List of Financial planners in Portsmouth
Looking for a verified List of Financial planners in Portsmouth to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 148 Financial planners across Portsmouth, New Hampshire, United States as of June 4, 2026.
This comprehensive List of Financial planners in Portsmouth gives you access to 125 records with email addresses, 144 with phone numbers, and 122 listings containing both. Additionally, over 137 Financial planners include verified websites many featuring direct contact page URLs to make outreach fast and efficient.
Our data also highlights strong social media engagement, with 83 Financial planners on Facebook, 43 on Instagram, 70 on X (formerly Twitter), 77 on LinkedIn, and 42 managing active YouTube channels.
Plus, over 25 Financial planners have real user ratings making this dataset perfect for reputation management, market research, or customer acquisition.
Whether you're connecting with local businesses, building a B2B marketing campaign, or study market trends, this List of Financial planners in Portsmouth provides everything for you to connect with active, visible, and verified businesses.
What's Inside This Dataset
125
Email addresses ready for campaigns
84.5%
144
Direct phone numbers for outreach
97.3%
122
Complete contacts — phone & email both
82.4%
137
Businesses with a live website
92.6%
Social Media Reach
83
43
77
42
YouTube
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Financial planners List in Portsmouth
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| Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC | Address | Mandeville | Louisiana | United States | Email | Phone | 0 | 0 | ||||||
Tomassi Financial Planning | Address | Loveland | Colorado | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Warren Street Wealth Advisors, LLC | Address | Irvine | California | United States | Email | Phone | 23 | 5 | — | — | — | — | ||
D.A. Davidson & Co. | Address | Livingston | Montana | United States | Email | Phone | 0 | 0 | — | — | ||||
Hickok & Boardman Capital Management | Address | Burlington | Vermont | United States | Email | Phone | 0 | 0 | ||||||
Baird Private Wealth Management | Address | Hendersonville | North Carolina | United States | Email | Phone | 2 | 5 | — | |||||
RMB Financial, PLLC | Address | Clarksville | Tennessee | United States | Email | Phone | 55 | 5 | — | — | — | |||
Strategic Financial | Address | Mt Laurel Township | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Principal Financial Group | Address | Bethesda | Maryland | United States | Email | Phone | 1 | 1 | — | |||||
FAS Wealth Partners | Address | Leawood | Kansas | United States | Email | Phone | 5 | 5 | — | — | — | |||
Davenport & Company LLC | Address | Fredericksburg | Virginia | United States | Email | Phone | 2 | 3 | — | — | ||||
Financial Health Group | Address | Bala Cynwyd | Pennsylvania | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Sovereign Private Wealth | Address | Myrtle Beach | South Carolina | United States | Email | Phone | 11 | 5 | — | — | — | — | ||
MAR Wealth Management Services, LLC | Address | Delray Beach | Florida | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Biscardi, Jacobs & Associates - Ameriprise Financial Services, LLC | Address | Hauppauge | New York | United States | Email | Phone | 0 | 0 |
Verified Data
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Rich Field Coverage
Business info, contacts, social profiles, ratings and more.
This is a randomized preview — the full database contains 148 records with complete field coverage.
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Top business categories in Portsmouth
Most popular business categories across Portsmouth
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Portsmouth
The List of Financial planners in Portsmouth is a structured market intelligence dataset with 148 verified Financial planners records covering the full Portsmouth, New Hampshire, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.
Financial planners Market Intelligence for Portsmouth, New Hampshire, United States: 148 Verified Businesses
Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in Portsmouth, New Hampshire, United States. Not estimates; real business records:
Market sizing: Know exactly how many Financial planners operate in Portsmouth, New Hampshire, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.
Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in Portsmouth.
Franchise & expansion research: Use the full Portsmouth, New Hampshire, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.
Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.
Structured Financial planners Data for Portsmouth, New Hampshire, United States, Ready for Any Tool or Analysis
This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in Portsmouth, New Hampshire, United States they can actually work with:
Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.
CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.
Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in Portsmouth, New Hampshire, United States.
API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.
Contact Financial planners Decision-Makers in Portsmouth, New Hampshire, United States: 125 Emails and 144 Phone Numbers
For teams that need to reach Financial planners owners in Portsmouth, New Hampshire, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:
Email outreach: 125 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Portsmouth.
Phone prospecting: 144 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.
Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.
Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.
Financial planners Social Media Presence and Online Activity in Portsmouth, New Hampshire, United States
Beyond contact details, this dataset maps the online footprint of Financial planners in Portsmouth, New Hampshire, United States, including 83 Facebook, 43 Instagram, and 77 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:
Digital maturity analysis: See which Financial planners in Portsmouth, New Hampshire, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.
Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.
Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.
Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in Portsmouth who already have an established online presence.
Download the Financial planners Database for Portsmouth, New Hampshire, United States: One-Time, No Subscription
If you've been searching for a verified Financial planners email list, phone number database, or business directory for Portsmouth, New Hampshire, United States, this is it. 148 records, instantly downloadable, starting at $10:
What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.
Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.
Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.
Own it outright: One-time purchase at $10. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.
The List of Financial planners in Portsmouth gives you a single, reliable source of truth for the Financial planners market in Portsmouth, New Hampshire, United States: 148 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.
Contact Data for Financial planners in Portsmouth
148 total records · Updated June 4, 2026
144
Phone Numbers
125
Email Addresses
122
Both Phone & Email
Records with both phone and email enable multi-channel outreach — combining cold email, calling, and SMS for significantly higher conversion rates than single-channel campaigns.
Social Media Coverage for Financial planners in Portsmouth
Reach your prospects across every major social platform
83
Facebook Profiles
43
Instagram Handles
77
LinkedIn Profiles
70
X / Twitter Handles
42
YouTube Channels
Use social profile data to build Meta Custom Audiences, run LinkedIn ABM campaigns, and identify high-follower accounts for partnership outreach — all from the same dataset.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Financial planners in Portsmouth: Website Presence Breakdown
148 total records · Updated June 4, 2026
137
Financial planners with a website
92.6% of total
11
Financial planners without a website
7.4% of total
11 businesses without a website in Portsmouth represent high-intent prospects for web design, local SEO, and digital marketing services.
Financial planners in the Portsmouth By Ratings
3
Number of 1 star-rated Financial planners in Portsmouth
0
Number of 2 star-rated Financial planners in Portsmouth
4
Number of 3 star-rated Financial planners in Portsmouth
1
Number of 4 star-rated Financial planners in Portsmouth
25
Number of 5 star-rated Financial planners in Portsmouth
Frequently Asked Questions about Financial planners in Portsmouth
Everything you need to know about our financial planners database for Portsmouth — from data quality and coverage to pricing and formats.
How many Financial planners are there in Portsmouth?
Our verified database contains 148 financial planners across Portsmouth. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Portsmouth financial planners market for sales prospecting, competitive research, and territory planning.
Where can I buy a verified Financial planners leads database for Portsmouth?
InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for Portsmouth. Every record is curated for accuracy and freshness, so your sales team spends time selling rather than cleaning data. The database is used by marketers, business development professionals, and agencies running targeted B2B outreach campaigns.
How do I download the Financial planners leads list for Portsmouth?
After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for Portsmouth. Files are delivered in your chosen format (CSV or Excel) so you can import them directly into your CRM, email marketing platform, or data analysis tool within minutes of purchase.
Can I preview a sample of the Financial planners data before buying?
Yes. InfiniteLeadsHub offers a free sample dataset so you can evaluate data quality, available fields, and format compatibility before committing to a purchase. The sample gives you a representative slice of the full Portsmouth financial planners database, including contact fields, social profiles, and ratings data.
What file formats is the Financial planners data available in?
The Portsmouth financial planners dataset is available in CSV, Excel (XLSX), and JSON formats. CSV and Excel files load directly into CRMs like Salesforce, HubSpot, and Zoho. JSON is ideal for developers integrating the data into custom applications or internal tools.
How much does the Financial planners database for Portsmouth cost?
The complete financial planners leads database for Portsmouth is priced at $10. This one-time purchase gives you instant access to all 148 records, including contact details, social profiles, website data, and ratings. There are no recurring fees or record limits — it is a cost-effective alternative to expensive lead generation subscriptions.
How many Financial planners in Portsmouth have phone numbers?
144 financial planners in Portsmouth (97% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting Portsmouth financial planners.
How many Financial planners in Portsmouth have email addresses?
125 financial planners in Portsmouth (84% of the total) include a email address. Email remains one of the highest-ROI B2B outreach channels, making this subset ideal for drip campaigns, product announcements, newsletter outreach, and personalized cold email sequences.
How many Financial planners in Portsmouth have both a phone number and email address?
122 financial planners in Portsmouth have both a phone number and email address. These dual-contact records enable multi-channel outreach strategies, combining cold calls with email follow-ups to significantly improve response rates and pipeline conversion.
How many Financial planners in Portsmouth are on LinkedIn?
77 financial planners in Portsmouth maintain an active LinkedIn presence. LinkedIn is the most powerful platform for B2B prospecting, enabling direct outreach to decision-makers, owners, and managers, as well as account-based marketing and professional brand awareness campaigns.
How many Financial planners in Portsmouth have a Facebook page?
83 financial planners in Portsmouth have a Facebook business page. Facebook pages are a strong signal of digital engagement and community presence. This data is valuable for targeted social ad audiences and retargeting campaigns, identifying businesses already investing in digital marketing.
How many Financial planners in Portsmouth have an Instagram profile?
43 financial planners in Portsmouth are active on Instagram. Instagram presence indicates a business is actively building brand awareness and engaging a visual audience. This data helps agencies identify digitally active prospects for social media management or paid advertising pitches.
How many Financial planners in Portsmouth are active on X (Twitter)?
70 financial planners in Portsmouth maintain an X (formerly Twitter) presence. Businesses active on X tend to prioritize real-time communication, customer engagement, and brand voice. This is a useful signal for PR firms, community management agencies, and SaaS tools targeting socially active businesses.
How many Financial planners in Portsmouth have a YouTube channel?
42 financial planners in Portsmouth have a YouTube channel. YouTube presence signals a commitment to video content marketing and brand storytelling. These businesses are high-value prospects for video production agencies and content marketing services.
How many Financial planners in Portsmouth have a website?
137 financial planners in Portsmouth (93%) have an active business website. Website presence is a key indicator of digital maturity and searchability. This subset is ideal for SEO agencies, web hosting providers, and SaaS platforms targeting established, digitally engaged businesses.
How many Financial planners in Portsmouth do not have a website?
11 financial planners in Portsmouth currently operate without a business website. These represent high-intent, overlooked prospects for web design agencies, local SEO providers, Google Business optimization services, and digital marketing consultants looking for businesses with clear room to grow online.
How many Financial planners in Portsmouth have a 5-star rating?
25 financial planners in Portsmouth hold a 5-star rating. Top-rated businesses are strong sales targets for premium B2B services and partnership proposals, as they have demonstrated market traction and customer satisfaction that supports sustained growth.
How many Financial planners in Portsmouth have a 4-star rating?
1 financial planners in Portsmouth carry a 4-star rating. These are high-performing, credible businesses with strong reputations. They make excellent prospects for premium services, enterprise software, and professional B2B solutions targeting growth-oriented operators.
How many Financial planners in Portsmouth have a 3-star rating?
4 financial planners in Portsmouth have a 3-star rating, suggesting room for improvement in operations or customer experience. These businesses are prime prospects for reputation management services and customer feedback tools.
How many Financial planners in Portsmouth have a 2-star rating?
0 financial planners in Portsmouth carry a 2-star rating, indicating recurring pain points in customer experience or service delivery. Vendors offering reputation recovery and review management solutions will find these businesses highly receptive to outreach.
How many Financial planners in Portsmouth have a 1-star rating?
3 financial planners in Portsmouth have a 1-star rating. These businesses face significant competitive and reputational challenges. Crisis management agencies and consultants may find targeted outreach to this group particularly effective.
Is the Financial planners contact data in Portsmouth legal to use for B2B outreach?
Yes. All data in our financial planners database 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 for the US, CASL for Canada, and GDPR guidelines for EU-targeted campaigns to ensure your outreach remains fully compliant.
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