Analyzing 8,059,4198.1M ReviewsFor 22,86422.9K Experts
Google reviewers rate Bedel Financial Consulting five stars based on sixty-five reviews, highlighting services such as investment management, tax planning, and retirement guidance. Clients frequently describe the team as knowledgeable, responsive, and personalized, noting clear communication and helpful explanations for complex financial situations. The firm is recognized for its collaborative approach and availability for ongoing support, with no recurring criticisms identified in the provided five-star excerpts.
Data from Google, last updated November 2, 2026.
Score per factor (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: satisfaction and momentum; weakest: value.
Bar = this company · dark tick = category median.
65 Google reviews we collected
Phrases our text analysis found in 61 written reviews
Price verdicts customers left with their Google review
How often each topic comes up in the written reviews
We read 61 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Excellent service and knowledgeable employees who put the client first.”
“Highly recommend Jonathan, Kathy, and the Bedel Financial team!”
“Communication and transparency is excellent, I can't recommend Bedel enough.”
“These are folks that care enough to do a great job.”
“We truly appreciate their knowledge, personal attention, and genuine care for their clients.”
“Jonathon and Sarah are very responsive and do a great job explaining and planning to meet our goals.”
“They have made what can often feel overwhelming much easier to navigate by providing guidance and clear explanations tailored to our specific situation.”
“I sought expertise and as a fee-only firm with solid credentials, Bedel was at the top of my list.”
praise complaint · found by our text analysis, Google review wording unchanged.
Customers hired Bedel Financial Consulting for 6 kinds of job. Pick one to see what they paid and said.
Kate, Austin, and Matt have all been awesome! My wife and I have been impressed with the team's responsiveness and attention to our specific needs. These are folks that care enough to do a great job. Anytime we need something or have a question, they take care of business! Highly recommend Bedel
Bedel Financial is a wonderful partner to handle our financials. They also provide contacts for related services. Everyone has been friendly, knowledgeable, and available.
We switched to Bedel Financial three years ago, and Jonathan and CPA Kathy have exceeded our expectations. They take the time to listen, understand our goals, and create a plan that fits our needs. They’ve been incredibly helpful with everything from tax planning and maximizing deductions to helping us make the most…
Sue and I are very happy that we moved our portfolio to Bedel Financial Consulting in 2017 when we relocated to Indiana. Working with Sarah Mahaffa and Dave Crossman has been one of the best decisions we’ve made. They’ve guided us through the ins and outs of Social Security and Medicare with clarity and patience,…
Bedel Consulting is amazing - really helped us clarify our financial goals so we can balance not only wealth transfer to our children but also travel and charitable goals. Jonathon and Sarah are very responsive and do a great job explaining and planning to meet our goals.
We recently began working with Kate and Austin, and our experience has been wonderful. From our very first meetings, they took the time to truly listen to our goals, understand our priorities, and help us think through a plan for our financial future. They have made what can often feel overwhelming much easier to…
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 6 | — |
| Estate planning | 4 | — |
| Retirement savings consulting | 4 | — |
| Investment advising | 4 | — |
| Insurance purchase consulting | 2 | — |
| Tax planning | 2 | — |
5.0 ★★★★★ 65 reviews on Google · rating breakdown
Reviews from Google, shown as published (original wording, unedited).
Kate, Austin, and Matt have all been awesome! My wife and I have been impressed with the team's responsiveness and attention to our specific needs. These are folks that care enough to do a great job. Anytime we need something or have a question, they take care of business! Highly recommend Bedel
Excellent service and knowledgeable employees who put the client first.
Bedel Financial is a wonderful partner to handle our financials. They also provide contacts for related services. Everyone has been friendly, knowledgeable, and available.
We switched to Bedel Financial three years ago, and Jonathan and CPA Kathy have exceeded our expectations. They take the time to listen, understand our goals, and create a plan that fits our needs. They’ve been incredibly helpful with everything from tax planning and maximizing deductions to helping us make the most of our overall financial plan. We truly appreciate their knowledge, personal attention, and genuine care for their clients. Highly recommend Jonathan, Kathy, and the Bedel Financial team!
Sue and I are very happy that we moved our portfolio to Bedel Financial Consulting in 2017 when we relocated to Indiana. Working with Sarah Mahaffa and Dave Crossman has been one of the best decisions we’ve made. They’ve guided us through the ins and outs of Social Security and Medicare with clarity and patience, and they’ve also tripled the value of our portfolio through some very challenging economies. We are completely comfortable with the retirement plan they put together for us, and we trust their judgment without hesitation. The entire office is friendly, welcoming, and extremely knowledgeable. They keep us informed, treat us with genuine care, and over the years have become our great good friends. We couldn’t be more grateful for the partnership we have with Bedel.
Bedel Consulting is amazing - really helped us clarify our financial goals so we can balance not only wealth transfer to our children but also travel and charitable goals. Jonathon and Sarah are very responsive and do a great job explaining and planning to meet our goals.
We recently began working with Kate and Austin, and our experience has been wonderful. From our very first meetings, they took the time to truly listen to our goals, understand our priorities, and help us think through a plan for our financial future. They have made what can often feel overwhelming much easier to navigate by providing guidance and clear explanations tailored to our specific situation. We are excited to continue working with them and would highly recommend them to anyone looking for a supportive financial advising team.
We have had an outstanding experience working with Kate and Austin as our financial advisors. They are knowledgeable, thoughtful, and incredibly responsive, and we truly feel fortunate to have them guiding our financial planning. As our lives have evolved (especially with starting a family and now planning for our child’s financial future) we have come to them with countless questions. No matter how big or small the topic, Kate and Austin always take the time to explain things clearly and thoughtfully, making sure we feel confident and informed in every decision. What sets them apart is not just their expertise, but their genuine care and patience. They never make us feel rushed and always welcome our many questions with warmth and professionalism. Planning for our child’s future has been overwhelming, but they have helped us think through everything from long-term investments to education planning with clarity and reassurance. Kate and Austin are proactive, detail-oriented, and truly invested in their clients’ success. We feel like we have partners in our financial journey, not just advisors. Their guidance has given us tremendous peace of mind, and we trust them completely with our family’s financial future. We cannot recommend Kate and Austin highly enough. They are exceptional advisors and wonderful people to work with.
Bedel Financial Consulting has been an incredible partner in my financial journey. From the very beginning, I felt genuinely respected, heard, and supported. They take the time to truly understand your personal financial situation and create a plan that feels thoughtful, intentional, and tailored specifically to you. I’ve had the privilege of working with Kate Sullivan, and can say she has been there for me every step of the way. Her patience, expertise, and steady guidance have given me an incredible sense of confidence and peace of mind when thinking about my financial goals and my future. The entire Bedel team cares deeply about their clients and that commitment shows in everything they do. I’m grateful for their support and will continue to trust them with my financial needs for years to come.
I am a current graduate student and met with Kate Sullivan to discuss my financial status with student loans and planning for my career. She was extremely helpful in explaining the intricacies of loan repayment and different strategies to consider when readying myself for a successful financial future. I am very grateful for her help and look forward to working with her throughout my career!
Analyzing 8,059,4198.1M ReviewsFor 22,86422.9K Experts
