Financial Planner • Jacksonville Florida
For just $27, get a quick analysis comparing your Google Business Profile services with your website to see if they're aligned correctly. Perfect for testing before investing in larger reports. Usually delivered within a few hours, but always less than 24 hours in your email.
If you want to know what your competitors are doing with their website only, this will give you all of what your competitors are doing with their websites and provide a solution that you can add to your website to build up the things you are missing very quickly without rebuilding your website or paying a monthly cost for SEO.
Get 60 local competitors and 50 national ones, compiling all the best of the best and giving you a blueprint and tools to fix your listing and website.
Highlight: This is to fix both your Google Profile and your Website, the most robust solution.
This comprehensive analysis of 23 businesses reveals critical competitive intelligence for the financial planner industry in Jacksonville Florida. With 537 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.
We're showing you the top 10 most common services your competitors are using. With 537 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.
This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:
It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.
The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.
Key Competitive Analysis Points:
| Company Name | Website | Open GBP | Reviews | Rating | # Categories | # Services | % Descriptions | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 3mi Competitors | 5mi Competitors |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Truist | Open Website | Open GBP | 16 | 1 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 2 | 5 | |
| Chris Danford - Thrivent | Open Website | Open GBP | 1 | 2 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 10 | 14 | |
| Florida Financial Advisors | Open Website | Open GBP | 55 | 3 | 68 | 98.5% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 2 | 4 | |
| Jacksonville Wealth Management | Open Website | Open GBP | 10 | 1 | 42 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | 10 | 13 | |
| TrustWell Financial Advisors | Open Website | Open GBP | 8 | 3 | 18 | 0.0% | ✓ | ✓ | ✓ | — | — | — | — | — | ✓ | ✓ | 9 | 14 | |
| TOAMS Financial | Open Website | Open GBP | 17 | 1 | 26 | 0.0% | — | ✓ | ✓ | — | — | — | ✓ | — | — | — | 2 | 11 | |
| 369 Financial | Open Website | Open GBP | 26 | 5 | 80 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | 10 | 11 | |
| NuVenture Financial Group | Open Website | Open GBP | 65 | 1 | 22 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | — | — | 9 | 13 | |
| Davis Capital Management | Open Website | Open GBP | 25 | 5 | 61 | 31.1% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | — | 2 | 3 | |
| First Coast Financial Group | Open Website | Open GBP | 20 | 5 | 28 | 0.0% | ✓ | ✓ | ✓ | ✓ | — | — | ✓ | ✓ | ✓ | — | 1 | 7 | |
| Woman To Woman Financial | Open Website | Open GBP | 24 | 5 | 33 | 0.0% | — | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | ✓ | — | 11 | 13 | |
| French Capital Management, LLC | Open Website | Open GBP | 18 | 1 | 17 | 0.0% | ✓ | ✓ | ✓ | ✓ | — | — | ✓ | — | — | — | 0 | 0 | |
| InVestra Financial Services | Open Website | Open GBP | 12 | 3 | 68 | 0.0% | — | — | — | — | — | — | ✓ | — | — | ✓ | 2 | 5 | |
| Life Planning Partners | Open Website | Open GBP | 5 | 1 | 11 | 0.0% | ✓ | ✓ | ✓ | — | — | — | — | — | — | — | 7 | 14 | |
| Financial Solution Advisors | Open Website | Open GBP | 72 | 7 | 87 | 0.0% | ✓ | ✓ | ✓ | — | — | — | ✓ | — | ✓ | — | 2 | 2 | |
| Namey Financial Group Inc | Open Website | Open GBP | 18 | 1 | 86 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | ✓ | 2 | 6 | |
| Jacksonville Financial Planner | Open Website | Open GBP | 1 | 1 | 12 | 0.0% | — | — | — | — | — | — | — | — | — | — | 0 | 0 | |
| Waverly Advisors, LLC | Open Website | Open GBP | 3 | 46 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | 10 | 14 | ||
| Allegiance Financial Advisors | Open Website | Open GBP | 2 | 1 | 14 | 0.0% | — | — | — | ✓ | — | — | — | — | — | ✓ | 0 | 12 | |
| Madden Advisory Services, Inc. | Open Website | Open GBP | 4 | 2 | 21 | 0.0% | — | ✓ | ✓ | ✓ | — | — | — | — | ✓ | — | 10 | 14 | |
| Riverside Wealth Advisors - Jacksonville Office | Open Website | Open GBP | 2 | 3 | 9 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | — | — | 9 | 13 | |
| Jax Wealth Advisors | Open Website | Open GBP | 4 | 1 | 27 | 0.0% | — | — | — | ✓ | — | — | ✓ | — | ✓ | ✓ | 10 | 13 | |
| Regions Bank | Open Website | Open GBP | 56 | 4 | 5 | 100.0% | — | — | — | — | — | — | — | — | — | — | 0 | 13 |