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V2 reviewsTotal number of Google reviews V has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleAlways enjoy these events and glad you are able to give back...continue to be blessed! Vfelder
New Perspective Financial Solutions
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 55%87+47.5Reliability 24%89+21.6Value 14%100+14.1Replies to reviews 7%20+1.4Experts Score= 85Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.85SCORE
AGradeLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#26 of 34 financial plannersPosition by Experts Score among all companies we track in this category. · better than 24%
4.9 ★★★★★ 65 Google reviews · 1 photos
91%five-star reviews
4.87★last 12 monthsAverage stars on reviews from the last 12 months only.
1.6%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.
3%reviews answered by the owner
Oct 2026latest review
New Perspective Financial Solutions at a glance
Reviewers rate New Perspective Financial Solutions highly, praising the firm's professional staff, responsive communication, and personalized approach to wealth management and retirement planning. Clients frequently mention positive experiences with community-building events, such as crab feasts, which facilitate networking and fellowship. One critic noted a decline in communication frequency and missed annual reviews after establishing an account, citing unavailability during tax season. The business maintains a 4.9 rating from 65 reviews, with the owner replying to only 3% of comments.
- Google rating: 4.9 out of 5 from 65 reviews (91% five-star).
- Reviews on this page: 65 Google reviews (50 with written comments, 1 with photos).
- Owner responses: the business replied to 3% of reviews.
- Most recent review: October 25, 2026.
- Service: Financial Planner serving Takoma Park, Maryland.
Data from Google, last updated October 28, 2026.
Score profile vs other financial planners
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: value and momentum; 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.New Perspective Financial Solutions: 87/100 on this factor. Category median: 99.A
87
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.New Perspective Financial Solutions: 89/100 on this factor. Category median: 97.A
89
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.New Perspective Financial Solutions: 100/100 on this factor. Category median: 100.A
100
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.New Perspective Financial Solutions: 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.New Perspective Financial Solutions: 20/100 on this factor. Category median: 58.D
20
Bar = this company · dark tick = category median.
Star ratings
65 Google reviews we collected
- 5 stars5991%
- 4 stars58%
- 3 stars00%
- 2 stars12%
- 1 star00%
Praise vs complaints
Phrases our text analysis found in 50 written reviews
- Praise7096%
- Complaints34%
PriceGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
- Great price1450%
- Reasonable1036%
- Overpriced00%
- Not sure414%
Topic share
How often each topic comes up in the written reviews
- Staff & attitude2636%
- Would recommend1521%
- Speed & response811%
- Honesty & trust811%
- Quality & results710%
- Communication710%
- Price & value23%
What customers talk about
We read 50 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“The New Perspective Team is very attentive and responsive.”
“Our long-term outlook has transformed for the better, and we would highly recommend New Perspective Financial Solutions to anyone seeking trustworthy…”
“Very responsive and New Perspectives takes care of their clientele.”
“When my husband and I first visited the office, Vanessa Patterson greeted us with genuine warmth.”
“Really appreciate the wonderful experience of working with the team at New Perspective.”
“Every aspect, from strategies and risk factors to fee structures, was explained transparently, which was incredibly reassuring.”
People customers mention
- Hoskins 8 reviews
- Vanessa 5 reviews
- Tayvon 3 reviews
- Patterson 3 reviews
- Rick 3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired New Perspective Financial Solutions for 6 kinds of job. Pick one to see what they paid and said.
Recent reviews
V2 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. · 3 days ago★★★★★
Always enjoy these events and glad you are able to give back...continue to be blessed! Vfelder
Donna3 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. · 3 days ago★★★★★
The New Perspective Team is very attentive and responsive. They are knowledgeable and professional. They will go beyond what's expected.
Reasonable priceFinancial planRetirement savings consultingWealth management
Wendy6 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. · 3 days ago★★★★
Great fellowship and good food at. An opportunity to meet the staff at New Perspectives Financial Solutions and new people. Great team of professionals!
Reasonable priceFinancial planRetirement savings consultingInvestment advising
LilLocal Guide · 26 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. · 3 days ago★★★★★
Our experience with New Perspective has been wonderful. Rick is a valuable resource. We appreciate the personal approach to wealth management. We love the events that they sponsor because they build community. We are all in with New Perspective!!!
Great priceFinancial plan
Lawrence3 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. · 3 days ago★★★★★
The 2026 Crab Feast was an awesome outing. The fellowship was a great vibe! Really appreciate the wonderful experience of working with the team at New Perspective. Looking forward to many more!!
Jeffrey1 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. · 3 days ago★★★★★
I am super excited with Tayvon and the New Perspective team. Nothing but positive experiences in my 2 years with the company. Thank you New Perspective.
Great priceFinancial plan
Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 32 | — |
| Retirement savings consulting | 14 | — |
| Investment advising | 13 | — |
| Wealth management | 5 | — |
| Insurance purchase consulting | 5 | — |
| Tax planning | 3 | — |
Compare with
Photos
Customer reviews
4.9 ★★★★★ 65 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
Eloise White3 reviewsTotal number of Google reviews Eloise has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleGood food, good atmosphere and people.
- Price assessment: Not sure
- Services: Service not listed
Donna McKethan3 reviewsTotal number of Google reviews Donna has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleThe New Perspective Team is very attentive and responsive. They are knowledgeable and professional. They will go beyond what's expected.
- Price assessment: Reasonable price
- Services: Financial plan, Retirement savings consulting, Wealth management
Wendy Peebles6 reviewsTotal number of Google reviews Wendy has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleGreat fellowship and good food at. An opportunity to meet the staff at New Perspectives Financial Solutions and new people. Great team of professionals!
- Price assessment: Reasonable price
- Services: Financial plan, Retirement savings consulting, Investment advising
Tina Rollins9 reviewsTotal number of Google reviews Tina has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleFabulous, very professional. I recommend this business.
- Price assessment: Reasonable price
- Services: Financial plan, Retirement savings consulting, Investment advising, Tax planning
Lil Jenkins-LeeLocal Guide · 26 reviewsTotal number of Google reviews Lil has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleOur experience with New Perspective has been wonderful. Rick is a valuable resource. We appreciate the personal approach to wealth management. We love the events that they sponsor because they build community. We are all in with New Perspective!!!
- Price assessment: Great price
- Services: Financial plan
Lawrence Carter3 reviewsTotal number of Google reviews Lawrence has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleThe 2026 Crab Feast was an awesome outing. The fellowship was a great vibe! Really appreciate the wonderful experience of working with the team at New Perspective. Looking forward to many more!!
Jeffrey Dowtin1 reviewTotal number of Google reviews Jeffrey has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleI am super excited with Tayvon and the New Perspective team. Nothing but positive experiences in my 2 years with the company. Thank you New Perspective.
- Price assessment: Great price
- Services: Financial plan
Elaine Carrington4 reviewsTotal number of Google reviews Elaine has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleI am a newbie with the company but from what I’ve experienced, it will be a long lasting relationship.
- Services: Financial plan
Lisa MariaLocal Guide · 20 reviewsTotal number of Google reviews Lisa has written across all businesses on Google Maps, not just this one.
Review from Google · view on GoogleI've spoken to Tayvon in person and by email. Always a pleasant and highly informative ocassion.
- Price assessment: Not sure
- Services: Financial plan
Business details
- Address: 8201 Corporate Dr Ste. 1135, Hyattsville, MD 20785
- Phone: (202) 790-3786
- Website: newperspectivefs.com
- Service area: Takoma Park, MD