Financial planner · Pembroke Pines, FL · reviewed since 2021
iHow 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%98+57.5Reliability 26%99+25.8Value 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
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#7 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 88%
5.0★★★★★77 Google reviews · 13 photos
97%five-star reviews
4.98★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate DurhamLoyal Wealth Management five stars based on seventy-seven reviews, with the owner responding to eighty-six percent of comments. Clients describe the firm as professional and knowledgeable, highlighting thorough communication, punctuality, and personalized assistance with retirement, estate, and investment planning. Many note the staff's patience and lack of sales pressure, while one reviewer mentioned reasonable pricing. No common criticisms appear in the provided excerpts.
Google rating: 5.0 out of 5 from 77 reviews (97% five-star).
Reviews on this page: 77 Google reviews (58 with written comments, 2 with photos).
Owner responses: the business replied to 86% of reviews.
Score per factor (100 = best)iEach 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: satisfaction.
This companyRetirement Planning median0 = centre, 100 = best
SatisfactioniSatisfaction · 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.DurhamLoyal Wealth Management: 98/100 on this factor. Category median: 97.A
98
ReliabilityiReliability · 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.DurhamLoyal Wealth Management: 99/100 on this factor. Category median: 97.A
99
Craft & serviceiCraft & 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.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 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.DurhamLoyal Wealth Management: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · 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.DurhamLoyal Wealth Management: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies 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.–
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Bar = this company · dark tick = category median.
Star ratings
77 Google reviews we collected
5.0of 5
5 stars7597%
4 stars23%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 58 written reviews
99%praise
Praise9099%
Complaints11%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price1550%
Reasonable1240%
Overpriced00%
Not sure310%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude4044%
Would recommend1415%
Communication910%
Price & value89%
Honesty & trust89%
Quality & results78%
Speed & response55%
What customers talk about
We read 58 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They are informative, helpful and will guide you without pressure.”
“Would definitely recommend him to family and friends.”
“Special thanks to Carl Durham who spent a lot of time to explain and answer all our questions.”
“Reasonable prices too.”
“We visited this place today, met with all team who assisted in preparing our living wills and trust.”
“Great service driven by trust and satisfaction rather than just convenience or price.”
“Every thing positive communication ,punctual ,professionalism”
People customers mention
Gary6 reviews
Price6 reviews
David5 reviews
Richard4 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired DurhamLoyal Wealth Management for 5 kinds of job. Pick one to see what they paid and said.
Maureen5 reviewsiTotal 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 4 days ago★★★★★
expert guidance in retirement planning! I’m so thankful for their input in navigating through the process & successfully completing transactions towards financial security. You guys make a difference!
Great priceFinancial planRetirement savings consultingInvestment advising
Natalia1 reviewiTotal 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 weeks ago★★★★★
We visited this place today, met with all team who assisted in preparing our living wills and trust. We truly appreciate their helping us put these important arrangements in place. Special thanks to Carl Durham who spent a lot of time to explain and answer all our questions. Strongly recommended.
Reasonable priceEstate planning
Donna8 reviewsiTotal 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★★★★★
If you need investment, retirement or estate planning, please contact Durham Loyal. They are informative, helpful and will guide you without pressure. Take advantage of the free seminar and consultation. David, Gary and their staff are friendly and will help you plan. Don’t wait!
Etienne3 reviewsiTotal 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★★★★★
It was a pleasure to work with DurhamLoyal Wealth Management. Up to this day, everything is working for me. Great service driven by trust and satisfaction rather than just convenience or price.
Great priceFinancial planEstate planningRetirement savings consulting
FacelessMom9 reviewsiTotal 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★★★★★
My experience has been personable. From the greeting at the door to my meeting with Gary is engaging and personal. Good, solid advice is given and even if I'm worried about my life changing experiences, I can always consult and bounce my thoughts off you to get clarity.
Not sureRetirement savings consultingInvestment advising
Alex13 reviewsiTotal 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★★★★★
Such kind & attentive service! Thank you Pat for taking the time to explain (pretty much) everything I needed to know! Good to know you guys have my back!!
Great priceFinancial planRetirement savings consultingWealth management
expert guidance in retirement planning! I’m so thankful for their input in navigating through the process & successfully completing transactions towards financial security. You guys make a difference!
Thank you for your positive feedback, Maureen! We're pleased to hear that you found our guidance in retirement planning helpful. Your acknowledgment motivates us to continue providing top-notch service to all our clients.
Natalia Belikova1 reviewiTotal number of Google reviews Natalia has written across all businesses on Google Maps, not just this one.
We visited this place today, met with all team who assisted in preparing our living wills and trust. We truly appreciate their helping us put these important arrangements in place. Special thanks to Carl Durham who spent a lot of time to explain and answer all our questions. Strongly recommended.
Price assessment: Reasonable price
Services: Estate planning
Response from the owner · 2 weeks ago
Thank you, Natalia, for your kind review and for trusting us to help prepare your living wills and trust; we are pleased Carl Durham could take the time to answer all your questions.
We appreciate your strong recommendation and welcome any future questions as your arrangements evolve.
Thank you!
Donna Block8 reviewsiTotal number of Google reviews Donna has written across all businesses on Google Maps, not just this one.
If you need investment, retirement or estate planning, please contact Durham Loyal. They are informative, helpful and will guide you without pressure. Take advantage of the free seminar and consultation. David, Gary and their staff are friendly and will help you plan. Don’t wait!
We appreciate your recommendation, Donna, and are glad our team made planning clear and pressure free.
Your feedback helps us improve and keeps us focused on supporting clients every step of the way.
Thank you!
Tammy Deal7 reviewsiTotal number of Google reviews Tammy has written across all businesses on Google Maps, not just this one.
Initial meeting very informative looking forward to 2 nd meeting
Services: Retirement savings consulting
Response from the owner · 3 weeks ago
Thank you Tammy, we are pleased the initial meeting was informative and we look forward to your second meeting.
Your feedback matters and helps us keep improving how we support you.
Thank you!
Elizabeth Carrillo5 reviewsiTotal number of Google reviews Elizabeth has written across all businesses on Google Maps, not just this one.
Very professional company and with them for a while
Response from the owner · 3 weeks ago
Thank you, Elizabeth, for highlighting our professionalism and for your long-standing trust. We take pride in providing consistent, high-quality service and appreciate the confidence you place in us. Feel free to get in touch whenever we can assist you further.
Thank you!
Etienne Ariol3 reviewsiTotal number of Google reviews Etienne has written across all businesses on Google Maps, not just this one.
It was a pleasure to work with DurhamLoyal Wealth Management. Up to this day, everything is working for me. Great service driven by trust and satisfaction rather than just convenience or price.
Etienne, thank you for your kind review and for recognizing our commitment to trust and client satisfaction.
We are pleased everything continues to work well for you, and we welcome the chance to support your needs going forward.
Thank you!
Ariel GonzalezLocal Guide · 15 reviewsiTotal number of Google reviews Ariel has written across all businesses on Google Maps, not just this one.
Thank you, Ariel, for calling our service personal and professional and for highlighting our knowledge. We are glad our team could provide clear, expert guidance. We uphold rigorous standards and focus on straightforward communication. Please contact us anytime, we welcome the opportunity to assist you further.
Thank you!
FacelessMom Freedom9 reviewsiTotal number of Google reviews FacelessMom has written across all businesses on Google Maps, not just this one.
My experience has been personable. From the greeting at the door to my meeting with Gary is engaging and personal. Good, solid advice is given and even if I'm worried about my life changing experiences, I can always consult and bounce my thoughts off you to get clarity.
We appreciate your kind words and are glad the greeting and your meeting with Gary felt personable and useful.
Please continue to lean on us as your circumstances change-we are available to listen and help bring clarity.
Thank you!
Alex Vela13 reviewsiTotal number of Google reviews Alex has written across all businesses on Google Maps, not just this one.
Such kind & attentive service! Thank you Pat for taking the time to explain (pretty much) everything I needed to know! Good to know you guys have my back!!
We appreciate your kind words, Alex, and are glad Pat could explain everything so clearly and that you feel supported.
We value your feedback and will keep improving how we serve you.
Thank you!
Mike FioritoLocal Guide · 17 reviewsiTotal number of Google reviews Mike has written across all businesses on Google Maps, not just this one.
David Durham was absolutely a pleasure to work with. A great help in directing us through a bit of a complicated process. Very knowledgeable, easy to work with and pleasant personality. Would definitely recommend him to family and friends. Thanks so very much Dave. Mike & Lisa
