Analyzing 6,714,2966.7M ReviewsFor 18,88218.9K Experts

Experts Reviews · Company report
Carson Wealth 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%99+58.1Reliability 26%97+25.3Value 15%100+15.2Experts 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

Carson Wealth

Hammond, IN · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #13Position by Experts Score among all companies we track in this category. of 51 retirement planning · 5.0★ from 23 Google reviews

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Percentile vs other retirement planning (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: value and momentum; weakest: reliability.

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.Carson Wealth is better than 99% of retirement planning.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.Carson Wealth is better than 97% of retirement planning.A
97
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.Carson Wealth is better than —% of retirement planning.–
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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.Carson Wealth is better than 100% of retirement planning.A
100
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.Carson Wealth is better than 100% of retirement planning.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.Carson Wealth is better than —% of retirement planning.–
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Reviews for your job

Customers hired Carson Wealth for 6 kinds of job.

Carson Wealth for investment advising

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.7
★ 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: 88/100.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.#10 / 20
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 7 Google reviews tagged “Investment advising”

CarlyLocal Guide · 11 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★★★★★

For the last several years, Mark has been my trusted advisor and I could not be happier. Not only does he break things down so they’re easy to understand, but he’s honest, dependable, trust worthy, and makes you feel like family. I have referred him to my closest family and friends because there’s no one I trust…

Financial planInvestment advisingWealth management
Paula5 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★★★★★

Mark is a phenomenal financial advisor. We’ve been with him for 13 years and he’s done a great job with our money and taught us a lot about wealth in general. Mostly, working with him has given us peace of mind.

Great priceFinancial planInsurance purchase consultingEstate planning
Ivy4 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★★★★★

So happy I went with Mark Anleitner for getting into investing! So nice and calm to work with and made sure I understood everything going on. Best person to go with if you are nervous about starting investing or even just want to know more about it.

Reasonable priceFinancial planInvestment advising
Candee3 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 cannot say enough wonderful things about Mark Anleitner, my CFP Advisor and Wealth Manager, as well as his Operations Manager, Tracey Siewin. Mark is trustworthy, knowledgeable, and so easy to talk to. He spent time getting to know me and to know what is important in my life, which helped him understand how I…

Great priceFinancial planRetirement savings consultingInvestment advising
Bob8 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★★★★★

A couple years ago I moved one of my financial accounts to the Carson Wealth group and I am very happy I did. The Valparaiso team of Mark, Connor and Tracey provide professional service and expertise to all your financial needs. They are a pleasure to work with I highly recommend them!

Reasonable priceInvestment advisingTax planningWealth management
Cherie3 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. · 10 months ago★★★★★

Mark is knowledgeable and great to work with. He has great suggestions, watches out for us, and takes good care of us. He meets with us several times a year to make sure we are on track with our financial plan. Mark goes above and beyond - he doesn't just send us off to take care of things. He takes the time to…

Financial planRetirement savings consultingInvestment advising
BJDLocal Guide · 16 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★★★★★

Mark has done a tremendous job in communicating and helping me plan my future I would highly recommend him to all.

Great 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 80%Reasonable 20%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan15—
Investment advising7—
Wealth management5—
Retirement savings consulting5—
Tax planning4—
Estate planning2—

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