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Best Financial Planners in Green Bay, Wisconsin

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Rankings use the published BizScore formulas. How we score

6Financial Planners scored in Green Bay
55Average BizScore
66Top BizScore
17%AI Visibility 50 or higher
71Average SEO score
5.0Average Google rating (6 rated)

Top Financial Planners in Green Bay

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Showing 1-6 of 6 Financial Planners listings in Green Bay, WI · page 1 of 1

#1Nicole Tilot - Financial Advisor CDFA

5.0 Google rating · 1 review

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Nicole Tilot - Financial Advisor CDFA website

Score breakdown

AI Visibility55
SEO80
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 471-0761
  • providers.corewellhealth.org

Nicole Tilot - Financial Advisor CDFA: Nicole B VanAken, NP is a medical provider specializing in epilepsy neurology in Grand Rapids, MI. Serving adult patients between the ages of 18 and 64 as well as older adults aged 65 and above, this practice is affiliated with Corewell Health Grand Rapids...

Ranked #3 of 16 Financial Planner listings in Green BayScores updated Jun 7, 2026

#2Creative Planning of Green Bay

4.8 Google rating · 500 reviews

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Creative Planning of Green Bay website

Score breakdown

AI Visibility44
SEO72
  • Financial Planner
  • Green Bay, Wisconsin
  • (866) 273-2848
  • creativephl.org

Creative Planning of Green Bay: Creative Planning is a Financial Planner in Green Bay, WI. They offer comprehensive financial planning services tailored to meet the diverse needs of their clients, including investment management, retirement planning, and estate planning. With years of...

Ranked #7 of 16 Financial Planner listings in Green BayScores updated Jun 30, 2026

#3RBC Wealth Management Branch - Green Bay

5.0 Google rating · 2 reviews

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RBC Wealth Management Branch - Green Bay website

Score breakdown

AI Visibility46
SEO72
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 343-4540
  • rbcroyalbank.com

RBC Wealth Management Branch - Green Bay is a financial planner in Green Bay, WI. The firm provides a variety of personal banking services and products designed to help clients manage finances, invest, and prepare for major life events such as buying a home...

Ranked #6 of 16 Financial Planner listings in Green BayScores updated Sep 17, 2026

#4Woodmen Financial Resources

5.0 Google rating

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Woodmen Financial Resources website

Score breakdown

AI Visibility42
SEO70
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 499-8833
  • woodmenfinancialresources.com

Woodmen Financial Resources is a financial planner in Green Bay, Wisconsin, serving individuals and families with personalized strategies in retirement planning, estate planning, investing, and insurance services. The firm specializes in helping clients...

Ranked #8 of 16 Financial Planner listings in Green BayScores updated Jun 7, 2026

#5Wealth Enhancement Group of Green Bay

5.0 Google rating · 1 review

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Wealth Enhancement Group of Green Bay website

Score breakdown

AI Visibility30
SEO71
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 884-9000
  • wealthenhancement.com

Wealth Enhancement Group of Green Bay: Wealth Enhancement Group is a Financial Planner in Green Bay, WI. They specialize in helping clients manage their wealth and assets to ensure economic well-being, particularly during hard times or retirement. With one five-star review, they have demonstrated...

Ranked #10 of 16 Financial Planner listings in Green BayScores updated Sep 19, 2026

#6Duck Creek Financial Planning

5.0 Google rating · 1 review

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Duck Creek Financial Planning website

Score breakdown

AI Visibility28
SEO61
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 393-4713
  • duckhuntingchat.com

Duck Creek Financial Planning is a Financial Planner in Green Bay, WI. The firm provides financial planning services to individuals and families in the local area, with a focus on personalized guidance and support tailored to clients’ specific needs. Based at...

Ranked #13 of 16 Financial Planner listings in Green BayScores updated Jun 7, 2026
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BizScoreAI ranks 6 financial planners in Green Bay, Wisconsin 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 Green Bay 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 Green Bay, Wisconsin does BizScoreAI track?

6 financial planners in Green Bay currently meet the profile-quality bar for this page, with an average BizScore of 55 and a top score of 66.

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. 17% of measured financial planners in Green Bay score 50 or higher.

Is being listed free?

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