Financial planner in Concord, CA
Concord, CA has 10 financial planner businesses. The average customer rating is 2.9 out of 5 stars. The top-rated business is Insight Capital Management with 5.0 stars and 142 reviews. 80% have websites, 60% list phone numbers, 60% provide email contacts.
Compare ratings, access verified contact information, and find the right financial planner for your needs.
Market Insights
Everything you need to know about this market at a glance
10
in this area
2.9
Typical: 2.8 stars
15
per business (10 reviewed)
3 months
New MarketHow to Reach Them
What contact info is available for these businesses
Most businesses are easy to reach through multiple digital channels.
Customer Ratings
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
Insight Capital Management
There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.
Competition Level
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.
Market Maturity
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.
Location & Data
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).
Business Attributes
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.
Financial planner Market Overview in Concord, CA
There are 10 financial planner serving Concord, CA. The average rating is 2.9 stars based on 10 reviewed businesses. Reviewed businesses have an average of 15 reviews. 80% have websites and 60% list email contact and 60% have phone numbers. The highest-rated is Insight Capital Management with 5 stars from 142 reviews.
Financial planner Statistics in Concord, California
Real-time market data for financial planner businesses in Concord. Updated from verified public sources.
- -There are 10 Financial planner in Concord, California.
- -Average rating: 2.9 (below the state average of 4.5).
- -80% have a website, 40% have Google reviews.
- -ZIP code 94520 is the top-rated area for Financial planner in Concord (2.9 avg rating).
Total Businesses
10
Financial planner in Concord
Average Rating
2.9
From 149 total reviews
Have a Website
80%
State avg: 85%
Have Google Reviews
40%
Avg 14.9 reviews each
Rating Comparison: Concord vs California
Digital Presence of Financial planner in Concord
Top-Rated ZIP Codes for Financial planner in Concord
| ZIP Code | Businesses | Avg Rating | Website % |
|---|---|---|---|
| 94520Top | 10 | 2.9 | 80% |
Financial planner in Nearby Cities
| City | Businesses | Avg Rating | Website % |
|---|---|---|---|
| ConcordCurrent | 10 | 2.9 | 80% |
| Walnut Creek | 104 | 4.6 | 97% |
| San Ramon | 51 | 4.6 | 82% |
| Danville | 26 | 5.0 | 85% |
| Lafayette | 22 | 4.2 | 82% |
| Berkeley | 17 | 5.0 | 76% |
| Pleasant Hill | 12 | 5.0 | 100% |
Top-Rated Financial planner in Concord, CA
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Insight Capital Management | 5.0 | 142 | Concord, CA | View |
| 2 | World Financial Group Inc | 3.5 | 2 | Concord, CA | View |
| 3 | Gary Cruff - Financial Advisor, Ameriprise Financial Services, LLC | 2.0 | 4 | Concord, CA | View |
| 4 | BAR Financial, LLC | 1.0 | 1 | Concord, CA | View |
Financial planner Locations in Concord, CA
Top 10 shownGet Financial planner Leads
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Financial planner in Concord, CA
Browse 10 verified businesses with contact details
Showing 10 of 10 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
1875 Willow Pass Rd, Concord, CA, 94520 | No reviews | View | |
1390 Willow Pass Rd # 930, Concord, CA, 94520 | No reviews | View | |
1320 Willow Pass Rd Fl 6th, Concord, CA, 94520 | 2.0(4) | View | |
1800 Sutter St #7, Concord, CA, 94520 | No reviews | View | |
1390 Willow Pass Rd Suite 900, Concord, CA, 94520 | 1.0(1) | View | |
2001 Clayton Rd Suite 200 #28, Concord, CA, 94520 | No reviews | View | |
2280 Diamond Blvd #350, Concord, CA, 94520 | 3.5(2) | View | |
1390 Willow Pass Rd #900, Concord, CA, 94520 | No reviews | View | |
1875 Willow Pass Rd, Concord, CA, 94520 | No reviews | View | |
1390 Willow Pass Rd Suite #960, Concord, CA, 94520 | 5.0(142) | View |
10 of 10 businesses
Financial planner Market Analysis in Concord, CA
Comprehensive market data for financial planner businesses in Concord, CA, based on 10 verified listings.
Market Size & Competition
The financial planner 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
Customer satisfaction among financial planner in Concord, CA shows mixed levels, with an average rating of 2.9 stars. About 25% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 50% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 95% of all reviews, indicating that customer engagement varies significantly across the market.
Digital Presence & Online Visibility
Digital adoption among financial planner in Concord, CA varies significantly. With 80% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Contact Accessibility
Reaching financial planner 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.
How We Compile This Data
This market analysis is compiled from 10 verified financial planner 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 planner in Concord, CA, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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Helpful guides for financial planner outreach
Practical tips to help you connect with financial planner businesses in Concord, CA.
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