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, 70% list phone numbers, 60% provide email contacts.
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Everything you need to know about this market at a glance
10
in this area
5
Typical: 5.0 stars
1
per business (8 reviewed)
5 months
New MarketWhat contact info is available for these businesses
A reasonable number of businesses have websites and emails available.
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
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®
Most businesses here have similar quality - customers generally get a reliable experience regardless of which one they choose.
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
One business controls a large chunk of this market. You'll need a clear differentiator to compete effectively.
Most businesses here have an established online presence with reviews. The market is mature and businesses are well-known.
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
Very few new businesses are opening. The market has settled and existing players have established positions.
Where businesses are located and how complete the data is
Businesses are distributed across the area but with some clustering in popular zones.
How many businesses have complete info (name, phone, address, website, email).
Special characteristics that businesses in this market have self-reported
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.
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 70% have phone numbers. The highest-rated is Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS® with 5 stars from 3 reviews.
Real-time market data for financial consultant businesses in Concord. Updated from verified public sources.
Total Businesses
10
Financial consultant in Concord
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Edward Jones - Financial Advisor: Umberto Leone, CFP®|CAP®|ChSNC®|AAMS® |
Browse 10 verified businesses with contact details
Showing 9 of 10 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
1470 Civic Ct Suite 312, Concord, CA, 94520 | No reviews | View | |
1850 Gateway Blvd Suite 280, Concord, CA, 94520 | No reviews | View | |
2001 Clayton Rd FLOOR 8, Concord, CA, 94520 | No reviews | View | |
1355 Willow Way #275, Concord, CA, 94520 | No reviews | View | |
1850 Gateway Blvd Suite 280, Concord, CA, 94520 | No reviews | View | |
1355 Willow Way #275, Concord, CA, 94520 | No reviews | View | |
1800 Sutter St #500, Concord, CA, 94520 | No reviews | View | |
2485 Salvio St, Concord, CA, 94520 | 5.0(3) | View | |
2151 Salvio St Ste A2 #356, Concord, CA, 94520 | 5.0(3) | View |
9 of 10 businesses
Comprehensive market data for financial consultant businesses in Concord, CA, based on 10 verified listings.
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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Average Rating
5.0
From 8 total reviews
Have a Website
70%
State avg: 86%
Have Google Reviews
30%
Avg 0.8 reviews each
| ZIP Code | Businesses | Avg Rating | Website % |
|---|---|---|---|
| 94520Top | 10 | 5.0 | 70% |
| City | Businesses | Avg Rating | Website % |
|---|---|---|---|
| ConcordCurrent | 10 | 5.0 | 70% |
| Walnut Creek | 84 | 4.3 | 99% |
| San Ramon | 13 | 4.6 |
| 3 |
| Concord, CA |
| View |
| 2 | Shauna Financial Service | 5.0 | 3 | Concord, CA | View |
| 3 | Philip Anthony Nunez Jr: Primerica - Financial Services | 5.0 | 2 | Concord, CA | View |
Access 10+ verified business contacts with phone numbers, emails, and complete company profiles.
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.
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.
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.
Reaching financial consultant in Concord, CA is possible through multiple channels. 70% 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.
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.
| 85% |
| Danville | 11 | 4.3 | 91% |
| Berkeley | 8 | 4.1 | 75% |
| Orinda | 7 | - | 86% |
| Lafayette | 4 | 3.6 | 75% |
