Verified B2B Dataset

List of Financial planners in Colorado

Looking for a verified List of Financial planners in Colorado to power your B2B campaigns? We have an exclusive database with the most accurate and up-to-date information available covering 2,237 Financial planners across Colorado, United States as of June 26, 2026. The top three cities in the industry are Colorado Springs with 313, followed by Greenwood Village with 157, and Winter Park with 154.

This comprehensive List of Financial planners in Colorado gives you access to 1,734 records with email addresses, 2,201 with phone numbers, and 1,711 listings containing both. Additionally, over 1,982 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 1,266 Financial planners on Facebook, 647 on Instagram, 951 on X (formerly Twitter), 1,002 on LinkedIn, and 476 managing active YouTube channels.

Plus, over 514 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 Colorado provides everything for you to connect with active, visible, and verified businesses.

2,237+
Total Records
77.5%
Email Coverage
98.4%
Phone Coverage
88.6%
Website Coverage
Last Updated: June 26, 2026

What's Inside This Dataset

1,734

Email addresses ready for campaigns

77.5%

2,201

Direct phone numbers for outreach

98.4%

1,711

Complete contacts — phone & email both

76.5%

1,982

Businesses with a live website

88.6%

Social Media Reach

1,266

Facebook

647

Instagram

1,002

LinkedIn

476

YouTube

CSV · XLSX
Verified & accurate
Instant download
Updated June 26, 2026

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Sample Preview

Financial planners List in Colorado

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

Business NameAddressCityStateCountryGoogleEmailPhoneWebsiteReviewsRatingFBIGLIYT

Indelible Wealth Group

Address
BerthoudColoradoUnited States
Email
Phone
8
5

Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group

Address
LovelandColoradoUnited States
Email
Phone
5
5

Momentum Financial Planning LLC

Address
LongmontColoradoUnited States
Email
Phone
8
5

Level Up Financial Planning, LLC

Address
TimnathColoradoUnited States
Email
Phone
5
4.4

MY Wealth Planners

Address
LongmontColoradoUnited States
Email
Phone
15
5

Evergreen Wealth Advisors

Address
DurangoColoradoUnited States
Email
Phone
1
5

Michael Barth - Financial Advisor, Ameriprise Financial Services, LLC

Address
DurangoColoradoUnited States
Email
Phone
1
5

Hinman Financial Planning, Inc.

Address
ErieColoradoUnited States
Email
Phone
2
5

Joey Bocci and Jordan Fuerst - Raymond James

Address
ErieColoradoUnited States
Email
Phone
0
0

Rocky Mountain Financial Solutions Inc.

Address
ErieColoradoUnited States
Email
Phone
0
0

Fuerst Financial LLC

Address
ErieColoradoUnited States
Email
Phone
0
0

Durango Financial Planning

Address
DurangoColoradoUnited States
Email
Phone
0
0

Steven Kreutzberg - Financial Advisor, Ameriprise Financial Services, LLC

Address
DurangoColoradoUnited States
Email
Phone
1
5

Jonathan Donnaway, CFP® - Investment Center Advisor Group

Address
DurangoColoradoUnited States
Email
Phone
0
0

Connolly Financial - Wealth Management

Address
DurangoColoradoUnited 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 2,237 records with complete field coverage.

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2,237 verified records — emails, phones, social profiles and more. One-time payment, instant download.

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By Location

Distribution by Location

Number of Financial planners across different territories

Use Cases

What You Can Do with the List of Financial planners in Colorado

The List of Financial planners in Colorado is a structured market intelligence dataset with 2,237 verified Financial planners records covering the full Colorado, United States market. Use it to research a market before entering it, identify the right businesses to target, enrich your CRM, or power outreach across email, phone, and social.

Financial planners Market Intelligence for Colorado, United States: 2,237 Verified Businesses

Before entering a market, pitching a service, or planning a territory, you need to know what's actually there. This dataset gives you a complete, structured view of the Financial planners industry in Colorado, United States. Not estimates; real business records:

Market sizing: Know exactly how many Financial planners operate in Colorado, United States, broken down by city and state, so you can size a territory or addressable market before committing budget.

Competitive landscape: See business density by area, identify saturated vs. underserved zones, and benchmark the rating distribution across the entire Financial planners market in Colorado.

Franchise & expansion research: Use the full Colorado, United States dataset to find white-space markets, analyse where competitors are clustered, and shortlist the best locations for new openings or franchisee recruitment.

Due diligence & sourcing: Researchers, consultants, and investors use this data to verify market claims, audit industry size, and identify acquisition or partnership targets.

Structured Financial planners Data for Colorado, United States, Ready for Any Tool or Analysis

This is not a scraped list. It is a structured, verified dataset built for analysts, developers, and growth teams who need reliable Financial planners business data in Colorado, United States they can actually work with:

Clean, structured format: Every record includes business name, address, phone, email, website, Google rating, and social handles, consistently formatted and ready to import without cleaning.

CRM & database import: Load directly into HubSpot, Salesforce, Zoho, Pipedrive, or any SQL/NoSQL database. Column names are standardised to match common field schemas out of the box.

Ad platform audiences: Upload to Google Ads Customer Match, Meta Custom Audiences, or LinkedIn Matched Audiences to run precision campaigns against your exact Financial planners segment in Colorado, United States.

API & automation friendly: Use the CSV or Excel export as a data source for n8n, Make, Zapier, or custom pipelines to seed a prospecting workflow, enrich existing records, or power a local directory.

Contact Financial planners Decision-Makers in Colorado, United States: 1,734 Emails and 2,201 Phone Numbers

For teams that need to reach Financial planners owners in Colorado, United States directly, the dataset includes verified contact details sourced from public business listings. No guesswork, no bounced emails:

Email outreach: 1,734 verified business email addresses ready for cold sequences, newsletters, or promotional campaigns targeting Financial planners operators in Colorado.

Phone prospecting: 2,201 direct business phone numbers, compatible with auto-dialers, VoIP tools, and SDR platforms for efficient call campaigns.

Hyper-local targeting: Filter contacts by city, suburb, or star rating before reaching out, so every message is relevant to the specific segment you're pitching rather than a mass blast.

Personalised at scale: The included ratings, website status, and social presence let you tailor your opening line to each business without manual research on every prospect.

Financial planners Social Media Presence and Online Activity in Colorado, United States

Beyond contact details, this dataset maps the online footprint of Financial planners in Colorado, United States, including 1,266 Facebook, 647 Instagram, and 1,002 LinkedIn profiles. Use it to understand digital maturity and find the right channel for each business:

Digital maturity analysis: See which Financial planners in Colorado, United States are active on social media vs. which have no online presence. Valuable intelligence for web design, SEO, and digital marketing agencies.

Social channel outreach: Reach Financial planners owners on the platforms they actually use. Facebook for local operators, LinkedIn for B2B decision-makers, Instagram for lifestyle and hospitality brands.

Influencer & partnership sourcing: Identify Financial planners with strong social followings for co-marketing deals, sponsored content, or brand ambassador conversations.

Audience building: Upload social profiles to Meta and LinkedIn to build matched audiences and lookalikes, targeting Financial planners owners in Colorado who already have an established online presence.

Download the Financial planners Database for Colorado, United States: One-Time, No Subscription

If you've been searching for a verified Financial planners email list, phone number database, or business directory for Colorado, United States, this is it. 2,237 records, instantly downloadable, starting at $24:

What's included: Business name, phone, email, mailing address, website, Google rating, review count, and social media profiles, all in one file.

Instant download: No waiting, no approval process. Pay and download immediately as CSV or Excel.

Verified & active only: Filtered to businesses with active listings and a minimum number of records, with no ghost entries or duplicates from inactive locations.

Own it outright: One-time purchase at $24. No monthly fees, no per-seat licensing, no usage caps. Use it across your whole team, indefinitely.

The List of Financial planners in Colorado gives you a single, reliable source of truth for the Financial planners market in Colorado, United States: 2,237 verified business records you can analyse, segment, import, or act on immediately. Whether you need market intelligence before a strategic decision or contact data to support a campaign, it's all in one download.

Contact Coverage

Contact Data for Financial planners in Colorado

2,237 total records · Updated June 26, 2026

2,201

Phone Numbers

98.4% of records

1,734

Email Addresses

77.5% of records

1,711

Both Phone & Email

76.5% 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 Colorado

Reach your prospects across every major social platform

1,266

Facebook Profiles

56.6%

647

Instagram Handles

28.9%

1,002

LinkedIn Profiles

44.8%

951

X / Twitter Handles

42.5%

476

YouTube Channels

21.3%

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 Colorado: Website Presence Breakdown

2,237 total records · Updated June 26, 2026

1,982

Financial planners with a website

88.6% of total

255

Financial planners without a website

11.4% of total

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

Ratings Breakdown

Financial planners in the Colorado By Ratings

42

Number of 1 star-rated Financial planners in Colorado

20

Number of 2 star-rated Financial planners in Colorado

86

Number of 3 star-rated Financial planners in Colorado

41

Number of 4 star-rated Financial planners in Colorado

514

Number of 5 star-rated Financial planners in Colorado

FAQ

Frequently Asked Questions about Financial planners in Colorado

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

How many Financial planners are there in Colorado?

Our verified database contains 2,237 financial planners across Colorado. This comprehensive count covers independent operators, regional chains, and enterprise-scale businesses, giving you a complete picture of the Colorado financial planners market for sales prospecting, competitive research, and territory planning.

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

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

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

What file formats is the Financial planners data available in?

The Colorado 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 Colorado cost?

The complete financial planners leads database for Colorado is priced at $24. This one-time purchase gives you instant access to all 2,237 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 Colorado have phone numbers?

2,201 financial planners in Colorado (98% of the total) have phone numbers in our database. This makes the dataset highly effective for cold calling, telemarketing, and appointment setting campaigns targeting Colorado financial planners.

How many Financial planners in Colorado have email addresses?

1,734 financial planners in Colorado (78% 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 Colorado have both a phone number and email address?

1,711 financial planners in Colorado 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 Colorado are on LinkedIn?

1,002 financial planners in Colorado 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 Colorado have a Facebook page?

1,266 financial planners in Colorado 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 Colorado have an Instagram profile?

647 financial planners in Colorado 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 Colorado are active on X (Twitter)?

951 financial planners in Colorado 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 Colorado have a YouTube channel?

476 financial planners in Colorado 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 Colorado have a website?

1,982 financial planners in Colorado (89%) 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 Colorado do not have a website?

255 financial planners in Colorado 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 Colorado have a 5-star rating?

514 financial planners in Colorado 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 Colorado have a 4-star rating?

41 financial planners in Colorado 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 Colorado have a 3-star rating?

86 financial planners in Colorado 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 Colorado have a 2-star rating?

20 financial planners in Colorado 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 Colorado have a 1-star rating?

42 financial planners in Colorado 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 Colorado 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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