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List of Financial consultants in Stamford

There are 136 Financial consultants in Stamford as of May 18, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.

Stamford accounts for approximately 12.9% of all 1,058 Financial consultants in Connecticut, positioning it as one of the most significant city-level markets in the state for targeted B2B campaigns.

Around 80.1% of Financial consultants in Stamford have email addresses, 99.3% have phone numbers, and 79.4% include both — with 89.0% also having a website.

These businesses are active on social media: 98 have Facebook pages, 5 are on Instagram, 92 have LinkedIn profiles, 84 use X (formerly Twitter), 46 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Stamford.

136 Number of Financial consultants
109 Email addresses
135 Phone numbers
121 With Websites
92 LinkedIn Profiles
98 Facebook Profiles
5 Instagram Handles
84 X Handles
46 YouTube Channels
108 Phone and Email
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Data updated on May 18, 2026

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Download sample list of Financial consultants in Stamford

Find new clients and close more deals with the world s best business leads provider. You can download Financial consultants email and phone number lists for your sales teams. Here is a random sample of 20 records for you to look at the fields and the data that we provide.

NAMEAddressCityStateCountryEmailPhoneWebsiteReview CountReview ScoresGoogle URLFacebookInstagramLinkedInYoutube

Financial institution

Location Address

Farmington Hills

Michigan

United States

Email Email

Phone Phone

Website Website

0

0

-

Edward Jones - Financial Advisor: Joel Nierman

Location Address

Floyds Knobs

Indiana

United States

Email Email

Phone Phone

Website Website

0

0

-

WesBanco Bank

Location Address

Shinnston

West Virginia

United States

Email Email

Phone Phone

Website Website

10

3.9

-

-

The Desai Group - UBS Financial Services Inc.

Location Address

Chicago

Illinois

United States

Email Email

Phone Phone

Website Website

0

0

-

-

-

Kenneth Michael Frost: Primerica - Financial Services

Location Address

Cedar Falls

Iowa

United States

Email Email

Phone Phone

Website Website

2

3

-

Edward Jones - Financial Advisor: Bill Bauerle

Location Address

Poway

California

United States

Email Email

Phone Phone

Website Website

1

5

-

Christopher Spahn - Morgan Stanley

Location Address

Westport

Connecticut

United States

Email Email

Phone Phone

Website Website

0

0

-

Edward Jones - Financial Advisor: Erica F Sellers, CFP®|ChFC®

Location Address

Chapin

South Carolina

United States

Email Email

Phone Phone

Website Website

3

4.7

-

Edward Jones - Financial Advisor: Rachael M Morawski, CFP®|AAMS®

Location Address

Missoula

Montana

United States

Email Email

Phone Phone

Website Website

2

3

-

FMS Bank

Location Address

Fort Morgan

Colorado

United States

Email Email

Phone Phone

Website Website

84

4.8

-

Summit Brokerage Services Inc

Location Address

Spring Hill

Florida

United States

Email Email

Phone Phone

-

0

0

-

-

-

-

Lauren Althaus - Thrivent Financial

Location Address

Ontario

California

United States

Email Email

Phone Phone

Website Website

0

0

-

Edward Jones - Financial Advisor: Kevin J McClelland, ChFC®|ChSNC®|AAMS™

Location Address

Blue Springs

Missouri

United States

Email Email

Phone Phone

Website Website

2

5

-

Global Doc Prep

Location Address

Boca Raton

Florida

United States

Email Email

Phone Phone

-

34

3.2

-

-

-

-

Allstate Personal Financial Representative: Ken Klages

Location Address

St Louis

Missouri

United States

Email Email

Phone Phone

Website Website

2

3

John Grecco - Regions Financial Advisor

Location Address

Crystal River

Florida

United States

Email Email

Phone Phone

Website Website

0

0

Edward Jones - Financial Advisor: Kevin S Baltier, CFP®

Location Address

Collierville

Tennessee

United States

Email Email

Phone Phone

Website Website

0

0

-

Edward Jones - Financial Advisor: Scott Muschinske, AAMS®

Location Address

Wausau

Wisconsin

United States

Email Email

Phone Phone

Website Website

3

3.7

-

Juana Montalvo - ALLIANCE Credit Union

Location Address

Fort Worth

Texas

United States

Email Email

Phone Phone

Website Website

238

5

-

Roundtable Forum LLC

Location Address

East Hampton

Georgia

United States

Email Email

Phone Phone

Website Website

0

0

-

-

How many Financial consultants are there in the Stamford?

Total Records
136

Financial consultants in the Stamford

Last updated: May 18, 2026

Contact Coverage · Stamford

In Stamford, approximately 80.1% of Financial consultants have email contacts, while 99.3% have phone numbers, giving strong contact coverage for city-level sales and marketing campaigns.

Data last updated May 18, 2026

Statistics Icon

99.3%

135 Financial consultants in Stamford with Phone Number

Statistics Icon

80.1%

109 Financial consultants in Stamford with Email Address

Statistics Icon

79.4%

108 Financial consultants in Stamford with Phone and Email

Data Completeness

The depth of contact coverage in Stamford is strong: over half of Financial consultants records carry both an email address and a phone number, ready for direct outreach.

79.4%of Financial consultants have both email & phone
Email + Phone79.4%
Email only80.1%
Phone only99.3%
Website89.0%

How to Use the List of Financial consultants in Stamford

Stamford is a high-density local market — every record is within a single metro area. Here's how businesses, agencies, and sales teams are putting this data to work.

Direct Sales Outreach in Stamford

Every record in this dataset is a financial consultants business verified within Stamford — no filtering needed. 99.3% have phone numbers on record, so load it directly into your CRM or dialer and start reaching decision-makers the same day, without spending time on list cleanup or geographic deduplication.

City-Focused Email & Phone Campaigns

Stamford's tight geographic footprint makes it ideal for high-relevance outreach. With 80.1% of financial consultants having email addresses on record, every contact is in the same metro — so your messaging stays sharp and your reply rates stay high.

Local Ad Audience Building

89.0% of financial consultants in Stamford have a listed website, making them easy to track and target online. Use the dataset to build a custom audience on Facebook, Google, or LinkedIn — more precise than platform geo-targeting and far cheaper than broad local ad inventory.

Major City Market

12.9%

of 1,058 Financial consultants in Connecticut

City Market Overview

For sales teams covering Connecticut, Stamford is a priority stop — concentrated, accessible, and large enough to support dedicated city-level pipelines.

Email80.1%
Phone99.3%
Website89.0%

Social Media Reach of Financial consultants in Stamford

A significant portion of Financial consultants in Stamford are reachable on social platforms — ideal for geo-targeted ads, direct messaging, and community-level campaigns.

Facebook Profiles
9872.1%
Facebook Profiles
Instagram Handles
53.7%
Instagram Handles
LinkedIn Profiles
9267.6%
LinkedIn Profiles
X Handles
8461.8%
X Handles
Youtube Channels
4633.8%
Youtube Channels

Website Presence

Around 89.0% of Financial consultants in Stamford have an active website, ideal for agencies offering web design, local SEO, or Google Business Profile services in the area.

Data last updated May 18, 2026

Statistics Icon

89.0%

121 Financial consultants in Stamford that have a website

Statistics Icon

11.0%

15 Financial consultants in Stamford that do not have a website

Download sales qualified leads of Financial consultants in the Stamford

Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.

Frequently Asked Questions

Answers of the most common questions about our dataset

How many Financial consultants are there in Stamford?

There are 136 Financial consultants in Stamford as of the latest update. This makes Stamford an active market for B2B outreach and lead generation in the Financial consultants industry.

How many Financial consultants in Stamford have email addresses?

109 Financial consultants in Stamford have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.

How many Financial consultants in Stamford have phone numbers?

135 Financial consultants in Stamford include phone numbers. Of those, 108 also have email addresses, making them ideal for multi-channel outreach.

Can I use this data for local campaigns targeting Financial consultants in Stamford?

Yes. The dataset covers 136 Financial consultants businesses in Stamford, making it well-suited for hyper-local outreach, direct mail, and targeted digital ads within the area.

What data fields are included for each Financial consultants in Stamford?

Each record typically includes business name, address, phone number, email, website, social media handles (Facebook, Instagram, LinkedIn, X, YouTube), and customer ratings where available.

How can I access the complete Financial consultants list for Stamford?

You can purchase and instantly download the full dataset from this page. A free sample is also available so you can review the data quality and structure before buying.

Still have questions? Feel free to reach out to our support team

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