List of Financial planners in Billings
There are 114 Financial planners in Billings as of April 13, 2026. Concentrated within a single metro area, this represents a high-density opportunity for hyper-local B2B campaigns and direct outreach to decision-makers.
Billings accounts for approximately 26.4% of all 432 Financial planners in Montana, making it the dominant city market in the state and a top priority for any regional outreach strategy.
Around 85.1% of Financial planners in Billings have email addresses, 98.2% have phone numbers, and 83.3% include both — with 93.0% also having a website.
These businesses are active on social media: 78 have Facebook pages, 39 are on Instagram, 48 have LinkedIn profiles, 63 use X (formerly Twitter), 21 maintain YouTube channels. Over 20 Financial planners have been rated by real users, making this dataset a strong fit for local reputation management and review-based outreach. This dataset is best suited for hyperlocal outreach in Billings.
| 114 Number of Financial planners | |
| 97 Email addresses | |
| 112 Phone numbers | |
| 106 With Websites | |
| 48 LinkedIn Profiles |
| 78 Facebook Profiles | |
| 39 Instagram Handles | |
| 63 X Handles | |
| 21 YouTube Channels | |
| 95 Phone and Email |
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Data updated on April 13, 2026
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Download sample list of Financial planners in Billings
Find new clients and close more deals with the world s best business leads provider. You can download Financial planners 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.
| NAME | Address | City | State | Country | Phone | Website | Review Count | Review Scores | Google URL | Youtube | ||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Global Food Technologies Inc |
| Hanford | California | United States |
|
| - | 3 | 4.7 | - | - | - | - | |
Snowâs Tax & Financial Services |
| Rector | Arkansas | United States |
|
| - | 1 | 5 | - | - | - | - | |
Cheeseman Financial |
| Salem | South Dakota | United States |
|
|
| 1 | 5 | |||||
Lennox Financial |
| Swampscott | Massachusetts | United States |
|
|
| 0 | 0 | - | - | - | - | |
Merrill Lynch Private Wealth Advisor Leigh Cohen |
| New York | New York | United States |
|
|
| 0 | 0 | - | - | - | - | |
Guardian Life |
| New York | New York | United States |
|
|
| 48 | 3.3 | - | - | - | ||
Park Avenue Financial Advisors |
| New York | New York | United States |
|
|
| 1 | 5 | - | - | |||
Wilson Capital Investment Advisory |
| Swampscott | Massachusetts | United States |
|
|
| 0 | 0 | - | - | |||
Dreyfus Corporation |
| New York | New York | United States |
|
|
| 2 | 3 | - | - | - | ||
Craig C Cheeseman - Financial Advisor, Ameriprise Financial Services, LLC |
| Salem | South Dakota | United States |
|
|
| 0 | 0 | |||||
Northstar Financial Planning |
| Windham | New Hampshire | United States |
|
|
| 1 | 5 | - | - | |||
Luttner Financial Group |
| Morgantown | West Virginia | United States |
|
| - | 7 | 4.4 | - | - | - | - | |
USA Financial Services Inc |
| Canton | Illinois | United States |
|
| - | 0 | 0 | - | - | - | - | |
Kristen S. Han, CPA, CFP |
| New York | New York | United States |
|
|
| 20 | 5 | - | - | - | - | |
Steven M. Andrews, CFP |
| Windham | New Hampshire | United States |
|
|
| 1 | 5 | - | - | - | - | |
D B Mc Kenna & Co Inc |
| Bennington | Vermont | United States |
|
|
| 3 | 5 | - | - | - | - | |
Integrity Financial Planning |
| Morgantown | West Virginia | United States |
|
|
| 2 | 5 | - | - | - | - | |
Brooklyn Fi |
| Brooklyn | New York | United States |
|
|
| 21 | 4.8 | |||||
Penn Wealth Planning - Ameriprise Financial Services, LLC |
| New Hope | Pennsylvania | United States |
|
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| 1 | 5 | |||||
Dudurich Investment Associates |
| Clearfield | Pennsylvania | United States |
|
|
| 1 | 5 | - | - | - | - |
How many Financial planners are there in the Billings?
Financial planners in the Billings
Last updated: April 13, 2026
In Billings, approximately 85.1% of Financial planners have email contacts, while 98.2% have phone numbers, making it well-suited for precision outreach within a single urban market.
Data last updated April 13, 2026
98.2%
112 Financial planners in Billings with Phone Number
85.1%
97 Financial planners in Billings with Email Address
83.3%
95 Financial planners in Billings with Phone and Email
A majority of Financial planners records in Billings include both email and phone data, enabling highly targeted local outreach strategies.
How to Use the List of Financial planners in Billings
Billings 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 Billings
Every record in this dataset is a financial planners business verified within Billings — no filtering needed. 98.2% 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
Billings's tight geographic footprint makes it ideal for high-relevance outreach. With 85.1% of financial planners 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
93.0% of financial planners in Billings 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.
Billings is the dominant hub for Financial planners in Montana — concentrating over a fifth of the state's entire market in a single metro, making it unmatched for high-density local outreach.
Social Media Reach of Financial planners in Billings
Billings's Financial planners businesses are well-represented across social channels, making this dataset a strong fit for social-first outreach strategies.
Explore Related Financial planners by Location
Around 93.0% of Financial planners in Billings have an active website, pointing to a digitally active local market ready for direct website-driven outreach.
Data last updated April 13, 2026
93.0%
106 Financial planners in Billings that have a website
7.0%
8 Financial planners in Billings that do not have a website
Download sales qualified leads of Financial planners in the Billings
Download this data in CSV, Esri Shapefile, Excel, GeoJSON, or KML (Google Earth) file formats.
21 Financial planners in Billings have earned 4-star or higher ratings from real customers, making this dataset well-suited for review-focused local targeting.
3
1-star rated Financial planners in Billings
0
2-star rated Financial planners in Billings
0
3-star rated Financial planners in Billings
1
4-star rated Financial planners in Billings
20
5-star rated Financial planners in Billings
Frequently Asked Questions
Answers of the most common questions about our dataset
How many Financial planners are there in Billings?
There are 114 Financial planners in Billings as of the latest update. This makes Billings an active market for B2B outreach and lead generation in the Financial planners industry.
How many Financial planners in Billings have email addresses?
97 Financial planners in Billings have verified email addresses — giving you a strong foundation for direct email outreach and drip campaigns.
How many Financial planners in Billings have phone numbers?
112 Financial planners in Billings include phone numbers. Of those, 95 also have email addresses, making them ideal for multi-channel outreach.
Can I use this data for local campaigns targeting Financial planners in Billings?
Yes. The dataset covers 114 Financial planners businesses in Billings, 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 planners in Billings?
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 planners list for Billings?
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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