Analyzing 7,516,2227.5M ReviewsFor 21,18021.2K Experts

Experts Reviews · Company report
BCR Wealth Strategies logoHow the Experts Score is calculatedEach factor is scored 0–100 on absolute terms (standing in the category can only raise it), then weighted; problems flagged in review highlights or a recent slide in ratings are subtracted:Satisfaction 59%98+57.5Reliability 26%99+25.8Value 15%90+13.7Experts Score= 97Not enough data for replies to reviews; its weight is shared by the others.Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.97SCORE

BCR Wealth Strategies

Wilsonville, AL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #10Position by Experts Score among all companies we track in this category. of 14 wealth management firms · 5.0★ from 41 Google reviews

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Report card

Percentile vs other wealth management firms (100 = best)Each factor is scored 0–100 on absolute terms (star average, share of 1–2★ reviews, price verdicts…); standing within the category can only raise it, never lower it.. Strongest: momentum and reliability; weakest: value.

SatisfactionSatisfaction · 54% of the scoreRecency-weighted star average (2-year half-life), shrunk toward the category mean by review volume; the company’s own lifetime average as the prior; absolute: 4.0★ = 0, 5★ = 100.BCR Wealth Strategies is better than 98% of wealth management firms.A
98
ReliabilityReliability · 24% of the scoreHow rarely jobs go badly: share of 1–2★ reviews — 60% the last 24 months (or the 20 newest if fewer), 40% all-time; 0% = 100, 15%+ = 0; the category percentile can only raise it.BCR Wealth Strategies is better than 99% of wealth management firms.A
99
Craft & serviceCraft & service · 0% of the scoreGoogle review highlights: Quality, Professionalism, Responsiveness, Punctuality — how rarely reviewers flag them as a negative, per review since highlights began; 0% = 100, 5%+ = 0. Subtracted from the score (up to −10), never averaged in — clean highlights are the norm, not a bonus.BCR Wealth Strategies is better than —% of wealth management firms.–
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ValueValue · 14% of the scoreCustomers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.BCR Wealth Strategies is better than 90% of wealth management firms.A
90
MomentumMomentum · 0% of the scorePenalises only a real slide: last-12-month average below lifetime (−0.5★ = 0). Still 4.8★+ over the last year, or steady/improving = 100. Subtracted from the score (up to −10), never averaged in.BCR Wealth Strategies is better than 100% of wealth management firms.A
100
Replies to reviewsReplies to reviews · 7% of the scoreHow often the owner publicly replies to reviews under 5★ (1–4★). Needs 3+ such reviews, otherwise not counted; 65% absolute (80%+ replied = 100), the category percentile can only raise it.BCR Wealth Strategies is better than —% of wealth management firms.–
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Reviews for your job

Customers hired BCR Wealth Strategies for 6 kinds of job.

BCR Wealth Strategies for financial plan

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.9
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).5.00
Usually paidThe price range customers picked most often for this job.—
Rank for this jobPosition of this company in the Job match ranking for this job among the companies we track.Its Job match: 94/100.How Job match is calculatedBuilt only from reviews Google tagged “Financial plan”:Stars on this job 55%Number of such jobs 25%Overall Experts Score 20%Stars are pulled toward the category average when a company has few tagged jobs, so 3 perfect reviews don’t beat 80 great ones. 4.3★ scores 0, 5.0★ scores full. Volume is compared with the busiest company for this job.#3 / 7
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 9 Google reviews tagged “Financial plan”

Steven1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 days ago★★★★★

Great client care and service experiences for many years; team very responsive to our requests.

Reasonable priceFinancial planInvestment advising
Terry10 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 days ago★★★★★

BCR has been invaluable in our retirement planning and execution. They handle our investments, monthly distributions and taxes. Extremely responsive in handling special requests. Very good at explaining financial jargon in layman’s terms. And they are all personable and kind!!

Reasonable priceFinancial planRetirement savings consultingInvestment advising
Allen15 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 days ago★★★★★

My wife and I have worked with BCR for investment and retirement advice for over 10 years. They gavr made us feel like family. We highly recommend them!

Reasonable priceFinancial planEstate planningInvestment advising
Drew6 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 4 days ago★★★★★

Excellent experience with BCR Wealth in Birmingham! Marshall and his team are professional, knowledgeable, and attentive, making the entire process smooth and stress-free. They take the time to answer questions, explain things clearly, and make you feel valued as a client. I highly recommend BCR Wealth to anyone…

Reasonable priceFinancial planEstate planningRetirement savings consulting
Ira7 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★

BCR has handled our account for 20+ years and we are very pleased with the growth over the years. Tim (with Annelise's recent assistance) has gone the extra mile to assist us with our long term care policy analysis, estate planning, tax planning and more.

Reasonable priceFinancial planEstate planningInvestment advising
Derek5 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★

Marshall and his team are knowledgeable and approachable! We have had a fantastic experience working with them. They make financial planning stress free. We look forward to our meetings at BCR.

Great priceFinancial planEstate planningRetirement savings consulting
Emily14 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 2 months ago★★★★★

BCR has a team of knowledgeable and helpful financial planners who take the stress out of planning. We feel confident in our future now thanks to their help! I appreciate that they don’t use pressure tactics or hard sells, just honest and helpful advice. Would highly recommend!

Great priceFinancial planEstate planning
Vito1 reviewTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · 3 days ago★★★★★

Rating only, no written review.

Reasonable priceFinancial plan
Rebecca2 reviewsTotal number of Google reviews this person has written across all businesses on Google Maps (not just this one). More reviews usually means a more experienced, trustworthy reviewer. · a month ago★★★★★

Rating only, no written review.

Great priceFinancial plan

Price

Not enough reviews with a price yet.

Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Great price 33%Reasonable 67%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan9—
Investment advising5—
Estate planning5—
Tax planning4—
Wealth management4—
Retirement savings consulting3—

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