Saratoga Springs, NY has 44 financial planner businesses. The average customer rating is 3.7 out of 5 stars. The top-rated business is Mosaic Wealth Strategies Group, Ltd. with 5.0 stars and 6 reviews. 98% have websites, 14% list phone numbers, 16% provide email contacts.
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Everything you need to know about this market at a glance
44
in this area
3.7
Typical: 5.0 stars
1
per business (40 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 controls a large chunk of this market. You'll need a clear differentiator to compete effectively.
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 44 financial planner serving Saratoga Springs, NY. The average rating is 3.7 stars based on 40 reviewed businesses. Reviewed businesses have an average of 1 reviews. 98% have websites and 16% list email contact and 14% 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 44 verified businesses with contact details
Showing 15 of 44 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
321 Broadway 3rd Floor, Saratoga Springs, NY, 12866 | No reviews | View | |
321 Broadway 5th Floor- Suite 501, Saratoga Springs, NY, 12866 | No reviews | View | |
358 Broadway # 305, Saratoga Springs, NY, 12866 | No reviews | View | |
321 Broadway 3rd Floor, Saratoga Springs, NY, 12866 | No reviews | View | |
358 Broadway, Saratoga Springs, NY, 12866 | No reviews | View | |
21 Congress St Ste 203, Saratoga Springs, NY, 12866 | 4.3(7) | View | |
321 Broadway floor 3, Saratoga Springs, NY, 12866 | No reviews | View | |
480 Broadway Suite 332, Saratoga Springs, NY, 12866 | 5.0(1) | View | |
321 Broadway Suite 300, Saratoga Springs, NY, 12866 | No reviews | View | |
60 Railroad Pl #206, Saratoga Springs, NY, 12866 | No reviews | View | |
321 Broadway 3rd Floor, Saratoga Springs, NY, 12866 | No reviews | View | |
120 West Ave Apartment 301, Saratoga Springs, NY, 12866 | 5.0(6) | View | |
340 Broadway 3rd floor, Saratoga Springs, NY, 12866 | 5.0(5) | View | |
480 Broadway # 310, Saratoga Springs, NY, 12866 | 5.0(2) | View | |
18 Division St # 305, Saratoga Springs, NY, 12866 | No reviews | View |
15 of 44 businesses
Comprehensive market data for financial planner businesses in Saratoga Springs, NY, based on 44 verified listings.
Common questions about financial planner in Saratoga Springs, 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 | Aurora Wealth Advisory | 5.0 | 1 | Saratoga Springs, NY | View |
| 5 | Minich MacGregor Wealth Management | 4.3 | 7 | Saratoga Springs, NY | View |
Access 44+ verified business contacts with phone numbers, emails, and complete company profiles.
The financial planner market in Saratoga Springs, NY consists of 44 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 Springs, NY shows moderate levels, with an average rating of 3.7 stars. About 70% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 30% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 38% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among financial planner in Saratoga Springs, NY varies significantly. With 98% 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 Springs, NY is possible through multiple channels. Phone numbers are available for 14% of businesses. Email availability is limited at 16%, suggesting that phone or in-person contact may be more effective for initial outreach.
This market analysis is compiled from 44 verified financial planner business listings in Saratoga Springs, 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.
