Financial Planner • Loveland Colorado
For just $27, get a quick analysis comparing your Google Business Profile services with your website to see if they're aligned correctly. Perfect for testing before investing in larger reports. Usually delivered within a few hours, but always less than 24 hours in your email.
If you want to know what your competitors are doing with their website only, this will give you all of what your competitors are doing with their websites and provide a solution that you can add to your website to build up the things you are missing very quickly without rebuilding your website or paying a monthly cost for SEO.
Get 60 local competitors and 50 national ones, compiling all the best of the best and giving you a blueprint and tools to fix your listing and website.
Highlight: This is to fix both your Google Profile and your Website, the most robust solution.
This comprehensive analysis of 23 businesses reveals critical competitive intelligence for the financial planner industry in Loveland Colorado. With 287 unique services identified across the market, businesses are likely missing significant service opportunities. Google's AI algorithms and customers actively scan business profiles comparing service descriptions, categories, and completeness. Businesses that strategically expand their service descriptions and fill market gaps will dominate local search results and customer acquisition.
We're showing you the top 10 most common services your competitors are using. With 287 total unique services discovered across all competitors, how many is your company missing? Did you know that each time your Google profile loads, Google and AI systems can see your categories, services, and descriptions? This is why making sure you put in the most important services with properly written descriptions is crucial to make your Google profile better than your competition.
This is the basics—not anything special—but as you can see, almost all of the companies on this list are in need of help fixing this problem. We have three options that can help:
It's your choice—we know that this quick industry report has opened your eyes to the problem. Get one of the reports and fix the problem.
The Business Comparison Table below shows your competitors and their Google Business Profile optimization levels. Use the service checkmarks to see which competitors offer similar services to you, and pay attention to the "% Descriptions" column—businesses with higher percentages are more likely to rank better in Google searches.
Key Competitive Analysis Points:
| Company Name | Website | Open GBP | Reviews | Rating | # Categories | # Services | % Descriptions | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | 3mi Competitors | 5mi Competitors |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gene Elder - Thrivent | Open Website | Open GBP | 2 | 16 | 12.5% | ✓ | ✓ | ✓ | ✓ | — | — | — | ✓ | — | — | 13 | 21 | ||
| CAPTRUST | Open Website | Open GBP | 1 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 0 | 0 | ||
| Macdonald Financial Services | Open Website | Open GBP | 205 | 4 | 50 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 7 | 12 | |
| Layman Lewis Financial Group | Open Website | Open GBP | 51 | 1 | 40 | 0.0% | ✓ | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | ✓ | ✓ | 7 | 18 | |
| Kevin Dunnigan, CFP® & Hayden Lowry, CFP® — Investment Center Advisor Group | Open Website | Open GBP | 10 | 5 | 67 | 0.0% | — | ✓ | ✓ | — | — | ✓ | ✓ | ✓ | — | ✓ | 13 | 21 | |
| Keystone Financial Services | Open Website | Open GBP | 9 | 1 | 49 | 0.0% | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | 7 | 12 | |
| TW Retirement Strategies & TW Wealth Management | Open Website | Open GBP | 57 | 1 | 21 | 52.4% | — | — | — | — | — | ✓ | — | — | — | — | 13 | 17 | |
| Perspective Wealth Advisors | Open Website | Open GBP | 5 | 1 | 9 | 0.0% | ✓ | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | — | ✓ | 7 | 18 | |
| The Journey Financial Group | Open Website | Open GBP | 13 | 1 | 5 | 0.0% | — | — | ✓ | — | ✓ | — | — | ✓ | — | — | 13 | 17 | |
| Wilderness Financial | Open Website | Open GBP | 4 | 38 | 0.0% | — | — | ✓ | — | — | ✓ | ✓ | ✓ | ✓ | ✓ | 13 | 13 | ||
| Ben Voss - Raymond James | Open Website | Open GBP | 10 | 2 | 28 | 0.0% | ✓ | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | — | ✓ | 13 | 17 | |
| Peakview Wealth Management | Open Website | Open GBP | 1 | 1 | 18 | 0.0% | — | — | ✓ | — | ✓ | ✓ | ✓ | ✓ | — | ✓ | 13 | 21 | |
| Edelman Financial Engines | Open Website | Open GBP | 3 | 40 | 0.0% | ✓ | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | ✓ | ✓ | 7 | 18 | ||
| Intelligent Investing | Open Website | Open GBP | 2 | 5 | 12 | 50.0% | — | — | — | — | — | — | — | — | — | — | 7 | 18 | |
| Purpose Driven Wealth | Open Website | Open GBP | 1 | 2 | 19 | 0.0% | ✓ | ✓ | ✓ | — | ✓ | ✓ | — | ✓ | — | — | 7 | 12 | |
| Parallel Financial Advisors - Andrew Moore and Tyler Rusch | Open Website | Open GBP | 2 | 26 | 0.0% | ✓ | — | ✓ | ✓ | ✓ | — | ✓ | ✓ | ✓ | ✓ | 13 | 17 | ||
| Money Concepts Wealth Management and Financial Planning Center | Open Website | Open GBP | 2 | 1 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 13 | 13 | |
| Together Financial Group | Open Website | Open GBP | 1 | 14 | 0.0% | ✓ | ✓ | — | ✓ | ✓ | ✓ | — | — | — | — | 13 | 21 | ||
| Spruce Creek Financial Advisors | Open Website | Open GBP | 2 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 13 | 13 | ||
| Paul D. Hummel, ChFC® & Haley S. Lee, CFP® - Investment Center Advisor Group | Open Website | Open GBP | 3 | 2 | 5 | 0.0% | — | ✓ | — | — | — | — | — | — | — | — | 13 | 21 | |
| Vital Investment Management | Open Website | Open GBP | 4 | 2 | 8 | 0.0% | — | — | — | — | ✓ | ✓ | — | — | — | — | 7 | 12 | |
| Edward Jones - Financial Advisor: Doug Rechkemmer, AAMS® | Open Website | Open GBP | 3 | 4 | 0 | 0% | — | — | — | — | — | — | — | — | — | — | 13 | 17 | |
| Retirement Planning Center of the Rockies | Open Website | Open GBP | 1 | 3 | 9 | 0.0% | — | — | — | — | ✓ | — | — | — | ✓ | — | 13 | 17 |