Home › Business Search › Colorado › Loveland › Financial Planner

Best Financial Planners in Loveland, Colorado

8 businesses
Filters
Business type
Location
8 listings
Clear all
Colorado×Loveland×Financial Planner×Clear All

Rankings use the published BizScore formulas. How we score

8Financial Planners scored in Loveland
47Average BizScore
64Top BizScore
13%AI Visibility 50 or higher
68Average SEO score
4.6Average Google rating (8 rated)

Top Financial Planners in Loveland

Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business

Showing 1-8 of 8 Financial Planners listings in Loveland, CO · page 1 of 1

#1Purpose Driven Wealth

3.7 Google rating · 68 reviews

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Purpose Driven Wealth website

Score breakdown

AI Visibility51
SEO83
Freshness-
AI Ready-
  • Financial Planner
  • Loveland, Colorado
  • (970) 330-7411
  • greatergood.berkeley.edu

Purpose Driven Wealth is a Financial Planner in Loveland, CO. The business holds a rating of 3.70 based on 68 reviews. The provided website content describes the Greater Good Science Center at the University of California, Berkeley, which publishes Greater...

Ranked #1 of 9 Financial Planner listings in LovelandScores updated Sep 16, 2026

#2Macdonald Financial Services

3.3 Google rating · 3,044 reviews

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Macdonald Financial Services website

Score breakdown

AI Visibility46
SEO81
Freshness-
AI Ready-
  • Financial Planner
  • Loveland, Colorado
  • (970) 667-2950
  • mcdonalds.com
Ranked #3 of 9 Financial Planner listings in LovelandScores updated Jun 7, 2026

#3Layman Lewis Financial Group

5.0 Google rating · 145 reviews

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Layman Lewis Financial Group website

Score breakdown

AI Visibility38
SEO83
Freshness-
AI Ready-
  • Financial Planner
  • Loveland, Colorado
  • (970) 669-1225
  • laymanlewis.com
Ranked #4 of 9 Financial Planner listings in LovelandScores updated Sep 16, 2026

#4Keystone Financial Services of Loveland

5.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Keystone Financial Services of Loveland website

Score breakdown

AI Visibility42
SEO73
Freshness-
AI Ready-
  • Financial Planner
  • Loveland, Colorado
  • (970) 744-5408
  • keystoneresort.com
Ranked #5 of 9 Financial Planner listings in LovelandScores updated Sep 27, 2026

#5TW Retirement Strategies & TW Wealth Management

5.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
TW Retirement Strategies & TW Wealth Management website

Score breakdown

AI Visibility25
SEO67
Freshness-
AI Ready-
  • Financial Planner
  • Loveland, Colorado
  • (970) 744-8342
  • twitch.tv

TW Retirement Strategies & TW Wealth Management: Twitch is an interactive livestreaming service for content spanning gaming, entertainment, sports, music, and more.

Ranked #6 of 9 Financial Planner listings in LovelandScores updated Sep 22, 2026

#6Peakview Wealth Management

5.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Peakview Wealth Management website

Score breakdown

AI Visibility22
SEO55
Freshness-
AI Ready-
  • Financial Planner
  • Loveland, Colorado
  • (970) 800-3432
  • pkves.rockingham.k12.va.us
Ranked #7 of 9 Financial Planner listings in LovelandScores updated Jul 1, 2026
Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Edward Jones - Financial Advisor: Jeffrey L Atkinson, CFP®|CLU®|AAMS® website

Score breakdown

AI Visibility0
SEO50
Freshness-
AI Ready-
  • Financial Planner
  • Loveland, Colorado
  • (513) 697-6111
  • edwardjones.com
Ranked #9 of 9 Financial Planner listings in LovelandScores updated Jun 7, 2026

#8Edward Jones - Financial Advisor: Ian S Roewer

5.0 Google rating

Visit WebsiteView ListingCallClaim This BusinessFree. Claimed listings rank first.
Edward Jones - Financial Advisor: Ian S Roewer website

Score breakdown

AI Visibility0
SEO51
Freshness-
AI Ready-
  • Financial Planner
  • Loveland, Colorado
  • (513) 880-1001
  • edwardjones.com
Ranked #8 of 9 Financial Planner listings in LovelandScores updated Sep 22, 2026
Is this your business? Claim your free listing →

BizScoreAI ranks 8 financial planners in Loveland, 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 Loveland 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 Loveland, Colorado does BizScoreAI track?

8 financial planners in Loveland currently meet the profile-quality bar for this page, with an average BizScore of 47 and a top score of 64.

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. 13% of measured financial planners in Loveland score 50 or higher.

Is being listed free?

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