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24 firms listed · 16 in Loveland · 4 open weekends · 14 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
The 24 firms listed for Loveland, CO provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Of the 24 firms we list here, 16 are in Loveland itself and 8 come from Fort Collins (7, 9 mi) and Timnath (1, 8 mi). 16 of the firms on this page have a rating, from 4.0 to 5.0 across 249 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (78%) and quality (59%). 4 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are income planning (2), legacy planning (2) and retirement planning (2). 1 shows a license on its website; 2 list staff certifications (CFP) and 8 have a BBB rating of A or A+. 18 have ten or more years of experience, the longest 42 years. 1 offers payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 23 publish a contact page; 18 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
7 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
