BMG Advisors "Plan Your Story" logo

BMG Advisors "Plan Your Story"

Financial planner · Kansas City, MO · reviewed since 2020

How 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%99+58.1Reliability 26%97+25.3Value 15%99+15.1Craft & service penalty99−0.1Experts Score= 98Not 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.98SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#21 of 51 retirement planningPosition by Experts Score among all companies we track in this category. · better than 60%
5.0 ★★★★★ 35 Google reviews · 6 photos
100%five-star reviews
5.00★last 12 monthsAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
86%reviews answered by the owner
Oct 2026latest review

BMG Advisors "Plan Your Story" at a glance

Google reviewers rate BMG Advisors 5/5 based on 35 reviews, with the owner replying to 86% of them. Clients describe the firm as accessible, responsive, and attentive to personal financial goals, offering services such as portfolio management, tax advice, insurance, and retirement planning. Recurring themes include clear communication, detailed reporting, and a collaborative approach that helps clients feel confident about their financial future. No common criticisms emerged from the provided excerpts.

  • Google rating: 5.0 out of 5 from 35 reviews (100% five-star).
  • Reviews on this page: 35 Google reviews (33 with written comments).
  • Owner responses: the business replied to 86% of reviews.
  • Most recent review: October 16, 2026.
  • Service: Retirement Planner serving Kansas City, Missouri.

Data from Google, last updated October 25, 2026.

Score profile vs other retirement planning

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: momentum and satisfaction; weakest: reliability.

Satisfaction99Reliability97Craft & service99Value99Momentum100Replies to reviews–Satisfaction: 99 (median 97)Reliability: 97 (median 97)Craft & service: 99 (median 100)Value: 99 (median 100)Momentum: 100 (median 100)
This companyRetirement Planning median0 = centre, 100 = best
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.BMG Advisors "Plan Your Story": 99/100 on this factor. Category median: 97.A
99
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.BMG Advisors "Plan Your Story": 97/100 on this factor. Category median: 97.A
97
Craft & serviceCraft & service · penalty only, up to −10 pointsGoogle 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.BMG Advisors "Plan Your Story": 99/100 on this factor. Category median: 100.A
99
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.BMG Advisors "Plan Your Story": 99/100 on this factor. Category median: 100.A
99
MomentumMomentum · penalty only, up to −10 pointsPenalises 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.BMG Advisors "Plan Your Story": 100/100 on this factor. Category median: 100.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.Not enough reviews for this factor yet. Category median: 55.–
–

Bar = this company · dark tick = category median.

Star ratings

35 Google reviews we collected

  • 5 stars35100%
  • 4 stars00%
  • 3 stars00%
  • 2 stars00%
  • 1 star00%

Praise vs complaints

Phrases our text analysis found in 33 written reviews

  • Praise3897%
  • Complaints13%

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

Price verdicts customers left with their Google review

  • Great price440%
  • Reasonable550%
  • Overpriced00%
  • Not sure110%

Topic share

How often each topic comes up in the written reviews

  • Staff & attitude1128%
  • Communication718%
  • Would recommend615%
  • Quality & results513%
  • Speed & response513%
  • Honesty & trust410%
  • Price & value13%

What customers talk about

We read 33 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “Set to a one hour overview and forecast which was nice”
  • “The team at BMG is amazing, communicative and genuine!”
  • “I highly recommend BMG Advisors to people from all walks of life and ages who desire a competent financial team to help prioritize goals and develop…”
  • “The attention to detail and the way it is presented caters perfectly to what your goals are and is delivered in a fashion that just makes sense.”
  • “Great customer service, responds quickly to emails and calls”
  • “I have known Chris for over 15 years and I have the utmost respect and trust in him.”
  • “…al time and attention no matter what size of the portfolio, no extra fees to help me get questions answered.…”

People customers mention

  • Malone 5 reviews
  • Jennifer 4 reviews
  • Chris 3 reviews
  • Adam 3 reviews

praise complaint · found by our text analysis, Google review wording unchanged.

Reviews for your job

Customers hired BMG Advisors "Plan Your Story" for 7 kinds of job. Pick one to see what they paid and said.

Recent reviews

Scott7 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 week ago★★★★★

Jennifer and all the people at BMG are Great to work with! I have all my assets with them and have been very happy with my growth. They offer full service, financial planning, tax advice, Insurance professionals' and much more.

DarnellLocal Guide · 36 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★★★★★

BMG advisors has helped me grow my portfolio and helped manage all aspects of my financial plan for years. They are accessible, great to work with, & I only wish I’d found them when I first started working. Steve Minshull, Jennifer, Malone, and Austin Kuehl have always gone above and beyond for me. I’m a happy camper because of their expert guidance. 🏕️

Reasonable priceFinancial planEstate planningRetirement savings consulting
Rob1 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. · a month ago★★★★★

Jennifer Malone and BMG truly care about what is best for you and your family. The attention to detail and the way it is presented caters perfectly to what your goals are and is delivered in a fashion that just makes sense. I am thankful for the care, support and knowledge BMG provides.

CliffLocal Guide · 95 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 months ago★★★★★

Very efficient with all our needs. It has been a pleasure working with their team.

Reasonable priceFinancial planInvestment advising
Monty7 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★★★★★

Good session of 1st quarter markets and global conditions. Set to a one hour overview and forecast which was nice

Financial plan
Julie11 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. · 6 months ago★★★★★

I have nothing but positive things to say about BMG Advisors and, specifically, my personal financial advisor, Chris Robb and his administrative assistant, Becky Beck. I have known Chris for over 15 years and I have the utmost respect and trust in him. Becky is a very professional, yet warm and friendly person,…

Financial planInsurance purchase consultingRetirement savings consulting

Photos

Customer reviews

5.0 ★★★★★ 35 reviews on Google · rating breakdown

Reviews from Google, shown as published (original wording, unedited).

Jobs customers hired them for — from Google's service tags and the review text
Team members customers mention
Filter by topic — each topic is highlighted in the reviews in the same color
Scott McCoy7 reviewsTotal number of Google reviews Scott has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Jennifer and all the people at BMG are Great to work with! I have all my assets with them and have been very happy with my growth. They offer full service, financial planning, tax advice, Insurance professionals' and much more.

Response from the owner · a week ago

Thanks Scott! We love working with you and Kathy.

Darnell Martin WimmerLocal Guide · 36 reviewsTotal number of Google reviews Darnell has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

BMG advisors has helped me grow my portfolio and helped manage all aspects of my financial plan for years. They are accessible, great to work with, & I only wish I’d found them when I first started working. Steve Minshull, Jennifer, Malone, and Austin Kuehl have always gone above and beyond for me. I’m a happy camper because of their expert guidance. 🏕️

  • Price assessment: Reasonable price
  • Services: Financial plan, Estate planning, Retirement savings consulting, Investment advising, Tax planning, Wealth management, Home purchasing consulting
Rob Thomson1 reviewTotal number of Google reviews Rob has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Jennifer Malone and BMG truly care about what is best for you and your family. The attention to detail and the way it is presented caters perfectly to what your goals are and is delivered in a fashion that just makes sense. I am thankful for the care, support and knowledge BMG provides.

Response from the owner · a month ago

What a kind thing to say. Thank you!!!

Cliff PaytonLocal Guide · 95 reviewsTotal number of Google reviews Cliff has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Very efficient with all our needs. It has been a pleasure working with their team.

  • Price assessment: Reasonable price
  • Services: Financial plan, Investment advising
Response from the owner · 4 months ago

It's been our honor to work to help you! Thank you!!!

Monty Tranbarger7 reviewsTotal number of Google reviews Monty has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Good session of 1st quarter markets and global conditions. Set to a one hour overview and forecast which was nice

  • Services: Financial plan
Hal Schmidt4 reviewsTotal number of Google reviews Hal has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Enjoyed useful geopolitical background info and relevant market impact

  • Price assessment: Reasonable price
  • Services: Financial plan
Response from the owner · 5 months ago

Thanks for coming, Hal!

Julie Newbold11 reviewsTotal number of Google reviews Julie has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I have nothing but positive things to say about BMG Advisors and, specifically, my personal financial advisor, Chris Robb and his administrative assistant, Becky Beck. I have known Chris for over 15 years and I have the utmost respect and trust in him. Becky is a very professional, yet warm and friendly person, who I feel comfortable speaking with if Chris is not available. I like the fact that Chris can refer me to other professionals within the company for things like completing a financial plan and applying for a Medicare supplement insurance plan. I highly recommend BMG Advisors!

  • Services: Financial plan, Insurance purchase consulting, Retirement savings consulting, Investment advising
Response from the owner · 6 months ago

Julie, we're so blessed to have Chris and Becky as part of the BMG family. And you!!! Thank you for taking the time to write such a nice review.

Matthew Naylor8 reviewsTotal number of Google reviews Matthew has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

We have worked with BMG Advisors for over 10 years. Been a great experience as we have planned our futures. Excellent reporting, investment advice, and complexe scenario planning. For our family, Jennifer Malone and her team have been great partners.

  • Price assessment: Reasonable price
  • Services: Financial plan, Insurance purchase consulting, Estate planning, Retirement savings consulting, Investment advising, Wealth management, Education savings consulting
Response from the owner · 6 months ago

Matt, it's an absolute joy to work with you and your family. Thank you for all you do for our community!

Howard Turley10 reviewsTotal number of Google reviews Howard has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

The team at BMG is amazing, communicative and genuine! We love working with the.!

  • Price assessment: Great price
  • Services: Financial plan
Response from the owner · 8 months ago

Thank you, Howard!!! We love working with you guys. Always have. Always will!

Rebecca Kiefer7 reviewsTotal number of Google reviews Rebecca has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

BMG Advisors are a TEAM in every sense of the word. I have worked with Jen Malone for over 25+ years since the beginning of her career as a financial advisor. She is smart, humble and a careful listener . She and the entire BMG team help me plan, prioritize and implement what is important to me financially. They know I like to meet at least twice a year to review my account and they call me to set up the appointment. I feel comfortable speaking with the other advisors if I call with a question . The front office staff are ALWAYs friendly and helpful. I highly recommend BMG Advisors to people from all walks of life and ages who desire a competent financial team to help prioritize goals and develop a plan to achieve.

Response from the owner · 8 months ago

What an incredible review. Thank you!!!

BMG Advisors "Plan Your Story" on Google Maps →

Business details