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%96+52.4Reliability 24%85+20.6Value 14%84+11.9Replies to reviews 7%74+5.2Momentum penalty74−2.6Experts Score= 87Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.87SCOREGWS&A - Global Wealth Strategies & Associates
Lakewood, CO · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #41Position by Experts Score among all companies we track in this category. of 51 retirement planning · 5.0★ from 248 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 satisfaction; weakest: replies to reviews.
Reviews for your job
Customers hired GWS&A - Global Wealth Strategies & Associates for 7 kinds of job.
GWS&A - Global Wealth Strategies & Associates for financial plan
Clear ✕All 11 Google reviews tagged “Financial plan”
My experience with GWS&A has been outstanding! Everyone is so knowledgeable, informative and helpful and they answer e-mails very promptly. If you have a question, they will answer it and if you have a request, they take action on it. My only regret is that I didn't find them sooner for all of my financial needs. They are a great company to work with!
Working with Terri Hinrich was a joy! I wanted to make a change in my Revocable Trust, and Terri made the process quick and painless! She was knowledgeable, easy to work with, and delivered a fast turnaround time. If you’re not working with Terri or GWS&A, you’re missing out on a dynamic financial planning team.
"Terri at GWSA is fantastic! She is professional, warm, and so generous with her time. She always takes extra care, giving me full confidence and complete peace of mind about my financial future. I truly trust that she is doing everything right and always looking out for what's best for me. Her positive energy makes…
I highly recommend Marc to anyone looking for a financial planner who takes the time to listen, communicates clearly, and provides thoughtful guidance throughout the planning process. I also want to recognize Alexandra for her excellent support—the technology walkthrough she provided made the setup process simple…
Eitel has been an amazing financial advisor over the years. His focus is nothing short of ensuring we are achieving our financial goals while assisting us with creating the appropriate foundation and guardrails to keep us on track. His recent transition into GWSA has only increased the number of tools and…
When I tell you we were completely clueless about managing our finances… that’s when GWS&A and their incredible team of experts stepped in to help us out. Alexandra has been an absolute godsend in helping us create a budget and figure out when retirement may (hopefully!) be in our near future. She is one of those…
The entire GWS&A team is extremely knowledgeable, friendly, and very responsive. I have used most of their services for a few years now and am very happy with the results. I work most directly with Mike Silva and he is extremely great to work with. I highly recommend working with Mike and the GWS&A team.
Mike Silva at GWS&A has been an incredible help in building my portfolio and creating a clear path toward financial security. Before partnering with Mike and GWS&A, I felt uncertain and intimidated when it came to my finances. Thanks to their guidance, I now feel confident about my financial future and have a much…
***I had to sneak in here and give Morgan & Terri some props! Morgan is always so helpful with her note-taking and getting back to me on scheduling with Adam. I appreciate her! And Terri is always there to help with everything under the sun. She knows everything and I rely on her. I appreciate her too!…
I've been working with GWSA for investment management with Mike Silva for a number of years. He has been very helpful in providing advice on both short term and long term financial goals including retirement, financial stability and ROTH conversions. I recently starting doing retirement modeling with Alexandra…
GWS&A has been very helpful and very easy to work with! So much so, that we even got them to help our son start planning his future as well! We have really enjoyed working and talking with Alexandra! She has a great attitude everytime we talk with her! It's been a real pleasure having a strong team on our side!…
Price
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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 | 11 | — |
| Retirement savings consulting | 9 | — |
| Investment advising | 7 | — |
| Wealth management | 6 | — |
| Estate planning | 5 | — |
| Tax planning | 4 | — |
| Insurance purchase consulting | 3 | — |
