Lead List of Financial Planners

We are looking for U.S. financial planners’ contact information. The names can be found on the two websites below. Please do not include people from the following companies: Merrill Lynch, Morgan Stanley, UBS, Wells Fargo, Charles Schwab.

Please provide a sample list.

The contact information will need to be in an Excel spreadsheet of the following:

· Financial planner’s name

· Financial planner’s email address

· Phone number

· Company name

· Company website address

· Company address


(1) Certified Financial Planner Board

[login to view URL]

Click on “Find a CFP® Professional”

Search by: City, State

(2) Financial Planning Association

[login to view URL]

Search by: City, State

Cities to search:

Chicago, Illinois

New York, New York

Atlanta, Georgia

Los Angeles, California

San Francisco, California

Newark, New Jersey

Washington, D.C.

Skills: Data Entry, Data Processing, Excel, Web Scraping, Web Search

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About the Employer:
( 0 reviews ) United States

Project ID: #18940261

39 freelancers are bidding on average $146 for this job


if you need financial advisors from USA, i already have the list, if you like to check sample feel free to pm thanks

$250 USD in 4 days
(1497 Reviews)

Hi, I can scrape cfp & plannersearch for you. what to do if some of the required fields is not available for some particular listing? do you want me to omit those or provide with available information?

$499 USD in 3 days
(245 Reviews)

Hi there. I am a full-time web researcher. Compiling database of Financial Planner database for US will be done with 100% accuracy within 2 days of project awarding. I have years of experience and have completed 500+ d More

$150 USD in 2 days
(388 Reviews)

Hello There will get all the Financial planner’s name · Financial planner’s email address· Phone number· Company name· Company website address· Company address Websites:

$150 USD in 3 days
(273 Reviews)

Hi There, After going through your project description and checking the attachments, we are placing our bid with complete understanding and confidence to submit a sample. We will collect an extensive and more comp More

$100 USD in 3 days
(192 Reviews)

Hello! I can collect the info for each financial planner. I can finish in 2 days . You will not be dissapointed, I have a big 34% rehire rate. Thank you!

$91 USD in 2 days
(246 Reviews)

Hi there, I can get you US financial Planner contacts. If you have questions or doubts about anything, please feel free to ask me. Sincerely, Mir

$100 USD in 3 days
(399 Reviews)

Greetings! Dear sir,I will conduct a thorough web research to gather email addresses or other contact details of financial planner's in US, as per your needs.. and also provide you following details-- · Financial p More

$50 USD in 1 day
(433 Reviews)

Hi, I can confirm you that I will be able to complete your project with the highest quality and accuracy. No need to pay me anything if you are not satisfied with my work. I will be more than happy if I get the opportu More

$150 USD in 3 days
(200 Reviews)

Hello, I have done a sample for your review. My quote is $250 for 1,000 leads. Please drop a PM if you’re interested. Best regards, Hoang

$250 USD in 10 days
(163 Reviews)

Hello I can give you accurate list of U.S. financial planners’ contact data in your required city and state as your required format. I understood the task perfectly. I am ready to show you sample first. Pls contact More

$120 USD in 4 days
(103 Reviews)

Hi, Can i help you to do the work.I've expert team handle the project and finished it very fast accurate. If you are looking for a true freelancer,I have read your project details and i think i am the right person whic More

$100 USD in 3 days
(162 Reviews)

Greetings! I have done a sample list. As Freelancers, we cannot initiate a chat for sharing the sample file. If you can initiate a chat, I can share the sample file. I have completed many such projects here on Fr More

$120 USD in 5 days
(165 Reviews)

Hello. I can do this work. Please, provide more detailed information and contact me. I am ready to start work. Thank You.

$120 USD in 4 days
(152 Reviews)

Dear Client, I understand the scope of work completely. I love perfection in work. So I ensure the work will be spot on. Your satisfaction is my success. Kindly contact me. Roy

$150 USD in 3 days
(303 Reviews)

Hey, I have seen your job post read your description very carefully. I have a sample file. Would you like to take a look Please? Here is the file link [login to view URL] More

$150 USD in 5 days
(48 Reviews)

**** I HAVE THESE RECORDS ALL READY TO DELIVER - MESSAGE ME VIA PMB **** Sir, I am well versed in these kind of jobs and can do your project as per requirement. I have over 12 years of experiences. I am very m More

$155 USD in 2 days
(112 Reviews)

Hello, I'm interested in building a list of U.S. financial planners’ contact information for you. I am very proficient in researching, diligent, attentive, detail oriented and I can do multitasking. I have massi More

$244 USD in 3 days
(115 Reviews)

Hi, I have got your job posting on Lead List of Financial Planners. According to your job description, you need a fast one for helping you in your tasks. And yes you have mentioned about your time. For your kind info More

$70 USD in 3 days
(118 Reviews)

Greetings, I am an experienced scrapper and have done similar projects in the past. Same can be verified by my profile. Let me allow to assist you. Thanks

$100 USD in 3 days
(46 Reviews)