Saratoga, NY has 86 financial planner businesses. The average customer rating is 4.5 out of 5 stars. The top-rated business is Mosaic Wealth Strategies Group, Ltd. with 5.0 stars and 6 reviews. 92% have websites, 16% list phone numbers, 27% provide email contacts.
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Everything you need to know about this market at a glance
86
in this area
4.5
Typical: 5.0 stars
1
per business (106 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
Mosaic Wealth Strategies Group, Ltd.
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 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).
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 86 financial planner serving Saratoga, NY. The average rating is 4.5 stars based on 86 reviewed businesses. Reviewed businesses have an average of 1 reviews. 92% have websites and 27% list email contact and 16% have phone numbers. The highest-rated is Mosaic Wealth Strategies Group, Ltd. with 5 stars from 6 reviews.
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Mosaic Wealth Strategies Group, Ltd. | 5.0 | 6 |
Browse 86 verified businesses with contact details
Showing 15 of 86 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
101 State Farm Pl #103, Ballston Spa, NY, 12020 | 4.0(3) | View | |
4 Franklin Square suite b, Saratoga Springs, NY, 12866 | No reviews | View | |
306 Grooms Rd # A, Clifton Park, NY, 12065 | No reviews | View | |
855 NY-146 Suite 180, Clifton Park, NY, 12065 | 4.3(6) | View | |
56 Clifton Country Rd # 102, Clifton Park, NY, 12065 | No reviews | View | |
120 West Ave Apartment 301, Saratoga Springs, NY, 12866 | 5.0(6) | View | |
480 Broadway # 310, Saratoga Springs, NY, 12866 | 5.0(2) | View | |
340 Broadway 3rd floor, Saratoga Springs, NY, 12866 | 5.0(5) | View | |
18 Division St # 305, Saratoga Springs, NY, 12866 | No reviews | View | |
358 Broadway # 305, Saratoga Springs, NY, 12866 | No reviews | View | |
10 Maxwell Dr #104b, Clifton Park, NY, 12065 | 5.0(1) | View | |
480 Broadway Suite 332, Saratoga Springs, NY, 12866 | 5.0(1) | View | |
60 Railroad Pl #206, Saratoga Springs, NY, 12866 | No reviews | View | |
321 Broadway Suite 300, Saratoga Springs, NY, 12866 | No reviews | View | |
321 Broadway 3rd Floor, Saratoga Springs, NY, 12866 | No reviews | View |
15 of 86 businesses
Comprehensive market data for financial planner businesses in Saratoga, NY, based on 86 verified listings.
Common questions about financial planner in Saratoga, NY, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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| Saratoga Springs, NY |
| View |
| 2 | Bouchey Financial Group, Ltd. | 5.0 | 5 | Saratoga Springs, NY | View |
| 3 | Kershner Grosso & Co | 5.0 | 2 | Saratoga Springs, NY | View |
| 4 | Capital Financial Advisors of New York | 5.0 | 1 | Clifton Park, NY | View |
| 5 | Aurora Wealth Advisory | 5.0 | 1 | Saratoga Springs, NY | View |
| 6 | Capital Financial Services, LLC. | 4.3 | 6 | Clifton Park, NY | View |
| 7 | Equitable Advisors | 4.0 | 3 | Ballston Spa, NY | View |
Access 86+ verified business contacts with phone numbers, emails, and complete company profiles.
The financial planner market in Saratoga, NY consists of 86 businesses competing for local customers. This is a relatively small market where individual businesses can establish strong local recognition and build loyal customer bases.
Customer satisfaction among financial planner in Saratoga, NY shows strong levels, with an average rating of 4.5 stars. About 88% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 12% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 39% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among financial planner in Saratoga, NY varies significantly. With 92% 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 Saratoga, NY is possible through multiple channels. Phone numbers are available for 16% of businesses. Email availability is limited at 27%, suggesting that phone or in-person contact may be more effective for initial outreach.
This market analysis is compiled from 86 verified financial planner business listings in Saratoga, 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.
