Analyzing 6,573,0126.6M ReviewsFor 18,19818.2K Experts

Experts Reviews · Company report
Wealth Financial Services & Tax Advisory 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 55%94+51.3Reliability 24%91+22.1Value 14%100+14.1Replies to reviews 7%81+5.7Craft & service penalty88−1.2Experts Score= 92Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.92SCORE

Wealth Financial Services & Tax Advisory

Rolling Meadows, IL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #32Position by Experts Score among all companies we track in this category. of 51 retirement planning · 4.9★ from 167 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: replies to reviews.

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.Wealth Financial Services & Tax Advisory is better than 94% of retirement planning.A
94
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.Wealth Financial Services & Tax Advisory is better than 91% of retirement planning.A
91
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.Wealth Financial Services & Tax Advisory is better than 88% of retirement planning.A
88
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.Wealth Financial Services & Tax Advisory 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.Wealth Financial Services & Tax Advisory 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.Wealth Financial Services & Tax Advisory is better than 81% of retirement planning.A
81

Reviews for your job

Customers hired Wealth Financial Services & Tax Advisory for 6 kinds of job.

Wealth Financial Services & Tax Advisory for insurance purchase consulting

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.14
★ 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 “Insurance purchase 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.#2 / 7
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 14 Google reviews tagged “Insurance purchase consulting”

Annie3 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 day ago★★★★★

The consultation with Ethan Dickerson was thorough and well‑organized. He provided clear explanations regarding Medicare Part B and Part N and offered guidance on selecting the appropriate forms and insurance options aligned with my needs.

Insurance purchase consulting
J4 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★★★★★

Ethan is great. Well versed in med ins plans/costs. Even has familiarity with other states. I moved back to IL from DC and needed new RX plan. He conducts business with absolute transparency.

Insurance purchase consulting
Sheila1 reviewTotal 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★★★★★

We have been working with Andrea Smith and Matthew Espiritu on various aspects of our financial future. Our situation is very unique and these two (and other staff) have spent so much time and effort getting everything right. The communication is great, they have gotten to know us as a family, and they truly care…

Great priceFinancial planInsurance purchase consultingRetirement savings consulting
David2 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. · 7 months ago★★★★★

I worked with Ethan Dickerson around Medicare planning. He was pleasant and knowledgeable. Very service minded, and he really knows his stuff!

Great priceInsurance purchase 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. · 9 months ago★★★★★

Enjoyed meeting with Ethan, who was well prepared and able to answer all my concerns.

Insurance purchase consulting
Karl3 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★★★★★

Ethan Dickerson could not have been a better agent to do business with. Returned all calls promptly and during our meeting was very professional and knowledgeable. Highly recommend Ethan for your needs.

Insurance purchase consulting
Karen8 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★★★★★

Ethan is outstanding! He did an excellent job educating us on the Medicare process and explaining the options along with the corresponding financial impact. My husband and I feel confident with our decisions and feel that we can reach out to him at any time with future questions or concerns. I don't know that we…

Great priceInsurance purchase consulting
Hazel1 reviewTotal 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★★★★★

For many years received peace of mind from Tom, Sophia and Ethan.

Reasonable priceFinancial planInsurance purchase consultingRetirement savings consulting
CathyLocal Guide · 15 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 have been with Wealth Financial Services &Tax Advisory for a few years now. I love going there for any reason: events for all clients, tax prep explanation, 6 month review, tax planning, or Medicare support to name a few. Each staff member is friendly and kind. Andrea, my advisor, is beyond helpful and…

Reasonable priceFinancial planInsurance purchase consultingRetirement savings consulting
Frank2 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★★★★★

Spent about two hours with Ethan Dickerson reviewing my current medical insurance and possible changes. Ethan is extremely knowledgeable and took as much time as I needed to understand the various coverages I may need. In short, we made the changes he recommended. I highly recommend Ethan to anyone in need of…

Great priceInsurance purchase consulting
Denise2 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★★★★★

Loved working with Ethan(again). He helped us with my husband a few years ago and now with me getting onto Medicare. He was very patient and explained what I needed to know.

Great priceInsurance purchase consulting
Frank1 reviewTotal 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★★★★★

ETHAN IS VERY HELPFULL AND KNOWLEDGEABLE IN ALL ASPECTS OF MY VISITS. I HAVE REFERDED 1 FRIEND RECENTLY AND WILL IN THE FUTURE ALSO. HE DOES A FANTASTIC JOB.

Great priceInsurance purchase consulting
Justin3 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.

Great priceInsurance purchase consultingWealth management
Clyde3 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★★★★★

Rating only, no written review.

Great priceInsurance purchase consultingWealth management

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 57%Reasonable 34%Overpriced 3%Not sure 6%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan35—
Investment advising23—
Retirement savings consulting20—
Tax planning19—
Wealth management15—
Insurance purchase consulting14—

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