Industry Analysis Report

Financial Planner • Brooklyn New York

Generated on May 08, 2026

Total Businesses

23 analyzed in detail

Categories

17 different business types

Services

396 unique service offerings

Top Service

43.5% Retirement Planning

Avg Rating

4.7 ★ average

Total Reviews

288 across all businesses
Top 10 Most Common Services
#1
Retirement Planning
10 businesses (43.5%)
#2
Financial Planning
9 businesses (39.1%)
#3
Wealth management
8 businesses (34.8%)
#4
Financial planning
7 businesses (30.4%)
#5
Tax planning
7 businesses (30.4%)
#6
Estate Planning
7 businesses (30.4%)
#7
Investment advising
6 businesses (26.1%)
#8
Comprehensive Financial Planning
6 businesses (26.1%)
#9
Investment Advisory Services
6 businesses (26.1%)
#10
Retirement savings consulting
5 businesses (21.7%)
Industry Insights & Competitive Analysis
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Why This Data is Important for Your Business

This comprehensive analysis of 23 businesses reveals critical competitive intelligence for the financial planner industry in Brooklyn New York. With 396 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 396 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.

How to Read This Report

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:

  • Compare your total number of services vs the highest competitor - the gap shows missed opportunities
  • Identify which services your top competitors are targeting that you might be missing
  • Look for patterns in service offerings across successful competitors
  • Focus on services with checkmarks across multiple high-performing businesses
Business Comparison Table
Company Name Website Open GBP Reviews Rating # Categories # Services % Descriptions 1 2 3 4 5 6 7 8 9 10 3mi Competitors 5mi Competitors
Edward Jones - Financial Advisor: Jonathan D Walker Open Website Open GBP 1 1 ★ 4 0 0% 10 18
Northern Trust Open Website Open GBP 1 0 0% 2 10
Brooklyn Fi Open Website Open GBP 24 4.6 ★ 1 54 0.0% 8 17
Brooklyn Plans Open Website Open GBP 20 5 ★ 2 6 0.0% 12 19
Boerum Hill Financial Advisors, LLC Open Website Open GBP 2 5 ★ 1 67 4.5% 16 20
Future Perfect Planning Open Website Open GBP 1 5 ★ 2 13 0.0% 2 11
My Financial Planner, LLC Open Website Open GBP 1 5 ★ 1 22 0.0% 14 19
Brooklyn Financial Group Open Website Open GBP 4 3.8 ★ 5 0 0% 14 19
Horizon Harvest Financial Planning Open Website Open GBP 1 5 ★ 1 11 0.0% 14 19
Turk Financial Group Open Website Open GBP 23 5 ★ 1 10 0.0% 0 8
FatTail Financial Advisory Group Inc. Open Website Open GBP 1 5 ★ 2 38 0.0% 12 18
Cobblestone Wealth Advisors Open Website Open GBP 1 5 ★ 4 56 0.0% 2 8
Harbor Hill Capital Open Website Open GBP 10 5 ★ 1 2 0.0% 11 18
Francis Financial, Inc. Open Website Open GBP 37 5 ★ 3 59 45.8% 10 18
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor Open Website Open GBP 84 4.9 ★ 5 32 0.0% 3 11
Taher Financial Planning Open Website Open GBP 1 5 ★ 1 11 0.0% 16 20
Lieblich Financial Services Open Website Open GBP 2 27 0.0% 11 20
CSD Financial Open Website Open GBP 1 5 ★ 1 16 0.0% 13 19
Maroon Strategist LLC Open Website Open GBP 23 5 ★ 3 47 19.1% 12 20
Silver Bridge Financial Services Open Website Open GBP 1 5 ★ 4 4 50.0% 9 19
C S Financial Advisors Inc Open Website Open GBP 3 5 ★ 1 20 0.0% 4 15
Legacy Wealth Counsel Open Website Open GBP 49 5 ★ 1 21 0.0% 15 20
Cultivating Wealth Open Website Open GBP 3 54 0.0% 14 20

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