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    CA City

    Financial consultant in Concord, CA

    Concord, CA has 10 financial consultant businesses. The average customer rating is 5.0 out of 5 stars. The top-rated business is Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS® with 5.0 stars and 3 reviews. 70% have websites, 60% list phone numbers, 60% provide email contacts.

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    Market Insights

    Everything you need to know about this market at a glance

    Total Businesses

    10

    in this area

    Avg Rating

    5

    Typical: 5.0 stars

    Avg Reviews

    1

    (8 reviewed)

    Avg Age

    3 months

    New Market
    Data Quality
    A
    Good
    Market Type
    Competitive

    How to Reach Them

    Moderate

    What contact info is available for these businesses

    Website
    70%
    Email
    60%
    Phone
    60%
    Social
    50%
    Avg contact methods1.9 / 3

    A reasonable number of businesses have websites and emails available.

    Customer Ratings

    Very Consistent

    How customers rate these businesses and who gets the most attention

    4.5-5.0: 100%

    This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.

    Top 10% of businesses get38% of all reviews

    A handful of well-known businesses attract most customer reviews, while many others fly under the radar.

    Highest Rated Business

    Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®

    5(3)

    Most businesses here have similar quality - customers generally get a reliable experience regardless of which one they choose.

    Competition Level

    How competitive is this market and who controls it

    How spread out is the market?66%

    100% = completely spread out, no one dominates. 0% = one business controls everything.

    Top player's market share37.5%
    Dominant Player

    One business controls a large chunk of this market. You'll need a clear differentiator to compete effectively.

    New or small businesses0%

    Most businesses here have an established online presence with reviews. The market is mature and businesses are well-known.

    Market Maturity

    How old are these businesses and is the market growing?

    Average time since businesses were listed

    3 monthsNew Market

    Most businesses here are relatively new. This is an emerging market with lots of fresh competition.

    New businesses in the last 90 days

    0%Stable

    Very few new businesses are opening. The market has settled and existing players have established positions.

    Location & Data

    A

    Where businesses are located and how complete the data is

    Geographic spread42% clustered
    Somewhat Spread

    Businesses are distributed across the area but with some clustering in popular zones.

    Avg distance from center713 km
    Can be shown on map100%
    Profile completeness79%

    How many businesses have complete info (name, phone, address, website, email).

    Unique addresses80%

    Business Attributes

    Special characteristics that businesses in this market have self-reported

    Wheelchair Accessible8(80%)
    Claimed7(70%)
    Permanently Closed1(10%)

    These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.

    Financial consultant Market Overview in Concord, CA

    There are 10 financial consultant serving Concord, CA. The average rating is 5 stars based on 8 reviewed businesses. Reviewed businesses have an average of 1 reviews. 70% have websites and 60% list email contact and 60% have phone numbers. The highest-rated is Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS® with 5 stars from 3 reviews.

    Financial consultant Statistics in Concord, California

    Real-time market data for financial consultant businesses in Concord. Updated from verified public sources.

    • -There are 10 Financial consultant in Concord, California.
    • -Average rating: 5.0 (above the state average of 4.6).
    • -70% have a website, 30% have Google reviews.
    • -ZIP code 94520 is the top-rated area for Financial consultant in Concord (5.0 avg rating).

    Total Businesses

    10

    Financial consultant in Concord

    Average Rating

    5.0

    From 8 total reviews

    Have a Website

    70%

    State avg: 86%

    Have Google Reviews

    30%

    Avg 0.8 reviews each

    Rating Comparison: Concord vs California

    Concord is 0.4 above the California state average of 4.6
    Concord5.0
    California Average4.6

    Digital Presence of Financial consultant in Concord

    Have a website70%
    Have Google reviews30%
    Have a listed email60%
    Have a listed phone60%

    Top-Rated ZIP Codes for Financial consultant in Concord

    ZIP CodeBusinessesAvg RatingWebsite %
    94520Top105.070%

    Financial consultant in Nearby Cities

    CityBusinessesAvg RatingWebsite %
    ConcordCurrent105.070%
    Walnut Creek844.399%
    San Ramon134.685%
    Danville114.391%
    Berkeley84.175%
    Orinda7-86%
    Lafayette43.675%

    Financial consultant Locations in Concord, CA

    Top 9 shown
    Loading map...
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    Top Businesses

    Financial consultant in Concord, CA

    Browse 10 verified businesses with contact details

    9 of 10 businesses

    1
    ProlificFinancial consultant
    1470 Civic Ct Suite 312
    No reviewsView Details
    1850 Gateway Blvd Suite 280
    No reviewsView Details
    3
    Daniel Y WongFinancial consultant
    2001 Clayton Rd FLOOR 8
    No reviewsView Details
    1355 Willow Way #275
    No reviewsView Details
    5
    Financial institutionFinancial consultant
    1850 Gateway Blvd Suite 280
    No reviewsView Details
    1355 Willow Way #275
    No reviewsView Details
    7
    Financial institutionFinancial consultant
    1800 Sutter St #500
    No reviewsView Details
    9
    Shauna Financial ServiceFinancial consultant
    2151 Salvio St Ste A2 #356

    Financial consultant Market Analysis in Concord, CA

    Comprehensive market data for financial consultant businesses in Concord, CA, based on 10 verified listings.

    10
    Total Businesses
    5.0
    Avg. Rating
    70%
    Have Websites
    Emerging
    Competition

    Market Size & Competition

    The financial consultant market in Concord, CA consists of 10 businesses competing for local customers. This is a niche market with limited competition, presenting opportunities for new businesses to establish market presence quickly.

    Active businesses10
    Avg. reviews per business1
    Businesses with reviews80%

    Customer Satisfaction

    Customer satisfaction among financial consultant in Concord, CA shows excellent levels, with an average rating of 5.0 stars. About 100% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. The top 10% of businesses by review volume account for 38% of all reviews, indicating that customer engagement varies significantly across the market.

    Highest Rated
    Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS®
    5.0
    3 reviews

    Digital Presence & Online Visibility

    Digital adoption among financial consultant in Concord, CA varies significantly. 70% of businesses have websites, indicating moderate digital adoption. There is meaningful opportunity for businesses without web presence to gain competitive advantage through digital channels.

    Website Presence70%
    Phone Listings60%
    Email Contact60%
    Social Media50%

    Contact Accessibility

    Reaching financial consultant in Concord, CA is possible through multiple channels. 60% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 60% email availability, though phone contact remains more universally accessible.

    60%
    Phone
    60%
    Email
    70%
    Website
    50%
    Social

    How We Compile This Data

    This market analysis is compiled from 10 verified financial consultant business listings in Concord, CA. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.

    Frequently Asked Questions

    Common questions about financial consultant in Concord, CA, answered with real data.

    Data reflects current listings on RangeLead and is updated regularly.

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