Same Day · Loveland
Same-Day Financial Advisors in Loveland, CO
Can't wait a week? These financial advisors in Loveland offer same-day or next-day appointments. Call now to check availability.
As of June 2026, RatingsNearMe ranks 19 financial advisors in Loveland, CO by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Macdonald Financial Services with a 5.0-star rating from 205 Google reviews and an RNM Score of 99/100. 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 June 10, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Intelligent Investing
Intelligent Investing is top-ranked for its comprehensive financial planning services and strong local reputation in Loveland.
Most Reviewed
Edward Jones - Financial Advisor: Kailun L Hensley, AAMS®
A high number of reviews indicates broad client experience and trust, helping you gauge service consistency.
When choosing a financial advisor in Loveland, consider scheduling initial consultations with multiple firms to compare their approach, fees, and how well they align with your personal financial goals.
Local Market Snapshot
19
Businesses listed
4.9★
Avg rating
22
Avg reviews
Jun 10, 2026
Last updated
Top Rated Financial Advisors
Loveland’s top-rated financial advisor with a perfect 5.0-star rating from over 200 reviews.
4025 St Cloud Dr Ste 250, Loveland, CO 80538, USA5.0 stars from 60 Google reviews reflect exceptional client trust and satisfaction.
750 W Eisenhower Blvd #300, Loveland, CO 80537, USAFinancial advisor in Loveland rated 4.7 stars from 51 reviews.
5401 Stone Creek Cir Unit 201, Loveland, CO 80538, USAFinancial 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 | The Journey Financial Group201 E 4th St #95, Loveland, CO 80537, USA | 4.7★ | 13 |
| #5 | Ben Voss - Raymond James201 E 4th St Ste 23, Loveland, CO 80537, USA | 5.0★ | 10 |
| #6 | Keystone Financial Services4090 Clydesdale Pkwy #201, Loveland, CO 80538, USA | 4.6★ | 9 |
| #7 | Edward Jones - Financial Advisor: Kailun L Hensley, AAMS®1051 Eagle Dr, Loveland, CO 80537, USA | 5.0★ | 6 |
| #8 | Perspective Wealth Advisors1615 Foxtrail Dr Suite 260, Loveland, CO 80538, USA | 5.0★ | 5 |
| #9 | Intelligent Investing1635 Foxtrail Dr, Loveland, CO 80538, USA | 5.0★ | 2 |
| #10 | Peakview Wealth Management3780 N Garfield Ave Unit 204, Loveland, CO 80538, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Loveland
Rated 4.7 stars from 13 Google reviews, reflecting strong client satisfaction.
201 E 4th St #95, Loveland, CO 80537, USA
Rated 5.0 stars from 10 reviews, this Loveland financial advisor is highly regarded.
201 E 4th St Ste 23, Loveland, CO 80537, USA
Trusted by locals with a strong 4.6-star rating across 9 reviews.
4090 Clydesdale Pkwy #201, Loveland, CO 80538, USA
Exceptional 5.0-star rating across 6 reviews from local clients in Loveland.
1051 Eagle Dr, Loveland, CO 80537, USA
5.0 stars from 5 Google reviews for a trusted local advisor.
1615 Foxtrail Dr Suite 260, Loveland, CO 80538, USA
Top-rated financial advisor in Loveland with a perfect 5.0-star rating from recent reviews.
1635 Foxtrail Dr, Loveland, CO 80538, USA
5.0 stars from 1 Google review, reflecting exceptional client satisfaction.
3780 N Garfield Ave Unit 204, Loveland, CO 80538, USA
5.0-star rating from 2 Google reviews for financial advising in Loveland.
3850 N Grant Ave Suite 210, Loveland, CO 80538, USA
Earned a perfect 5.0-star rating from early client reviews in Loveland.
700 W Eisenhower Blvd #130, Loveland, CO 80537, USA
A Loveland financial advisor with no customer reviews yet to reference for feedback.
1635 Foxtrail Dr #125, Loveland, CO 80538, USA
Consistently rated 5.0 stars across all Google reviews for financial guidance in Loveland.
525 N Cleveland Ave, Loveland, CO 80537, USA
Rated 5.0 stars from three Google reviews in Loveland.
290 E 25th St Suite 200, Loveland, CO 80538, USA
Rated 5.0 stars from 2 Google reviews in Loveland, CO.
1419 W 29th St, Loveland, CO 80538, USA
This financial advisor in Loveland has no Google reviews yet to establish a rating.
4025 St Cloud Dr STE 100, Loveland, CO 80538, USA
Rated 5.0 stars from 2 Google reviews, this Loveland financial advisor is highly regarded.
4184 St Cloud Dr #202, Loveland, CO 80538, USA
A perfect 5.0-star rating from 4 client reviews in Loveland.
4184 St Cloud Dr Unit 202, Loveland, CO 80538, USA
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Financial Advisors in Loveland, CO — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Macdonald Financial Services | 99/100 | 5.0 ★ | 205 |
| 2 | TW Retirement Strategies & TW Wealth Management | 92/100 | 5.0 ★ | 60 |
| 3 | Layman Lewis Financial Group | 86/100 | 4.7 ★ | 51 |
| 4 | The Journey Financial Group | 79/100 | 4.7 ★ | 13 |
| 5 | Ben Voss - Raymond James | 75/100 | 5.0 ★ | 10 |
| 6 | Keystone Financial Services | 76/100 | 4.6 ★ | 9 |
| 7 | Edward Jones - Financial Advisor: Kailun L Hensley, AAMS® | 72/100 | 5.0 ★ | 6 |
| 8 | Perspective Wealth Advisors | 71/100 | 5.0 ★ | 5 |
| 9 | Intelligent Investing | 68/100 | 5.0 ★ | 2 |
| 10 | Peakview Wealth Management | 74/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
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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: June 10, 2026.
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