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    Financial planner in Clifton Park, NY

    Clifton Park, NY has 30 financial planner businesses. The average customer rating is 4.9 out of 5 stars. The top-rated business is Simmons Capital Group with 5.0 stars and 7 reviews. 87% have websites, 20% list phone numbers, 33% 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

    Total Businesses

    30

    in this area

    Avg Rating

    4.9

    Typical: 5.0 stars

    Avg Reviews

    1

    (41 reviewed)

    Avg Age

    3 months

    New Market
    Data Quality
    A
    Good
    Market Type
    Many Small Players

    How to Reach Them

    Moderate

    What contact info is available for these businesses

    Website
    87%
    Email
    33%
    Phone
    20%
    Social
    30%
    Avg contact methods1.4 / 3

    A reasonable number of businesses have websites and emails available.

    Customer Ratings

    Very Consistent

    How customers rate these businesses and who gets the most attention

    4.5-5.0: 91%
    4.0-4.49: 9%

    This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.

    Top 10% of businesses get51% of all reviews

    A handful of well-known businesses attract most customer reviews, while many others fly under the radar.

    Highest Rated Business

    Simmons Capital Group

    5(7)

    Most businesses here have similar quality - customers generally get a reliable experience regardless of which one they choose.

    Competition Level

    How competitive is this market and who controls it

    How spread out is the market?81%

    100% = completely spread out, no one dominates. 0% = one business controls everything.

    Top player's market share34.2%
    Dominant Player

    One business controls a large chunk of this market. You'll need a clear differentiator to compete effectively.

    New or small businesses36%

    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

    3 monthsNew Market

    Most businesses here are relatively new. This is an emerging market with lots of fresh competition.

    New businesses in the last 90 days

    0%Stable

    Very few new businesses are opening. The market has settled and existing players have established positions.

    Location & Data

    A

    Where businesses are located and how complete the data is

    Geographic spread62% clustered
    Clustered

    Most businesses are concentrated in specific areas or neighborhoods. Location matters a lot in this market.

    Avg distance from center2 km
    Can be shown on map100%
    Profile completeness73%

    How many businesses have complete info (name, phone, address, website, email).

    Unique addresses87%

    Business Attributes

    Special characteristics that businesses in this market have self-reported

    Wheelchair Accessible26(87%)
    Claimed18(60%)
    LGBTQ+ Friendly3(10%)
    Black-Owned2(7%)
    Asian-Owned1(3%)
    Indigenous-Owned1(3%)
    Women-Owned1(3%)

    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 Clifton Park, NY

    There are 30 financial planner serving Clifton Park, NY. The average rating is 4.9 stars based on 30 reviewed businesses. Reviewed businesses have an average of 1 reviews. 87% have websites and 33% list email contact and 20% have phone numbers. The highest-rated is Simmons Capital Group with 5 stars from 7 reviews.

    Financial planner Statistics in Clifton Park, New York

    Real-time market data for financial planner businesses in Clifton Park. Updated from verified public sources.

    • -There are 30 Financial planner in Clifton Park, New York.
    • -Average rating: 4.9 (above the state average of 4.5).
    • -87% have a website, 37% have Google reviews.
    • -Only 60% of Financial planner in Clifton Park have claimed their Google Business listing.
    • -ZIP code 12065 is the top-rated area for Financial planner in Clifton Park (4.9 avg rating).

    Total Businesses

    30

    Financial planner in Clifton Park

    Average Rating

    4.9

    From 41 total reviews

    Have a Website

    87%

    State avg: 85%

    Have Google Reviews

    37%

    Avg 1.4 reviews each

    Rating Comparison: Clifton Park vs New York

    Clifton Park is 0.5 above the New York state average of 4.5
    Clifton Park4.9
    New York Average4.5

    Digital Presence of Financial planner in Clifton Park

    Have a website87%
    Have Google reviews37%
    Have a listed email33%
    Have a listed phone20%

    Top-Rated ZIP Codes for Financial planner in Clifton Park

    ZIP CodeBusinessesAvg RatingWebsite %
    12065Top304.987%

    Financial planner in Nearby Cities

    CityBusinessesAvg RatingWebsite %
    Clifton ParkCurrent304.987%
    Saratoga Springs443.798%
    Ballston Spa34.7100%

    Top-Rated Financial planner in Clifton Park, NY

    Ranked by customer rating and review volume. Data from verified public sources.

    Financial planner Locations in Clifton Park, NY

    Top 15 shown
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    Top Businesses

    Financial planner in Clifton Park, NY

    Browse 30 verified businesses with contact details

    15 of 30 businesses

    1
    TJD Financial PlanningFinancial planner
    800 NY-146 Suite 385
    No reviewsView Details
    7 Southside Dr Ste 204
    3
    636 Plank Rd # 104
    No reviewsView Details
    4
    Simmons Capital GroupFinancial planner
    139 Meyer Rd
    5
    Frederick HepferFinancial planner
    1 Municipal Plaza
    No reviewsView Details
    6
    La Vigne FinancialFinancial planner
    636 Plank Rd
    No reviewsView Details
    8
    Planning Matters LLCFinancial planner
    999 NY-146
    No reviewsView Details
    9
    Chris DunhamFinancial planner
    1 Municipal Plaza
    No reviewsView Details
    10
    Sequoia Financial GroupFinancial planner
    5 Maxwell Dr #100
    No reviewsView Details
    11
    Steward Advisors GroupFinancial planner
    139 Meyer Rd Suite 201
    No reviewsView Details
    6 Executive Park Dr
    13
    939 NY-146
    No reviewsView Details
    14
    Halliday FinancialFinancial planner
    4 Executive Park Dr #101
    No reviewsView Details
    15
    Retire A WinnerFinancial planner
    646 Plank Rd #200
    No reviewsView Details

    Financial planner Market Analysis in Clifton Park, NY

    Comprehensive market data for financial planner businesses in Clifton Park, NY, based on 30 verified listings.

    30
    Total Businesses
    4.9
    Avg. Rating
    87%
    Have Websites
    Low
    Competition

    Market Size & Competition

    The financial planner market in Clifton Park, NY consists of 30 businesses competing for local customers. This is a relatively small market where individual businesses can establish strong local recognition and build loyal customer bases.

    Active businesses30
    Avg. reviews per business1
    Businesses with reviews100%

    Customer Satisfaction

    Customer satisfaction among financial planner in Clifton Park, NY shows excellent levels, with an average rating of 4.9 stars. About 100% 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 51% of all reviews, indicating that customer engagement varies significantly across the market.

    Highest Rated
    Simmons Capital Group
    5.0
    7 reviews

    Digital Presence & Online Visibility

    Digital adoption among financial planner in Clifton Park, NY varies significantly. With 87% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.

    Website Presence87%
    Phone Listings20%
    Email Contact33%
    Social Media30%

    Contact Accessibility

    Reaching financial planner in Clifton Park, NY is possible through multiple channels. Phone numbers are available for 20% of businesses. Email outreach is viable with 33% email availability, though phone contact remains more universally accessible.

    20%
    Phone
    33%
    Email
    87%
    Website
    30%
    Social

    How We Compile This Data

    This market analysis is compiled from 30 verified financial planner business listings in Clifton Park, 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 Clifton Park, NY, answered with real data.

    Data reflects current listings on RangeLead and is updated regularly.

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