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List of Financial consultants in Toledo

There are 54 Financial consultants in Toledo 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.

Toledo accounts for approximately 2.3% of all 2,301 Financial consultants in Ohio, making it a focused local market with a well-defined prospect base ideal for precision outreach.

Around 83.3% of Financial consultants in Toledo have email addresses, 100.0% have phone numbers, and 83.3% include both — with 88.9% also having a website.

These businesses are active on social media: 41 have Facebook pages, 4 are on Instagram, 41 have LinkedIn profiles, 37 use X (formerly Twitter), 34 maintain YouTube channels. This dataset is best suited for hyperlocal outreach in Toledo.

54 Number of Financial consultants
45 Email addresses
54 Phone numbers
48 With Websites
41 LinkedIn Profiles
41 Facebook Profiles
4 Instagram Handles
37 X Handles
34 YouTube Channels
45 Phone and Email
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Data updated on May 18, 2026

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Download sample list of Financial consultants in Toledo

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 Toledo?

Total Records
54

Financial consultants in the Toledo

Last updated: May 18, 2026

Contact Coverage · Toledo

In Toledo, approximately 83.3% of Financial consultants have email contacts, while 100.0% have phone numbers, supporting high-conversion hyper-local outreach in this city market.

Data last updated May 18, 2026

Statistics Icon

100.0%

54 Financial consultants in Toledo with Phone Number

Statistics Icon

83.3%

45 Financial consultants in Toledo with Email Address

Statistics Icon

83.3%

45 Financial consultants in Toledo with Phone and Email

Data Completeness

More than half of Financial consultants businesses in Toledo are reachable by both email and phone — making this dataset exceptionally actionable for multi-channel campaigns.

83.3%of Financial consultants have both email & phone
Email + Phone83.3%
Email only83.3%
Phone only100.0%
Website88.9%

How to Use the List of Financial consultants in Toledo

Toledo 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 Toledo

Every record in this dataset is a financial consultants business verified within Toledo — no filtering needed. 100.0% 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

Toledo's tight geographic footprint makes it ideal for high-relevance outreach. With 83.3% 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

88.9% of financial consultants in Toledo 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.

Focused Local Market

2.3%

of 2,301 Financial consultants in Ohio

City Market Overview

A targeted local opportunity: Toledo offers a focused pool of Financial consultants prospects ideal for personalized, high-conversion outreach strategies.

Email83.3%
Phone100.0%
Website88.9%

Social Media Reach of Financial consultants in Toledo

Many Financial consultants in Toledo actively use social platforms, making it a strong market for direct engagement and targeted campaigns.

Facebook Profiles
4175.9%
Facebook Profiles
Instagram Handles
47.4%
Instagram Handles
LinkedIn Profiles
4175.9%
LinkedIn Profiles
X Handles
3768.5%
X Handles
Youtube Channels
3463.0%
Youtube Channels

Website Presence

Around 88.9% of Financial consultants in Toledo have an active website, a strong signal for hyper-local digital targeting and city-level web campaigns.

Data last updated May 18, 2026

Statistics Icon

88.9%

48 Financial consultants in Toledo that have a website

Statistics Icon

11.1%

6 Financial consultants in Toledo that do not have a website

Download sales qualified leads of Financial consultants in the Toledo

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 Toledo?

There are 54 Financial consultants in Toledo as of the latest update. This makes Toledo an active market for B2B outreach and lead generation in the Financial consultants industry.

How many Financial consultants in Toledo have email addresses?

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

How many Financial consultants in Toledo have phone numbers?

54 Financial consultants in Toledo include phone numbers. Of those, 45 also have email addresses, making them ideal for multi-channel outreach.

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

Yes. The dataset covers 54 Financial consultants businesses in Toledo, 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 Toledo?

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 Toledo?

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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