Contra Costa, CA has 266 financial planner businesses. The average customer rating is 4.6 out of 5 stars. The top-rated business is Owl and Ore Wealth Planning with 5.0 stars and 20 reviews. 88% have websites, 72% list phone numbers, 71% provide email contacts.
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Everything you need to know about this market at a glance
266
in this area
4.6
Typical: 5.0 stars
2
per business (207 reviewed)
4 months
New MarketWhat contact info is available for these businesses
Most businesses are easy to reach through multiple digital channels.
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.
Just a few popular businesses get most of the customer attention. Many others are barely visible online.
Highest Rated Business
Owl and Ore Wealth Planning
Quality varies across businesses - some are excellent while others are average. Checking reviews before choosing is recommended.
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.
A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.
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
Most businesses are concentrated in specific areas or neighborhoods. Location matters a lot in this market.
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 266 financial planner serving Contra Costa, CA. The average rating is 4.6 stars based on 207 reviewed businesses. Reviewed businesses have an average of 2 reviews. 88% have websites and 71% list email contact and 72% have phone numbers. The highest-rated is Owl and Ore Wealth Planning with 5 stars from 20 reviews.
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Owl and Ore Wealth Planning | 5.0 | 20 |
Browse 266 verified businesses with contact details
Showing 15 of 266 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
3478 Buskirk Ave # 1000, Pleasant Hill, CA, 94523 | 5.0(20) | View | |
1676 N California Blvd Ste 350, Walnut Creek, CA, 94596 | No reviews | View | |
1600 S Main St Ste 290, Walnut Creek, CA, 94596 | No reviews | View | |
1017 Willow Dr, Lafayette, CA, 94549 | No reviews | View | |
2603 Camino Ramon # 406, San Ramon, CA, 94583 | No reviews | View | |
200 Pringle Ave, Walnut Creek, CA, 94596 | No reviews | View | |
1600 S Main St #275, Walnut Creek, CA, 94596 | No reviews | View | |
1600 School St # 101, Moraga, CA, 94556 | No reviews | View | |
2355 San Ramon Valley Blvd #204, San Ramon, CA, 94583 | 5.0(11) | View | |
2190 Camino Ramon, San Ramon, CA, 94583 | No reviews | View | |
500 La Gonda Wy Suite 205, Danville, CA, 94526 | 5.0(1) | View | |
2633 Camino Ramon # 200, San Ramon, CA, 94583 | 4.3(6) | View | |
1331 N California Blvd Suite 650, Walnut Creek, CA, 94596 | No reviews | View | |
2333 San Ramon Valley Blvd STE 250, San Ramon, CA, 94583 | 4.3(12) | View | |
370 Diablo Rd #201, Danville, CA, 94526 | No reviews | View |
15 of 266 businesses
Comprehensive market data for financial planner businesses in Contra Costa, CA, based on 266 verified listings.
Common questions about financial planner in Contra Costa, CA, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Practical tips to help you connect with financial planner businesses in Contra Costa, CA.
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Post-meeting follow-up.
They say / you do. Nurture intervals. Triggers.
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| Pleasant Hill, CA |
| View |
| 2 | Realty ONE Group Future | 5.0 | 11 | San Ramon, CA | View |
| 3 | Conversant Wealth Management | 5.0 | 1 | Danville, CA | View |
| 4 | Secure Retirement Financial | 4.3 | 12 | San Ramon, CA | View |
| 5 | Summit Financial Group LLC | 4.3 | 6 | San Ramon, CA | View |
Access 266+ verified business contacts with phone numbers, emails, and complete company profiles.
The financial planner market in Contra Costa, CA consists of 266 businesses competing for local customers. This represents a moderately competitive market with enough providers to offer consumers meaningful choice while still allowing businesses to differentiate themselves.
Customer satisfaction among financial planner in Contra Costa, CA shows excellent levels, with an average rating of 4.6 stars. About 85% 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 64% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among financial planner in Contra Costa, CA varies significantly. With 88% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Reaching financial planner in Contra Costa, CA is possible through multiple channels. 72% of businesses list phone numbers, making phone calls a primary contact method. Email outreach is viable with 71% email availability, though phone contact remains more universally accessible.
This market analysis is compiled from 266 verified financial planner business listings in Contra Costa, 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.
