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Best Financial Planners in Castle Rock, Colorado

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Rankings use the published BizScore formulas. How we score

8Financial Planners scored in Castle Rock
53Average BizScore
69Top BizScore
25%AI Visibility 50 or higher
71Average SEO score
4.5Average Google rating (7 rated)

Top Financial Planners in Castle Rock

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Showing 1-8 of 8 Financial Planners listings in Castle Rock, CO · page 1 of 1

#1Block Advisors of Castle Rock

4.6 Google rating

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Block Advisors of Castle Rock website

Score breakdown

AI Visibility61
SEO81
Freshness-
AI Ready-
  • Financial Planner
  • Castle Rock, Colorado
  • (303) 660-3694
  • blockblast.game

Block Advisors of Castle Rock is a Financial Planner in Castle Rock, CO. The business is located on Front St, near the intersection of Founders Parkway. It is a short drive from the Douglas County Human Services Center and the Colorado State Patrol Castle...

Ranked #1 of 9 Financial Planner listings in Castle RockScores updated Sep 16, 2026

#2Blue Rock Financial Group - Financial Planning

5.0 Google rating · 36 reviews

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Blue Rock Financial Group - Financial Planning website

Score breakdown

AI Visibility58
SEO82
Freshness-
AI Ready-
  • Financial Planner
  • Castle Rock, Colorado
  • (302) 752-6637
  • bluerockfg.com

Blue Rock Financial Group - Financial Planning is a financial planner in Castle Rock, Colorado. The firm provides a fee-based platform offering wealth management, corporate retirement plans, and comprehensive financial advice to business owners, executives...

Ranked #2 of 9 Financial Planner listings in Castle RockScores updated Jun 11, 2026

#3Castle Rock Investment Company

5.0 Google rating

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Castle Rock Investment Company website

Score breakdown

AI Visibility43
SEO75
Freshness-
AI Ready-
  • Financial Planner
  • Castle Rock, Colorado
  • (720) 608-5894
  • castleduncan.com

Castle Rock Investment Company is a financial planner in Castle Rock, CO. The firm maintains a 5.00 rating from its clients. The business is located on Wilcox St, situated near the Castle Rock Town Hall and a short distance from Festival Park and the Castle...

Ranked #4 of 9 Financial Planner listings in Castle RockScores updated Sep 22, 2026

#4Castle Rock Financial Planning

4.0 Google rating

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Castle Rock Financial Planning website

Score breakdown

AI Visibility43
SEO75
Freshness-
AI Ready-
  • Financial Planner
  • Castle Rock, Colorado
  • (651) 294-0013
  • castleduncan.com
Ranked #3 of 9 Financial Planner listings in Castle RockScores updated Sep 16, 2026

#5Northwestern Mutual - Castle Rock

3.1 Google rating · 27 reviews

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Northwestern Mutual - Castle Rock website

Score breakdown

AI Visibility35
SEO76
Freshness-
AI Ready-
  • Financial Planner
  • Castle Rock, Colorado
  • (719) 466-2444
  • northwestern.edu
Ranked #6 of 9 Financial Planner listings in Castle RockScores updated Jun 7, 2026

#6Fidelis Wealth Advisors

5.0 Google rating

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Fidelis Wealth Advisors website

Score breakdown

AI Visibility34
SEO68
Freshness-
AI Ready-
  • Financial Planner
  • Castle Rock, Colorado
  • (303) 800-4683
  • fideliscare.org

Fidelis Wealth Advisors is a Financial Planner in Castle Rock, CO. They specialize in providing comprehensive financial planning services to their clients, focusing on wealth management, retirement planning, and investment strategies tailored to individual...

Ranked #7 of 9 Financial Planner listings in Castle RockScores updated Jul 1, 2026

#7Nielson Wealth Management

5.0 Google rating · 425 reviews

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Nielson Wealth Management website

Score breakdown

AI Visibility28
SEO62
Freshness-
AI Ready-
  • Financial Planner
  • Castle Rock, Colorado
  • (303) 290-8600
  • adintel.global.nielsen.com

Nielson Wealth Management is a Financial Planner in Castle Rock, CO. They specialize in providing comprehensive financial planning services to individuals and families, focusing on wealth management strategies tailored to meet their clients' specific needs...

Ranked #8 of 9 Financial Planner listings in Castle RockScores updated Jul 1, 2026
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Edward Jones of Castle Rock website

Score breakdown

AI Visibility0
SEO50
Freshness-
AI Ready-
  • Financial Planner
  • Castle Rock, Colorado
  • (303) 663-0776
  • onlineaccess.edwardjones.com
Ranked #9 of 9 Financial Planner listings in Castle RockScores updated Jul 1, 2026
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BizScoreAI ranks 8 financial planners in Castle Rock, Colorado by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Castle Rock ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

How many financial planners in Castle Rock, Colorado does BizScoreAI track?

8 financial planners in Castle Rock currently meet the profile-quality bar for this page, with an average BizScore of 53 and a top score of 69.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 25% of measured financial planners in Castle Rock score 50 or higher.

Is being listed free?

Yes. Every financial planner in Castle Rock is listed and scored for free, and claiming a listing is free too.