Analyzing 6,740,6586.7M ReviewsFor 19,01719K Experts

Experts Reviews · Company report
Global 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 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

Global 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

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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.

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.Global Wealth Management is better than 93% of retirement planning.A
93
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.Global Wealth Management is better than 94% of retirement planning.A
94
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.Global Wealth Management is better than 100% of retirement planning.A
100
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.Global Wealth Management is better than 90% of retirement planning.A
90
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.Global 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.Global Wealth Management is better than 57% of retirement planning.C
57

Reviews for your job

Customers hired Global Wealth Management for 6 kinds of job.

Global 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: 90/100.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.#7 / 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”

NadiaLocal Guide · 14 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 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.

Reasonable priceFinancial planRetirement savings consultingInvestment advising+ Responsiveness+ Quality+ Professionalism
Tim5 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. · 2 weeks ago★★★★★

Every one from reception to the advisor were friendly, informative, and knowledgeable.

Reasonable priceInvestment advising
Timothy3 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★★★★★

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.

Great priceFinancial planRetirement savings consultingInvestment advising
Hamilton6 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★★★★★

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.

Great priceFinancial planInvestment advisingWealth management
KurtLocal Guide · 239 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. · 2 months ago★★★★★

Friendly staff and great customer service! Very knowledgeable advisors. I highly recommend them!

Financial planEstate planningRetirement savings consulting
MicheleLocal Guide · 87 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 2 months ago★★★★★

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.…

Reasonable priceFinancial planRetirement savings consultingInvestment advising+ Responsiveness+ Professionalism
Enrique5 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 3 months ago★★★★★

Excellent

Great priceRetirement savings consultingInvestment advising
Christina11 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★★★★★

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!

Great priceFinancial planInvestment advising
TimothyLocal Guide · 18 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 months ago★★★★★

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…

Great priceFinancial planRetirement savings consultingInvestment advising
JoeLocal Guide · 30 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. · 6 months ago★★★★★

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…

Financial planRetirement savings consultingInvestment advising
Daniel10 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★★★★★

Rating only, no written review.

Reasonable 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 44%Reasonable 52%Overpriced 0%Not sure 4%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan27—
Retirement savings consulting11—
Investment advising11—
Wealth management9—
Estate planning3—
Tax planning3—

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