Global Wealth Management holds a 4.9/5 rating from 144 reviews, with the owner responding to 59% of feedback. Clients frequently cite knowledgeable advisors, clear communication, and personalized retirement planning as key benefits, noting that staff provide detailed explanations and regular account adjustments. However, a small number of low-star reviews describe significant financial losses and dissatisfaction with specific investment fund choices, contrasting with the generally positive sentiment regarding customer service.
Data from Google, last updated October 25, 2026.
Reviews from Google, shown as published (original wording, unedited).
A market discussion worthy for many. Our discussion will be remembered for being so in-depth. Resulting in no firm decisions. Information pointed to transition. Time will tell. I have labeled this one as "Tipping Point". The rest of 2026 will reveal.
Hi, Paul. We are thrilled to learn that you had a positive experience with us!
Always great dealing with my financial advisor at Global Wealth. He answers all my questions promptly and efficiently. Global Wealth also educates their clients on market changes , new products and regulations, thru webinars, monthly lunch and learn and other events. The office Staff is also very pleasant to deal with.
Hi, Nadia. Thank you so much for leaving us a stellar review!
John listens so well and provides detailed answers without overwhelming you with too much details. He’s caring and understanding and just The Best!!!
Hi, Anne. Your feedback is highly appreciated. Thank you for the review!
John Thomas and everyone at Global Wealth Management are AWESOME. They aren't only part time. They keep track of our accounts on a regular basis and, make adjustments accordingly. I would highly recommend them without hesitation.
Hi, Lori. We appreciate the kind words and are glad we could provide you with a positive experience!
Every one from reception to the advisor were friendly, informative, and knowledgeable.
Hi, Tim. Thanks for taking the time to share your positive experience. We truly appreciate it!
Excellent guidance and forward planning
Always a pleasure working with John. Very knowledgeable and keeps us on the right track.
Hi, Pam. We are thrilled to learn that you had a positive experience with us!
Knowledgeable and gave me good ideas how to go for that I never thought about. Only our second meeting, but Greg is a good communicator.
Excellent team of professionals that have been guiding us through our retirement years for close to ten years , having converting our previous account into a high yielding solid growth portfolio.
Hi, Timothy. We appreciate the kind words and are glad we could provide you with a positive experience!
As a senior now retired for almost 7 years, Devin Rountree a Global Wealth financial advisor, is new to me. At this stage of my life, I’ve sold my Florida home, my parents home in FL and moved to NYC and have seriously downsized to a studio apt. Devin is friendly, professional and easy to talk to. He listens and he will be advising and working with me to help me make my money last!
Hi, Olga. Thanks for taking the time to share your positive experience. We truly appreciate it!