Analyzing 8,084,4648.1M ReviewsFor 22,90722.9K Experts

Experts Reviews · Company report
Bedel Financial Consulting 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%100+58.7Reliability 26%99+25.8Value 15%98+14.9Experts Score= 99Not 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.99SCORE

Bedel Financial Consulting

Carmel, IN · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #15Position by Experts Score among all companies we track in this category. of 41 financial advisors · 5.0★ from 65 Google reviews

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Report card

Percentile vs other financial advisors (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.

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.Bedel Financial Consulting is better than 100% of financial advisors.A
100
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.Bedel Financial Consulting is better than 99% of financial advisors.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.Bedel Financial Consulting is better than —% of financial advisors.–
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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.Bedel Financial Consulting is better than 98% of financial advisors.A
98
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.Bedel Financial Consulting is better than 100% of financial advisors.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.Bedel Financial Consulting is better than —% of financial advisors.–
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Reviews for your job

Customers hired Bedel Financial Consulting for 6 kinds of job.

Bedel Financial Consulting for investment advising

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.4
★ 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: 85/100.How Job match is calculatedBuilt only from reviews Google tagged “Investment advising”: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.#6 / 8
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 4 Google reviews tagged “Investment advising”

Robert2 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★★★★★

Bedel Financial is a wonderful partner to handle our financials. They also provide contacts for related services. Everyone has been friendly, knowledgeable, and available.

Great priceFinancial planInsurance purchase consultingPhilanthropic investing-related financial consulting
Brian1 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. · 10 months ago★★★★★

After my wife and I both took on jobs with complex compensation, including RSUs and employee stock purchase programs, we sought out professional advice on how to invest our money and file our taxes. Working with Bedel has been exactly what we were looking for and has given us complete peace of mind. Working with…

Great priceFinancial planInsurance purchase consultingEstate planning
Aaron2 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 year ago★★★★★

Working with Bedel has been a professional, enjoyable experience from the first day. Kate and Austin provided my wife and I with a plethora of knowledge, strategies, and key considerations to set our family up for success as we look forward to the future. Kate and Austin’s expertise was both genuine and personalized…

Financial planEstate planningRetirement savings consulting
Lisa11 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 year ago★★★★★

As longtime clients, we've been very pleased with the personalized and knowledgeable financial management services Bedel Financial has provided. From investment advice to retirement planning to estate consulting, their team offered expert advice that gave us confidence in making financial decisions.

Reasonable priceFinancial planEstate planningRetirement savings consulting

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 75%Reasonable 25%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan6—
Estate planning4—
Retirement savings consulting4—
Investment advising4—
Insurance purchase consulting2—
Tax planning2—

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