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Best Financial Planners in Waverly, Michigan

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Rankings use the published BizScore formulas. How we score

3Financial Planners scored in Waverly
59Average BizScore
63Top BizScore
33%AI Visibility 50 or higher
74Average SEO score
4.5Average Google rating (3 rated)

Top Financial Planners in Waverly

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Showing 1-3 of 3 Financial Planners listings in Waverly, MI · page 1 of 1

#1Morgan Stanley Financial Advisors of Waverly

3.7 Google rating

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M

Score breakdown

AI Visibility51
SEO77
Freshness-
AI Ready-
  • Financial Planner
  • Waverly, Michigan
  • (517) 351-1112
  • morganstanley.com
Ranked #3 of 9 Financial Planner listings in WaverlyScores updated Jun 13, 2026

#2Preferred Wealth Management, LLC

4.8 Google rating

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Preferred Wealth Management, LLC website

Score breakdown

AI Visibility49
SEO73
Freshness-
AI Ready-
  • Financial Planner
  • Waverly, Michigan
  • (517) 652-9076
  • preferredwealthmanagement.com

Preferred Wealth Management, LLC is a Financial Planner in Waverly, MI. The firm creates customized financial strategies for individuals and families, offering services such as retirement planning, investment management, estate planning, and wealth...

Ranked #5 of 9 Financial Planner listings in WaverlyScores updated Jun 22, 2026

#3Castle Financial Partners

5.0 Google rating

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Castle Financial Partners website

Score breakdown

AI Visibility45
SEO71
Freshness-
AI Ready-
  • Financial Planner
  • Waverly, Michigan
  • (517) 331-8331
  • castlefinancialpartners.com

Castle Financial Partners is a financial planner in Waverly, Michigan. The firm provides individual insurance, including term, universal, indexed universal, variable universal, and whole life coverage, as well as long term disability, long term care, and...

Ranked #6 of 9 Financial Planner listings in WaverlyScores updated Jun 7, 2026
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BizScoreAI ranks 3 financial planners in Waverly, Michigan 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 Waverly 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 Waverly, Michigan does BizScoreAI track?

3 financial planners in Waverly currently meet the profile-quality bar for this page, with an average BizScore of 59 and a top score of 63.

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. 33% of measured financial planners in Waverly score 50 or higher.

Is being listed free?

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