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%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.99SCOREDurhamLoyal Wealth Management
Pembroke Pines, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #7Position by Experts Score among all companies we track in this category. of 51 retirement planning · 5.0★ from 77 Google reviews
Report card
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: satisfaction.
Reviews for your job
Customers hired DurhamLoyal Wealth Management for 5 kinds of job.
DurhamLoyal Wealth Management for estate planning
Clear ✕All 21 Google reviews tagged “Estate planning”
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.
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!
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.
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
Hiring David Durham has been one of the biggest and most important decisions I’ve made in my life. I was with another nationwide wealth management firm that made costly unprofessional mistakes, and I could never contact the manager of my funds directly.. David And the crew have been lifesavers for myself and my…
The staff are very knowledgeable and friendly. They are very attentive to all of your needs and will get it right. First class all the way ….
Atencion esmerada y muy profesional.
My husband and I have received estate planning services from DurhamLoyal and have found them to be a highly professional team with a lot of knowledge and experience. We have dealt primarily with Gary who is always personable and attentive to our particular needs and willing to go way beyond what we expect from him.…
Durham Loyal are professionals, the people are very patient, until they know exactly what the need is, finally we do all the documents with confidence.
Very knowledgeable and so professional.
They are great, very attentive. They explained everything throughly. They follow up with you. I’m glad I chose them for my investments and Will & Trust. Will recommend other people to use them.
Very profesional, very personal, vey knowledgeable
Love the attention I received during my first consultation and the clarity of information that was delivered
Excellent services, very professional and friendly
We enjoy greatly Gary's advice and friendship. Everybody in the office are very nice and caring
David and Pat are great professionals, down to earth and very helpful, answering all my concerns, questions and clarifying many misconceptions , but most of all, they listened very carefully to guide me in the correct direction, looking forward to the next consultation
Every thing positive communication ,punctual ,professionalism No pressure to sell anything Knowledgeable and caring
An extremely proficient Financial Firm! They have a Team Leader (Mr. Richard Price) who is one of the leading Experts in Social Security Benefits and Estate Planning in the Nation. DurhamLoyal has unique Wealth Management strategies that are superior to the standard Investment Firms - - very knowledgeable about…
Elsa and I truly appreciated all the information everyone provided to us. We are looking forward to seeing you all again in the near future. Regards, Richard & Elsa Hiler
Very professional people. Very helpful and trustable.
Rating only, no written review.
Price
Not enough reviews with a price yet.
Price verdictsGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Retirement savings consulting | 21 | — |
| Estate planning | 21 | — |
| Financial plan | 17 | — |
| Investment advising | 11 | — |
| Wealth management | 5 | — |
