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Best Financial Planners in Green Bay, Wisconsin

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9Financial Planners scored in Green Bay
58Average BizScore
88Top BizScore
25%AI Visibility 50 or higher
72Average SEO score
4.8Average Google rating (9 rated)

Top Financial Planners in Green Bay

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Showing 1-9 of 9 Financial Planners listings in Green Bay, WI · page 1 of 1

#1Jerry Ganz Financial Planning Top-Rated

5.0 Google rating · 1 review

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Jerry Ganz Financial Planning website

Score breakdown

AI Visibility87
AI Ready40
SEO89
Freshness100
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 498-8100
  • jerry.ai
Category rank by BizScore: #1 of 16 Financial Planner listings in Green BayScores updated Oct 24, 2026

#2Macco Financial Group, Inc. of Green Bay

3.7 Google rating · 252 reviews

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Macco Financial Group, Inc. of Green Bay website

Score breakdown

AI Visibility52
AI Ready-
SEO76
Freshness-
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 617-6830
  • macco.group
Category rank by BizScore: #4 of 16 Financial Planner listings in Green BayScores updated Sep 19, 2026

#3Creative Planning of Green Bay

4.8 Google rating · 500 reviews

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Creative Planning of Green Bay website

Score breakdown

AI Visibility44
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Green Bay, Wisconsin
  • (866) 273-2848
  • creativephl.org

Creative Planning of Green Bay: Creative Planning is a Financial Planner in Green Bay, WI. They offer comprehensive financial planning services tailored to meet the diverse needs of their clients, including investment management, retirement planning, and estate planning. With years of...

Category rank by BizScore: #7 of 16 Financial Planner listings in Green BayScores updated Jun 30, 2026

#4RBC Wealth Management Branch - Green Bay

5.0 Google rating · 2 reviews

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RBC Wealth Management Branch - Green Bay website

Score breakdown

AI Visibility46
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 343-4540
  • rbcroyalbank.com

RBC Wealth Management Branch - Green Bay is a financial planner in Green Bay, WI. The firm provides a variety of personal banking services and products designed to help clients manage finances, invest, and prepare for major life events such as buying a home...

Category rank by BizScore: #6 of 16 Financial Planner listings in Green BayScores updated Sep 17, 2026

#5Woodmen Financial Resources

5.0 Google rating

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Woodmen Financial Resources website

Score breakdown

AI Visibility42
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 499-8833
  • woodmenfinancialresources.com

Woodmen Financial Resources is a financial planner in Green Bay, Wisconsin, serving individuals and families with personalized strategies in retirement planning, estate planning, investing, and insurance services. The firm specializes in helping clients...

Category rank by BizScore: #8 of 16 Financial Planner listings in Green BayScores updated Jun 7, 2026

#6Wealth Enhancement Group of Green Bay

5.0 Google rating · 1 review

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Wealth Enhancement Group of Green Bay website

Score breakdown

AI Visibility30
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 884-9000
  • wealthenhancement.com

Wealth Enhancement Group of Green Bay: Wealth Enhancement Group is a Financial Planner in Green Bay, WI. They specialize in helping clients manage their wealth and assets to ensure economic well-being, particularly during hard times or retirement. With one five-star review, they have demonstrated...

Category rank by BizScore: #10 of 16 Financial Planner listings in Green BayScores updated Sep 19, 2026

#7Duck Creek Financial Planning

5.0 Google rating · 1 review

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Duck Creek Financial Planning website

Score breakdown

AI Visibility28
AI Ready7
SEO64
Freshness100
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 393-4713
  • duckhuntingchat.com

Duck Creek Financial Planning is a Financial Planner in Green Bay, WI. The firm provides financial planning services to individuals and families in the local area, with a focus on personalized guidance and support tailored to clients’ specific needs. Based at...

Category rank by BizScore: #13 of 16 Financial Planner listings in Green BayScores updated Oct 24, 2026

#8Leuthner Financial

5.0 Google rating

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Leuthner Financial website

Score breakdown

AI Visibility16
AI Ready-
SEO61
Freshness-
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 468-3337
  • cafepharma.com
Category rank by BizScore: #14 of 16 Financial Planner listings in Green BayScores updated Sep 23, 2026

#9WealthPoint Financial

5.0 Google rating · 1 review

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WealthPoint Financial website
  • Financial Planner
  • Green Bay, Wisconsin
  • (920) 309-8235
  • wealthpointfin.com

WealthPoint Financial simplifies your financial life by providing comprehensive services to ensure you are financially prepared for life's transitions and confident about your future.

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What the Data Shows for Financial Planners in Green Bay

25% of the 8 financial planners we measured in Green Bay reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 43, compared with an average SEO score of 72.

The average Google rating across 9 rated financial planners is 4.8, and the median listing has 1 review.

None of the 9 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 24, 2026. What each score measures: How We Score.

BizScoreAI compares 9 financial planners in Green Bay, Wisconsin 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 Green Bay 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 Green Bay, Wisconsin does BizScoreAI track?

9 financial planners in Green Bay currently meet the profile-quality bar for this page, with an average BizScore of 58 and a top score of 88.

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 Green Bay score 50 or higher.

Is being listed free?

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