Chase C. Smith - Financial Advisor logo

Chase C. Smith - Financial Advisor

Financial advisor · Deltona, FL · reviewed since 2021

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%97+14.8Experts 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.
#12 of 34 financial plannersPosition by Experts Score among all companies we track in this category. · better than 67%
5.0 ★★★★★ 36 Google reviews · 3 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.
0%reviews answered by the owner
Oct 2026latest review

Chase C. Smith - Financial Advisor at a glance

Google reviewers rate this financial advisor five stars based on thirty-six reviews, noting that the owner has not replied to any of them. Clients frequently describe the service as knowledgeable, professional, and personalized, with a specific focus on retirement planning and fiduciary advice. Recurring themes include clear communication, prompt responsiveness to inquiries, and patient explanations of complex financial matters. No negative feedback or common criticisms appear in the provided excerpts.

  • Google rating: 5.0 out of 5 from 36 reviews (100% five-star).
  • Reviews on this page: 36 Google reviews (32 with written comments).
  • Owner responses: the business replied to 0% of reviews.
  • Most recent review: October 7, 2026.
  • Service: Financial Planner serving Deltona, Florida.

Data from Google, last updated October 26, 2026.

Score profile vs other financial planners

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: craft & service and momentum; weakest: value.

Satisfaction99Reliability97Craft & service100Value97Momentum100Replies to reviews–Satisfaction: 99 (median 99)Reliability: 97 (median 97)Craft & service: 100 (median 100)Value: 97 (median 100)Momentum: 100 (median 100)
This companyFinancial Planners 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.Chase C. Smith - Financial Advisor: 99/100 on this factor. Category median: 99.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.Chase C. Smith - Financial Advisor: 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.Chase C. Smith - Financial Advisor: 100/100 on this factor. Category median: 100.A
100
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.Chase C. Smith - Financial Advisor: 97/100 on this factor. Category median: 100.A
97
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.Chase C. Smith - Financial Advisor: 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: 58.–
–

Bar = this company · dark tick = category median.

Star ratings

36 Google reviews we collected

  • 5 stars36100%
  • 4 stars00%
  • 3 stars00%
  • 2 stars00%
  • 1 star00%

Praise vs complaints

Phrases our text analysis found in 32 written reviews

  • Praise54100%
  • Complaints00%

Topic share

How often each topic comes up in the written reviews

  • Staff & attitude1833%
  • Would recommend1120%
  • Honesty & trust917%
  • Communication713%
  • Speed & response59%
  • Quality & results47%

What customers talk about

We read 32 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “Highpoint Capital provides comforting sensible advice and utilizes modern professional tools that enable financial success.”
  • “We definitely recommend him for any investment and retirement needs!”
  • “I have complete trust in him with my investments and recommend his services.”
  • “Chase is a friendly person and explains everything to us in detail and answers all of questions in depth.”
  • “He is punctual and attentive to all of our financial needs.”
  • “Chase has done a great job with keeping us informed and managing our financial future.”

People customers mention

  • Anders 3 reviews

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

Recent reviews

Jason2 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★★★★★

Chase has done a great job with keeping us informed and managing our financial future. We are on the right track towards retirement and we have Chase to thank for that. I would highly recommend using him.

George3 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★★★★★

My experience having 7 years at Anders n Anders and now Highpoint Capital is one full of financial confidence. From day one Chase Smith has given financial guidance as one would give to an immediate family member. Highpoint Capital provides comforting sensible advice and utilizes modern professional tools that enable financial success.

Sheilla5 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★★★★★

Chase has been my Financial Advisor for over 3 years. He is profesional and very knowledgeable. I have complete trust in him with my investments and recommend his services.

Robin6 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★★★★★

Chase at High Point Capital has been taking care of us for six years and we are very pleased with his management of our money. He is professional and easy to talk with. We definitely recommend him for any investment and retirement needs!

Daniel5 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★★★★★

Absolute professional and compassionate staff. We feel complete trust and confidence that everyone is working hard to ensure our retirement funds properus and safe. Thanks

Rebecca9 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★★★★★

Highly recommend Chase! He’s knowledgeable, professional, and genuinely cares about his clients. He made everything easy to understand and helped my parent feel confident about there financial future.

Photos

Customer reviews

5.0 ★★★★★ 36 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
Jason Henderson2 reviewsTotal number of Google reviews Jason has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Chase has done a great job with keeping us informed and managing our financial future. We are on the right track towards retirement and we have Chase to thank for that. I would highly recommend using him.

George Fayson Jr.3 reviewsTotal number of Google reviews George has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

My experience having 7 years at Anders n Anders and now Highpoint Capital is one full of financial confidence. From day one Chase Smith has given financial guidance as one would give to an immediate family member. Highpoint Capital provides comforting sensible advice and utilizes modern professional tools that enable financial success.

Sheilla Reyes5 reviewsTotal number of Google reviews Sheilla has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Chase has been my Financial Advisor for over 3 years. He is profesional and very knowledgeable. I have complete trust in him with my investments and recommend his services.

Robin Rodgers6 reviewsTotal number of Google reviews Robin has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Chase at High Point Capital has been taking care of us for six years and we are very pleased with his management of our money. He is professional and easy to talk with. We definitely recommend him for any investment and retirement needs!

Daniel Bowen5 reviewsTotal number of Google reviews Daniel has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Absolute professional and compassionate staff. We feel complete trust and confidence that everyone is working hard to ensure our retirement funds properus and safe. Thanks

Rebecca Perry9 reviewsTotal number of Google reviews Rebecca has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Highly recommend Chase! He’s knowledgeable, professional, and genuinely cares about his clients. He made everything easy to understand and helped my parent feel confident about there financial future.

Philip Scaglione7 reviewsTotal number of Google reviews Philip has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Chase and his staff are truly invested in you investments. Upon retirement as a 28 year Law Enforcement Officer I looked for knowledge and honesty for my future. Chase certainly had proved everything and more! 10 starting they were available!

Justin Kain2 reviewsTotal number of Google reviews Justin has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Chase is an amazing Financial Advisor choosing to focus on fiduciary business that is always in the clients best interest. Trustworthy, knowledgeable, and great with clients. Highly recommend working with Chase!

Monica Garnache3 reviewsTotal number of Google reviews Monica has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Chase is so knowledgeable and easy to work with. It’s only been one year but we have seen great results in our portfolio. We are very happy with our decision to work with High Point!

Dean Debose3 reviewsTotal number of Google reviews Dean has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Chase and Charis are awesome. When you meet with them they are all about you.

  • Services: Financial plan

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Business details