Experts Reviews · Company report
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%100+58.7Reliability 26%99+25.8Value 15%100+15.2Experts Score= 100Not 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.100SCOREEnvision Wealth Strategies
Omaha, NE · 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 financial advisors · 5.0★ from 41 Google reviews
Report card
Percentile vs other financial advisors (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: satisfaction 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.Envision Wealth Strategies is better than 100% of financial advisors.A
100
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.Envision Wealth Strategies is better than 99% of financial advisors.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.Envision Wealth Strategies is better than —% of financial advisors.–
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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.Envision Wealth Strategies is better than 100% of financial advisors.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.Envision Wealth Strategies is better than 100% of financial advisors.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.Envision Wealth Strategies is better than —% of financial advisors.–
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Reviews for your job
Customers hired Envision Wealth Strategies for 8 kinds of job.
Envision Wealth Strategies for estate planning
Clear ✕Jobs reviewedHow many Google reviews are tagged with this job.2
★ 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.—
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%
All 2 Google reviews tagged “Estate planning”
Vanessa9 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. · 11 months ago★★★★★
I started working with Jill in March. I feel so comfortable/safe talking with her about my goals. She does such a great job explaining the process and strategies. Highly recommend!
Reasonable priceFinancial planEstate planningRetirement savings consulting
ToddLocal Guide · 29 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 year ago★★★★★
Jill at Envision is always helpful, thorough, and does a great job helping us manage our accounts. Her guidance is always excellent, and I don't know what we would do without her.
Great priceFinancial planEstate planningRetirement savings consulting
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 38%Reasonable 38%Overpriced 0%Not sure 23%
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 18 | — |
| Retirement savings consulting | 14 | — |
| Investment advising | 13 | — |
| Wealth management | 9 | — |
| Tax planning | 3 | — |
| Insurance purchase consulting | 3 | — |
| Home purchasing consulting | 2 | — |
| Education savings consulting | 2 | — |
