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Financial Planners in Greeley, CO: 2026 rankings

83 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Greeley: Wings Credit Union, previously Ent, RFA Score 75/100; 4.8★ from 88 Google reviews; open Saturdays until 12 PM.

  2. 20

    Most-reviewed: Macdonald Financial Services, 234 Google reviews at 5.0★, the most of 83 ranked; ranked #20.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

83 Greeley financial planners are ranked here by RFA Score, from eight published factors. 26 open Saturdays, based on posted hours. The median Google rating is 4.8★ across 83 rated firms.

Top 10 financial planners in Greeley at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial planners in Greeley at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Wings Credit Union, previously Ent754.8★ (88)GreeleySatTop score
2Balanced Financial Inc705.0★ (93)Fort Collins, 21 mi away——
3FNBO693.8★ (86)GreeleySat—
4Tarantino Wealth Management - Michael Tarantino, Certified Financial Planner695.0★ (82)Fort Collins, 23 mi away——
5Wings Credit Union, previously Ent694.5★ (22)GreeleySat—
6FNBO694.0★ (32)GreeleySat—
7CheckMarks Bookkeeping Services685.0★ (9)Greeley——
8Wings Credit Union, previously Ent674.5★ (64)Loveland, 18 mi awaySat—
9Wings Credit Union, previously Ent674.6★ (31)Windsor, 12 mi awaySat—
10Noble Capital Group LLC675.0★ (22)Fort Collins, 14 mi awaySat—

All 83 financial planners in Greeley, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  2. #2 Balanced Financial Inc

    Based in Fort Collins, 21 mi away

    70/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 93 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 93 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    3711 John F Kennedy Pkwy #230, Fort Collins, CO 80525
    View profile for Balanced Financial Inc(970) 204-1500

  3. #3 FNBO

    Based in Greeley

    69/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 3.8★ from 86 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 86 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1701 23rd Ave, Greeley, CO 80634
    View profile for FNBO(970) 347-4001

  6. #6 FNBO

    Based in Greeley

    69/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 4.0★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 4.0★ from 32 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    920 54th Ave, Greeley, CO 80634
    View profile for FNBO(970) 346-5024

  15. #15 Q Wealth Management

    Based in Greeley

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1801 59th Ave Ste 202, Greeley, CO 80634
    View profile for Q Wealth Management(970) 300-9411

  16. #16 Safer Money Solutions

    Based in Fort Collins, 21 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    155 Boardwalk Dr #524, Fort Collins, CO 80525
    View profile for Safer Money Solutions(970) 691-7672

  22. #22 FNBO

    Based in Windsor, 12 mi away

    65/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.7★ from 38 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 38 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1505 Main St, Windsor, CO 80550
    View profile for FNBO(970) 506-8400

  24. #24 Millennium Financial

    Based in Greeley

    65/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    3545 W 12th St #202, Greeley, CO 80634
    View profile for Millennium Financial(970) 400-7111

Financial planners ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 83 ranked financial planners here; the rest are on their profiles.

financial planners in Greeley, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Elevations Credit Union643.8★ (80)19 mi
27Strategic Financial Management, Inc.643.7★ (3)In Greeley
28BMO Bank N.A Branches642.5★ (47)In Greeley
29Jason Percha - COUNTRY Financial Representative644.6★ (19)20 mi
30Alpine Bank634.8★ (18)22 mi
31Otium Wealth Management635.0★ (13)19 mi
32Cosner Financial Group634.4★ (7)11 mi
33Trajan Wealth635.0★ (11)18 mi
34FNBO634.2★ (22)20 mi
35Balanced Wealth Partners635.0★ (13)21 mi
36Level Up Financial Planning, LLC635.0★ (7)15 mi
37Keystone Financial Services635.0★ (7)15 mi
38FNBO634.0★ (15)16 mi
39Financial Planning Fort Collins635.0★ (12)21 mi
40FNBO633.6★ (43)19 mi
41FNBO633.9★ (45)23 mi
42Ben Voss - Raymond James635.0★ (10)19 mi
43Streamlined Wealth Planning635.0★ (10)19 mi
44FNBO633.1★ (32)12 mi
45FNBO623.6★ (44)21 mi
46Perspective Wealth Advisors625.0★ (5)15 mi
47Suko Financial Group625.0★ (9)21 mi
48FNBO623.3★ (45)19 mi
49Indelible Wealth Group625.0★ (8)21 mi
50Momentum Financial Planning LLC615.0★ (11)25 mi

Also serving Greeley

20 more financial planners within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial planners serving Greeley
BusinessGoogle ratingDistance
Anderson & Whitney PC1.0★ (1)In Greeley
Edward Jones - Financial Advisor: Andrew Thiel, AAMS®4.7★ (6)In Greeley
Edward Jones - Financial Advisor: Brian C Larson3.7★ (3)In Greeley
Edward Jones - Financial Advisor: Daniel J Martin5.0★ (1)In Greeley
Edward Jones - Financial Advisor: Dawn M Strohecker, AAMS®3.0★ (2)In Greeley
Edward Jones - Financial Advisor: Matt Sheffield, CFP®|CIMA®5.0★ (3)In Greeley
Edward Jones - Financial Advisor: Mike Boyles4.0★ (4)In Greeley
Edward Jones - Financial Advisor: Thomas Hodges, CFP®|CIMA®|CEPA®|AAMS®5.0★ (3)In Greeley
EXCOL | Reliable Accounting Principles for Direct Growth & Success3.7★ (6)In Greeley
Intrinsic Financial Design Group5.0★ (2)In Greeley
Jeremy D Harman: Primerica - Financial Services5.0★ (6)In Greeley
John Mcgee, Principal - Arete Financial Group LLC5.0★ (2)In Greeley
KEDz ENTREMovement LLC5.0★ (1)In Greeley
Kory Miller Financial Management5.0★ (1)In Greeley
M 5 Consulting1.0★ (1)In Greeley
Mike Reed - Bank of the West Wealth Management Advisor4.5★ (2)In Greeley
Padgett Business Services4.0★ (4)In Greeley
Raymond James Financial Services1.0★ (1)In Greeley
Stifel5.0★ (1)In Greeley
Stough Family Investments5.0★ (1)In Greeley

How we ranked Greeley financial planners

We scored 83 Greeley financial planners on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Greeley data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial planner

  1. Confirm the financial planner and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial planner

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial planner?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial planners in Greeley: frequently asked questions

Which financial planner has the highest RFA Score in Greeley?

By RFA Score, the highest-ranked financial planner in Greeley, CO is Wings Credit Union, previously Ent with an RFA Score of 75/100. It has 4.8★ from 88 Google reviews. It is open Saturdays until 12 PM. Balanced Financial Inc (#2) and FNBO (#3) follow. We ranked 83 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Greeley?

RankedFinancialAdvisors ranks 83 financial planners serving Greeley, CO. 15 of them are based in Greeley; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial planners in Greeley work on weekends?

26 of 83 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Wings Credit Union, previously Ent (#1), FNBO (#3) and Wings Credit Union, previously Ent (#5). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Greeley financial planners have?

The median Google rating among 83 rated financial planners in Greeley is 4.8★, with a median of 11 reviews. Macdonald Financial Services has the most, 234 reviews, and ranks #20. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial planners?

Each financial planner gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial planners outside Greeley count in this ranking?

Yes, if they are within 25 mi of the Greeley city center, our service radius for financial planners. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial planners pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Greeley ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial planner’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial planner in Greeley a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial planners charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Greeley

  1. November 2026: RFA Scores recalculated for 83 financial planners serving Greeley.

More financial planners and Greeley pages