Verified B2B Dataset

List of Financial consultants in Kirkland

Kirkland, Washington, has 148 Financial consultants in this dataset, last verified September 6, 2026. It is the fifth-largest of the 7 Washington cities we track, behind Tacoma (167) and ahead of Longview (104). Local listings make up 4% of all Financial consultants in Washington.

48 Financial consultants in Kirkland list both a phone number and an email address, the best starting point for multi-channel outreach. Email coverage is well below the Washington average, 32.4% against 53.7%, so expect phone (100% coverage) to do most of the work.

With 96.6% already online (in line with 92.9% across Washington), only 5 Financial consultants in Kirkland lack a website, so site improvements and SEO are the stronger pitch. 17 of their websites list a contact page URL.

63% of the 41 rated Financial consultants in Kirkland hold a 5-star average, below the Washington figure of 69%. The 5 rated 1 to 2 stars are the obvious first calls for a reputation management pitch.

148
Total Records
48
Email Coverage
148
Phone Coverage
143
Website Coverage
Last Updated: September 6, 2026

Social Media Reach

41

Facebook

6

Instagram

25

LinkedIn

4

YouTube

CSV · XLSX
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Instant download
Updated September 6, 2026

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Financial consultants List in Kirkland

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

LOGOBusiness NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT
Kris Olsen - RBC Wealth Management Financial Advisor logo

Kris Olsen - RBC Wealth Management Financial Advisor

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Susan Clark logo

Susan Clark

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Jess Salisbury - Raymond James logo

Jess Salisbury - Raymond James

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Pylon Wealth of Raymond James logo

Pylon Wealth of Raymond James

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Haller & Shepard Capital Group logo

Haller & Shepard Capital Group

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Edward Jones - Financial Advisor: Kessanee Johnson, CRPS™ logo

Edward Jones - Financial Advisor: Kessanee Johnson, CRPS™

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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U.S. Bank – Wealth Management Banker: Indu Tursa logo

U.S. Bank – Wealth Management Banker: Indu Tursa

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Bill Brooking, MBA - Morgan Stanley logo

Bill Brooking, MBA - Morgan Stanley

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Edelman Financial Engines logo

Edelman Financial Engines

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Piper Laak - Raymond James logo

Piper Laak - Raymond James

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Michael Blockhus - RBC Wealth Management Financial Advisor logo

Michael Blockhus - RBC Wealth Management Financial Advisor

Address
KirklandWashingtonUnited States
Email
Phone
0
0
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Will Gao - Morgan Stanley logo

Will Gao - Morgan Stanley

Address
KirklandWashingtonUnited States
Email
Phone
0
0
————
The Russo Group - Morgan Stanley logo

The Russo Group - Morgan Stanley

Address
KirklandWashingtonUnited States
Email
Phone
1
5
————
Megan Lockhart - RBC Wealth Management Financial Advisor logo

Megan Lockhart - RBC Wealth Management Financial Advisor

Address
KirklandWashingtonUnited States
Email
Phone
0
0
————

Mirus Planning

Address
KirklandWashingtonUnited States
Email
Phone
0
0
————

This is a randomized preview — the full database contains 148 records with complete field coverage.

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Top Categories

Top business categories in Kirkland

Most popular business categories across Kirkland

Category
Financial consultants
Use Cases

What You Can Do with the List of Financial consultants in Kirkland

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 148 Financial consultants in Kirkland, with the fields to call, email, segment and map them.

Who Sells to Financial consultants in Kirkland, Washington

Each of these buyers can work the 148 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 148 Financial consultants in Kirkland.
  • 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 Kirkland, Washington

Start with the 48 records that list both a phone number and an email address, then widen out channel by channel:

  • Cold calling (148): 100% of records include a phone number for call campaigns, appointment setting and follow-ups.
  • Email sequences (48): 32.4% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
  • Facebook messages (41): 27.7% 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 Kirkland, Washington

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 (107): 72% have no Facebook page on record, an opening for social media management agencies.

Local Coverage Plan for Kirkland

With 148 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 148 Financial consultants in Kirkland and plan visit days by neighborhood.
  • Postal code patches: split Kirkland by postal code to divide accounts between reps or focus on specific parts of town.
  • Next markets: the 6 other Washington cities we track are the next step once Kirkland accounts are covered.

Data Coverage for Financial consultants in Kirkland

148 records · verified September 6, 2026

Phone numbers
148
Email addresses
48
Phone and email
48
Websites
143

Google ratings· 41 rated (28%)

63% hold 5 stars

1-star rated
3
7.3% of rated
2-star rated
2
4.9% of rated
3-star rated
4
9.8% of rated
4-star rated
6
14.6% of rated
5-star rated
26
63.4% of rated

Social profiles:

  • Facebook:41· 27.7%
  • LinkedIn:25· 16.9%
  • X (Twitter):8· 5.4%
  • Instagram:6· 4.1%
  • YouTube:4· 2.7%

Financial consultants in Kirkland are a mixed-channel, Facebook-heavy market: 100% list a phone number and 32.4% publish an email. Among 41 rated Financial consultants, 63% hold 5 stars, a mostly positive spread.

Frequently asked questions about Financial consultants in Kirkland, Washington

Everything you need to know about our financial consultants database for Kirkland, Washington: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.

How many Financial consultants are there in Kirkland, Washington?

There are 148 financial consultants in Kirkland, Washington in our verified database, as of September 6, 2026.

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

How up to date is the Financial consultants data for Kirkland, Washington?

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 Kirkland, Washington?

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 Kirkland, Washington?

InfiniteLeadsHub provides verified market intelligence datasets for financial consultants businesses in Kirkland, Washington 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 Kirkland, Washington cost?

The complete financial consultants leads database for Kirkland, Washington costs $10 as a one-time payment.

You get instant access to all 148 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 Kirkland, Washington 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 Kirkland, Washington 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 Kirkland, Washington have phone numbers?

148 financial consultants in Kirkland, Washington (100% 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 Kirkland, Washington have email addresses?

48 financial consultants in Kirkland, Washington (32%) 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 Kirkland, Washington have both a phone number and an email address?

48 financial consultants in Kirkland, Washington 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 Kirkland, Washington are active on social media?

Social profile coverage for financial consultants in Kirkland, Washington: 25 on LinkedIn, 41 on Facebook, 6 on Instagram, 4 on YouTube, 8 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 Kirkland, Washington have a website?

143 financial consultants in Kirkland, Washington (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 Kirkland, Washington do not have a website?

5 financial consultants in Kirkland, Washington 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 Kirkland, Washington?

Rating breakdown for financial consultants in Kirkland, Washington: 26 with a 5-star rating, 6 with a 4-star rating, 4 with a 3-star rating, 2 with a 2-star rating, 3 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 Washington or the entire US?

Yes. Beyond Kirkland, we offer the complete Financial consultants database for Washington and a national all-50-states version.

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

Is the Financial consultants contact data in Kirkland, Washington 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.