Macdonald Financial Services
“Dad is deaf and AJ was patient and thorough.”
Best Financial Advisors in Loveland, CO
15 firms listed · 13 in Loveland · 2 open weekends · 11 rated 4.5+
Data verified November 6, 2026
Layman Lewis Financial Group
“This has been reinforced for us over the last five years in our retirement, as each interaction we have had with the Layman Lewis team since, has been a very positive experience.”
Kevin Dunnigan & Hayden Lowry — Investment Center Advisor Group
“This is a team of professionals who not only care for their clients but are smart at what they do”
Clergy Advantage
“Great place to get tax and financial advice for people in ministry!”
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Keystone Financial Services
“The definitely care about their customers and their investments.”
Retirement Planning Center of the Rockies
“This is a very professional and family oriented business dealing with retirement, personal assets, financial assets and growth.”
The 15 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.
Area overview: Loveland, CO
Of the 15 firms we list here, 13 are in Loveland itself and 2 come from Fort Collins (9 mi). 12 of the firms on this page have a rating, from 4.2 to 5.0 across 334 reviews; 2 have 50 or more reviews and 11 are rated 4.5 or higher. 2 are open on Saturdays. 1 lists staff certifications (CFP) and 5 have a BBB rating of A or A+. 10 have ten or more years of experience, the longest 42 years. 1 offers payment plans; 2 offer a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; all 15 publish a contact page; 12 list a public email and 4 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.
Do firms listed for Loveland take financial planning bookings online?
4 of the 15 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.
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The Journey Financial Group
“Amber and Steve are very thorough in explaining the various products, giving you time to think about whether the product fits with your risk tolerance and overall investment strategy.”
Senior Advisory Group
Brent Powell Financial
“I have been invested with Brent for over 14 years now and could not have ever found a better investor/advisor for my future.”
Peakview Wealth Management
“After hearing some of his practices and seeing the type of person he is, I would recommend this firm to anyone who needs help creating a solid financial plan.”
Parallel Financial Advisors - Andrew Moore and Tyler Rusch
Nexphase Financial
Target Alpha Financial
“His years of knowledge and experience are a valuable resource for any person or business needing accounting and tax prep in Northern Colorado.”
Leeward Divorce Financial Planning
“My situation was quite complex but Kim guided me through capturing all aspects of my financial portfolio that led me to have confidence going into the proceedings and aided my attorney with credible financial expertise.”
Why these companies made our list
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