Analyzing 6,632,2586.6M ReviewsFor 18,54118.5K Experts
Google reviewers rate Strong Point Financial 4.9 out of 5 based on 433 reviews, with the owner responding to 89% of them. Clients frequently praise the team's knowledge, clear communication, and friendly approach to retirement, estate planning, and tax guidance. However, lower-rated feedback highlights recurring issues with responsiveness, missed appointments, and delays in providing promised documents or following up on client inquiries.
Data from Google, last updated October 26, 2026.
Score per factor (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: craft & service and value; weakest: reliability.
Bar = this company · dark tick = category median.
433 Google reviews we collected
Phrases our text analysis found in 331 written reviews
Price verdicts customers left with their Google review
How often each topic comes up in the written reviews
We read 331 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“…with distributions to minimize the tax consequences Chance was very knowledgeable and understanding of our situation and made me feel confident that…”
“He is very knowledgable and explained everything so even I could understand it!”
“Nicholas Gorry is very detail oriented and personable, a good listener and answered all my questions thoroughly.”
“Would strongly recommend Strong Point Financial for your investment needs.”
“…nd long‑term care options — all delivered with professionalism and a genuinely friendly team.…”
“Everything worked as it should, quick to the point and chance listens t's a big thing”
“A lady called me and we scheduled a Zoom with Corey, but Corey was a no show.”
“I have gained a great deal of knowledge from our sessions, and the takeaways, including a better understanding of financial freedom, are priceless.”
praise complaint · found by our text analysis, Google review wording unchanged.
Customers hired Strong Point Financial, Inc. for 6 kinds of job. Pick one to see what they paid and said.
We discussed how to move forward with distributions to minimize the tax consequences Chance was very knowledgeable and understanding of our situation and made me feel confident that we were making the right moves
Mr.Chance Robinson was very knowledgeable on everything that was brought up in the presentation and very straightforward on all financial planning situations.
My husband & I are both relieved at 75 years old having Strong Point Financial advising us on our retirement .
My advisor made me feel like family! He is very knowledgable and explained everything so even I could understand it! I highly recommend this company. You will be very glad you made an appointment no matter how small your nest egg!
We only saw the presentation with Shanz and it was very enlightening and interesting. We have an appointment set up with somebody from his office. We didn’t sign up for any service we just had a steak dinner. I had salmon at Flemming‘s. He seems like a really nice smart guy and if I were gonna put my money…
Nicholas Gorry is very detail oriented and personable, a good listener and answered all my questions thoroughly. He was very helpful working with my wife and I on plans for our retirement.
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 9 | — |
| Estate planning | 5 | — |
| Tax planning | 5 | — |
| Medicare health plan assistance | 5 | — |
| Investment advising | 4 | — |
| Wealth management | 4 | — |
4.9 ★★★★★ 433 reviews on Google · rating breakdown
Reviews from Google, shown as published (original wording, unedited).
I would give them 10 stars if I could!
iI was good to feel like I was getting the best direction from my advisor
just the initial interview, waiting to see if they can do something
Thank you for taking the time to meet with us! We appreciate the opportunity to learn more about your goals and look forward to seeing how we may be able to help.
We discussed how to move forward with distributions to minimize the tax consequences Chance was very knowledgeable and understanding of our situation and made me feel confident that we were making the right moves
Thank you for sharing your positive experience with us. It's wonderful to hear that Chance's expertise and understanding made a significant impact, providing you with confidence in your financial decisions, especially regarding minimizing tax consequences. Our goal is always to ensure you feel well-informed and secure with the strategies we recommend. Chance and the rest of our team are here to support you every step of the way!
Mr.Chance Robinson was very knowledgeable on everything that was brought up in the presentation and very straightforward on all financial planning situations.
Thank you so much for the kind words! We’re glad you enjoyed Chance’s presentation and found it informative and straightforward. We appreciate you taking the time to share your experience with us!
My husband & I are both relieved at 75 years old having Strong Point Financial advising us on our retirement .
Thank you so much, Libby! Knowing you and your husband feel more at ease about your retirement means so much to us. We’re grateful for your trust in Strong Point Financial and happy to be here for you both!
My advisor made me feel like family! He is very knowledgable and explained everything so even I could understand it! I highly recommend this company. You will be very glad you made an appointment no matter how small your nest egg!
Thank you so much for the wonderful review! Making our clients feel comfortable, informed, and like family is exactly what we strive for. We truly appreciate your trust and recommendation!
Nice people, beautiful place
Thank you for the 5-star review, Margarita! We’re so glad you enjoyed your visit and appreciate your kind words about our team and office. It was a pleasure having you!
We only saw the presentation with Shanz and it was very enlightening and interesting. We have an appointment set up with somebody from his office. We didn’t sign up for any service we just had a steak dinner. I had salmon at Flemming‘s. He seems like a really nice smart guy and if I were gonna put my money someplace, I would put it with him but it’s not worth spending $40,000 a year to have a financial planner.
Thank you so much, Lillia! We’re glad you enjoyed the presentation and your dinner at Fleming’s. Our goal is always to provide helpful information in a welcoming, pressure-free environment. We appreciate you taking the time to share your experience and look forward to answering any questions you may have at your upcoming appointment!
Informative, pressure free discussion with nice people and great food 👍
JR, thank you so much for the 5-star review! We’re glad you enjoyed the food and conversation. Our goal is always to provide a welcoming, informative experience without any pressure. We appreciate you spending your time with us and hope to see you again soon!
Analyzing 6,632,2586.6M ReviewsFor 18,54118.5K Experts
