COMPLETE FINANCIAL PLANNERS

This database consists of a responsive group of financial professionals. Financial Planners prepare fiscal plans for clients covering various aspects of personal finance. These include cash flow management, education planning, investment and retirement planning, risk management, insurance preparation, tax planning, estate planning and more. The professionals are equipped with the expertise to assist their clients with a detailed strategy that will best suit their needs for today and the future.

These knowledgeable individuals pay close attention to developments in the financial markets, often spending hours performing research and conducting evaluations.

Financial Planners are an excellent target audience for Planning Software, Continuing Education, Financial Periodicals, Association Memberships, Insurance as well as most consumer related offers.

This data has been enhanced with the USPS Delivery Point Validation to ensure the highest probability of delivery.

The file is NCOA'd against the USPS 48-month moves the day your list ships.  All records are 100% DPV coded.  Phones are appended when ordered & DNC scrubbed within a 30-day period ensuring the highest quality data hygiene.