.
49 investment services in Billings list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Montana average, 49% against 61.8%, so expect phone (99% coverage) to do most of the work.
With 92% already online (in line with 92% across Montana), only 8 investment services in Billings lack a website, so site improvements and SEO are the stronger pitch. 14 of their websites list a contact page URL.
74% of the 39 rated investment services in Billings hold a 5-star average, in line with the Montana figure of 77%. The 2 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
34
11
35
2
YouTube
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Investment services List in Billings
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | RBC Wealth Management Branch - Billings | Address | Billings | Montana | United States | Email | Phone | 4 | 2.8 | — | — | — | — | ||
 | Wesley A Fangsrud - Morgan Stanley | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Dakota Wealth Management | Address | Billings | Montana | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Debbie Sundberg | Address | Billings | Montana | United States | Email | Phone | 1 | 5 | — | — | ||||
 | Sally Hedrick - RBC Wealth Management Financial Advisor | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Marissa Van Atta-Jones - RBC Wealth Management Financial Advisor | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Edward Jones - Financial Advisor: Clayton Barnes, ChFC®|AAMS® | Address | Billings | Montana | United States | Email | Phone | 3 | 5 | — | — | ||||
 | Soundview Financial Group - Ameriprise Financial Services, LLC | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Robert McGarvey - Prudential Financial | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Larry Van Atta - RBC Wealth Management Financial Advisor | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Crystal Rieker - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Billings | Montana | United States | Email | Phone | 5 | 4.2 | — | — | — | — | ||
 | Kyle R Stone - Morgan Stanley | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Carson Wealth | Address | Billings | Montana | United States | Email | Phone | 27 | 5 | — | — | — | — | ||
 | Susan Sullivan - RBC Wealth Management Financial Advisor | Address | Billings | Montana | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Morgan Stanley Financial Advisors | Address | Billings | Montana | United States | Email | Phone | 1 | 1 | — | — | — | — |
This is a randomized preview — the full database contains 100 records with complete field coverage.
Get the full Investment services database
100 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Billings
Most popular business categories across Billings
Category | Investment services |
|---|---|
What You Can Do with the List of Investment services in Billings
This list is built for teams that sell to investment services: financial software vendors, lead generation partners and managed IT and security providers. It covers 100 investment services in Billings, with the fields to call, email, segment and map them.
Who Sells to Investment services in Billings, Montana
Each of these buyers can work the 100 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 100 investment services in Billings.
- 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 Billings, Montana
Start with the 49 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (99): 99% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (49): 49% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (34): 34% 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 Billings, Montana
Filter the website, rating and social columns to pull the investment services 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 (66): 66% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Billings
With 100 investment services 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 100 investment services in Billings and plan visit days by neighborhood.
- Postal code patches: split Billings by postal code to divide accounts between reps or focus on specific parts of town.
Data Coverage for Investment services in Billings
100 records · verified September 6, 2026
- Phone numbers
- 99
- Email addresses
- 49
- Phone and email
- 49
- Websites
- 92
Google ratings· 39 rated (39%)
74% hold 5 stars
- 1-star rated
- 1
- 2.6% of rated
- 2-star rated
- 1
- 2.6% of rated
- 3-star rated
- 3
- 7.7% of rated
- 4-star rated
- 5
- 12.8% of rated
- 5-star rated
- 29
- 74.4% of rated
Social profiles:
- LinkedIn:35· 35%
- Facebook:34· 34%
- Instagram:11· 11%
- X (Twitter):6· 6%
- YouTube:2· 2%
Investment services in Billings are a mixed-channel, LinkedIn-heavy market: 99% list a phone number and 49% publish an email. Among 39 rated investment services, 74% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Frequently asked questions about Investment services in Billings, Montana
Everything you need to know about our investment services database for Billings, Montana: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Investment services are there in Billings, Montana?
There are 100 investment services in Billings, Montana in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Billings market for sales prospecting and territory planning.
How up to date is the Investment services data for Billings, Montana?
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 Investment services database for Billings, Montana?
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 Investment services businesses in Billings, Montana?
InfiniteLeadsHub provides verified market intelligence datasets for investment services businesses in Billings, Montana as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Investment services database for Billings, Montana cost?
The complete investment services leads database for Billings, Montana costs $10 as a one-time payment.
You get instant access to all 100 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 investment services contacts in Billings, Montana 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 Investment services 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 Billings, Montana investment services database, including contact fields, social profiles, and ratings data.
How do I download the Investment services 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 Investment services in Billings, Montana have phone numbers?
99 investment services in Billings, Montana (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Investment services in Billings, Montana have email addresses?
49 investment services in Billings, Montana (49%) 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 Investment services in Billings, Montana have both a phone number and an email address?
49 investment services in Billings, Montana 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 Investment services in Billings, Montana are active on social media?
Social profile coverage for investment services in Billings, Montana: 35 on LinkedIn, 34 on Facebook, 11 on Instagram, 2 on YouTube, 6 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 Investment services in Billings, Montana have a website?
92 investment services in Billings, Montana (92%) 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 Investment services in Billings, Montana do not have a website?
8 investment services in Billings, Montana 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 Investment services in Billings, Montana?
Rating breakdown for investment services in Billings, Montana: 29 with a 5-star rating, 5 with a 4-star rating, 3 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 Investment services data for all of Montana or the entire US?
Yes. Beyond Billings, we offer the complete Investment services database for Montana and a national all-50-states version.
If you buy the Billings list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Investment services contact data in Billings, Montana 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.