Analyzing 7,554,3837.6M ReviewsFor 21,28721.3K Experts

Experts Reviews · Company report
Compass Financial Management Group, Inc. 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%93+54.6Reliability 26%93+24.3Value 15%96+14.6Experts Score= 93Not 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.93SCORE

Compass Financial Management Group, Inc.

Daytona Beach, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #12Position by Experts Score among all companies we track in this category. of 14 wealth management firms · 4.9★ from 39 Google reviews

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Percentile vs other wealth management firms (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 value; 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.Compass Financial Management Group, Inc. is better than 93% of wealth management firms.A
93
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.Compass Financial Management Group, Inc. is better than 93% of wealth management firms.A
93
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.Compass Financial Management Group, Inc. is better than —% of wealth management firms.–
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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.Compass Financial Management Group, Inc. is better than 96% of wealth management firms.A
96
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.Compass Financial Management Group, Inc. is better than 100% of wealth management firms.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.Compass Financial Management Group, Inc. is better than —% of wealth management firms.–
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Reviews for your job

Customers hired Compass Financial Management Group, Inc. for 1 kinds of job.

Compass Financial Management Group, Inc. for financial plan

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Jobs reviewedHow many Google reviews are tagged with this job.5
★ 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 “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.#7 / 7
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 5 Google reviews tagged “Financial plan”

Larry8 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. · Edited 7 months ago★★★★★

I always get great service whenever I contact them. They make working with them easy and stress free. They are always available when I need them.

Great priceFinancial plan
AngieLocal Guide · 100 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. · Edited 7 months ago★★★★★

The entire team are truly like family to us. They are knowledgeable, listen and put our interests above all else and have always been available if we need anything

Financial plan
Allen10 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. · Edited 7 months ago★★★★★

Outstanding customer service and support. They are always looking for ways to increase your assets in a safe and productive way. They are trustworthy and honest in their recommendations. All the associates are friendly and treat their clients in a professional manner. Would highly recommend them to anyone.

Great priceFinancial plan
Frank6 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 experience with Compass Financial has been great! Bruce Boyle has kept me updated every year, and has answered any questions or concerns I have had. The program has meet and exceeded my expectations! Keep up the good work!

Great priceFinancial plan
Richard3 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. · Edited a year ago★★★★★

They are the Best! They go above and beyond to help you so you can sleep well at night.🙏

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

Jobs customers hired them for

JobReviewsCategory typical
Financial plan5—

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