List of Financial planners in Red Bank
Red Bank, New Jersey, has 218 Financial planners in this dataset, last verified September 6, 2026. It is the fourth-largest of the 10 New Jersey cities we track, behind Florham Park (218) and ahead of Cherry Hill (185). Local listings make up 5.1% of all Financial planners in New Jersey.
94 Financial planners in Red Bank list both a phone number and an email address, the best starting point for multi-channel outreach. At 43.1%, email coverage runs above the New Jersey average of 37.3%, while 100% of listings include a phone number.
With 96.8% already online (above 88.8% across New Jersey), only 7 Financial planners in Red Bank lack a website, so site improvements and SEO are the stronger pitch. 10 of their websites list a contact page URL.
78% of the 63 rated Financial planners in Red Bank hold a 5-star average, above the New Jersey figure of 66%. The 3 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
67
14
33
10
YouTube
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Financial planners List in Red Bank
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Merrill Lynch Financial Advisor Michael Boulos | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Daniel Lloyd | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
The Hartshorne Group | Address | Red Bank | New Jersey | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Stuart Van Winkle, Wealth Advisor - Eagle Strategies | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Libraty Group - UBS Financial Services Inc. | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Dylan McLaughlin | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Senior Consultant Mark L Cremonni | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | EPIC Wealth Management | Address | Red Bank | New Jersey | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
 | Peter McCarron - Raymond James | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Anthony J Falcone - Ameriprise Financial Services, LLC | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Merrill Lynch Financial Advisor Rich Capri | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Lance Hubeny - Financial Advisor, Ameriprise Financial Services, LLC | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | |||
Scholar Wealth Management | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Cahill, Benincasa & Wealth Management Associates - UBS Financial Services Inc. | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Scott Bouton | Address | Red Bank | New Jersey | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 218 records with complete field coverage.
Get the full Financial planners database
218 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Red Bank
Most popular business categories across Red Bank
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Red Bank
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 218 Financial planners in Red Bank, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Red Bank, New Jersey
Each of these buyers can work the 218 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 218 Financial planners in Red Bank.
- 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 Red Bank, New Jersey
Start with the 94 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (218): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (94): 43.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (67): 30.7% 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 Red Bank, New Jersey
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 (3): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (151): 69% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Red Bank
With 218 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 218 Financial planners in Red Bank and plan visit days by neighborhood.
- Postal code patches: split Red Bank by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 9 other New Jersey cities we track are the next step once Red Bank accounts are covered.
Data Coverage for Financial planners in Red Bank
218 records · verified September 6, 2026
- Phone numbers
- 218
- Email addresses
- 94
- Phone and email
- 94
- Websites
- 211
Google ratings· 63 rated (29%)
78% hold 5 stars
- 1-star rated
- 2
- 3.2% of rated
- 2-star rated
- 1
- 1.6% of rated
- 3-star rated
- 7
- 11.1% of rated
- 4-star rated
- 4
- 6.3% of rated
- 5-star rated
- 49
- 77.8% of rated
Social profiles:
- Facebook:67· 30.7%
- LinkedIn:33· 15.1%
- Instagram:14· 6.4%
- X (Twitter):10· 4.6%
- YouTube:10· 4.6%
Financial planners in Red Bank are a mixed-channel, Facebook-heavy market: 100% list a phone number and 43.1% publish an email. Among 63 rated Financial planners, 78% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
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Frequently asked questions about Financial planners in Red Bank, New Jersey
Everything you need to know about our financial planners database for Red Bank, New Jersey: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Red Bank, New Jersey?
There are 218 financial planners in Red Bank, New Jersey in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Red Bank market for sales prospecting and territory planning.
How up to date is the Financial planners data for Red Bank, New Jersey?
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 Financial planners database for Red Bank, New Jersey?
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 Red Bank, New Jersey?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Red Bank, New Jersey 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 Red Bank, New Jersey cost?
The complete financial planners leads database for Red Bank, New Jersey costs $10 as a one-time payment.
You get instant access to all 218 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 Red Bank, New Jersey 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 Red Bank, New Jersey 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 Red Bank, New Jersey have phone numbers?
218 financial planners in Red Bank, New Jersey (100% 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 Red Bank, New Jersey have email addresses?
94 financial planners in Red Bank, New Jersey (43%) 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 Red Bank, New Jersey have both a phone number and an email address?
94 financial planners in Red Bank, New Jersey 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 Red Bank, New Jersey are active on social media?
Social profile coverage for financial planners in Red Bank, New Jersey: 33 on LinkedIn, 67 on Facebook, 14 on Instagram, 10 on YouTube, 10 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 Red Bank, New Jersey have a website?
211 financial planners in Red Bank, New Jersey (97%) 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 Red Bank, New Jersey do not have a website?
7 financial planners in Red Bank, New Jersey 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 Red Bank, New Jersey?
Rating breakdown for financial planners in Red Bank, New Jersey: 49 with a 5-star rating, 4 with a 4-star rating, 7 with a 3-star rating, 1 with a 2-star rating, 2 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 New Jersey or the entire US?
Yes. Beyond Red Bank, we offer the complete Financial planners database for New Jersey and a national all-50-states version.
If you buy the Red Bank list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Red Bank, New Jersey 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.