List of Financial planners in Vermont
Vermont has 331 Financial planners in this dataset, last verified September 6, 2026. It ranks 49th of 51 states with 0.2% of the national total, between District of Columbia (448) and Wyoming (304).
Email coverage mirrors the national picture, with 166 records (50.2%) including an email address against 49.3% across the United States. 328 (99.1%) list a phone number, and 166 carry both.
91.5% of Financial planners in Vermont have a website, in line with the national average of 90.3%. Only 28 lack a site, so pitch redesigns and SEO rather than first-time builds.
Among the 90 rated Financial planners in Vermont, 70% hold a 5-star average, in line with the national figure of 70%. 8 are rated 1 to 2 stars (8.9% of rated businesses, below the national 9.8%), a natural shortlist for reputation management and review software.
Social Media Reach
85
31
66
26
YouTube
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Financial planners List in Vermont
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| LOGO | Business Name | Address | City | State | Country | Phone | Website | Reviews | Rating | FB | IG | LI | YT | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
 | Edward Jones - Financial Advisor: Scott M Rizzo, CEPA® | Address | White River Junction | Vermont | United States | Email | Phone | 1 | 2 | — | — | — | — | ||
 | Jessica Anderson - UBS Financial Services Inc. | Address | Rutland | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | The Braun-Dubie Group - Morgan Stanley | Address | Colchester | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Davis & Hodgdon Associates CPAs | Address | Williston | Vermont | United States | Email | Phone | 3 | 3.7 | — | |||||
Baystate Financial Services | Address | Woodstock | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | |||
T K Ryan Inc | Address | Middlebury | Vermont | United States | Email | Phone | — | 1 | 5 | — | — | — | — | ||
 | Bankers Life | Address | South Burlington | Vermont | United States | Email | Phone | 1 | 5 | — | |||||
Dorset Capital Partners | Address | Dorset | Vermont | United States | Email | Phone | 1 | 2 | — | — | — | — | |||
 | The Green Mountain Group - Morgan Stanley | Address | Colchester | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Northwestern Mutual Life Insurance | Address | Bennington | Vermont | United States | Email | Phone | 0 | 0 | — | |||||
 | Edward Jones - Financial Advisor: Alexander Adami | Address | Stowe | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Secure Financial Services, Inc. | Address | Colchester | Vermont | United States | Email | Phone | 1 | 1 | — | — | — | — | ||
D B Mc Kenna & Co Inc | Address | Bennington | Vermont | United States | Email | Phone | 3 | 5 | — | — | — | — | |||
 | Edward Jones - Financial Advisor: Amy C Frechette | Address | Brattleboro | Vermont | United States | Email | Phone | 0 | 0 | — | — | — | — | ||
 | Daniel Coppens - Associate Financial Advisor, Ameriprise Financial Services, LLC | Address | Colchester | Vermont | United States | Email | Phone | 0 | 0 | — | — | — |
This is a randomized preview — the full database contains 331 records with complete field coverage.
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331 verified records — emails, phones, social profiles and more. One-time payment, instant download.
What You Can Do with the List of Financial planners in Vermont
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 331 Financial planners in Vermont, with the fields to call, email, segment and map them.
Who Sells to Financial planners in Vermont
Each of these buyers can work the 331 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 331 Financial planners in Vermont.
- 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 Contact Form Outreach in Vermont
Start with the 166 records that list both a phone number and an email address, then widen out channel by channel:
- Cold calling (328): 99.1% of records include a phone number for call campaigns, appointment setting and follow-ups.
- Email sequences (166): 50.2% of records include an email address, so email can lead the campaign with calls as follow-up.
- Website contact forms (97): businesses with a contact page URL give you another way in when no email is listed.
- 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 Vermont
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 (8): businesses with poor Google ratings, prospects for reputation management and review generation services.
- No Facebook page (246): 74% have no Facebook page on record, an opening for social media management agencies.
Prioritize Cities Across Vermont
Rank areas inside Vermont by record count before sending reps out:
- 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 Vermont
331 records · verified September 6, 2026
- Phone numbers
- 328
- Email addresses
- 166
- Phone and email
- 166
- Websites
- 303
Google ratings· 90 rated (27%)
70% hold 5 stars
- 1-star rated
- 6
- 6.7% of rated
- 2-star rated
- 2
- 2.2% of rated
- 3-star rated
- 10
- 11.1% of rated
- 4-star rated
- 9
- 10% of rated
- 5-star rated
- 63
- 70% of rated
Social profiles:
- Facebook:85· 25.7%
- LinkedIn:66· 19.9%
- Instagram:31· 9.4%
- YouTube:26· 7.9%
- X (Twitter):22· 6.6%
Financial planners in Vermont are an email-friendly, Facebook-heavy market: 99.1% list a phone number and 50.2% publish an email. Among 90 rated Financial planners, 70% hold 5 stars, a spread heavily skewed to the top, so low ratings stand out.
Related Financial planners by Location
Browse datasets for Financial planners across nearby locations
Frequently asked questions about Financial planners in Vermont
Everything you need to know about our financial planners database for Vermont: data quality, coverage, freshness, pricing, and formats. Last updated September 6, 2026.
How many Financial planners are there in Vermont?
There are 331 financial planners in Vermont in our verified database, as of September 6, 2026.
This covers independent operators, regional chains, and enterprise-scale businesses, across every city in Vermont, for sales prospecting, competitive research, and territory planning.
How up to date is the Financial planners data for Vermont?
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 Vermont?
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 Vermont?
InfiniteLeadsHub provides verified market intelligence datasets for financial planners businesses in Vermont 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 Vermont cost?
The complete financial planners leads database for Vermont costs $10 as a one-time payment.
You get instant access to all 331 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 Vermont 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 Vermont 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 Vermont have phone numbers?
328 financial planners in Vermont (99% 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 Vermont have email addresses?
166 financial planners in Vermont (50%) 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 Vermont have both a phone number and an email address?
166 financial planners in Vermont 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 Vermont are active on social media?
Social profile coverage for financial planners in Vermont: 66 on LinkedIn, 85 on Facebook, 31 on Instagram, 26 on YouTube, 22 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 Vermont have a website?
303 financial planners in Vermont (92%) 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 Vermont do not have a website?
28 financial planners in Vermont 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 Vermont?
Rating breakdown for financial planners in Vermont: 63 with a 5-star rating, 9 with a 4-star rating, 10 with a 3-star rating, 2 with a 2-star rating, 6 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 Vermont 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 Vermont 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.