Analyzing 7,234,1467.2M ReviewsFor 20,51020.5K 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

📞 Call (202) 790-3786Request a call backWebsite ↗

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.–
—
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 tax planning

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: 86/100.How Job match is calculatedBuilt only from reviews Google tagged “Tax planning”: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.#5 / 5
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 3 Google reviews tagged “Tax planning”

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
Twanna8 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. · 4 months ago★★★★★

My husband obtained the services of New Perspective Financial Solutions in 2024 when he retired. His Senior Financial Advisor Rick Hoskins was excellent in dealing with my husbands retirement financial process from start to finish. He was incredibly knowledgeable, personable, patient, and guided him through the…

Reasonable priceFinancial planRetirement savings consultingInvestment advising
Anne6 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. · 4 months ago★★★★★

I highly recommend Vanessa Patterson of New Perspective Financial Solutions. As a service member, I sought guidance on how to best prepare for retirement and make informed decisions regarding my federal and military retirement benefits. Vanessa has been an invaluable resource throughout this process. Vanessa’s…

Great priceFinancial 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 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—

Compare with

EP Wealth Advisors logoEP Wealth AdvisorsExperts Score 98Takoma Park · 5.00★Allworth Financial logoAllworth FinancialExperts Score 98Takoma Park · 5.00★Bethesda Wealth Planning Group [BWPG] logoBethesda Wealth Planning Group [BWPG]Experts Score 85Takoma Park · 4.89★