Verified B2B Dataset

List of Financial planners in Glen Allen

Glen Allen, Virginia, has 102 Financial planners in this dataset, last verified September 6, 2026. It ranks last of the 9 Virginia cities we track, just behind Henrico (127). Local listings make up 2.9% of all Financial planners in Virginia.

59 Financial planners in Glen Allen list both a phone number and an email address, the best starting point for multi-channel outreach. At 58.8%, email coverage runs above the Virginia average of 51.7%, while 97.1% of listings include a phone number.

With 95.1% already online (in line with 91.2% across Virginia), only 5 Financial planners in Glen Allen lack a website, so site improvements and SEO are the stronger pitch. 16 of their websites list a contact page URL.

80% of the 49 rated Financial planners in Glen Allen hold a 5-star average, above the Virginia figure of 74%. The 2 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

102
Total Records
60
Email Coverage
99
Phone Coverage
97
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

52

Facebook

11

Instagram

29

LinkedIn

15

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated September 6, 2026

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Financial planners List in Glen Allen

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

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Dickerson Jackson & Associates logo

Dickerson Jackson & Associates

Address
Glen AllenVirginiaUnited States
Email
Phone
0
0
————

Mary Moniz

Address
Glen AllenVirginiaUnited States
Email
Phone
0
0
Baird Private Wealth Management logo

Baird Private Wealth Management

Address
Glen AllenVirginiaUnited States
Email
Phone
0
0
————
Jennifer W Childress - Associate Financial Advisor, Ameriprise Financial Services, LLC logo

Jennifer W Childress - Associate Financial Advisor, Ameriprise Financial Services, LLC

Address
Glen AllenVirginiaUnited States
Email
Phone
0
0
———
Virginia Estate and Retirement Planning Advisors, Inc. logo

Virginia Estate and Retirement Planning Advisors, Inc.

Address
Glen AllenVirginiaUnited States
Email
Phone
58
5
————
The Myrias Group - Ameriprise Financial Services, LLC logo

The Myrias Group - Ameriprise Financial Services, LLC

Address
Glen AllenVirginiaUnited States
Email
Phone
0
0
———

Ashpark Financial Group, LLC

Address
Glen AllenVirginiaUnited States
Email
Phone
1
5
————
United Bank logo

United Bank

Address
Glen AllenVirginiaUnited States
Email
Phone
17
4.5
—
Creative Planning logo

Creative Planning

Address
Glen AllenVirginiaUnited States
Email
Phone
0
0
Financial Wizdom logo

Financial Wizdom

Address
Glen AllenVirginiaUnited States
Email
Phone
2
5
——
Chase Dominion Advisors logo

Chase Dominion Advisors

Address
Glen AllenVirginiaUnited States
Email
Phone
3
4.3
—
David C. Luck, CPA logo

David C. Luck, CPA

Address
Glen AllenVirginiaUnited States
Email
Phone
32
4.8
————
Tom Love, CFP®, CRPC®, CRPS® logo

Tom Love, CFP®, CRPC®, CRPS®

Address
Glen AllenVirginiaUnited States
Email
Phone
22
5
———
Douglas Scammell - Financial Advisor, Ameriprise Financial Services, LLC logo

Douglas Scammell - Financial Advisor, Ameriprise Financial Services, LLC

Address
Glen AllenVirginiaUnited States
Email
Phone
0
0
———
Prudential | Gene Michalec | Life Insurance & Financial Services logo

Prudential | Gene Michalec | Life Insurance & Financial Services

Address
Glen AllenVirginiaUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 102 records with complete field coverage.

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Top Categories

Top business categories in Glen Allen

Most popular business categories across Glen Allen

Category
Financial planners
Use Cases

What You Can Do with the List of Financial planners in Glen Allen

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 102 Financial planners in Glen Allen, with the fields to call, email, segment and map them.

Who Sells to Financial planners in Glen Allen, Virginia

Each of these buyers can work the 102 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 102 Financial planners in Glen Allen.
  • 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 Glen Allen, Virginia

Start with the 59 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (99): 97.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (60): 58.8% of records include an email address, so email can lead the campaign with calls as follow-up.
  • Facebook messages (52): 51% 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 Glen Allen, Virginia

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 (2): businesses with poor Google ratings, prospects for reputation management and review generation services.

Local Coverage Plan for Glen Allen

With 102 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 102 Financial planners in Glen Allen and plan visit days by neighborhood.
  • Postal code patches: split Glen Allen by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 8 other Virginia cities we track are the next step once Glen Allen accounts are covered.

Data Coverage for Financial planners in Glen Allen

102 records · verified September 6, 2026

Phone numbers
99
Email addresses
60
Phone and email
59
Websites
97

Google ratings· 49 rated (48%)

80% hold 5 stars

1-star rated
1
2% of rated
2-star rated
1
2% of rated
3-star rated
6
12.2% of rated
4-star rated
2
4.1% of rated
5-star rated
39
79.6% of rated

Social profiles:

  • Facebook:52· 51%
  • LinkedIn:29· 28.4%
  • YouTube:15· 14.7%
  • X (Twitter):13· 12.7%
  • Instagram:11· 10.8%

Financial planners in Glen Allen are an email-friendly, Facebook-heavy market: 97.1% list a phone number and 58.8% publish an email. Among 49 rated Financial planners, 80% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.

Frequently asked questions about Financial planners in Glen Allen, Virginia

Everything you need to know about our financial planners database for Glen Allen, Virginia: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial planners are there in Glen Allen, Virginia?

There are 102 financial planners in Glen Allen, Virginia in our verified database, as of September 6, 2026.

This covers independent operators, regional chains, and enterprise-scale businesses, giving you the complete Glen Allen market for sales prospecting and territory planning.

How up to date is the Financial planners data for Glen Allen, Virginia?

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 Glen Allen, Virginia?

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 Glen Allen, Virginia?

InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Glen Allen, Virginia 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 Glen Allen, Virginia cost?

The complete financial planners leads database for Glen Allen, Virginia costs $10 as a one-time payment.

You get instant access to all 102 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 Glen Allen, Virginia 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 Glen Allen, Virginia 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 Glen Allen, Virginia have phone numbers?

99 financial planners in Glen Allen, Virginia (97% 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 Glen Allen, Virginia have email addresses?

60 financial planners in Glen Allen, Virginia (59%) 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 Glen Allen, Virginia have both a phone number and an email address?

59 financial planners in Glen Allen, Virginia 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 Glen Allen, Virginia are active on social media?

Social profile coverage for financial planners in Glen Allen, Virginia: 29 on LinkedIn, 52 on Facebook, 11 on Instagram, 15 on YouTube, 13 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 Glen Allen, Virginia have a website?

97 financial planners in Glen Allen, Virginia (95%) 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 Glen Allen, Virginia do not have a website?

5 financial planners in Glen Allen, Virginia 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 Glen Allen, Virginia?

Rating breakdown for financial planners in Glen Allen, Virginia: 39 with a 5-star rating, 2 with a 4-star rating, 6 with a 3-star rating, 1 with a 2-star rating, 1 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 Virginia or the entire US?

Yes. Beyond Glen Allen, we offer the complete Financial planners database for Virginia and a national all-50-states version.

If you buy the Glen Allen list first, contact us and we'll credit your purchase toward the state or national upgrade.

Is the Financial planners contact data in Glen Allen, Virginia 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.