Financial consultant · Rolling Meadows, IL · reviewed since 2022
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.
#16 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 70%
5.0★★★★★66 Google reviews · 24 photos
98%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare 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 MTD Financial and MTD Wealth Management five stars based on sixty-six reviews, with the owner responding to all feedback. Clients describe the firm as professional, knowledgeable, and responsive, noting that advisors provide clear guidance on retirement planning, college savings, and investment options without pressure. Recurring themes include personalized attention, annual reviews, and community events such as dinners and pie giveaways. The reviews highlight strong communication, transparency, and a family-like atmosphere, with no common criticisms identified in the provided excerpts.
Google rating: 5.0 out of 5 from 66 reviews (98% five-star).
Reviews on this page: 66 Google reviews (51 with written comments, 5 with photos).
Owner responses: the business replied to 100% of reviews.
Most recent review: October 18, 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)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: value and momentum; weakest: reliability.
This companyRetirement Planning 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.MTD Financial & MTD Wealth Management: 99/100 on this factor. Category median: 97.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.MTD Financial & MTD Wealth Management: 98/100 on this factor. Category median: 97.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.Not enough reviews for this factor yet. Category median: 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.MTD Financial & MTD Wealth Management: 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.MTD Financial & MTD Wealth Management: 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: 55.–
–
Bar = this company · dark tick = category median.
Star ratings
66 Google reviews we collected
5.0of 5
5 stars6598%
4 stars12%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 51 written reviews
100%praise
Praise49100%
Complaints00%
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 price1161%
Reasonable528%
Overpriced00%
Not sure211%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude2449%
Honesty & trust714%
Speed & response510%
Communication510%
Would recommend510%
Quality & results24%
Price & value12%
What customers talk about
We read 51 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“I have been a member of MTD for over 10 years and truly appreciate their outstanding services , professional guidance and valuable advices!”
“The staff and company leadership deserve special recognition for their dedication, integrity and commitment to their members!”
“Mary is always there when we need her and gets back to us quickly, which is a huge plus because we never have to wait for appointments.”
“She is always attentive, responsive, and willing to explain things clearly, which makes financial decisions much easier and more comfortable.”
“I highly recommend her to anyone looking for a knowledgeable advisor who truly cares about the people she works with.”
“Since we started working with MTD Financial in mid-2025, we’ve been really happy with the great service from the MTD team.”
“The best part is there was NO fees!”
People customers mention
Mary9 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired MTD Financial & MTD Wealth Management for 8 kinds of job. Pick one to see what they paid and said.
SSharon3 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. · a week ago★★★★★
Everyone that works here is so nice and so…. Helpful. I have been with this company over ten years. Very happy!
Great priceFinancial plan
EErlinda5 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. · Edited 2 weeks ago★★★★★
Very professional and attend to your needs. Staff very helpful and knowledgeable.
Not sureFinancial planRetirement savings consultingInsurance annuity investment advisement
Aaurelia4 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 weeks ago★★★★★
I have been a member of MTD for over 10 years and truly appreciate their outstanding services , professional guidance and valuable advices! The staff and company leadership deserve special recognition for their dedication, integrity and commitment to their members! THANK YOU for consistently delivering excellence!Much gratitude,Aurelia Hatieganu
Financial plan
LLinda9 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 weeks ago★★★★★
Love this company! They don’t forget about you after you sign up. They meet with you every anniversary and they do a lot of fun functions throughout the year. They treat you like family and make you feel welcome.
Great priceFinancial planRetirement savings consultingRetirement-related financial consulting
VVishnu8 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. · Edited 2 weeks ago★★★★★
Mary and MTD Staff are true caring professionals for client needs. Mary is super organized and conducts in-person dinner meeting with fun and easy to understand financial concepts. She is transparent in her communication. She declares if this this idea is not for you that is fine.
Mary respects…
CCindy1 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. · 2 weeks ago★★★★★
Mary has been so informative and helpful in her advice and guidance as we plan for retirement, college savings, and life events
Great priceFinancial planCollege savings-related financial consultingRetirement savings consulting
Everyone that works here is so nice and so…. Helpful. I have been with this company over ten years. Very happy!
Price assessment: Great price
Services: Financial plan
Response from the owner · a week ago
Thank you so much for your kind words, Sharon! We truly appreciate your continued support over the years. It means a lot to our entire team to know that you’ve consistently felt welcomed and supported. We’re grateful you took the time to share your experience with us!
E
Erlinda Rejano5 reviewsiTotal number of Google reviews Erlinda has written across all businesses on Google Maps, not just this one.
I have been a member of MTD for over 10 years and truly appreciate their outstanding services , professional guidance and valuable advices! The staff and company leadership deserve special recognition for their dedication, integrity and commitment to their members! THANK YOU for consistently delivering excellence!Much gratitude,Aurelia Hatieganu
Services: Financial plan
Response from the owner · a week ago
Thank you for your thoughtful review, Aurelia! We truly appreciate your kind words and continued support over the years. It means a great deal to our team that you value the professionalism, guidance, and dedication you’ve experienced with MTD Financial. We’re grateful for the relationship we’ve built and for you taking the time to share your experience!
L
Linda9 reviewsiTotal number of Google reviews Linda has written across all businesses on Google Maps, not just this one.
Love this company! They don’t forget about you after you sign up. They meet with you every anniversary and they do a lot of fun functions throughout the year. They treat you like family and make you feel welcome.
Thank you for your thoughtful review, Linda! We truly appreciate your kind words and continued support. Creating a welcoming environment and building meaningful, long-term relationships are very important to our team. We’re grateful to have you as part of the MTD Financial community and always enjoy having you at our events!
V
Vishnu Mahadeshwar8 reviewsiTotal number of Google reviews Vishnu has written across all businesses on Google Maps, not just this one.
Mary and MTD Staff are true caring professionals for client needs. Mary is super organized and conducts in-person dinner meeting with fun and easy to understand financial concepts. She is transparent in her communication. She declares if this this idea is not for you that is fine.
Mary respects attendee's opinion and try to implement suggestion if appropriate and practical.
Price assessment: Great price
Services: Financial plan, Net worth & cash flow analysis consulting, Retirement savings consulting, Investment advising, General investment consulting
Response from the owner · 5 months ago
Thank you Vishnu for your thoughtful review as well as your kind words about Mary and the MTD team. We’re glad you appreciate our transparent approach and commitment to making financial concepts easy to understand. We truly value your trust and support!
D
Debbie Sutton2 reviewsiTotal number of Google reviews Debbie has written across all businesses on Google Maps, not just this one.
Thank you, Debbie! We’re so glad you enjoyed another evening with us. We truly appreciate you taking the time to share your kind words and look forward to welcoming you again!
C
Cindy Dubinski1 reviewiTotal number of Google reviews Cindy has written across all businesses on Google Maps, not just this one.
Thank you for your kind words, Cindy! We’re so glad to hear that Mary’s informative and thoughtful approach has been helpful as you consider important financial decisions. We truly appreciate you taking the time to share your experience and are grateful for your continued trust in the MTD Financial team!
A
A Malhotra1 reviewiTotal number of Google reviews A has written across all businesses on Google Maps, not just this one.
Since we started working with MTD Financial in mid-2025, we’ve been really happy with the great service from the MTD team. Mary knows her stuff about the products and helped us out with all our questions about how they work and their pros and cons. She also helped us with the Roth conversion for one of our products. Mary is always there when we need her and gets back to us quickly, which is a huge plus because we never have to wait for appointments. We’ve always found our conversations with her to be both fun and informative .
In short, we’ve had an amazing experience with MTD Financial.
Price assessment: Not sure
Services: Retirement savings consulting, Retirement-related financial consulting, General investment consulting
Response from the owner · 3 weeks ago
We’re grateful for this review, A. Malhotra. Education and honest conversation are the foundation of how our team approaches retirement planning, and comments like yours tell us we’re on the right track. Thank you for sharing your experience with others.
R
Robert Hill3 reviewsiTotal number of Google reviews Robert has written across all businesses on Google Maps, not just this one.
MTD is great, love Mary & her staff. She knows her business and is an honest person 👍 . We’ve been with her for over five years now and have felt like we’re almost part of her family
Services: Financial plan
Response from the owner · 2 months ago
Thank you, Robert! We truly appreciate your kind words and the trust you’ve placed in us over the years. Building lasting relationships and providing knowledgeable, honest guidance are at the heart of what we do. It means a great deal to know you feel like part of the MTD Financial family!
J
Jemy Cosovic10 reviewsiTotal number of Google reviews Jemy has written across all businesses on Google Maps, not just this one.
Any meating with Mary and her team give me more knowledge about financial idea. Thank you all and kip doing good job.
Services: Financial plan
Response from the owner · 2 months ago
Thank you, Jemy! We appreciate you taking the time to share your experience. We’re glad our meetings have helped you gain a better understanding of financial topics and your options. Thank you for your kind words and continued support!
