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Experts Reviews · Company report
Cedarwood Financial Partners - Financial Planner: Jeremy Self 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%98+25.6Value 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

Cedarwood Financial Partners - Financial Planner: Jeremy Self

Austin, TX · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #25Position by Experts Score among all companies we track in this category. of 66 retirement planning · 5.0★ from 33 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.Cedarwood Financial Partners - Financial Planner: Jeremy Self 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.Cedarwood Financial Partners - Financial Planner: Jeremy Self is better than 98% of retirement planning.A
98
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.Cedarwood Financial Partners - Financial Planner: Jeremy Self 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.Cedarwood Financial Partners - Financial Planner: Jeremy Self 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.Cedarwood Financial Partners - Financial Planner: Jeremy Self 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.Cedarwood Financial Partners - Financial Planner: Jeremy Self is better than —% of retirement planning.–
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Reviews for your job

Customers hired Cedarwood Financial Partners - Financial Planner: Jeremy Self for 5 kinds of job.

Cedarwood Financial Partners - Financial Planner: Jeremy Self for financial plan

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.12
★ 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: 90/100.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 / 35
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 12 Google reviews tagged “Financial plan”

Dianna10 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 weeks ago★★★★★

Jeremey is always looking ahead, identifying potential opportunities to save money, whether through tax strategies, financial planning or helping create a lasting legacy for future generations. He makes certain every T is crossed and every I is dotted, giving his clients confidence and peace of mind. To me what make…

Reasonable priceFinancial planEstate planningInvestment advising
Carl3 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 weeks ago★★★★★

In a profession where trust is everything, Jeremy stands out as someone who leads with integrity, compassion, and a sincere desire to do what's right for others. I'm grateful to know him and wouldn't hesitate to recommend having a conversation with him if you're looking for a financial advisor.

Reasonable priceFinancial planInvestment advising
ChadwinLocal 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 month ago★★★★★

Jeremy helps his clients with excellent advice and helps you and stand the strategies he employs with communication - his delivery is both patient and kind.

Great priceFinancial plan
MartinLocal Guide · 14 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★★★★★

Jeremy is not only technical expert at his job, but he is also a great interpersonal expert. He truely want to understand your situation, goals, risks and concerns that need to be addressed to ensue to have a successful life.

Financial planEstate planningRetirement savings consulting
MippyLocal Guide · 255 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★★★★★

Jeremy is professional, but relatable. A down to earth guy who will be honest with you.

Reasonable priceFinancial planRetirement savings consultingInvestment advising
JoshLocal Guide · 8 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★★★★★

I’ve had the opportunity to get to know Jeremy through our professional network and recently sat down with him for a one-on-one. What stood out immediately was his character, professionalism, and the way he approaches his business. Jeremy is knowledgeable, genuine, and clearly takes his responsibility to his…

Great priceFinancial plan
KyleLocal Guide · 10 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★★★★★

Before working with Jeremy, we were unsure of what retirement plans to make and what the future would look like. Jeremy has provided us with peace of mind knowing that we're in great hands. There's no one better than him and his team.

Great priceFinancial planRetirement savings consultingInvestment advising
RosemaryLocal 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. · 6 months ago★★★★★

Jeremy is a knowledgeable and disciplined financial planner who operates with a strong fiduciary mindset. He listens carefully, takes time to understand your situation, and focuses on what’s best for the client, not commissions. He does not make promises or overstate outcomes. Instead, he provides thoughtful,…

Reasonable priceFinancial planRetirement savings consultingInvestment advising
CiarraLocal 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. · 9 months ago★★★★★

Jeremy Self of Cedarwood is the best! He’s so honest, transparent, and INFORMATIVE! I was a novice when we started with him. I also love that he has educational luncheons that are free for us to attend and we learn so much. Since using him, I’ve recommended him to friends as well and they’re all loving him, too. He…

Financial planRetirement savings consultingInvestment advising
ShayLocal 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. · 11 months ago★★★★★

Jeremy is an amazing financial advisor! I had the privilege of meeting with him, and his genuine care for helping people really stood out. He took the time to listen, offer thoughtful advice, and made me feel completely at ease. Anyone who works with him is truly in good hands.

Financial planInvestment advisingWealth management
Tom11 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★★★★★

Jeremy is an outstanding Financial Advisor. He gave me the best advice and I trust him as my advisor. I highly recommend Jeremy to anybody interested in having someone who truly cares about your financial health and future

Financial planEstate planningInvestment advising
John3 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★★★★★

An amazing team with great character! I trust them to take care of me and my family.

Great 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 56%Reasonable 44%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan12—
Investment advising10—
Retirement savings consulting6—
Wealth management5—
Estate planning3—

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