List of Financial planners in Connecticut
Connecticut has 2,717 Financial planners in this dataset, last verified September 6, 2026. It ranks 21st of 51 states with 1.9% of the national total, between Arizona (2,795) and Maryland (2,552).
Among cities, Portland leads by a wide margin with 661, 2.8 times the size of Stamford (239), followed by Salem (221). Together the top three hold 41% of the state total, with the rest spread across smaller cities and towns.
Email is harder to come by in Connecticut: 1,117 records (41.1%) include an email address, below the national rate of 49.3%, so phone should carry more of the outreach. 2,667 (98.2%) list a phone number, and 1,102 carry both.
90.3% of Financial planners in Connecticut have a website, in line with the national average of 90.3%. Only 263 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 694 rated Financial planners in Connecticut, 67% hold a 5-star average, in line with the national figure of 70%. 73 are rated 1 to 2 stars (11% of rated businesses, above the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
831
351
544
289
YouTube
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Financial planners List in Connecticut
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Jackson Fredericks - Financial Advisor, Ameriprise Financial Services, LLC | Address | Southbury | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | |||
Becker Financial Solutions, LLC | Address | South Windsor | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Rob Caiaze - RBC Wealth Management Financial Advisor | Address | Farmington | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Katherine Condy - RBC Wealth Management Financial Advisor | Address | Stamford | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Merrill Lynch Financial Advisor Timothy Orr | Address | New Canaan | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | HTG Investment Advisors Inc | Address | New Canaan | Connecticut | United States | Email | Phone | 32 | 5 | — | — | ||||
 | Joel I. Bernstein, CRPC | Address | Shelton | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Amy Gillis - UBS Financial Services Inc. | Address | Westport | Connecticut | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
 | Thrivent Financial | Address | Berlin | Connecticut | United States | Email | Phone | 3 | 3.7 | — | — | — | — | ||
 | David Reynolds | Address | Uncasville | Connecticut | United States | Email | Phone | 0 | 0 | — | — | ||||
 | Carson Wealth | Address | Wallingford | Connecticut | United States | Email | Phone | 2 | 5 | — | — | — | — | ||
JGS Wealth Management | Address | Colchester | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
 | Bank of America Private Client Advisor Trinh Jermyn | Address | Greenwich | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | North Cove Capital - Ameriprise Financial Services, LLC | Address | Westbrook | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | |||
 | Riley Juenger - Raymond James | Address | Westport | Connecticut | United States | Email | Phone | 0 | 0 | — | — | — | — |
This is a randomized preview — the full database contains 2,717 records with complete field coverage.
Get the full Financial planners database
2,717 verified records — emails, phones, social profiles and more. One-time payment, instant download.
Distribution by Location
Number of Financial planners across different territories
What You Can Do with the List of Financial planners in Connecticut
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 2,717 Financial planners in Connecticut, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Connecticut
Each of these buyers can work the 2,717 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 2,717 Financial planners in Connecticut.
- 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 Connecticut
Start with the 1,102 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (2,667): 98.2% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (1,117): 41.1% of records include an email address, enough to run a dedicated cold email campaign alongside calls.
- Facebook messages (831): 30.6% 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 Connecticut
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 (73): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (1,886): 69% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Connecticut
The 2,717 Financial planners in Connecticut are spread across 17 cities we track, so rank areas before sending reps out:
- Top city markets: Portland, Stamford, Salem, Greenwich and Canton hold 56% of records in Connecticut, the biggest clusters for in-person visits.
- Postal code patches: records include postal codes, so each rep can get a compact patch with no overlapping accounts.
- Route planning: records include latitude and longitude, so you can map accounts and plan visit days around clusters.
Data Coverage for Financial planners in Connecticut
2,717 records · verified September 6, 2026
- Phone numbers
- 2,667
- Email addresses
- 1,117
- Phone and email
- 1,102
- Websites
- 2,454
Google ratings· 694 rated (26%)
67% hold 5 stars
- 1-star rated
- 45
- 6.5% of rated
- 2-star rated
- 28
- 4% of rated
- 3-star rated
- 100
- 14.4% of rated
- 4-star rated
- 58
- 8.4% of rated
- 5-star rated
- 463
- 66.7% of rated
Social profiles:
- Facebook:831· 30.6%
- LinkedIn:544· 20%
- Instagram:351· 12.9%
- X (Twitter):303· 11.2%
- YouTube:289· 10.6%
Financial planners in Connecticut are a mixed-channel, Facebook-heavy market: 98.2% list a phone number and 41.1% publish an email. Among 694 rated Financial planners, 67% hold 5 stars, a mostly positive spread.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Connecticut
Everything you need to know about our financial planners database for Connecticut: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Connecticut?
There are 2,717 financial planners in Connecticut in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Connecticut, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Connecticut?
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 Connecticut?
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 Connecticut?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Connecticut 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 Connecticut cost?
The complete financial planners leads database for Connecticut costs $24 as a one-time payment.
You get instant access to all 2,717 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 Connecticut specifically, a one-time $24 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 Connecticut 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 Connecticut have phone numbers?
2,667 financial planners in Connecticut (98% 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 Connecticut have email addresses?
1,117 financial planners in Connecticut (41%) 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 Connecticut have both a phone number and an email address?
1,102 financial planners in Connecticut 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 Connecticut are active on social media?
Social profile coverage for financial planners in Connecticut: 544 on LinkedIn, 831 on Facebook, 351 on Instagram, 289 on YouTube, 303 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 Connecticut have a website?
2,454 financial planners in Connecticut (90%) 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 Connecticut do not have a website?
263 financial planners in Connecticut 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 Connecticut?
Rating breakdown for financial planners in Connecticut: 463 with a 5-star rating, 58 with a 4-star rating, 100 with a 3-star rating, 28 with a 2-star rating, 45 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 other states or the entire US?
Yes. The national Financial planners database covers all 50 US states, and individual state and major-city lists are also available.
If you buy Connecticut first, contact us and we'll credit your purchase toward the national upgrade.
Most multi-state buyers save money going national.
Is the Financial planners contact data in Connecticut 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.