List of Financial planners in Cincinnati
Cincinnati, Ohio, has 665 Financial planners in this dataset, last verified September 6, 2026. It is the biggest market for Financial planners among the 9 Ohio cities we track, ahead of Cleveland (221). Local listings make up 13% of all Financial planners in Ohio.
310 Financial planners in Cincinnati list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Ohio average, 47.5% against 54.1%, so expect phone (98% coverage) to do most of the work.
With 89.3% already online (in line with 90% across Ohio), only 71 Financial planners in Cincinnati lack a website, so site improvements and SEO are the stronger pitch. 63 of their websites list a contact page URL.
69% of the 183 rated Financial planners in Cincinnati hold a 5-star average, below the Ohio figure of 75%. The 17 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
220
146
109
106
YouTube
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Financial planners List in Cincinnati
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Fifth Third Private Bank - Sam Pate | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | |||||
 | Marie Vandenberg: Primerica - Financial Services | Address | Cincinnati | Ohio | United States | Email | Phone | 3 | 5 | — | |||||
 | Merrill Lynch Financial Advisor Makenzie Hoiney | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
Katz Management Group Inc | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
Evelo Group | Address | Cincinnati | Ohio | United States | Email | Phone | 1 | 5 | — | — | — | — | |||
 | Carson Wealth (formerly Total Wealth Planning) | Address | Cincinnati | Ohio | United States | Email | Phone | 102 | 5 | — | — | — | — | ||
Mark J Schmerge Investments | Address | Cincinnati | Ohio | United States | Email | Phone | — | 0 | 0 | — | — | — | — | ||
 | Pinnacle Wealth Management - UBS Financial Services Inc. | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Kenwood, OH Branch Office - UBS Financial Services Inc. | Address | Cincinnati | Ohio | United States | Email | Phone | 3 | 3 | — | — | — | |||
 | The Anning Group - UBS Financial Services Inc. | Address | Cincinnati | Ohio | United States | Email | Phone | 1 | 5 | — | — | — | — | ||
 | Fifth Third Private Bank - Ty Seidl | Address | Cincinnati | Ohio | United States | Email | Phone | — | 0 | 0 | — | — | — | — | |
Chuck Cole Financial | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Hawthorn | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Gene Peters - Financial Advisor, Ameriprise Financial Services, LLC | Address | Cincinnati | Ohio | United States | Email | Phone | 1 | 5 | — | — | — | |||
 | Merrill Lynch Financial Advisor Stephanie Stegmuller | Address | Cincinnati | Ohio | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 665 records with complete field coverage.
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665 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Cincinnati
Most popular business categories across Cincinnati
Category | Financial planners |
|---|---|
What You Can Do with the List of Financial planners in Cincinnati
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 665 Financial planners in Cincinnati, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Cincinnati, Ohio
Each of these buyers can work the 665 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 665 Financial planners in Cincinnati.
- 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 Cincinnati, Ohio
Start with the 310 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (652): 98% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (316): 47.5% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (220): 33.1% 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 Cincinnati, Ohio
Filter the website, rating and social columns to pull the Financial planners that fit a specific service before you pitch:
- No website listed (71): 11% of Financial planners in Cincinnati have no website on record, a direct prospect list for web designers and local SEO agencies.
- Rated 1 to 2 stars (17): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (445): 67% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Cincinnati
With 665 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 665 Financial planners in Cincinnati and plan visit days by neighborhood.
- Postal code patches: split Cincinnati by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 8 other Ohio cities we track are the next step once Cincinnati accounts are covered.
Data Coverage for Financial planners in Cincinnati
665 records · verified September 6, 2026
- Phone numbers
- 652
- Email addresses
- 316
- Phone and email
- 310
- Websites
- 594
Google ratings· 183 rated (28%)
69% hold 5 stars
- 1-star rated
- 11
- 6% of rated
- 2-star rated
- 6
- 3.3% of rated
- 3-star rated
- 23
- 12.6% of rated
- 4-star rated
- 16
- 8.7% of rated
- 5-star rated
- 127
- 69.4% of rated
Social profiles:
- Facebook:220· 33.1%
- Instagram:146· 22%
- X (Twitter):131· 19.7%
- LinkedIn:109· 16.4%
- YouTube:106· 15.9%
Financial planners in Cincinnati are a mixed-channel, Facebook-heavy market: 98% list a phone number and 47.5% publish an email. Among 183 rated Financial planners, 69% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
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Frequently asked questions about Financial planners in Cincinnati, Ohio
Everything you need to know about our financial planners database for Cincinnati, Ohio: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Cincinnati, Ohio?
There are 665 financial planners in Cincinnati, Ohio in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Cincinnati market for sales prospecting and territory planning.
How up to date is the Financial planners data for Cincinnati, Ohio?
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 Cincinnati, Ohio?
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 Cincinnati, Ohio?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Cincinnati, Ohio 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 Cincinnati, Ohio cost?
The complete financial planners leads database for Cincinnati, Ohio costs $10 as a one-time payment.
You get instant access to all 665 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 Cincinnati, Ohio 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 Cincinnati, Ohio 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 Cincinnati, Ohio have phone numbers?
652 financial planners in Cincinnati, Ohio (98% 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 Cincinnati, Ohio have email addresses?
316 financial planners in Cincinnati, Ohio (48%) 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 Cincinnati, Ohio have both a phone number and an email address?
310 financial planners in Cincinnati, Ohio 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 Cincinnati, Ohio are active on social media?
Social profile coverage for financial planners in Cincinnati, Ohio: 109 on LinkedIn, 220 on Facebook, 146 on Instagram, 106 on YouTube, 131 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 Cincinnati, Ohio have a website?
594 financial planners in Cincinnati, Ohio (89%) 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 Cincinnati, Ohio do not have a website?
71 financial planners in Cincinnati, Ohio 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 Cincinnati, Ohio?
Rating breakdown for financial planners in Cincinnati, Ohio: 127 with a 5-star rating, 16 with a 4-star rating, 23 with a 3-star rating, 6 with a 2-star rating, 11 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 Ohio or the entire US?
Yes. Beyond Cincinnati, we offer the complete Financial planners database for Ohio and a national all-50-states version.
If you buy the Cincinnati list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial planners contact data in Cincinnati, Ohio 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.