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

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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 wealth management

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.5
★ 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: 89/100.How Job match is calculatedBuilt only from reviews Google tagged “Wealth management”: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 / 5
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 5 Google reviews tagged “Wealth management”

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
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
LaRiaLocal Guide · 22 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★★★★★

Over the last few years, Rick Hoskins has been my most trusted financial advisor. I often call on him to review my 403(b) investments and I have seen my best returns because of his guidance. He is quick to respond to my questions and breaks down complicated concepts so they are easy to understand. I definitely recommend!

Great priceInvestment advisingWealth management
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
LeRoy10 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★★★★★

Rating only, no written review.

Reasonable priceFinancial planInvestment advisingWealth management

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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