Analyzing 6,618,7746.6M ReviewsFor 18,42918.4K Experts

Experts Reviews · Company report
The Dala Group 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%93+54.6Reliability 26%80+20.9Value 15%100+15.2Experts Score= 91Not 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.91SCORE

The Dala Group

Rolling Meadows, IL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #36Position by Experts Score among all companies we track in this category. of 51 retirement planning · 5.0★ from 176 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: craft & service and value; 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.The Dala Group is better than 93% of retirement planning.A
93
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.The Dala Group is better than 80% of retirement planning.A
80
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.The Dala Group is better than 100% of retirement planning.A
100
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.The Dala Group 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.The Dala Group 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.The Dala Group is better than —% of retirement planning.–
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Reviews for your job

Customers hired The Dala Group for 7 kinds of job.

The Dala Group for tax planning

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.9
★ 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: 88/100.How Job match is calculatedBuilt only from reviews Google tagged “Tax planning”: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.#5 / 13
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 9 Google reviews tagged “Tax planning”

Bala,10 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★★★★★

I’d like to acknowledge the exceptional service provided to me and my family by The Dala Group. From the very first interaction, they have been very welcoming, cordial, and wanting to work with us. They are always responsive to all our queries and respond in a timely manner. They address all our concerns. Many a…

Great priceFinancial planInsurance purchase consultingEstate planning
LauraLocal 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. · a month ago★★★★★

Kim and Trey have helped carry me through a lot of changes this past year, including but not limited to: losing a job and gaining a new one, dealing with unexpected expenses, estimating taxes, updating insurance coverages, and planning for the long term. They are prompt to respond, set expectations well, and have…

Financial planInsurance purchase consultingRetirement savings consulting
william5 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★★★★★

We’ve worked with The Dala Group for several years, initially through one-off financial consultations, and more recently by having them actively manage our family’s accounts. Throughout every stage of the relationship, their team has consistently demonstrated professionalism, expertise, and a genuinely personal…

Reasonable priceFinancial planEstate planningRetirement savings consulting
John4 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. · 6 months ago★★★★★

Well Established and talented financial planners who attend to details as well as the BIG picture. This firm provides a broad range of services evidencing competence and expertise in all areas in which they practice. Finally, they establish and maintain excellent relationships. I recommend them highly.

Financial planEstate planningRetirement savings consulting
Michael10 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★★★★★

’ve been with The Dala Group since the very beginning, and I can say without hesitation that their knowledge and integrity are unmatched in this industry. Mike and his team consistently go above and beyond to take care of their clients. Over the course of my career, I’ve experienced seasons of growth, plateaus, and…

Great priceFinancial planEstate planningRetirement savings consulting
Andy2 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★★★★★

We have been with Dala over a year. Our advisor Kim and her assistant Trey are the best. They guided us in every aspect of planning and we have not been disappointed. Before deciding on Dala we checked out a few other businesses, the Dala team is top notch. Great communication and relationship building.

Great priceFinancial planInsurance purchase consultingEstate planning
Stephen9 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. · 11 months ago★★★★★

I can’t say enough good things about the Dala Group. I am totally confident that our relationship is a win-win. The organization is made up of authentic and competent professionals. They are like family to me. Give them a chance to service your needs. You cannot go wrong with them.

Reasonable priceFinancial planInsurance purchase consultingEstate planning
Linda12 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★★★★★

My husband and I have been Mike Heatwole’s clients since his early days as a Financial Planner. We are extremely happy with The Dala Group he has built and for all the attention and care they have given us, both with our finances and personally. Every Dala Group member is invested in the success and achievement of…

Great priceFinancial planInsurance purchase consultingEstate planning
Liz2 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★★★★★

Rating only, no written review.

Reasonable 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 47%Reasonable 53%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan19—
Retirement savings consulting12—
Investment advising12—
Estate planning9—
Tax planning9—
Wealth management9—
Insurance purchase consulting7—

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