Verified B2B Dataset

List of Financial planners in State College

Looking for a verified List of Financial planners in State College to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 67 Financial planners across State College, Pennsylvania, United States as of April 4, 2026.

This comprehensive List of Financial planners in State College gives you access to 45 records with email addresses, 66 with phone numbers, and 45 listings containing both. Additionally, over 62 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 35 Financial planners on Facebook, 11 on Instagram, 23 on X (formerly Twitter), 34 on LinkedIn, and 12 managing active YouTube channels.

Plus, over 21 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 State College provides everything for you to connect with active, visible, and verified businesses.

67+
Total Records
67.2%
Email Coverage
98.5%
Phone Coverage
92.5%
Website Coverage
Last Updated: April 4, 2026

What's Inside This Dataset

45

Email addresses ready for campaigns

67.2%

66

Direct phone numbers for outreach

98.5%

45

Complete contacts — phone & email both

67.2%

62

Businesses with a live website

92.5%

Social Media Reach

35

Facebook

11

Instagram

34

LinkedIn

12

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated April 4, 2026

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Sample Preview

Financial planners List in State College

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

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Reed Stephens - Financial Advisor, Ameriprise Financial Services, LLC

Address
MandevilleLouisianaUnited States
Email
Phone
0
0

Tomassi Financial Planning

Address
LovelandColoradoUnited States
Email
Phone
0
0

Warren Street Wealth Advisors, LLC

Address
IrvineCaliforniaUnited States
Email
Phone
23
5

D.A. Davidson & Co.

Address
LivingstonMontanaUnited States
Email
Phone
0
0

Hickok & Boardman Capital Management

Address
BurlingtonVermontUnited States
Email
Phone
0
0

Baird Private Wealth Management

Address
HendersonvilleNorth CarolinaUnited States
Email
Phone
2
5

RMB Financial, PLLC

Address
ClarksvilleTennesseeUnited States
Email
Phone
55
5

Strategic Financial

Address
Mt Laurel TownshipNew JerseyUnited States
Email
Phone
0
0

Principal Financial Group

Address
BethesdaMarylandUnited States
Email
Phone
1
1

FAS Wealth Partners

Address
LeawoodKansasUnited States
Email
Phone
5
5

Davenport & Company LLC

Address
FredericksburgVirginiaUnited States
Email
Phone
2
3

Financial Health Group

Address
Bala CynwydPennsylvaniaUnited States
Email
Phone
0
0

Sovereign Private Wealth

Address
Myrtle BeachSouth CarolinaUnited States
Email
Phone
11
5

MAR Wealth Management Services, LLC

Address
Delray BeachFloridaUnited States
Email
Phone
0
0

Biscardi, Jacobs & Associates - Ameriprise Financial Services, LLC

Address
HauppaugeNew YorkUnited States
Email
Phone
0
0

Verified Data

Every record is cross-verified for accuracy before delivery.

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Rich Field Coverage

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

This is a randomized preview — the full database contains 67 records with complete field coverage.

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

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Top Categories

Top business categories in State College

Most popular business categories across State College

Category
Financial planners
Use Cases

How List of Financial planners in State College Can Power Your Growth

Reaching the right decision-makers in the Financial planners industry is the hardest part of any B2B campaign. Our List of Financial planners in State College gives you 67 contacts — including 45 emails and 66 phone numbers — ready for outreach across every channel.

Sales Outreach & Lead Generation for Financial planners in State College, Pennsylvania, United States

Stop wasting time on manual research. With 67 Financial planners contacts — including 45 emails and 66 direct phone numbers — your team can build a full pipeline and start closing faster:

Cold Email & Calling: Launch multi-step email sequences and direct phone outreach to Financial planners owners in State College. Pair both channels to increase reply rates by 3–4x.

SMS & Voicemail Drops: Reach decision-makers through underused channels with exceptional open rates, complementing your email efforts.

CRM-Ready Import: Upload instantly into Salesforce, HubSpot, Zoho, or Pipedrive and start prospecting within minutes of purchase.

Omni-Channel Sequences: Run a synchronized Day 1 LinkedIn → Day 3 Email → Day 5 Call → Day 8 Retargeting sequence for 3.5x higher conversion rates.

Email, Direct Mail & Paid Ad Campaigns Targeting Financial planners in State College, Pennsylvania, United States

Reach Financial planners decision-makers across every channel — digital and physical — using 45 emails and full mailing addresses from our database:

Email Campaigns: Send cold sequences, nurture newsletters, and promotional broadcasts directly to Financial planners operators across State College, Pennsylvania, United States.

Direct Mail: Stand out with physical mailers — brochures, product samples, or welcome offers — targeting Financial planners in specific zip codes or neighborhoods.

Google & YouTube Ads: Import contacts into Google Ads Customer Match to serve Search, Display, Gmail, and YouTube pre-roll ads to your exact Financial planners list.

Meta Custom Audiences: Upload emails and phone numbers into Meta Ads Manager for laser-targeted Facebook and Instagram ads, then scale with lookalike audiences.

Social Media, Reputation & Location Intelligence for Financial planners in State College, Pennsylvania, United States

Our dataset includes 35 Facebook, 11 Instagram, 34 LinkedIn profiles of Financial planners in State College, Pennsylvania, United States, plus review ratings and geo-coordinates — unlocking powerful targeting and market intelligence:

LinkedIn ABM & Social Outreach: Connect with Financial planners owners on LinkedIn for Account-Based Marketing and influencer or co-marketing partnership discovery on Instagram.

Reputation Management Leads: Identify Financial planners with low Google ratings or thin review profiles — your highest-intent prospects for local SEO and review generation services.

Geomarketing & Territory Planning: Map business density across cities and zip codes to find underserved markets, plan sales territories, and run hyper-local ad campaigns using geo-coordinates.

CRM Enrichment: Append missing phone numbers, emails, social profiles, and review scores to existing records for smarter segmentation and personalized outreach.

Build Directories, Apps & Industry-Specific Offers for Financial planners in State College, Pennsylvania, United States

Beyond outreach, this dataset is raw material for building assets and crafting tailored offers that generate leads and revenue on autopilot for Financial planners in State College:

Niche Directory & App: Launch a Financial planners-specific business directory or mobile finder app powered by our 67-record dataset — monetize via ads, leads, or premium listings.

SEO Content Engine: Generate hundreds of hyper-local landing pages targeting "Financial planners in [city]" keywords for long-term organic traffic and lead generation.

Industry-Specific Software & Services: Pitch POS systems, booking tools, web design, or local SEO packages directly to Financial planners operators who need them most.

Franchise & Partnership Programs: Identify high-performing Financial planners for expansion pitches, loyalty programs, or co-marketing partnerships at $10.

Our List of Financial planners in State Collegeis more than a spreadsheet — it's a complete go-to-market asset. With 67 Financial planners contacts across State College, Pennsylvania, United States, every channel above becomes immediately actionable. Download once, use across every team, every tool, and every growth initiative in your Financial planners playbook.

Contact Coverage

Contact Data for Financial planners in State College

67 total records · Updated April 4, 2026

66

Phone Numbers

98.5% of records

45

Email Addresses

67.2% of records

45

Both Phone & Email

67.2% 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 State College

Reach your prospects across every major social platform

35

Facebook Profiles

52.2%

11

Instagram Handles

16.4%

34

LinkedIn Profiles

50.7%

23

X / Twitter Handles

34.3%

12

YouTube Channels

17.9%

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 State College: Website Presence Breakdown

67 total records · Updated April 4, 2026

62

Financial planners with a website

92.5% of total

5

Financial planners without a website

7.5% of total

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

Ratings Breakdown

Financial planners in the State College By Ratings

0

Number of 1 star-rated Financial planners in State College

0

Number of 2 star-rated Financial planners in State College

3

Number of 3 star-rated Financial planners in State College

0

Number of 4 star-rated Financial planners in State College

21

Number of 5 star-rated Financial planners in State College

FAQ

Frequently Asked Questions about Financial planners in State College

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

How many Financial planners are there in State College?

Our verified database contains 67 financial planners across State College. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the State College financial planners market for sales prospecting, competitive research, and territory planning.

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

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

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

What file formats is the Financial planners data available in?

The State College 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 State College cost?

The complete financial planners leads database for State College is priced at $10. This one-time purchase gives you instant access to all 67 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 State College have phone numbers?

66 financial planners in State College (99% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting State College financial planners.

How many Financial planners in State College have email addresses?

45 financial planners in State College (67% 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 State College have both a phone number and email address?

45 financial planners in State College 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 State College are on LinkedIn?

34 financial planners in State College 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 State College have a Facebook page?

35 financial planners in State College 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 State College have an Instagram profile?

11 financial planners in State College 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 State College are active on X (Twitter)?

23 financial planners in State College 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 State College have a YouTube channel?

12 financial planners in State College 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 State College have a website?

62 financial planners in State College (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 State College do not have a website?

5 financial planners in State College 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 State College have a 5-star rating?

21 financial planners in State College 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 State College have a 4-star rating?

0 financial planners in State College 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 State College have a 3-star rating?

3 financial planners in State College 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 State College have a 2-star rating?

0 financial planners in State College 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 State College have a 1-star rating?

0 financial planners in State College 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 State College 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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