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 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.90SCOREGlobal 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. · #37Position by Experts Score among all companies we track in this category. of 51 retirement planning · 4.9★ from 144 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: craft & service and momentum; weakest: replies to reviews.
Reviews for your job
Customers hired Global Wealth Management for 6 kinds of job.
Global Wealth Management for financial plan
Clear ✕All 27 Google reviews tagged “Financial plan”
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.
John listens so well and provides detailed answers without overwhelming you with too much details. He’s caring and understanding and just The Best!!!
Excellent guidance and forward planning
Always a pleasure working with John. Very knowledgeable and keeps us on the right track.
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.
We, my husband and I, met with our financial advisor Gregg Kleinman who listened to our plans for retirement, our concerns about market changes, and our suggestions for minimizing risk. Gregg was attentive, informative, and asked the right questions. In the end, we came up with a solid plan for our specific needs…
As usual, excellent meeting. Dave even helped us with a third party annuity we have and how to cash it in. Also planing forward for actions we need to take in November. Lynn was also great in scheduling the meeting and welcoming us.
Outstanding service & professional advise. Always a pleasure to deal with these advisors. Highly recommended.
Great Company !
Friendly staff and great customer service! Very knowledgeable advisors. I highly recommend them!
Team is very knowledgeable, informative. When going over your plan they make sure you understand your investments and goals.
The entire team at Global Wealth truly knows their business. When I first moved, I interviewed several firms, and Global Wealth stood out for its professionalism and breadth of services. I later moved out of the country and felt confident that my financial interests were in capable hands while I was away.…
Excellent service and counseling!
My advisor is terrific. John takes the time to help me understand the market and how to make educated and experiential decisions. John never talks down to me but rather takes our conversations to a higher level. The staff are very supportive when John is unavailable and their professionalism is exceptional. Keep up the good work. Mike Graham
If you are looking for financial planning or retirement strategies, I highly recommend Global Wealth Management. After vetting several financial advisors, I found them to be the best choice.
Global Wealth Management is the total package. They are thorough and on top of events concerning the Stock Market and your account. I am so pleased with GWM. 5+ Star service!
Updated 6/15/2026: We continue to receive excellent service, consulting and returns. We recently had a review with John and he is always full of answers, ideas, and thinking outside the box, we love his flexibility and interest in hearing new ideas. Feb/2026: We had a great time at the Super Bowl party, we were…
Always a pleasure working with John Thomas. Knowledgeable, friendly and attuned to our needs.
We recently began working with Gregg Kleinman at Global Wealth Management, and the experience has been outstanding. Gregg brings a level of insight and knowledge on retirement investments that is both logical and easy to understand. He takes the time to explain strategies clearly, ensuring we feel confident and…
To say the least Dave Olsen is amazing and trustworthy. I was referred to him by one of my clients years ago. I would refer any of my friends or clients to him..
Dave, at the Weston office, is the best. Always there for us with his advice, and willing to discuss the ideas I bring based on my listening to radio or TV finance shows.
As usual, Kyle Kelly was personable, knowledgeable, informative, creative and insightful with what he shared. We were very pleased with our visit, he's amazing, always has been, we love working with him! Thank you Kyle - Grateful!!
Rating only, no written review.
Rating only, no written review.
Rating only, no written review.
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 |
|---|---|---|
| Financial plan | 27 | — |
| Retirement savings consulting | 11 | — |
| Investment advising | 11 | — |
| Wealth management | 9 | — |
| Estate planning | 3 | — |
| Tax planning | 3 | — |
