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Best Financial Planners in Fort Collins, Colorado

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Rankings use the published BizScore formulas. How we score

4Financial Planners scored in Fort Collins
61Average BizScore
67Top BizScore
25%AI Visibility 50 or higher
76Average SEO score
5.0Average Google rating (4 rated)

Top Financial Planners in Fort Collins

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Showing 1-4 of 4 Financial Planners listings in Fort Collins, CO · page 1 of 1

#1Balanced Financial Inc

5.0 Google rating

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Balanced Financial Inc website

Score breakdown

AI Visibility54
SEO78
  • Financial Planner
  • Fort Collins, Colorado
  • (970) 204-1500
  • balancedfinancialinc.com

Balanced Financial Inc is a financial planner in Fort Collins, Colorado. The firm serves families and businesses in Fort Collins and the surrounding communities, providing specialized services including tax preparation, legacy planning, and Social Security...

Ranked #2 of 11 Financial Planner listings in Fort CollinsScores updated Jun 7, 2026

#2Guidepost Financial Planning

5.0 Google rating

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Guidepost Financial Planning website

Score breakdown

AI Visibility47
SEO76
  • Financial Planner
  • Fort Collins, Colorado
  • (970) 419-8212
  • guideposts.org

Guidepost Financial Planning is a financial planner in Fort Collins, Colorado, offering personalized financial strategies for individuals and families seeking long-term stability and growth. Specializing in retirement planning, investment management, and...

Ranked #3 of 11 Financial Planner listings in Fort CollinsScores updated Jun 25, 2026

#3OakTree Financial Planning

5.0 Google rating

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OakTree Financial Planning website

Score breakdown

AI Visibility37
SEO74
  • Financial Planner
  • Fort Collins, Colorado
  • (970) 988-2044
  • oaktreecapital.com

OakTree Financial Planning is a Financial Planner in Fort Collins, CO, located at 155 Boardwalk Dr #300. It holds a rating of 5.00 based on customer reviews. OakTree Financial Planning is part of Oaktree Capital Management, a global investment firm and leader...

Ranked #6 of 11 Financial Planner listings in Fort CollinsScores updated Jun 25, 2026

#4Retirement & Estate Advisors Inc

5.0 Google rating

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R

Score breakdown

AI Visibility44
SEO74
  • Financial Planner
  • Fort Collins, Colorado
  • (970) 223-0907
  • retirement.johnhancock.com

Retirement & Estate Advisors Inc is a Financial Planner in Fort Collins, CO. The firm specializes in retirement plan services, providing guidance to help clients achieve financial wellness and retire with confidence. It serves financial professionals, plan...

Ranked #4 of 11 Financial Planner listings in Fort CollinsScores updated Sep 23, 2026
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BizScoreAI ranks 4 financial planners in Fort Collins, Colorado by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Fort Collins ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Fort Collins, Colorado does BizScoreAI track?

4 financial planners in Fort Collins currently meet the profile-quality bar for this page, with an average BizScore of 61 and a top score of 67.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 25% of measured financial planners in Fort Collins score 50 or higher.

Is being listed free?

Yes. Every financial planner in Fort Collins is listed and scored for free, and claiming a listing is free too.