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Best Financial Planners in Westfield, Indiana

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Claimed listings first, then by BizScore. How we score

3Financial Planners scored in Westfield
51Average BizScore
61Top BizScore
0%AI Visibility 50 or higher
68Average SEO score
4.2Average Google rating (3 rated)

Top Financial Planners in Westfield

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Showing 1-3 of 3 Financial Planners listings in Westfield, IN · page 1 of 1

#1Comprehensive Financial Consultants of Westfield

2.5 Google rating · 10 reviews

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Comprehensive Financial Consultants of Westfield website

Score breakdown

AI Visibility45
AI Ready30
SEO77
Freshness100
  • Financial Planner
  • Westfield, Indiana
  • (833) 876-5052
  • progressive.com

Comprehensive Financial Consultants of Westfield: Comprehensive Financial Consultants is a financial planner in Westfield, IN, serving individuals and families seeking personalized guidance on retirement planning, investment strategies, and long-term financial goals. The firm specializes in creating...

Category rank by BizScore: #2 of 9 Financial Planner listings in WestfieldScores updated Oct 24, 2026

#2Oaktree Financial Advisors, Inc. of Westfield

5.0 Google rating

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Oaktree Financial Advisors, Inc. of Westfield website

Score breakdown

AI Visibility37
AI Ready2
SEO62
Freshness-
  • Financial Planner
  • Westfield, Indiana
  • (213) 830-6300
  • oaktreecapital.com

Oaktree Financial Advisors, Inc. is a Financial Planner in Westfield, IN. The firm operates as a global investment manager specializing in alternative investments, providing expertise across credit, equity, and real estate. Founded in 1995, the firm utilizes...

Category rank by BizScore: #5 of 9 Financial Planner listings in WestfieldScores updated Oct 29, 2026

#3Lewis Wealth Management LLC of Westfield

5.0 Google rating

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Lewis Wealth Management LLC of Westfield website

Score breakdown

AI Visibility17
AI Ready22
SEO66
Freshness40
  • Financial Planner
  • Westfield, Indiana
  • (317) 503-3680
  • lewiswealthmanagement.net

Lewis Wealth Management LLC of Westfield is a financial planner in Westfield, Indiana, offering personalized investment and financial advice to individuals and families seeking long-term financial security. The firm specializes in investment management...

Category rank by BizScore: #7 of 9 Financial Planner listings in WestfieldScores updated Oct 29, 2026
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What the Data Shows for Financial Planners in Westfield

0% of the 3 financial planners we measured in Westfield reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 33, compared with an average SEO score of 68.

The average Google rating across 3 rated financial planners is 4.2, and the median listing has 10 reviews.

None of the 3 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 29, 2026. What each score measures: How We Score.

BizScoreAI compares 3 financial planners in Westfield, 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 Westfield 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 Westfield, Indiana does BizScoreAI track?

3 financial planners in Westfield currently meet the profile-quality bar for this page, with an average BizScore of 51 and a top score of 61.

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. 0% of measured financial planners in Westfield score 50 or higher.

Is being listed free?

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