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Experts Reviews · Company report
Bethesda Wealth Planning Group [BWPG] 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%89+52.2Reliability 26%79+20.6Value 15%78+11.9Experts Score= 85Not 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.85SCORE

Bethesda Wealth Planning Group [BWPG]

Takoma Park, MD · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #27Position by Experts Score among all companies we track in this category. of 34 financial planners · 4.9★ from 35 Google reviews

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Percentile vs other financial planners (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 satisfaction; 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.Bethesda Wealth Planning Group [BWPG] is better than 89% of financial planners.A
89
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.Bethesda Wealth Planning Group [BWPG] is better than 79% of financial planners.B
79
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.Bethesda Wealth Planning Group [BWPG] is better than —% of financial planners.–
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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.Bethesda Wealth Planning Group [BWPG] is better than 78% of financial planners.B
78
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.Bethesda Wealth Planning Group [BWPG] is better than 100% of financial planners.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.Bethesda Wealth Planning Group [BWPG] is better than —% of financial planners.–
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Reviews for your job

Customers hired Bethesda Wealth Planning Group [BWPG] for 3 kinds of job.

Bethesda Wealth Planning Group [BWPG] for financial plan

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Jobs reviewedHow many Google reviews are tagged with this job.6
★ 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: 83/100.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.#13 / 15
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 6 Google reviews tagged “Financial plan”

David1 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 months ago★★★★★

I had a session with Simeon, and it was a really positive experience. He was easy to talk to, explained everything in a way that actually made sense, and answered all of my questions without making me feel rushed. I was second-guessing some of my financial decisions in terms of retirement/savings, and he helped…

Financial plan
Paul2 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 months ago★★★★★

I began working with BWPG almost 6 years ago (about 6 months before I planned on retiring). Not only did they do a wonderful job guiding me through the choices I had to make upon retirement, but they have comprehensively assisted my family in understanding the different ways we could best manage our assets ever…

Reasonable priceFinancial planInvestment advisingWealth management
Sarah6 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 months ago★★★★★

I’d recommend BWPG to anyone looking for a great financial planning team. All of their recommendations are personalized and tailored to my risk tolerance & investment goals, and when I got laid off Simeon immediately helped me game plan and feel confident I was going to be okay!

Financial planInvestment advisingWealth management
Nathan1 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. · 4 months ago★★★★★

I have been working with BWPG for years and have recommended them to multiple associates. Great customer service, no complaints.

Financial planInvestment advising
Brianna10 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. · 5 months ago★★★★★

The Bethesda wealth planning group provided me with an easy, confident, and smooth experience. This group ensures quality, realistic goals and professionalism. I would highly recommended this team to any family and friend!

Great priceFinancial plan
Susan13 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. · 7 months ago★★★★★

My husband and I worked with Eric, thier Insurance specialist, at least that what we called him. He was very thorough and patient as we asked our many questions, never getting frustrated. We appreciated the time he spent as we were making changes to current policies. He validated our concerns and walked us through…

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

Jobs customers hired them for

JobReviewsCategory typical
Financial plan6—
Investment advising4—
Wealth management2—

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