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Guided Financial Advisors

Financial advisor · Orlando, FL · reviewed since 2025

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 69%100+69.2Reliability 31%99+30.5Experts Score= 100Not enough data for value, 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.100SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#3 of 51 retirement planningPosition by Experts Score among all companies we track in this category. · better than 96%
5.0 ★★★★★ 50 Google reviews · 1 photos
100%five-star reviews
5.00★last 12 monthsAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
0%reviews answered by the owner
Jun 2026latest review

Guided Financial Advisors at a glance

Guided Financial Advisors holds a 5.0 rating from 50 Google reviews, with clients frequently citing the team's professionalism, patience, and clear communication during financial planning and tax strategy sessions. Customers describe the service as thorough and helpful for understanding complex topics like employer benefits and investment goals, while noting that transparent pricing and responsive support contribute to a sense of security. No recurring criticisms appear in the provided excerpts, and the business owner has not replied to any reviews.

  • Google rating: 5.0 out of 5 from 50 reviews (100% five-star).
  • Reviews on this page: 50 Google reviews (44 with written comments).
  • Owner responses: the business replied to 0% of reviews.
  • Most recent review: June 19, 2026.
  • Service: Retirement Planner serving Orlando, Florida.

Data from Google, last updated October 26, 2026.

Score profile vs other retirement planning

Score per factor (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 momentum; weakest: reliability.

Satisfaction100Reliability99Craft & service–Value–Momentum100Replies to reviews–Satisfaction: 100 (median 97)Reliability: 99 (median 97)Momentum: 100 (median 100)
Guided Financial AdvisorsRetirement Planning median0 = centre, 100 = best
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.Guided Financial Advisors: 100/100 on this factor. Category median: 97.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.Guided Financial Advisors: 99/100 on this factor. Category median: 97.A
99
Craft & serviceCraft & 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.Not enough reviews for this factor yet. Category median: 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.Not enough reviews for this factor yet. Category median: 100.–
–
MomentumMomentum · 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.Guided Financial Advisors: 100/100 on this factor. Category median: 100.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.Not enough reviews for this factor yet. Category median: 55.–
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Bar = this company · dark tick = category median.

Star ratings

50 Google reviews we collected

  • 5 stars50100%
  • 4 stars00%
  • 3 stars00%
  • 2 stars00%
  • 1 star00%

Praise vs complaints

Phrases our text analysis found in 44 written reviews

  • Praise77100%
  • Complaints00%

Topic share

How often each topic comes up in the written reviews

  • Staff & attitude2229%
  • Would recommend1823%
  • Honesty & trust1216%
  • Quality & results1114%
  • Speed & response810%
  • Communication56%
  • Price & value11%

What customers talk about

We read 44 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “His level of professionalism is top-tier, and he is remarkably responsive to even the smallest questions.”
  • “He is not only kind, but wonderful to talk to, and has great recommendations I definitely recommend him.”
  • “I feel completely secure sharing my confidential information with him because of his absolute integrity.”
  • “His attention to detail is what really sets him apart; he’s identified several financial optimizations and tax savings that others completely missed.”
  • “What I appreciate most is how quickly he responds—I never feel like I'm waiting in a queue.”
  • “…ancial advising and tax-related services, and it shows in the way he communicates and guides clients with patience and clarity.…”
  • “This was worth every penny.”

People customers mention

  • Khatri 7 reviews
  • Ben 7 reviews
  • Omar 4 reviews
  • Diego 4 reviews

praise complaint · found by our text analysis, Google review wording unchanged.

Recent reviews

Isaac2 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★★★★★

Sounds financial advice, and good communication. They haven't hounded me with phone calls.

Sarahbanu1 reviewTotal 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. · 5 months ago★★★★★

If you are looking for a financial advisor who treats your success as their own, Omar Khatri is the person to go to. I used to feel incredibly stressed about tax planning and wealth management, but Omar tailored a strategy specifically for my situation. His level of professionalism is top-tier, and he is remarkably…

Rey1 reviewTotal 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. · 5 months ago★★★★★

Ben helped me get all my finance in order and was really there for me every step of the way. My confidence with my money and trsut

TaylorLocal Guide · 20 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. · 5 months ago★★★★★

Highly recommend!! This team is awesome and extremely professional. Can’t wait to use them for years to come.

Emily1 reviewTotal 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. · 5 months ago★★★★★

When it came to finance I was overwhelmed and did not know where to start. Luke Ober helped me in a way that was simple, knowledgeable, patient, and kind! I am thankful to have worked with Luke! 10/10 would recommend!

KalieLocal 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. · 5 months ago★★★★★

Omar is extremely knowledgeable, professional, and genuinely invested in helping people make informed financial decisions. He brings years of experience in financial advising and tax-related services, and it shows in the way he communicates and guides clients with patience and clarity. What stands out most is how…

Photos

Customer reviews

5.0 ★★★★★ 50 reviews on Google · rating breakdown

Reviews from Google, shown as published (original wording, unedited).

Jobs customers hired them for — from Google's service tags and the review text
Team members customers mention
Filter by topic — each topic is highlighted in the reviews in the same color
Isaac Lepley2 reviewsTotal number of Google reviews Isaac has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Sounds financial advice, and good communication. They haven't hounded me with phone calls.

Sarahbanu Khatri1 reviewTotal number of Google reviews Sarahbanu has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

If you are looking for a financial advisor who treats your success as their own, Omar Khatri is the person to go to. I used to feel incredibly stressed about tax planning and wealth management, but Omar tailored a strategy specifically for my situation. His level of professionalism is top-tier, and he is remarkably responsive to even the smallest questions. I feel completely secure sharing my confidential information with him because of his absolute integrity. With his guidance, I’ve confidently met every milestone we mapped out. A 10/10 recommendation!

Rey Estevez1 reviewTotal number of Google reviews Rey has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Ben helped me get all my finance in order and was really there for me every step of the way. My confidence with my money and trsut

Taylor EuerleLocal Guide · 20 reviewsTotal number of Google reviews Taylor has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Highly recommend!! This team is awesome and extremely professional. Can’t wait to use them for years to come.

Emily Simmons1 reviewTotal number of Google reviews Emily has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

When it came to finance I was overwhelmed and did not know where to start. Luke Ober helped me in a way that was simple, knowledgeable, patient, and kind! I am thankful to have worked with Luke! 10/10 would recommend!

Kalie EatonLocal Guide · 14 reviewsTotal number of Google reviews Kalie has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Omar is extremely knowledgeable, professional, and genuinely invested in helping people make informed financial decisions. He brings years of experience in financial advising and tax-related services, and it shows in the way he communicates and guides clients with patience and clarity. What stands out most is how personable and trustworthy he is. He takes the time to explain strategies clearly and makes people feel comfortable asking questions about their finances. Guided Financial Advisors provides excellent value, and Omar is a strong asset to the team.

Kamaul Clarke1 reviewTotal number of Google reviews Kamaul has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Mark has been very knowledgeable, professional, and takes the time to explain everything clearly in a way that is easy to understand. I appreciated his patience in answering my questions and his genuine focus on helping me feel confident about my financial future.

Dom Cesarone4 reviewsTotal number of Google reviews Dom has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

When I think of great financial advisors I always think Guided Financial Advisors. Especially, Ben Kopen, he is unbelievable in both his understanding and his communication skills. Ben Kopen is the benchmark all financial advisors should be striding towards.

Isabella Avedikian3 reviewsTotal number of Google reviews Isabella has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I am highly impressed with everyone at Guided Financial, especially Luke Ober. He is not only kind, but wonderful to talk to, and has great recommendations I definitely recommend him.

Ummehani Khatri4 reviewsTotal number of Google reviews Ummehani has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

It is rare to find a financial advisor who is as sharp and available as Omar Khatri. He has been a complete game-changer for my financial growth, helping me navigate complex tax strategies and investment goals with total ease. What I appreciate most is how quickly he responds—I never feel like I'm waiting in a queue. He handles everything with a high level of professionalism and absolute discretion, making it very easy to trust him with sensitive information. If you want someone who actually delivers on their promises and helps you hit your targets, Omar is a 10/10 recommendation!

Guided Financial Advisors on Google Maps →

Business details