Verified B2B Dataset

List of Financial planners in Greensboro

Looking for a verified List of Financial planners in Greensboro to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 191 Financial planners across Greensboro, North Carolina, United States as of June 1, 2026.

This comprehensive List of Financial planners in Greensboro gives you access to 140 records with email addresses, 186 with phone numbers, and 137 listings containing both. Additionally, over 170 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 111 Financial planners on Facebook, 59 on Instagram, 89 on X (formerly Twitter), 91 on LinkedIn, and 59 managing active YouTube channels.

Plus, over 44 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 Greensboro provides everything for you to connect with active, visible, and verified businesses.

191+
Total Records
73.3%
Email Coverage
97.4%
Phone Coverage
89.0%
Website Coverage
Last Updated: June 1, 2026

What's Inside This Dataset

140

Email addresses ready for campaigns

73.3%

186

Direct phone numbers for outreach

97.4%

137

Complete contacts — phone & email both

71.7%

170

Businesses with a live website

89.0%

Social Media Reach

111

Facebook

59

Instagram

91

LinkedIn

59

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated June 1, 2026

Have questions or need help choosing the right dataset? Contact us — we'll sort it out.

Free SampleFree

Sample Pack — 15 verified records

Test data quality before you buy

Complete Database

Risk-Free Purchase

All 191+ verified records

$10

$20

Save 50%

Instant Download · One-time payment

Need Specific Leads?

Custom database built to your exact target criteria.

Sample Preview

Financial planners List in Greensboro

Browse a random sample of 15 records — see the exact fields and data quality before you download.

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Level Wealth Management

Address
GreensboroNorth CarolinaUnited States
Email
Phone
34
5

Smith Partners Wealth Management

Address
GreensboroNorth CarolinaUnited States
Email
Phone
1
5

Reganess Wealth Management Group

Address
GreensboroNorth CarolinaUnited States
Email
Phone
2
5

Button & Button Wealth Management LLC

Address
GreensboroNorth CarolinaUnited States
Email
Phone
1
5

Erickson Advisors - Financial Planners

Address
GreensboroNorth CarolinaUnited States
Email
Phone
0
0

Trinity Wealth Management, Financial Advisors in Greensboro, NC

Address
GreensboroNorth CarolinaUnited States
Email
Phone
1
5

TMRW Wealth

Address
GreensboroNorth CarolinaUnited States
Email
Phone
15
4.7

Spartan Planning Group

Address
GreensboroNorth CarolinaUnited States
Email
Phone
26
5

Starboard Wealth Advisors, Inc.

Address
GreensboroNorth CarolinaUnited States
Email
Phone
0
0

Randal Sipkema - Financial Advisor, Ameriprise Financial Services, LLC

Address
GreensboroNorth CarolinaUnited States
Email
Phone
1
5

Triad Financial Advisors - A OneDigital Company

Address
GreensboroNorth CarolinaUnited States
Email
Phone
9
4.1

Piedmont Wealth Advisors of Raymond James

Address
GreensboroNorth CarolinaUnited States
Email
Phone
0
0

JFJ Financial Group

Address
GreensboroNorth CarolinaUnited States
Email
Phone
1
5

Edmonds, Hunt & Associates - Ameriprise Financial Services, LLC

Address
GreensboroNorth CarolinaUnited States
Email
Phone
1
5

Uli Oliver Mueller - Financial Advisor, Ameriprise Financial Services, LLC

Address
GreensboroNorth CarolinaUnited States
Email
Phone
0
0

Verified Data

Every record is cross-verified for accuracy before delivery.

Instant Download

Get your file immediately after purchase — no waiting.

Rich Field Coverage

Business info, contacts, social profiles, ratings and more.

This is a randomized preview — the full database contains 191 records with complete field coverage.

Ready to get started?

Get the full Financial planners database

191 verified records — emails, phones, social profiles and more. One-time payment, instant download.

Verified data Instant download Full field coverage
One-time payment · No subscription · $10 only
Top Categories

Top business categories in Greensboro

Most popular business categories across Greensboro

Category
Financial planners
Use Cases

What You Can Do with the List of Financial planners in Greensboro

The List of Financial planners in Greensboro is a structured market intelligence dataset with 191 verified Financial planners records covering the full Greensboro, North Carolina, 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 Greensboro, North Carolina, United States: 191 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 Greensboro, North Carolina, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial planners operate in Greensboro, North Carolina, 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 Greensboro.

Franchise & expansion research: Use the full Greensboro, North Carolina, 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 Greensboro, North Carolina, 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 Greensboro, North Carolina, 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 Greensboro, North Carolina, 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 Greensboro, North Carolina, United States: 140 Emails and 186 Phone Numbers

For teams that need to reach Financial planners owners in Greensboro, North Carolina, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:

Email outreach: 140 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Greensboro.

Phone prospecting: 186 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 Greensboro, North Carolina, United States

Beyond contact details, this dataset maps the online footprint of Financial planners in Greensboro, North Carolina, United States, including 111 Facebook, 59 Instagram, and 91 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

Digital maturity analysis: See which Financial planners in Greensboro, North Carolina, 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 Greensboro who already have an established online presence.

Download the Financial planners Database for Greensboro, North Carolina, 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 Greensboro, North Carolina, United States, this is it. 191 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 Greensboro gives you a single, reliable source of truth for the Financial planners market in Greensboro, North Carolina, United States: 191 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 Coverage

Contact Data for Financial planners in Greensboro

191 total records · Updated June 1, 2026

186

Phone Numbers

97.4% of records

140

Email Addresses

73.3% of records

137

Both Phone & Email

71.7% complete contact info

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

Social Media Coverage for Financial planners in Greensboro

Reach your prospects across every major social platform

111

Facebook Profiles

58.1%

59

Instagram Handles

30.9%

91

LinkedIn Profiles

47.6%

89

X / Twitter Handles

46.6%

59

YouTube Channels

30.9%

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.

Website Presence

Financial planners in Greensboro: Website Presence Breakdown

191 total records · Updated June 1, 2026

170

Financial planners with a website

89.0% of total

21

Financial planners without a website

11.0% of total

21 businesses without a website in Greensboro represent high-intent prospects for web design, local SEO, and digital marketing services.

Ratings Breakdown

Financial planners in the Greensboro By Ratings

7

Number of 1 star-rated Financial planners in Greensboro

6

Number of 2 star-rated Financial planners in Greensboro

10

Number of 3 star-rated Financial planners in Greensboro

11

Number of 4 star-rated Financial planners in Greensboro

44

Number of 5 star-rated Financial planners in Greensboro

FAQ

Frequently Asked Questions about Financial planners in Greensboro

Everything you need to know about our financial planners database for Greensboro — from data quality and coverage to pricing and formats.

How many Financial planners are there in Greensboro?

Our verified database contains 191 financial planners across Greensboro. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Greensboro financial planners market for sales prospecting, competitive research, and territory planning.

Where can I buy a verified Financial planners leads database for Greensboro?

InfiniteLeadsHub is the leading source for a verified, ready-to-use financial planners leads database for Greensboro. 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 Greensboro?

After purchasing on InfiniteLeadsHub, you get instant access to download the complete financial planners dataset for Greensboro. 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 Greensboro financial planners database, including contact fields, social profiles, and ratings data.

What file formats is the Financial planners data available in?

The Greensboro 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 Greensboro cost?

The complete financial planners leads database for Greensboro is priced at $10. This one-time purchase gives you instant access to all 191 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 Greensboro have phone numbers?

186 financial planners in Greensboro (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 Greensboro financial planners.

How many Financial planners in Greensboro have email addresses?

140 financial planners in Greensboro (73% 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 Greensboro have both a phone number and email address?

137 financial planners in Greensboro 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 Greensboro are on LinkedIn?

91 financial planners in Greensboro 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 Greensboro have a Facebook page?

111 financial planners in Greensboro 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 Greensboro have an Instagram profile?

59 financial planners in Greensboro 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 Greensboro are active on X (Twitter)?

89 financial planners in Greensboro 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 Greensboro have a YouTube channel?

59 financial planners in Greensboro 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 Greensboro have a website?

170 financial planners in Greensboro (89%) 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 Greensboro do not have a website?

21 financial planners in Greensboro 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 Greensboro have a 5-star rating?

44 financial planners in Greensboro 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 Greensboro have a 4-star rating?

11 financial planners in Greensboro 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 Greensboro have a 3-star rating?

10 financial planners in Greensboro 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 Greensboro have a 2-star rating?

6 financial planners in Greensboro 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 Greensboro have a 1-star rating?

7 financial planners in Greensboro 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 Greensboro 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.

Still have questions? Contact our support team and we will get back to you within 24 hours.