Financial planner · Pembroke Pines, FL · reviewed since 2019
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 55%93+50.7Reliability 24%94+22.8Value 14%90+12.7Replies to reviews 7%57+4Experts Score= 90Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.90SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#37 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 28%
4.9★★★★★144 Google reviews · 10 photos
95%five-star reviews
4.97★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.
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.
Google rating: 4.9 out of 5 from 144 reviews (95% five-star).
Reviews on this page: 144 Google reviews (98 with written comments).
Owner responses: the business replied to 59% 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: craft & service and momentum; weakest: replies to reviews.
Global Wealth ManagementRetirement 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.Global Wealth Management: 93/100 on this factor. Category median: 97.A
93
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.Global Wealth Management: 94/100 on this factor. Category median: 97.A
94
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.Global Wealth Management: 100/100 on this factor. Category median: 100.A
100
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.Global Wealth Management: 90/100 on this factor. Category median: 100.A
90
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.Global 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.Global Wealth Management: 57/100 on this factor. Category median: 55.C
57
Bar = this company · dark tick = category median.
Star ratings
144 Google reviews we collected
4.9of 5
5 stars13795%
4 stars32%
3 stars11%
2 stars00%
1 star32%
Praise vs complaints
Phrases our text analysis found in 98 written reviews
98%praise
Praise10598%
Complaints22%
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 price1144%
Reasonable1352%
Overpriced00%
Not sure14%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude4845%
Would recommend1918%
Quality & results1211%
Communication1110%
Speed & response87%
Honesty & trust77%
Price & value22%
What customers talk about
We read 98 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Every one from reception to the advisor were friendly, informative, and knowledgeable.”
“We would highly recommend Global Wealth Management and Gregg in particular, for your financial planning.”
“They are thorough and on top of events concerning the Stock Market and your account.”
“Only our second meeting, but Greg is a good communicator.”
“He answers all my questions promptly and efficiently.”
“I would without reservation, recommend Global Wealth Management to anyone seeking honest, reliable, and knowledgable advice.”
“I typically receive a call back within a reasonable amount of time.”
People customers mention
Thomas15 reviews
John6 reviews
Kleinman4 reviews
Kelly3 reviews
Dave3 reviews
Medicare3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Global Wealth Management for 6 kinds of job. Pick one to see what they paid and said.
Paul10 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 a week ago★★★★★
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.
NadiaLocal Guide · 14 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 a week ago★★★★★
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.
Anne8 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. · 2 weeks ago★★★★★
John listens so well and provides detailed answers without overwhelming you with too much details. He’s caring and understanding and just The Best!!!
Reasonable priceFinancial plan
LORILocal Guide · 32 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 2 weeks ago★★★★★
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.
Tim5 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. · 2 weeks ago★★★★★
Every one from reception to the advisor were friendly, informative, and knowledgeable.
Reasonable priceInvestment advising
Pam11 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 3 weeks ago★★★★★
Always a pleasure working with John. Very knowledgeable and keeps us on the right track.
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.
Response from the owner · Edited a week ago
Hi, Paul. We are thrilled to learn that you had a positive experience with us!
Nadia MessihaLocal Guide · 14 reviewsiTotal number of Google reviews Nadia has written across all businesses on Google Maps, not just this one.
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.
Price assessment: Reasonable price
Positive: Responsiveness, Quality, Professionalism, Value
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.
Response from the owner · Edited 2 weeks ago
Hi, Lori. We appreciate the kind words and are glad we could provide you with a positive experience!
Tim Stirling5 reviewsiTotal number of Google reviews Tim has written across all businesses on Google Maps, not just this one.
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.
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!
Response from the owner · Edited a month ago
Hi, Olga. Thanks for taking the time to share your positive experience. We truly appreciate it!
