Stevens Capital Partners (Certified Financial Planner)
Financial advisor · Omaha, NE · reviewed since 2022
iHow 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 69%100+69.2Reliability 31%99+30.5Experts Score= 100Not enough data for value, 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.100SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#5 of 51 financial advisorsiPosition by Experts Score among all companies we track in this category. · better than 92%
5.0★★★★★50 Google reviews · 3 photos
100%five-star reviews
5.00★last 12 monthsiAverage stars on reviews from the last 12 months only.
0%1–2★ in 2 yearsiShare of 1–2★ reviews in the last 24 months — or the 20 newest reviews when the company had fewer than 20 in that time.
Stevens Capital Partners (Certified Financial Planner) at a glance
Google reviewers rate Stevens Capital Partners five stars based on fifty reviews, noting that the owner replies to seventy-eight percent of feedback. Clients describe the firm as knowledgeable and patient, highlighting services such as retirement planning, tax strategies, and investment management. Recurring themes include clear communication, personalized goal setting, and thorough education on financial options. The reviews consistently praise the team's professionalism and responsiveness, with no common criticisms identified in the provided excerpts.
Google rating: 5.0 out of 5 from 50 reviews (100% five-star).
Reviews on this page: 50 Google reviews (39 with written comments).
Owner responses: the business replied to 78% of reviews.
Score per factor (100 = best)iEach 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: satisfaction and momentum; weakest: reliability.
This companyFinancial Advisors median0 = centre, 100 = best
SatisfactioniSatisfaction · 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.Stevens Capital Partners (Certified Financial Planner): 100/100 on this factor. Category median: 99.A
100
ReliabilityiReliability · 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.Stevens Capital Partners (Certified Financial Planner): 99/100 on this factor. Category median: 99.A
99
Craft & serviceiCraft & service · penalty only, up to −10 pointsGoogle 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.Not enough reviews for this factor yet. Category median: 100.–
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ValueiValue · 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.Not enough reviews for this factor yet. Category median: 100.–
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MomentumiMomentum · penalty only, up to −10 pointsPenalises 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.Stevens Capital Partners (Certified Financial Planner): 100/100 on this factor. Category median: 100.A
100
Replies to reviewsiReplies 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.Not enough reviews for this factor yet. Category median: 84.–
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Bar = this company · dark tick = category median.
Star ratings
50 Google reviews we collected
5.0of 5
5 stars50100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 39 written reviews
98%praise
Praise4698%
Complaints12%
Topic share
How often each topic comes up in the written reviews
6topics
Staff & attitude1328%
Would recommend1328%
Honesty & trust715%
Quality & results613%
Communication511%
Speed & response36%
What customers talk about
We read 39 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Everyone on the team has been a true professional, and they excel at breaking down complex financial information so it is easy to understand.”
“Highly recommend using them if you are looking for a company that takes a lot into your future and not just investments.”
“Finances can feel overwhelming, but having someone I trust to help me plan has made a big difference.”
“They patiently walked us through every possible scenario and explained all of our options in thorough detail.”
“Jake didn't just move numbers around; they took the time to explain the 'why' behind every move.”
“They are extremely helpful, and whenever we have questions about our situations they have all been knowledgeable and quick with responding.”
People customers mention
Jake8 reviews
Ryan5 reviews
Justin3 reviews
David3 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
RRon6 reviewsiTotal 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 weeks ago★★★★★
We began working with Jake and Justin this year on our retirement planning, and we couldn't be happier with our decision. They brought up so many important factors for us to consider that we hadn't even thought of. They patiently walked us through every possible scenario and explained all of our options in thorough…
AAmber8 reviewsiTotal 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★★★★★
I’ve been working with Ryan at Stevens Capital Partners, and I feel so much better about my financial future. Finances can feel overwhelming, but having someone I trust to help me plan has made a big difference. I feel more confident about where I’m headed and am really glad I started working with Ryan!
AAdam1 reviewiTotal 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. · 6 months ago★★★★★
I have been working with Stevens Capital Partners for around 3 years now. They have been great to work with, extremable knowledgable! I love how they are in depth in the whole plan from tax planning, to investment, and life insurance calculations! Highly recommend using them if you are looking for a company that…
DDonald4 reviewsiTotal 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 7 months ago★★★★★
Stevens Capital Partners has been VERY helpful to us for our financial security during retirement. They are extremely helpful, and whenever we have questions about our situations they have all been knowledgeable and quick with responding. The meetings in the office are a pleasure as they reassure us about the future…
AAshley4 reviewsiTotal 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★★★★★
Ryan is absolutely amazing. I have zero financial literacy, but he broke it down to easily understand and was able to answer questions to help me where am at right now.
FFradeline5 reviewsiTotal 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★★★★★
Ryan is great! He was so patient with me and my husband. We had so many questions and even went over time but he made us feel like we were his priority. Thanks Ryan!
We began working with Jake and Justin this year on our retirement planning, and we couldn't be happier with our decision. They brought up so many important factors for us to consider that we hadn't even thought of. They patiently walked us through every possible scenario and explained all of our options in thorough detail.
Working with them made the choice to partner with the Stephens team an incredibly easy one. Everyone on the team has been a true professional, and they excel at breaking down complex financial information so it is easy to understand. We highly recommend them!
Response from the owner · 2 weeks ago
We appreciate you taking the time to share this, Ron and Grace. We are glad Jake and Justin have helped you feel more confident as you build your legacy. It is a privilege for our team to be a resource for your family.
A
Amber Johnson8 reviewsiTotal number of Google reviews Amber has written across all businesses on Google Maps, not just this one.
I’ve been working with Ryan at Stevens Capital Partners, and I feel so much better about my financial future. Finances can feel overwhelming, but having someone I trust to help me plan has made a big difference. I feel more confident about where I’m headed and am really glad I started working with Ryan!
Response from the owner · 3 weeks ago
Thank you for the kind words, Amber! Ryan brings a lot of care and intentionality to every client conversation, and we’re so glad you feel more confident about your finances. We’re grateful to be part of your journey!
A
Adam Knecht1 reviewiTotal number of Google reviews Adam has written across all businesses on Google Maps, not just this one.
I have been working with Stevens Capital Partners for around 3 years now. They have been great to work with, extremable knowledgable! I love how they are in depth in the whole plan from tax planning, to investment, and life insurance calculations! Highly recommend using them if you are looking for a company that takes a lot into your future and not just investments.
Response from the owner · 5 months ago
We appreciate your thoughtful feedback. It is an honor to help people feel more informed and confident about their financial future.
D
Donald Keyser4 reviewsiTotal number of Google reviews Donald has written across all businesses on Google Maps, not just this one.
Stevens Capital Partners has been VERY helpful to us for our financial security during retirement. They are extremely helpful, and whenever we have questions about our situations they have all been knowledgeable and quick with responding. The meetings in the office are a pleasure as they reassure us about the future with a precise and easy to follow presentation of our accounts and balances. They give us peace of mind so we don't have to worry. We are blessed to have them handle the details.
Thank you to all who provide the services, because we know that they are also blessed by God.
Don & Beth
Response from the owner · 7 months ago
Thanks Don, It is a pleasure to serve your family.
A
Ashley Suri4 reviewsiTotal number of Google reviews Ashley has written across all businesses on Google Maps, not just this one.
Ryan is absolutely amazing. I have zero financial literacy, but he broke it down to easily understand and was able to answer questions to help me where am at right now.
F
Fradeline Garcia5 reviewsiTotal number of Google reviews Fradeline has written across all businesses on Google Maps, not just this one.
Ryan is great! He was so patient with me and my husband. We had so many questions and even went over time but he made us feel like we were his priority. Thanks Ryan!
E
Emrys 84 reviewsiTotal number of Google reviews Emrys has written across all businesses on Google Maps, not just this one.
Stevens Capital is not just a wealth management company, they are a band of brothers out there to change the world by educating people properly and guiding them in the way to financial freedom in world that currently is bound to financial slavery! Unbelievably grateful to have access to them!
Response from the owner · 5 months ago
We appreciate the kind feedback. Helping clients feel informed and confident is exactly what we strive for.
A
Ayana Andrade-Zygmunt8 reviewsiTotal number of Google reviews Ayana has written across all businesses on Google Maps, not just this one.
Ryan is the absolute best at bringing the energy while educating thoroughly on how to properly set myself up for success financially starting now into the future! Highly recommend to people who want to work with the best and someone they can have full confidence in!
Response from the owner · 5 months ago
Thank you. We are glad Ryan was able to provide helpful guidance and make the experience meaningful.
