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Best Financial Planners in Cleveland, Tennessee

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Claimed listings first, then by BizScore. How we score

3Financial Planners scored in Cleveland
51Average BizScore
55Top BizScore
0%AI Visibility 50 or higher
64Average SEO score
3.5Average Google rating (2 rated)

Top Financial Planners in Cleveland

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Showing 1-3 of 3 Financial Planners listings in Cleveland, TN · page 1 of 1

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W

Score breakdown

AI Visibility37
AI Ready-
SEO74
Freshness-
  • Financial Planner
  • Cleveland, Tennessee
  • (423) 472-1947
  • waypointfinancialpartners.com

Waypoint Financial Partners, LLC / Equitable Advisors is a financial planner in Cleveland, Tennessee. The firm provides comprehensive planning processes for individuals and businesses, specializing in retirement income, risk management for wealth...

Category rank by BizScore: #7 of 15 Financial Planner listings in ClevelandScores updated Jun 24, 2026

#2Raymond James & Associates

2.0 Google rating · 1 review

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R

Score breakdown

AI Visibility45
AI Ready-
SEO59
Freshness-
  • Financial Planner
  • Cleveland, Tennessee
  • (423) 614-1720
  • raymondjames.com
Scores updated Oct 8, 2026

#3Tennessee Valley Retirement Solutions: Victor Boltniew

5.0 Google rating · 1 review

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Tennessee Valley Retirement Solutions: Victor Boltniew website

Score breakdown

AI Visibility27
AI Ready-
SEO58
Freshness-
  • Financial Planner
  • Cleveland, Tennessee
  • (423) 614-4005
  • tvrslife.com

Tennessee Valley Retirement Solutions: Victor Boltniew is a financial planner in Cleveland, Tennessee. The agency specializes in retirement planning, annuities, life insurance, Medicare supplements, and long-term care insurance. Serving the local community...

Category rank by BizScore: #10 of 15 Financial Planner listings in ClevelandScores updated Jul 20, 2026
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What the Data Shows for Financial Planners in Cleveland

0% of the 3 financial planners we measured in Cleveland reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 36, compared with an average SEO score of 64.

The average Google rating across 2 rated financial planners is 3.5, and the median listing has 1 review.

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

Figures from BizScoreAI's stored scans, latest score update Oct 8, 2026. What each score measures: How We Score.

BizScoreAI compares 3 financial planners in Cleveland, Tennessee 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 Cleveland 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 Cleveland, Tennessee does BizScoreAI track?

3 financial planners in Cleveland currently meet the profile-quality bar for this page, with an average BizScore of 51 and a top score of 55.

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 Cleveland score 50 or higher.

Is being listed free?

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