Analyzing 6,697,4816.7M ReviewsFor 18,77118.8K Experts

Experts Reviews · Company report
Nelson Financial Planning 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 59%97+56.9Reliability 26%98+25.6Value 15%98+14.9Craft & service penalty99−0.1Experts Score= 97Not 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.97SCORE

Nelson Financial Planning

Deltona, FL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #23Position by Experts Score among all companies we track in this category. of 51 retirement planning · 5.0★ from 42 Google reviews

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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: momentum and craft & service; weakest: satisfaction.

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.Nelson Financial Planning is better than 97% of retirement planning.A
97
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.Nelson Financial Planning is better than 98% of retirement planning.A
98
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.Nelson Financial Planning is better than 99% of retirement planning.A
99
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.Nelson Financial Planning is better than 98% of retirement planning.A
98
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.Nelson Financial Planning is better than 100% of retirement planning.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.Nelson Financial Planning is better than —% of retirement planning.–
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Reviews for your job

Customers hired Nelson Financial Planning for 3 kinds of job.

Nelson Financial Planning for financial plan

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.3
★ 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: 80/100.How Job match is calculatedBuilt only from reviews Google tagged “Financial plan”: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.#25 / 26
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 3 Google reviews tagged “Financial plan”

Leigh5 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 month ago★★★★★

I've been working with Nelson Financial Planning since 2019, when they helped me roll over an old 401(k) that had been sitting for years. They took the time to explain everything and helped me get those funds invested in a way that made sense for my goals. More recently, I sold my home and needed guidance on what…

Great priceFinancial planEstate planningRetirement savings consulting
Rhys2 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★★★★★

Beginning my wealth management journey at a younger age has been a fantastic experience with the entire Nelson Investment team. Looking forward to our long lasting relationship!

Great priceFinancial planRetirement savings consulting
Bessie7 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★★★★★

Nelson Financial made it so easy to move my 401k from my old employer to a new retirement account. I was thrilled when they were able to set me up with my very first investment account! Zoie was able to answer all my questions with ease and made me feel like I chose the right company to help me reach my financial goals.

Financial planRetirement savings consultingInvestment advising

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 100%Reasonable 0%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan3—
Retirement savings consulting3—
Investment advising2—

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