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

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 retirement savings consulting

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.10
★ 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: 92/100.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.#8 / 26
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 10 Google reviews tagged “Retirement savings consulting”

Laura6 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★★★★★

Kalvin Sid is an incredibly knowledgeable and thoughtful financial planner... he is all about serving his client first and foremost. He is able to explain recommendations and the reasoning behind them in understandable English... and ... has the patience of a saint for those of us who require a lot of hand holding…

Financial planRetirement savings consulting
Minie7 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 had recently retired early due to medical reasons. I worked for the government and have a TSP fund. Unfortunately, there are many companies just waiting for the opportunity to get their hands on your retirement. I am so grateful that Jesus Christ lead me to Kalvin. I was not prepared for retiring so early, it is…

Financial planEstate planningRetirement 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
BellaLocal Guide · 9 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. · 5 months ago★★★★★

Kalvin is a well-informed, highly experienced advisor. He truly is someone who cares about his clients. Honest, candid, and respectful professional!

Financial planInsurance purchase consultingRetirement savings consulting
Pat6 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. · 5 months ago★★★★★

Sid is very engaging and responsive to our needs, as well as flexible to view respond to us from our perspective.

Financial planRetirement savings consultingInvestment advising
Howard6 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★★★★★

Kalvin has been our advisor for at least 10 years. Kalvin is trustwothy and knowledgeable in his field. He is always accessible whenever we need him.

Reasonable priceRetirement 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
Lauren6 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★★★★★

Wow. What an incredible team of people. I came in for a consultation two weeks ago, woefully underprepared, and in tears as I’m going through a difficult life transition (which is why I will soon need Financial Planning). Amy, who I had spoken to on the phone but hadn’t met yet, was ready at the door with a…

Financial planRetirement savings consultingInvestment advising
Chris4 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. · 10 months ago★★★★★

Kal Sid is one of the most competent, honest, helpful, and effective financial planners you'll ever meet. I trust no one more than him and his services with my money.

Great priceFinancial planRetirement savings consultingInvestment advising
Dianne3 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 year ago★★★★★

I’ve been a client for 10 years and Mr. Sid has been an outstanding advisor. He understands my goals and works with me to meet and/or exceed them. He is not only professional but has shown genuine concern for my family. I highly recommend him and his wonderful staff.

Reasonable 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 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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