Financial planner in New York, NY
New York, NY has 384 financial planner businesses. The average customer rating is 4.2 out of 5 stars. The top-rated business is Kristen S. Han, CPA, CFP with 5.0 stars and 20 reviews. 83% have websites, 24% list phone numbers, 43% 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
384
in this area
4.2
Typical: 5.0 stars
3
per business (319 reviewed)
3 months
New MarketHow to Reach Them
What contact info is available for these businesses
A reasonable number of businesses have websites and emails available.
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
Kristen S. Han, CPA, CFP
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 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.
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
New businesses are opening rapidly. This is a hot market with strong demand pulling in many new competitors.
Location & Data
Where businesses are located and how complete the data is
Businesses are scattered across the entire area with no clear center. You may need to cover a wide territory.
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 New York, NY
There are 384 financial planner serving New York, NY. The average rating is 4.2 stars based on 319 reviewed businesses. Reviewed businesses have an average of 3 reviews. 83% have websites and 43% list email contact and 24% have phone numbers. The highest-rated is Kristen S. Han, CPA, CFP with 5 stars from 20 reviews.
Top-Rated Financial planner in New York, NY
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Kristen S. Han, CPA, CFP | 5.0 | 20 | New York, NY | View |
| 2 | Beacon Pointe Advisors | 5.0 | 1 | New York, NY | View |
| 3 | Curtis Pope, CFP | Certified Financial Planner | Financial Advisor | 4.9 | 84 | New York, NY | View |
| 4 | Douglas C. Lane & Associates | 3.0 | 6 | New York, NY | View |
Financial planner Locations in New York, NY
Top 15 shownGet Financial planner Leads
in New York, NY
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Financial planner in New York, NY
Browse 384 verified businesses with contact details
Showing 15 of 384 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
450 Lexington Ave 4th fl, New York, NY, 10017 | 4.9(84) | View | |
1470 2nd Ave, New York, NY, 10075 | No reviews | View | |
7 World Trade Center, Greenwich St, NY, 10007 | No reviews | View | |
350 E 76th St, New York, NY, 10021 | 5.0(20) | View | |
200 Liberty St # 14, New York, NY, 10281 | No reviews | View | |
120 Broadway 29th floor, New York, NY, 10271 | No reviews | View | |
777 3rd Ave 20th Floor, New York, NY, 10017 | No reviews | View | |
2 Wall St 10th floor, New York, NY, 10005 | No reviews | View | |
258 Broadway, New York, NY, 10007 | No reviews | View | |
885 2nd Ave 42nd Floor, New York, NY, 10017 | 3.0(6) | View | |
1211 6th Ave Suite 3300, New York, NY, 10036 | No reviews | View | |
61 Broadway Suite 2770, New York, NY, 10006 | No reviews | View | |
80 Broad St # 1701, New York, NY, 10004 | 5.0(1) | View | |
1211 6th Ave Suite 3300, New York, NY, 10036 | No reviews | View | |
1211 6th Ave Suite 3300, New York, NY, 10036 | No reviews | View |
15 of 384 businesses
Financial planner Market Analysis in New York, NY
Comprehensive market data for financial planner businesses in New York, NY, based on 384 verified listings.
Market Size & Competition
The financial planner market in New York, NY consists of 384 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
Customer satisfaction among financial planner in New York, NY shows strong levels, with an average rating of 4.2 stars. About 76% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 19% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 62% of all reviews, indicating that customer engagement varies significantly across the market.
Digital Presence & Online Visibility
Digital adoption among financial planner in New York, NY varies significantly. With 83% 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 New York, NY is possible through multiple channels. Phone numbers are available for 24% of businesses. Email outreach is viable with 43% email availability, though phone contact remains more universally accessible.
How We Compile This Data
This market analysis is compiled from 384 verified financial planner business listings in New York, NY. 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 New York, NY, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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