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

Experts Reviews · Company report
Sid Financial Services, LLC 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%98+25.6Value 15%100+15.2Experts Score= 99Not 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.99SCORE

Sid Financial Services, LLC

San Mateo, CA · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #21Position by Experts Score among all companies we track in this category. of 66 retirement planning · 5.0★ from 40 Google reviews

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Percentile vs other retirement planning (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: reliability.

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.Sid Financial Services, LLC is better than 99% of retirement planning.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.Sid Financial Services, LLC is better than 98% of retirement planning.A
98
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.Sid Financial Services, LLC is better than —% of retirement planning.–
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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.Sid Financial Services, LLC is better than 100% of retirement planning.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.Sid Financial Services, LLC is better than 100% of retirement planning.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.Sid Financial Services, LLC is better than —% of retirement planning.–
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Reviews for your job

Customers hired Sid Financial Services, LLC for 6 kinds of job.

Sid Financial Services, LLC for education savings consulting

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: 96/100.How Job match is calculatedBuilt only from reviews Google tagged “Education 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.#1 / 1
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 3 Google reviews tagged “Education savings consulting”

M16 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 months ago★★★★★

We’ve been working with Kalvin and his team for over fifteen years. The integrity and professionalism that Kalvin and his team live out daily is remarkable. Kalvin’s work made it possible for us to pay California college expenses for two children, and still responsibly save money for other expenses. I happily tell…

Great priceFinancial planEstate planningRetirement savings consulting
Angela2 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. · 8 months ago★★★★★

I’ve known Kalvin for at least 7 years. Kalvin is trustworthy, kind, patient, hard-working, and knowledgeable across various financial instruments to protect and grow your financial assets. Kalvin is great to work with and always helpful and very resourceful. You won’t be disappointed.

Retirement savings consultingInvestment advisingHome purchasing consulting
Sheryl5 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. · 9 months ago★★★★★

Kalvin Sid has been my broker for about nine years now. I am a residential Painting contractor. He has always given me excellent professional advice, Most recently he has coached me in a very significant way. I trust him with all my investments. Kalvin is a great listener and very discerning. He really cares about…

Great priceFinancial planInvestment advisingTax planning

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 46%Reasonable 46%Overpriced 0%Not sure 8%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan16—
Investment advising11—
Retirement savings consulting10—
Wealth management3—
Education savings consulting3—
Estate planning2—

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