List of Financial consultants in Lake Oswego
Lake Oswego, Oregon, has 195 Financial consultants in this dataset, last verified September 6, 2026. It is the biggest market for Financial consultants among the 2 Oregon cities we track, ahead of Bend (161). Local listings make up 9.7% of all Financial consultants in Oregon.
85 Financial consultants in Lake Oswego list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is below the Oregon average, 43.6% against 49.4%, so expect phone (99.5% coverage) to do most of the work.
With 96.9% already online (in line with 91.5% across Oregon), only 6 Financial consultants in Lake Oswego lack a website, so site improvements and SEO are the stronger pitch. 67 of their websites list a contact page URL.
64% of the 55 rated Financial consultants in Lake Oswego hold a 5-star average, below the Oregon figure of 73%. The 5 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.
Social Media Reach
71
18
36
11
YouTube
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Financial consultants List in Lake Oswego
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Dale Donaldson - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Shawn Thomson - Private Wealth Advisor, Ameriprise Financial Services, LLC | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Kevin Kalin - Financial Advisor, Ameriprise Financial Services, LLC | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | RBC Wealth Management Branch - Lake Oswego | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Kieric Wilcox - Financial Advisor, Ameriprise Financial Services, LLC | Address | Lake Oswego | Oregon | United States | Email | Phone | 3 | 5 | — | — | — | |||
 | Merrill Lynch Financial Advisor Dustin Tanquary | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Lucia Capital Group - Portland | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | |||||
 | Charles Schwab | Address | Lake Oswego | Oregon | United States | Email | Phone | 33 | 3 | — | — | — | — | ||
 | Roger Molatore - RBC Wealth Management Financial Advisor | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Raymond James Financial Services | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Don Zabudsky - Morgan Stanley | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Dona Cullen-Collaborative Attorney, Mediator, CDFA®,Resilience Coach | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | David C. Grove II - Morgan Stanley | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Conrad Franco | Address | Lake Oswego | Oregon | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
RoHillCo Business Services | Address | Lake Oswego | Oregon | United States | Email | Phone | 11 | 2.3 | — | — | — | — |
This is a randomized preview — the full database contains 195 records with complete field coverage.
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195 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Top business categories in Lake Oswego
Most popular business categories across Lake Oswego
Category | Financial consultants |
|---|---|
What You Can Do with the List of Financial consultants in Lake Oswego
This list is built for teams that sell to Financial consultants: financial software vendors, lead generation partners and managed IT and security providers. It covers 195 Financial consultants in Lake Oswego, with the fields to call, email, segment and map them.
Who Sells to Financial consultants in Lake Oswego, Oregon
Each of these buyers can work the 195 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 195 Financial consultants in Lake Oswego.
- 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 Lake Oswego, Oregon
Start with the 85 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (194): 99.5% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (85): 43.6% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (71): 36.4% 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 Lake Oswego, Oregon
Filter the website, rating and social columns to pull the Financial consultants that fit a specific service before you pitch:
- Rated 1 to 2 stars (5): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (124): 64% have no Facebook page on record, an opening for social media management agencies.
Local Coverage Plan for Lake Oswego
With 195 Financial consultants 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 195 Financial consultants in Lake Oswego and plan visit days by neighborhood.
- Postal code patches: split Lake Oswego by postal code to divide accounts between reps or focus on specific parts of town.
- Next markets: the 1 other Oregon cities we track are the next step once Lake Oswego accounts are covered.
Data Coverage for Financial consultants in Lake Oswego
195 records · verified September 6, 2026
- Phone numbers
- 194
- Email addresses
- 85
- Phone and email
- 85
- Websites
- 189
Google ratings· 55 rated (28%)
64% hold 5 stars
- 1-star rated
- 2
- 3.6% of rated
- 2-star rated
- 3
- 5.5% of rated
- 3-star rated
- 9
- 16.4% of rated
- 4-star rated
- 6
- 10.9% of rated
- 5-star rated
- 35
- 63.6% of rated
Social profiles:
- Facebook:71· 36.4%
- LinkedIn:36· 18.5%
- Instagram:18· 9.2%
- X (Twitter):18· 9.2%
- YouTube:11· 5.6%
Financial consultants in Lake Oswego are a mixed-channel, Facebook-heavy market: 99.5% list a phone number and 43.6% publish an email. Among 55 rated Financial consultants, 64% hold 5 stars, a mostly positive spread.
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Frequently asked questions about Financial consultants in Lake Oswego, Oregon
Everything you need to know about our financial consultants database for Lake Oswego, Oregon: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial consultants are there in Lake Oswego, Oregon?
There are 195 financial consultants in Lake Oswego, Oregon in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Lake Oswego market for sales prospecting and territory planning.
How up to date is the Financial consultants data for Lake Oswego, Oregon?
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 consultants database for Lake Oswego, Oregon?
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 consultants businesses in Lake Oswego, Oregon?
InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Lake Oswego, Oregon as a one-time purchase with no subscription.
Ideal for market research, sales planning, and business development.
How much does the Financial consultants database for Lake Oswego, Oregon cost?
The complete financial consultants leads database for Lake Oswego, Oregon costs $10 as a one-time payment.
You get instant access to all 195 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 consultants contacts in Lake Oswego, Oregon 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 consultants 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 Lake Oswego, Oregon financial consultants database, including contact fields, social profiles, and ratings data.
How do I download the Financial consultants 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 consultants in Lake Oswego, Oregon have phone numbers?
194 financial consultants in Lake Oswego, Oregon (99% of the database) include a phone number.
That makes the dataset effective for cold calling, telemarketing, and appointment setting campaigns.
How many Financial consultants in Lake Oswego, Oregon have email addresses?
85 financial consultants in Lake Oswego, Oregon (44%) 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 consultants in Lake Oswego, Oregon have both a phone number and an email address?
85 financial consultants in Lake Oswego, Oregon 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 consultants in Lake Oswego, Oregon are active on social media?
Social profile coverage for financial consultants in Lake Oswego, Oregon: 36 on LinkedIn, 71 on Facebook, 18 on Instagram, 11 on YouTube, 18 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 consultants in Lake Oswego, Oregon have a website?
189 financial consultants in Lake Oswego, Oregon (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 consultants in Lake Oswego, Oregon do not have a website?
6 financial consultants in Lake Oswego, Oregon 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 consultants in Lake Oswego, Oregon?
Rating breakdown for financial consultants in Lake Oswego, Oregon: 35 with a 5-star rating, 6 with a 4-star rating, 9 with a 3-star rating, 3 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 consultants data for all of Oregon or the entire US?
Yes. Beyond Lake Oswego, we offer the complete Financial consultants database for Oregon and a national all-50-states version.
If you buy the Lake Oswego list first, contact us and we'll credit your purchase toward the state or national upgrade.
Is the Financial consultants contact data in Lake Oswego, Oregon 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.