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Leading Edge Wealth Management, LLC

Financial planner · Rolling Meadows, IL · 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 59%96+56.3Reliability 26%97+25.3Value 15%86+13.1Experts Score= 95Not 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.95SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#28 of 51 retirement planningPosition by Experts Score among all companies we track in this category. · better than 46%
5.0 ★★★★★ 24 Google reviews · 3 photos
96%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.
13%reviews answered by the owner
Jul 2026latest review

Leading Edge Wealth Management, LLC at a glance

Google reviewers rate Leading Edge Wealth Management 5/5 based on 24 reviews, with the owner replying to 13%. Clients frequently cite long-term relationships, often spanning decades, highlighting the firm's expertise in retirement planning, tax reduction, and portfolio diversification. Recurring themes include personalized communication through various channels, patient explanations of investment options, and a focus on aligning financial strategies with individual life stages and risk factors. No common criticisms appear in the provided excerpts.

  • Google rating: 5.0 out of 5 from 24 reviews (96% five-star).
  • Reviews on this page: 24 Google reviews (22 with written comments).
  • Owner responses: the business replied to 13% of reviews.
  • Most recent review: July 8, 2026.
  • Service: Retirement Planner serving Rolling Meadows, Illinois.

Data from Google, last updated October 31, 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: momentum and reliability; weakest: value.

Satisfaction96Reliability97Craft & service–Value86Momentum100Replies to reviews–Satisfaction: 96 (median 97)Reliability: 97 (median 97)Value: 86 (median 100)Momentum: 100 (median 100)
This companyRetirement 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.Leading Edge Wealth Management, LLC: 96/100 on this factor. Category median: 97.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.Leading Edge Wealth Management, LLC: 97/100 on this factor. Category median: 97.A
97
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.Leading Edge Wealth Management, LLC: 86/100 on this factor. Category median: 100.A
86
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.Leading Edge Wealth Management, LLC: 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.–
–

Bar = this company · dark tick = category median.

Star ratings

24 Google reviews we collected

  • 5 stars2396%
  • 4 stars14%
  • 3 stars00%
  • 2 stars00%
  • 1 star00%

Praise vs complaints

Phrases our text analysis found in 22 written reviews

  • Praise35100%
  • Complaints00%

PriceGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.

Price verdicts customers left with their Google review

  • Great price240%
  • Reasonable360%
  • Overpriced00%
  • Not sure00%

Topic share

How often each topic comes up in the written reviews

  • Staff & attitude1131%
  • Would recommend1131%
  • Honesty & trust617%
  • Communication411%
  • Quality & results39%

What customers talk about

We read 22 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.

  • “Her knowledge and expertise helps me to understand my options and to make smart decisions.”
  • “I highly recommend Alka—it’s reassuring that she invests in what she would choose for herself.”
  • “Alka has been our trusted financial advisor for 25 years.”
  • “She is easy to talk to, encourages questions and her suggestions are always well considered.”
  • “Alka has done an outstanding job for us on our retirement planning.”

People customers mention

  • Alka 7 reviews

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

Reviews for your job

Customers hired Leading Edge Wealth Management, LLC for 4 kinds of job. Pick one to see what they paid and said.

Recent reviews

Gretchen1 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★★★★★

I’ve trusted Alka’s council for nearly 20 years. She is easy to talk to, encourages questions and her suggestions are always well considered. Highly recommend!

Financial plan
Ed4 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★★★★★

Alka has done an outstanding job for us on our retirement planning. She is always looking for new products to balance out the risk in our portfolio. I highly recommend her.

Yamile7 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★★★★★

For over 20 years, Leading Edge Wealth Management has provided an excellent service for clients like me, Alka has helped me build a portfolio that meets my goals. Her knowledge and expertise helps me to understand my options and to make smart decisions.

Great priceRetirement savings consultingInvestment advisingTax planning
H6 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★★★★★

Have been using this for about 20yrs. Enxtremely nice. Great source for financial information.

Reasonable priceFinancial planRetirement savings consultingInvestment advising
John1 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★★★★★

Very professional knowledgeable financial planning service committed to achieving the highest returns based on your risk factor and personal circumstances. Highly recommend!

Great priceFinancial plan
Julie1 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. · 8 months ago★★★★★

I’ve been a client of Alka’s for over 15 years. She is caring, knowledgeable, and always takes the time to make sure I understand my investments and how they align with my retirement goals. I highly recommend Alka—it’s reassuring that she invests in what she would choose for herself. Julie V.

Photos

Customer reviews

5.0 ★★★★★ 24 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
Gretchen Crosby1 reviewTotal number of Google reviews Gretchen has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I’ve trusted Alka’s council for nearly 20 years. She is easy to talk to, encourages questions and her suggestions are always well considered. Highly recommend!

  • Services: Financial plan
Ed Kepouros4 reviewsTotal number of Google reviews Ed has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Alka has done an outstanding job for us on our retirement planning. She is always looking for new products to balance out the risk in our portfolio. I highly recommend her.

Yamile Dominguez7 reviewsTotal number of Google reviews Yamile has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

For over 20 years, Leading Edge Wealth Management has provided an excellent service for clients like me, Alka has helped me build a portfolio that meets my goals. Her knowledge and expertise helps me to understand my options and to make smart decisions.

  • Price assessment: Great price
  • Services: Retirement savings consulting, Investment advising, Tax planning
H OVERTON6 reviewsTotal number of Google reviews H has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Have been using this for about 20yrs. Enxtremely nice. Great source for financial information.

  • Price assessment: Reasonable price
  • Services: Financial plan, Retirement savings consulting, Investment advising, Wealth management
John Zeller1 reviewTotal number of Google reviews John has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Very professional knowledgeable financial planning service committed to achieving the highest returns based on your risk factor and personal circumstances. Highly recommend!

  • Price assessment: Great price
  • Services: Financial plan
Julie Vincent1 reviewTotal number of Google reviews Julie has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I’ve been a client of Alka’s for over 15 years. She is caring, knowledgeable, and always takes the time to make sure I understand my investments and how they align with my retirement goals. I highly recommend Alka—it’s reassuring that she invests in what she would choose for herself. Julie V.

Frederick Lee1 reviewTotal number of Google reviews Frederick has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Alka has been my financial advisor/planner for more than 25 years. She is a very sound, knowledgeable, and professional advisor who stays on the cutting edge of financial matters. Alka is always looking out for my best financial interests for the near-, mid-, and long-term. She communicates that through frequent email, phone calls and face-to-face meetings.

  • Price assessment: Reasonable price
  • Services: Financial plan, Retirement savings consulting, Investment advising, Tax planning
Jonathan Monroe1 reviewTotal number of Google reviews Jonathan has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

Alka has been our trusted financial advisor for 25 years. During that time, she has worked every day with our interests in mind. We have been through many life stages with her, from being newlyweds, having children, changing jobs, starting a business, children going to college, and contemplating retirement. At each stage, Alka has been there for us to make sure we are doing everything we can to build for the future and reduce risk. We highly recommend her to anyone looking for an advisor they can trust.

Jill Rhoderick2 reviewsTotal number of Google reviews Jill has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

I have worked with Alka for over 30 years. She is very knowledgeable and has been very supportive of any direction we have chosen to go with our investments. Her recommendations have been very helpful in preparing us for our retirement.

Kim Simmons12 reviewsTotal number of Google reviews Kim has written across all businesses on Google Maps, not just this one.
Review from Google · view on Google
★★★★★

My husband and I feel really lucky and grateful to have found Ms. Oberoi to help us with our financial planning. Her focus is clearly on helping her clients succeed, and not lining her own pocket. Ms. Oberoi's knowledge and expertise is invaluable. We highly recommend Leading Edge Wealth Management!

Leading Edge Wealth Management, LLC on Google Maps →

Business details

  • Address: 1600 Golf Rd #1200, Rolling Meadows, IL 60008
  • Phone: (847) 387-5555
  • Website: lewmllc.com
  • Service area: Rolling Meadows, IL