Exactdata

Personal Financial Advisor Mailing List

Channels
Estimated Quantity
Cost/Lead
Last Updated
$0.30
03/18/2024

For over 10 years, Exact Data has been an industry leader providing personal financial advisor mailing lists. We custom build each list with your campaign\'s goals in mind - whether you need a postal, phone, or email list, we have a contact list for you. All of our business data, especially our mailing list of personal financial advisors, is perfect for any type of direct marketing campaign.

Send an Email Marketing Campaign to a Personal Financial Advisor Email List

Our CAN-SPAM compliant, email list is regularly updated to remove opt-outs and bad email addresses to ensure high deliverability. This not only keeps your IPs and sending domains healthy, but makes sure your audience receives your message! Want us to send your emails? We guarantee 100% deliverability when we deploy your email marketing campaign and provide a detailed clicks and opens report following the deployment.

Start Telemarketing with a Personal Financial Advisor Phone List

The backbone of any telemarketing campaign is the quality of your list. Including new phone connects, our personal financial advisor phone list contains the ideal phone numbers for connecting your call center or in-house telemarketing team with their target audience.

Available Selects:

  • Job Title
  • Company Size
  • Location Type
  • Job Level
  • Sales Volume
  • Industry
  • Job Function
  • Small Business

Job Titles and Areas of Expertise

  • Certified Financial Planners
  • Estate Planners
  • Estate Planning Counselors
  • Financial Consultants
  • Financial Counselors
  • Financial Planners
  • Individual Pension Advisers
  • Individual Pension Consultants
  • Personal Financial Planners
  • Personal Investment Advisers
  • Private Bankers
  • Wealth Managers

Ordering Instructions

Looking for counts or pricing? These vary depending on your target geography and a variety of other factors. Fill out the form on the right or click the buttons above to get more information.

Get count
Buy this List

To purchase the Wealth Managers, select "BUY THIS LIST", then select the quantity. Select "GET COUNT" if you prefer to be contacted by a sales consultant.

Fields included in all business lists: contact name, title, phone number when applicable, and email addresses where available.

Let's Connect

Tell us about yourself and we'll reach out shortly, or call 877.440.3282.


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Our Data Hygiene Process

Exact Data builds its Business and Consumer databases utilizing hundreds of publicly available sources including public directories, annual reports, real estate and tax assessments, and more. We also invest millions of dollars every year and dedicate hundreds of full-time researchers to ensure our records are kept up to date.

Instant Download

Once you’ve made your purchase, you’ll receive your list within a few hours and have the ability to download it instantly as a .csv file. Your list can be integrated into your CRM application quickly and you can get started with making new connections right away.

Leads for Every Market

We provide direct, specific, and detailed information that allows you to make valuable connections with your future business contacts. This includes emails, names, phone numbers, postal addresses, business titles, company/industry information, department information, fax numbers, revenue, and even employee information.

Transparent Usage Rights

Our pricing is always transparent. There are no hidden fees or long-term monthly contracts. We charge the same price regardless of business size or status.

For your free accurate count or quote on an email list, phone list, or mailing list of , please fill out the form or call us directly at 877.440.3282.

Find Your Audience
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