Analyzing 7,261,8717.3M ReviewsFor 20,58520.6K Experts

Experts Reviews · Company report
New Perspective Financial Solutions 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 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

New Perspective Financial Solutions

Takoma Park, MD · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #26Position by Experts Score among all companies we track in this category. of 34 financial planners · 4.9★ from 65 Google reviews

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Report card

Percentile vs other financial planners (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 is better than 87% of financial planners.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 is better than 89% of financial planners.A
89
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.New Perspective Financial Solutions is better than —% of financial planners.–
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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 is better than 100% of financial planners.A
100
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.New Perspective Financial Solutions is better than 100% of financial planners.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 is better than 20% of financial planners.D
20

Reviews for your job

Customers hired New Perspective Financial Solutions for 6 kinds of job.

New Perspective Financial Solutions for financial plan

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.32
★ on this jobAverage stars on the reviews where the customer tagged this exact job (Google’s “Services” field).4.91
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: 90/100.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.#4 / 15
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 32 Google reviews tagged “Financial plan” · showing 20

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
Tina9 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. · Edited 3 days ago★★★★★

Fabulous, very professional. I recommend this business.

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
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.

Customer photo from Jeffrey's review
Great priceFinancial plan
Elaine4 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★★★★★

I am a newbie with the company but from what I’ve experienced, it will be a long lasting relationship.

Financial plan
LisaLocal Guide · 20 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★★★★★

I've spoken to Tayvon in person and by email. Always a pleasant and highly informative ocassion.

Not sureFinancial plan
ColetteLocal Guide · 46 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★★★★★

End of season crab feast is always a fun way to meet other Perspective members.

Reasonable priceFinancial planRetirement savings consultingInvestment advising
LawrenceLocal Guide · 36 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★★★★★

Trayvon is very patient and has no problem answering your questions.

Great priceFinancial plan
JacLocal Guide · 27 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★★★★

I have been very pleased with the service at New Perspective since becoming a client.

Reasonable priceFinancial plan
Kim1 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. · Edited 3 days ago★★★★★

Thanks for the crab feast I had a great time and I am stuffed. Oh yeah all the food was very good.

Not sureFinancial planRetirement savings consultingInvestment advising
Paxton14 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★★★★★

Outstanding.

Great priceFinancial planInsurance purchase consulting
Yvonne7 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★★★★★

What an amazing event this was. Got to connect with people like myself. Im so happy to have connected with New Respective... wished I've found them a long time ago. This is a new chapter for me and im so excited.

Not sureFinancial plan
DonnaLocal Guide · 37 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 week ago★★★★★

Very responsive and New Perspectives takes care of their clientele. Top to bottom, they're able to answer any questions I have.

Great priceFinancial planInsurance purchase consultingRetirement savings consulting
Sharon2 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★★★★★

Morgan, Thank you for your message and for making our experience with New Perspective Financial Solutions so welcoming and supportive. I wanted to share that we were recommended to Tayvon Jackson and their team by a family member, which turned out to be a wonderful decision for us. When my husband and I first…

Great priceFinancial planRetirement savings consulting
Zarita3 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. · 2 months ago★★★★★

I have been investing with New Perspectives for many years. I find Tayvon and his team very knowledgeable and proactive. They are very client oriented and they make that money! We also have fun activities that allow us to network and get to know each other. New Perspectives is an outstanding and unique investment company.

Financial planInsurance purchase consultingRetirement savings consulting
Timothy1 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. · 2 months ago★★★★★

The event at the Union Bar and Grill was very nice, Trayvon and his Financial Team were very knowledgeable and professional on all matters concerning Retirement Planning.

Financial plan
John2 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. · 2 months ago★★★★

This far turn company has been very responsive to my needs and concerns. I would definitely recommend to friends and family.

Financial planInsurance purchase consulting
ShirlLocal Guide · 13 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. · 2 months ago★★★★★

Very professional and willing to share his expert advice. Genuinely cares about clients and their future.

Financial planRetirement savings consulting
Cedric2 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 months ago★★★★★

NP has been very responsive to my needs and provides timely professional advice. I am very pleased with their services.

Reasonable priceFinancial plan

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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 50%Reasonable 36%Overpriced 0%Not sure 14%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan32—
Retirement savings consulting14—
Investment advising13—
Wealth management5—
Insurance purchase consulting5—
Tax planning3—

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