Analyzing 6,632,2586.6M ReviewsFor 18,54118.5K Experts

Experts Reviews · Company report
DurhamLoyal Wealth Management 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%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

DurhamLoyal 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

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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: satisfaction.

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.DurhamLoyal Wealth Management is better than 98% of retirement planning.A
98
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.DurhamLoyal Wealth Management is better than 99% of retirement planning.A
99
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.DurhamLoyal Wealth Management 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.DurhamLoyal Wealth Management 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.DurhamLoyal Wealth Management 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.DurhamLoyal Wealth Management is better than —% of retirement planning.–
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Reviews for your job

Customers hired DurhamLoyal Wealth Management for 5 kinds of job.

DurhamLoyal Wealth Management for investment advising

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.11
★ 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: 92/100.How Job match is calculatedBuilt only from reviews Google tagged “Investment advising”: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.#4 / 20
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 11 Google reviews tagged “Investment advising”

Maureen5 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 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
Donna8 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★★★★★

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!

Reasonable priceEstate planningRetirement savings consultingInvestment advising
FacelessMom9 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★★★★★

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
Anna10 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★★★★★

In the past three and a half years I have been advised and assisted by a DurhamLoyal Wealth Management Representative, with clear professional knowledge, personalized plans, honest explanations, and always a client-centered perspective.

Financial planRetirement savings consultingInvestment advising
Lourdes3 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★★★★★

Very professional and helpful with any questions or assistance at any time . Very accessible, Family oriented

Great priceFinancial planRetirement savings consultingInvestment advising
Joseph2 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★★★★★

Worked with pat jones, great job

Great priceInvestment advising
Michael1 reviewTotal 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★★★★★

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…

Great priceFinancial planEstate planningRetirement savings consulting
PHYLLIS4 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★★★★★

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.

Reasonable priceFinancial planEstate planningInvestment advising
Myriam9 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. · 4 months ago★★★★★

We enjoy greatly Gary's advice and friendship. Everybody in the office are very nice and caring

Financial planEstate planningRetirement savings consulting
CarloLocal Guide · 22 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. · 5 months ago★★★★★

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…

Financial planEstate planningInvestment advising
Rita3 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★★★★★

Rating only, no written review.

Reasonable priceEstate planningRetirement savings consultingInvestment advising

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 50%Reasonable 40%Overpriced 0%Not sure 10%

Jobs customers hired them for

JobReviewsCategory typical
Retirement savings consulting21—
Estate planning21—
Financial plan17—
Investment advising11—
Wealth management5—

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