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Best Financial Planners in South Bend, Indiana

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Claimed listings first, then by BizScore. How we score

7Financial Planners scored in South Bend
54Average BizScore
64Top BizScore
29%AI Visibility 50 or higher
69Average SEO score
4.7Average Google rating (6 rated)

Top Financial Planners in South Bend

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Showing 1-7 of 7 Financial Planners listings in South Bend, IN · page 1 of 1

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Rodney Jacobs - Private Wealth Advisor, Ameriprise Financial Services, LLC of South Bend website

Score breakdown

AI Visibility61
AI Ready30
SEO66
Freshness100
  • Financial Planner
  • South Bend, Indiana
  • (574) 936-2571
  • ameriprise.com
Category rank by BizScore: #2 of 17 Financial Planner listings in South BendScores updated Oct 23, 2026

#2Edward Jones - Financial Advisor of South Bend

5.0 Google rating

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Edward Jones - Financial Advisor of South Bend website

Score breakdown

AI Visibility55
AI Ready22
SEO70
Freshness100
  • Financial Planner
  • South Bend, Indiana
  • (574) 299-1287
  • edwardjones.com
Category rank by BizScore: #4 of 17 Financial Planner listings in South BendScores updated Oct 24, 2026

#3Neeser Insurance & Financial Solutions

5.0 Google rating

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Neeser Insurance & Financial Solutions website

Score breakdown

AI Visibility44
AI Ready48
SEO74
Freshness100
  • Financial Planner
  • South Bend, Indiana
  • (574) 234-1980
  • neeserinsurance.com

Neeser Insurance & Financial Solutions is a Financial Planner in South Bend, IN, located at 224 W Colfax Ave #200. The firm guides families and business owners toward financial clarity and confidence using guaranteed, tax-advantaged strategies that avoid...

Category rank by BizScore: #5 of 17 Financial Planner listings in South BendScores updated Oct 24, 2026
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Cornerstone Wealth Services - Matt Wilson, AAMS®, AIF® website

Score breakdown

AI Visibility37
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • South Bend, Indiana
  • (574) 307-6699
  • cornerstonesva.org
Category rank by BizScore: #7 of 17 Financial Planner listings in South BendScores updated Jun 7, 2026
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Edward Jones - Financial Advisor: Leo E Priemer, CFP®|CEPA®|AAMS® website

Score breakdown

AI Visibility39
AI Ready-
SEO81
Freshness-
  • Financial Planner
  • South Bend, Indiana
  • (574) 891-5090
  • edwardjones.com
Category rank by BizScore: #8 of 17 Financial Planner listings in South BendScores updated Sep 17, 2026

#6Merrill Lynch Wealth Management of South Bend

5.0 Google rating

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Merrill Lynch Wealth Management of South Bend website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • South Bend, Indiana
  • (574) 282-3600
  • mymerrill.com

Merrill Lynch Wealth Management of South Bend: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #12 of 17 Financial Planner listings in South BendScores updated Sep 20, 2026

#7Edward Jones - Financial Advisor: Patrick C Reighter

5.0 Google rating

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Edward Jones - Financial Advisor: Patrick C Reighter website

Score breakdown

AI Visibility0
AI Ready-
SEO51
Freshness-
  • Financial Planner
  • South Bend, Indiana
  • (574) 387-4819
  • edwardjones.com

Edward Jones - Financial Advisor: Patrick C Reighter is a financial planner in South Bend, Indiana. The firm provides personal financial advice to help clients achieve their goals, with a 5.00 rating. Services offered include business retirement plans...

Category rank by BizScore: #16 of 17 Financial Planner listings in South BendScores updated Sep 24, 2026
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What the Data Shows for Financial Planners in South Bend

29% of the 7 financial planners we measured in South Bend reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 39, compared with an average SEO score of 69.

The average Google rating across 6 rated financial planners is 4.7, and the median listing has 29 reviews.

None of the 7 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 23, 2026. What each score measures: How We Score.

BizScoreAI compares 7 financial planners in South Bend, Indiana by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. 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 South Bend ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in South Bend, Indiana does BizScoreAI track?

7 financial planners in South Bend currently meet the profile-quality bar for this page, with an average BizScore of 54 and a top score of 64.

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. 29% of measured financial planners in South Bend score 50 or higher.

Is being listed free?

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