New York has 2,180 financial planner businesses. The average customer rating is 4.5 out of 5 stars. The top-rated business is Altfest Personal Wealth Management with 5.0 stars and 4 reviews. 85% have websites, 25% list phone numbers, 43% provide email contacts.
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Everything you need to know about this market at a glance
2,180
in this area
4.5
Typical: 5.0 stars
3
per business (1,775 reviewed)
4 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
Altfest Personal Wealth Management
There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
One business has a slight edge but doesn't dominate. The top position is still up for grabs.
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
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 2,180 financial planner serving New York. The average rating is 4.5 stars based on 1,775 reviewed businesses. Reviewed businesses have an average of 3 reviews. 85% have websites and 43% list email contact and 25% have phone numbers. The highest-rated is Altfest Personal Wealth Management with 5 stars from 4 reviews.
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Altfest Personal Wealth Management | 5.0 | 4 |
Browse 2,180 verified businesses with contact details
Showing 9 of 2,180 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
3418 Carman Rd, Schenectady, NY, 12303 | No reviews | View | |
7 Southside Dr Ste 204, Clifton Park, NY, 12065 | No reviews | View | |
580 White Plains Rd #205, Tarrytown, NY, 10591 | 5.0(1) | View | |
777 3rd Ave 20th Floor, New York, NY, 10017 | No reviews | View | |
445 Park Ave 6th floor, New York, NY, 10022 | 5.0(4) | View | |
152-04 Bayside Ave, Flushing, NY, 11354 | No reviews | View | |
3 Grace Ave Suite: 171, Great Neck, NY, 11021 | 5.0(1) | View | |
5 International Dr, Rye Brook, NY, 10573 | No reviews | View | |
55000 Main Rd, Southold, NY, 11971 | 4.0(3) | View |
9 of 2,180 businesses
Comprehensive market data for financial planner businesses in New York, based on 2,180 verified listings.
Common questions about financial planner in New York, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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A 5-star rating does not mean a business has everything figured out. Many top-rated businesses have terrible websites, no email marketing, and zero online booking. The rating proves demand - the gaps prove opportunity. Learn where to look.
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| New York, NY |
| View |
| 2 | Hudson Financial Group | 5.0 | 1 | Tarrytown, NY | View |
| 3 | Franklin Harold Financial, LLC | 5.0 | 1 | Great Neck, NY | View |
| 4 | Angelo Planning Group, LLC | 4.5 | 17 | Rochester, NY | View |
| 5 | Rudolph Bruer - Financial Advisor, Ameriprise Financial Services, LLC | 4.0 | 3 | Southold, NY | View |
Access 2,180+ verified business contacts with phone numbers, emails, and complete company profiles.
The financial planner market in New York consists of 2,180 businesses competing for local customers. This is a highly competitive market with a large number of established businesses. New entrants face significant competition for visibility and customer acquisition.
Customer satisfaction among financial planner in New York shows strong levels, with an average rating of 4.5 stars. About 84% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 13% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 59% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among financial planner in New York varies significantly. With 85% 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 New York is possible through multiple channels. Phone numbers are available for 25% of businesses. Email outreach is viable with 43% email availability, though phone contact remains more universally accessible.
This market analysis is compiled from 2,180 verified financial planner business listings in New York. 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.
