Analyzing 7,368,7987.4M ReviewsFor 20,87820.9K Experts

Experts Reviews · Company report
Oak River Wealth Advisors, Inc. 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%99+58.1Reliability 26%97+25.3Value 15%96+14.6Experts Score= 98Not 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.98SCORE

Oak River Wealth Advisors, Inc.

Knoxville, TN · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #14Position by Experts Score among all companies we track in this category. of 34 financial planners · 5.0★ from 21 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: momentum and satisfaction; weakest: value.

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.Oak River Wealth Advisors, Inc. is better than 99% of financial planners.A
99
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.Oak River Wealth Advisors, Inc. is better than 97% of financial planners.A
97
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.Oak River Wealth Advisors, Inc. 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.Oak River Wealth Advisors, Inc. is better than 96% of financial planners.A
96
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.Oak River Wealth Advisors, Inc. 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.Oak River Wealth Advisors, Inc. is better than —% of financial planners.–
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Reviews for your job

Customers hired Oak River Wealth Advisors, Inc. for 5 kinds of job.

Oak River Wealth Advisors, Inc. for retirement savings consulting

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.7
★ 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: 91/100.How Job match is calculatedBuilt only from reviews Google tagged “Retirement savings consulting”: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.#3 / 11
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 7 Google reviews tagged “Retirement savings consulting”

Robbin4 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 2 weeks ago★★★★★

Jennifer has been amazing. I attended a seminar that Oak River Wealth was presenting. I spoke with her there and then she came to my home and helped my husband and I to move our 401's into a better market to plan for our future. Jennifer helped me when I needed to retire early to get the money I need to be able to…

Great priceFinancial planRetirement savings consulting
Michael11 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 weeks ago★★★★★

Great peace of mind knowing you can trust and have expert advice. I’ve just retired and it’s good to be able to have professional consultation. The Service comes with personalized care for the money you worked for. My situation was a complex one. I thank God for guiding me to Oak River Wealth.

Reasonable priceFinancial planEstate planningRetirement savings consulting
S5 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 working with Jennifer for over a year now and have really enjoyed the experience so far. She is very knowledgeable and wants to help you in any way possible. She is very personable and really gets to know her clients. I'm sure she treats every client with the same respect and will provide any support…

Great priceFinancial planRetirement savings consultingInvestment advising
Kathy2 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★★★★★

Jennifer goes above and beyond to stay on top of our situation with retirement account! She's a friend and very business like at the same time! I highly recommend reaching out to her for any and all financial reasons!

Retirement savings consulting
Rhonda2 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 worked with Jennifer this past year. I moved my 401 after my retirement and she and her company has helped me understand the process better. Plus my return was very good after the first year. She has been easy to get ahold when I had any questions, which there have been many. I appreciate her knowledge,…

Retirement savings consulting
Jennifer1 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 2 months ago★★★★★

Jennifer takes the time to listen and help you find investment tools that fit your needs.

Financial planRetirement savings consulting
Jeffrey6 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. · 7 months ago★★★★★

Jennifer Sweigart has been saving my financial life for more than 10years now. This is not an exaggeration. I just retired from 32 years of teaching. My family and I are financially sable and comfortable, and this is 100% due to Jennifer’s skill, knowledge, tenacity and optimism. All for free, by the way. I can…

Great priceFinancial planEstate planningRetirement savings consulting

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 75%Reasonable 25%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Retirement savings consulting7—
Financial plan5—
Estate planning2—
Investment advising2—
Wealth management2—

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