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24-Hour Financial Advisors in Loveland, CO — Always Available
Emergencies don't keep business hours. These financial advisors in Loveland are available 24 hours a day, 7 days a week — including holidays.
As of May 2026, RatingsNearMe ranks 19 financial advisors in Loveland, CO by verified customer ratings and review volume. The highest-rated is Macdonald Financial Services with a 5.0-star rating from 205 verified reviews. Also in the top tier: TW Retirement Strategies & TW Wealth Management and Layman Lewis Financial Group. The average rating across all listed financial advisors in Loveland is 4.9 stars from 22 reviews per business on average.
Financial advisors in Loveland typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
22
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Macdonald Financial Services
4025 St Cloud Dr Ste 250, Loveland, CO 80538, USA
TW Retirement Strategies & TW Wealth Management
750 W Eisenhower Blvd #300, Loveland, CO 80537, USA
Layman Lewis Financial Group
5401 Stone Creek Cir Unit 201, Loveland, CO 80538, USA
Financial Advisors Rankings in Loveland, CO
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Macdonald Financial Services4025 St Cloud Dr Ste 250, Loveland, CO 80538, USA | 5.0★ | 205 |
| #2 | TW Retirement Strategies & TW Wealth Management750 W Eisenhower Blvd #300, Loveland, CO 80537, USA | 5.0★ | 60 |
| #3 | Layman Lewis Financial Group5401 Stone Creek Cir Unit 201, Loveland, CO 80538, USA | 4.7★ | 51 |
| #4 | Edward Jones - Financial Advisor: Robert V Flood, AAMS®|CKA®4184 St Cloud Dr Unit 202, Loveland, CO 80538, USA | 5.0★ | 4 |
| #5 | Edward Jones - Financial Advisor: Kevin A Flint, CFP®|ChFC®4184 St Cloud Dr #202, Loveland, CO 80538, USA | 5.0★ | 2 |
| #6 | Edward Jones - Financial Advisor: Doug Rechkemmer, AAMS®525 N Cleveland Ave, Loveland, CO 80537, USA | 5.0★ | 3 |
| #7 | Money Concepts Wealth Management and Financial Planning Center1419 W 29th St, Loveland, CO 80538, USA | 5.0★ | 2 |
| #8 | Josh Dees - Private Wealth Advisor, Ameriprise Financial Services, LLC4025 St Cloud Dr STE 100, Loveland, CO 80538, USA | — | — |
| #9 | Paul D. Hummel, ChFC® & Haley S. Lee, CFP® - Investment Center Advisor Group290 E 25th St Suite 200, Loveland, CO 80538, USA | 5.0★ | 3 |
| #10 | Keystone Financial Services4090 Clydesdale Pkwy #201, Loveland, CO 80538, USA | 4.6★ | 9 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Loveland
Edward Jones - Financial Advisor: Robert V Flood, AAMS®|CKA®
4184 St Cloud Dr Unit 202, Loveland, CO 80538, USA
Edward Jones - Financial Advisor: Kevin A Flint, CFP®|ChFC®
4184 St Cloud Dr #202, Loveland, CO 80538, USA
Edward Jones - Financial Advisor: Doug Rechkemmer, AAMS®
525 N Cleveland Ave, Loveland, CO 80537, USA
Money Concepts Wealth Management and Financial Planning Center
1419 W 29th St, Loveland, CO 80538, USA
Josh Dees - Private Wealth Advisor, Ameriprise Financial Services, LLC
4025 St Cloud Dr STE 100, Loveland, CO 80538, USA
Paul D. Hummel, ChFC® & Haley S. Lee, CFP® - Investment Center Advisor Group
290 E 25th St Suite 200, Loveland, CO 80538, USA
Keystone Financial Services
4090 Clydesdale Pkwy #201, Loveland, CO 80538, USA
Peakview Wealth Management
3780 N Garfield Ave Unit 204, Loveland, CO 80538, USA
The Journey Financial Group
201 E 4th St #95, Loveland, CO 80537, USA
Edward Jones - Financial Advisor: Kailun L Hensley, AAMS®
1051 Eagle Dr, Loveland, CO 80537, USA
Retirement Planning Center of the Rockies
700 W Eisenhower Blvd #130, Loveland, CO 80537, USA
Edward Jones - Financial Advisor: Chris France, CFP®|AAMS®
3850 N Grant Ave Suite 210, Loveland, CO 80538, USA
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Frequently Asked Questions — Financial Advisors in Loveland
What is a fiduciary financial advisor and why does it matter in Loveland?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Loveland, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Loveland?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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