Financial planner · Carmel, IN · reviewed since 2017
iHow 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 59%99+58.1Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not enough data for 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.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#14 of 41 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 68%
5.0★★★★★57 Google reviews · 6 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★, last 20 reviewsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Google reviewers rate Halter Ferguson Financial Inc. five stars based on fifty-seven reviews, with the owner not responding to any. Clients describe the firm as professional and responsive, noting that staff communicate promptly and customize investment strategies for retirement planning. Recurring themes include personalized advice, thorough education on financial goals, and long-term trust in the team's management style. No specific criticisms regarding services or pricing appear in the provided excerpts.
Google rating: 5.0 out of 5 from 57 reviews (100% five-star).
Reviews on this page: 57 Google reviews (56 with written comments).
Owner responses: the business replied to 0% of reviews.
Score per factor (100 = best)iEach 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 value; weakest: reliability.
This companyFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 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.Halter Ferguson Financial Inc: 99/100 on this factor. Category median: 98.A
99
ReliabilityiReliability · 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.Halter Ferguson Financial Inc: 98/100 on this factor. Category median: 98.A
98
Craft & serviceiCraft & 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.Halter Ferguson Financial Inc: 100/100 on this factor. Category median: 100.A
100
ValueiValue · 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.Halter Ferguson Financial Inc: 100/100 on this factor. Category median: 100.A
100
MomentumiMomentum · 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.Halter Ferguson Financial Inc: 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies 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: 76.–
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Bar = this company · dark tick = category median.
Star ratings
57 Google reviews we collected
5.0of 5
5 stars57100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 56 written reviews
99%praise
Praise8899%
Complaints11%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price267%
Reasonable133%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude2730%
Would recommend2022%
Honesty & trust1517%
Speed & response1112%
Quality & results89%
Communication67%
Price & value22%
What customers talk about
We read 56 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“They are responsive and have the expertise and client focus to implement the plans recommended to help us achieve our goals.”
“We highly recommend them to anyone looking for personalized investment management and comprehensive financial planning services.”
“Bradford, Matt, Ben and the entire HFF team, have shown dedication to client service, professionalism, integrity, expertise, and genuine care.”
“They also share their views and investment perspectives through YouTube and X, which helps clients stay informed and connected in a timely way.”
“It's been an amazing experience that I know will continue.”
“They kindly walked us through every step of the process.”
“Even after paying their fees we have had better returns on our investments.”
People customers mention
Tiffany13 reviews
Brad7 reviews
Bradford5 reviews
Ben4 reviews
Kelly4 reviews
Matt3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Halter Ferguson Financial Inc for 4 kinds of job. Pick one to see what they paid and said.
TTony8 reviewsiTotal 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★★★★★
My wife and I have been retired for 15 years and just entrusted financial planning to Halter Ferguson. The whole organization is totally focused on providing excellent and dedicated service to their clients.
Financial plan
JJeff2 reviewsiTotal 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★★★★★
Could be happier with this team of financial professionals. From top to bottom the entire staff is focused solely on their clients financial well being. Best decision I ever made 25 years ago!!
DDeb9 reviewsiTotal 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★★★★★
My husband and I are so grateful for the great customer service, the outstanding advice and care for our investments.
Great priceFinancial planEstate planningRetirement savings consulting
KKJS3 reviewsiTotal 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. · 3 years ago★★★★★
The staff at Halter Ferguson has been amazing. They kindly walked us through every step of the process. We appreciate their knowledge, friendliness, professionalism and genuine care for us.
MMichael1 reviewiTotal 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. · 3 years ago★★★★★
Mike and I met with Ben and Tiffany to determine if we were going to be ready for retirement. They had a very well thought out process to walk us through and asked the right questions. It was easy and fun. They treated us like family. Bradford and Tony met with us to give us a tutorial on investing and their…
JJustin5 reviewsiTotal 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. · 3 years ago★★★★★
The HFF team has been nothing but great to work with. They listen to what our family goals are and lay out the path for us to get there. They are prompt in responding to any questions or concerns we have. I would recommend them to anyone looking for help with their investments and financial planning needs.
We have been clients of Halter Ferguson Financial for just over two years and have been pleased with their proactive approach to managing our investments and financial planning strategy. We came to them as we were shifting from a long accumulation-focused approach to one that also needed to support ongoing distributions in retirement. We soon realized that this transition is more complicated than initially thought, especially for our case where we had grown a portfolio that included concentrated positions that have served us well but require careful handling for taxes, risk, and cash flow.
Halter Ferguson Financial impressed us with a strategy that balanced our need for income with the positions we still believe in. Their portfolio-management approach uses strategies and transactions that would be difficult for us to implement successfully and consistently as individual investors. They also share their views and investment perspectives through YouTube and X, which helps clients stay informed and connected in a timely way.
Working with Bradford, Matt, Ben and the entire HFF Team has been a pleasure. They are responsive and have the expertise and client focus to implement the plans recommended to help us achieve our goals. As a result, we are very pleased with the investment performance to date and look forward to the future.
Halter Ferguson Financial has been an excellent partner for us. We highly recommend them to anyone looking for personalized investment management and comprehensive financial planning services.
Services: Financial plan, Investment advising
D
Dwight Whitehead10 reviewsiTotal number of Google reviews Dwight has written across all businesses on Google Maps, not just this one.
I have been associated with this highly professional team for 10 months. Over a 42-year period, I have worked with several financial advisors. Absolutely none of them were the right fit. Some tried to force me to be highly conservative, some were non-responsive, and others wanted me to diversify out of my highly concentrated position. After having an inadept conversation with Brad, Matt and Ben about my financial objectives, I felt very comfortable. After 4 months and having frequent contact, along with interactions with Ann-Marie, Torri, Stephanie, Kelly, Isaac and Amanda, I started feeling extremely confident in the team’s abilities. After 6 months--I realized that I finally located the financial experts (and the home) that have eluded me for most of my adult life. They possess everything I am looking for: a knack for locating new opportunities, an ability to study the market and anticipate, staying highly proactive, results oriented, and they actually care. It's been an amazing experience that I know will continue. That’s why I have already recommended HFF to several friends and family members.
Price assessment: Great price
Services: Financial plan, Investment advising, Wealth management, Service not listed
T
Thomas Eaves12 reviewsiTotal number of Google reviews Thomas has written across all businesses on Google Maps, not just this one.
Our experience with Halter Ferguson Financial has been exceptional, and choosing to work with them has been one of the best financial decisions we have made. Bradford, Matt, Ben and the entire HFF team, have shown dedication to client service, professionalism, integrity, expertise, and genuine care.
What stands out most is that Halter Ferguson is not just focused on investments. Their first priority was understanding our values, goals, priorities, circumstances, and how we want to live our life. They took the time to walk us through the planning activities, and built a clear financial plan and portfolio designed around our needs. That personal approach makes the process straightforward and convenient.
Another valuable benefit is the YouTube and X content produced by Matt, Bradford, and the team. Being able to hear directly from the investment team and understand what they are thinking adds tremendous value and helps us feel even more informed and connected.
I highly recommend Halter Ferguson Financial to anyone seeking sound financial planning, thoughtful investment strategies, and a team of professionals who truly care about helping their clients succeed.
My wife and I have been retired for 15 years and just entrusted financial planning to Halter Ferguson. The whole organization is totally focused on providing excellent and dedicated service to their clients.
Services: Financial plan
J
Jeff Cesare2 reviewsiTotal number of Google reviews Jeff has written across all businesses on Google Maps, not just this one.
Could be happier with this team of financial professionals. From top to bottom the entire staff is focused solely on their clients financial well being. Best decision I ever made 25 years ago!!
D
Deb Smillie9 reviewsiTotal number of Google reviews Deb has written across all businesses on Google Maps, not just this one.
The staff at Halter Ferguson has been amazing. They kindly walked us through every step of the process. We appreciate their knowledge, friendliness, professionalism and genuine care for us.
M
Michael Wilcox1 reviewiTotal number of Google reviews Michael has written across all businesses on Google Maps, not just this one.
Mike and I met with Ben and Tiffany to determine if we were going to be ready for retirement. They had a very well thought out process to walk us through and asked the right questions. It was easy and fun. They treated us like family. Bradford and Tony met with us to give us a tutorial on investing and their philosophy. They are very knowledgeable and know how to speak with beginners.
J
Justin Dabbelt5 reviewsiTotal number of Google reviews Justin has written across all businesses on Google Maps, not just this one.
The HFF team has been nothing but great to work with. They listen to what our family goals are and lay out the path for us to get there. They are prompt in responding to any questions or concerns we have. I would recommend them to anyone looking for help with their investments and financial planning needs.
H
Hedy ZmijewskiLocal Guide · 14 reviewsiTotal number of Google reviews Hedy has written across all businesses on Google Maps, not just this one.
My husband and I were referred to Halter Ferguson Financial Inc. many years ago by a coworker of his. Brad, Tiffany and the entire HFF team have been more than helpful. They are honest, caring, and very knowledgeable. We have recommended them to family and friends who have also been very pleased with their experiences.
My husband died two years ago. He knew that he was leaving me in great hands with the Halter Ferguson Financial team. They have been very supportive and are helping me to understand our investment portfolio. I can’t imagine this journey without them.
