Analyzing 6,666,4966.7M ReviewsFor 18,67318.7K Experts

Experts Reviews · Company report
GWS&A - Global Wealth Strategies & Associates 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%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.87SCORE

GWS&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

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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 satisfaction; 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.GWS&A - Global Wealth Strategies & Associates is better than 96% of retirement planning.A
96
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.GWS&A - Global Wealth Strategies & Associates is better than 85% of retirement planning.A
85
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.GWS&A - Global Wealth Strategies & Associates 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.GWS&A - Global Wealth Strategies & Associates is better than 84% of retirement planning.A
84
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.GWS&A - Global Wealth Strategies & Associates is better than 74% of retirement planning.B
74
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.GWS&A - Global Wealth Strategies & Associates is better than 74% of retirement planning.B
74

Reviews for your job

Customers hired GWS&A - Global Wealth Strategies & Associates for 7 kinds of job.

GWS&A - Global Wealth Strategies & Associates for wealth management

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.6
★ 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: 86/100.How Job match is calculatedBuilt only from reviews Google tagged “Wealth management”: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.#10 / 16
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 6 Google reviews tagged “Wealth management”

Linda1 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. · 2 months ago★★★★★

"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…

Financial planEstate planningRetirement savings consulting
AdamLocal Guide · 21 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★★★★★

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…

Financial planRetirement savings consultingInvestment advising
Kerri3 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★★★★★

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…

Great priceFinancial planRetirement savings consultingWealth management
guy10 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★★★★★

***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!…

Financial planInsurance purchase consultingEstate planning
Elizabeth5 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★★★★★

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…

Reasonable priceFinancial planEstate planningRetirement savings consulting
Iliya3 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 year ago★★★★★

I have been working with GWS&A since 2019. Adam is very knowledgeable and helped me to get out of debt! My current team includes Mike Silva and Alexandra Papadopoulous. They have helped me: create my emergency fund, investments, IRAs, life insurance AND my children's investments. When I say I feel set for the rest…

Great priceWealth managementService not listed

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 63%Reasonable 25%Overpriced 13%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan11—
Retirement savings consulting9—
Investment advising7—
Wealth management6—
Estate planning5—
Tax planning4—
Insurance purchase consulting3—

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