Financial planner · Orlando, FL · reviewed since 2026
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.
#4 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 94%
5.0★★★★★67 Google reviews · 11 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.
Google reviewers rate Weiser Financial five stars across 67 reviews, highlighting consistent praise for the firm's responsiveness, patience, and ability to explain complex financial concepts clearly. Clients frequently cite long-term relationships spanning decades, noting that the team provides detailed communication, proactive check-ins, and low-pressure guidance for services including investment management, life insurance, and estate planning. With no low-star excerpts provided to indicate common criticisms, the feedback remains uniformly positive regarding professionalism, trustworthiness, and the clarity of financial planning advice.
Google rating: 5.0 out of 5 from 67 reviews (100% five-star).
Reviews on this page: 67 Google reviews (63 with written comments, 2 with photos).
Owner responses: the business replied to 94% 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.
Weiser FinancialRetirement Planning 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.Weiser Financial: 100/100 on this factor. Category median: 97.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.Weiser Financial: 99/100 on this factor. Category median: 97.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.Weiser Financial: 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: 55.–
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Bar = this company · dark tick = category median.
Star ratings
67 Google reviews we collected
5.0of 5
5 stars67100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 63 written reviews
100%praise
Praise108100%
Complaints00%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude3129%
Would recommend2523%
Honesty & trust2019%
Quality & results1211%
Speed & response98%
Communication98%
Price & value22%
What customers talk about
We read 63 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“He took the time to answer all of my questions with patience and kindness, and never made me feel rushed.”
“…nt, professional, and committed to serving his clients well, I would highly recommend speaking with him.…”
“…professionally and have been consistently impressed by his knowledge, integrity, and genuine desire to help others.…”
“I had a great experience working with Cory at Weiser Financial.”
“They are very knowledgeable and very responsive to my questions.”
“He has a remarkable ability to explain complex financial concepts in a way that is easy to understand and never comes across as pushy or sales-oriented.”
“…d multiple great investment products, usually that have little or no fees, but if you decide not to go with any of them, then he is totally fine with…”
People customers mention
Cory21 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Recent reviews
Jamille3 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 months ago★★★★★
I had a great experience working with Cory at Weiser Financial. He took the time to answer all of my questions with patience and kindness, and never made me feel rushed. I left our meeting feeling confident, well-informed, and truly cared for. Cory and his team are knowledgeable, professional, and a pleasure to work…
Patrick2 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. · 4 months ago★★★★★
I have had the opportunity to get to know Cory professionally and have been consistently impressed by his knowledge, integrity, and genuine desire to help others. He has a remarkable ability to explain complex financial concepts in a way that is easy to understand and never comes across as pushy or sales-oriented.…
Henry1 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★★★★★
Have been dealing with Weiser Financial for many years and have nothing but great experiences with Cory and his team and trust their expertise!
Philip5 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. · 6 months ago★★★★★
Cory and his team are phenomenal. They have helped myself and my entire family tremendously! If you are looking for someone honest and
Genuine to help with your financial goals. LOOK NO FURTHER!
Jennifer10 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. · 6 months ago★★★★★
As always, Cory has sound advice and great insight. He is absolutely the best broker anyone could wish for. Thanks again!!
Jennifer6 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. · 6 months ago★★★★★
Me and my husband got our life insurance with Cory and he did an amazing job and feel very secure with our future.
I had a great experience working with Cory at Weiser Financial. He took the time to answer all of my questions with patience and kindness, and never made me feel rushed. I left our meeting feeling confident, well-informed, and truly cared for. Cory and his team are knowledgeable, professional, and a pleasure to work with. I highly recommend Weiser Financial!
Response from the owner · a month ago
Thank you, Jamille! We’re so glad you had a great experience with Cory and our team.
Patrick Irwin2 reviewsiTotal number of Google reviews Patrick has written across all businesses on Google Maps, not just this one.
I have had the opportunity to get to know Cory professionally and have been consistently impressed by his knowledge, integrity, and genuine desire to help others. He has a remarkable ability to explain complex financial concepts in a way that is easy to understand and never comes across as pushy or sales-oriented.
What stands out most is how much he cares about doing what is in his clients’ best interests. He is thoughtful, trustworthy, and clearly passionate about helping people make informed financial decisions. If you’re looking for a financial advisor who is intelligent, professional, and committed to serving his clients well, I would highly recommend speaking with him.
Response from the owner · a month ago
Thank you, Patrick! We really appreciate your kind words about Cory and the way he approaches financial planning. Thank you for taking the time to share your experience!
Henry Gavan1 reviewiTotal number of Google reviews Henry has written across all businesses on Google Maps, not just this one.
Cory and his team are phenomenal. They have helped myself and my entire family tremendously! If you are looking for someone honest and
Genuine to help with your financial goals. LOOK NO FURTHER!
Response from the owner · a month ago
Thank you, Philip! We’re so glad Cory and our team have been able to help you and your family. We truly appreciate your trust.
Jennifer Weidley10 reviewsiTotal number of Google reviews Jennifer has written across all businesses on Google Maps, not just this one.
I have used Weiser Financial for years, Cory is very honest and really knows what he is doing. His investments have always done really well. What I really appreciate about Cory is that he is the opposite of high pressure, he will listen to your needs then find multiple great investment products, usually that have little or no fees, but if you decide not to go with any of them, then he is totally fine with that. I really fell that he does what is best for you, he is not just out to grab a commission.
Response from the owner · a month ago
Thank you, Thomas! We truly appreciate your trust over the years and your kind words about Cory.
Kaleena Greenberg9 reviewsiTotal number of Google reviews Kaleena has written across all businesses on Google Maps, not just this one.
I met Cory doing a repair at his home several years ago. I decided to give him and his team a shot to help me out. He helped educate me quite a bit about saving etc and has answered many questions for me. His track record speaks for itself. The team reaches out to me on a biannual basis and asks me if I have any questions or if I would like to set up a meeting. Great team and a very personalized with their clients.
Response from the owner · a month ago
Thank you, Clinton! We’re so glad to hear you’ve had a great experience with Cory and the team!
Hung Nguyen1 reviewiTotal number of Google reviews Hung has written across all businesses on Google Maps, not just this one.
I’ve had the pleasure of working with Cory Weiser for over 20 years, and I can confidently say he has been an exceptional financial advisor throughout that entire time. His knowledge, professionalism, and dedication to his clients truly set him apart.
Cory has always taken the time to understand my financial goals and has consistently provided thoughtful, well-informed guidance to help me achieve them. I’ve especially appreciated his responsiveness, transparency, and ability to explain complex financial matters in a clear and reassuring way.
Over the years, I’ve felt completely confident knowing my finances are in such capable hands. His long-term approach and genuine care for his clients’ success have made a significant positive impact on my financial well-being.
I highly recommend Cory to anyone looking for a trustworthy, experienced, and reliable financial advisor. Five stars all the way!
Response from the owner · a month ago
Thank you for your continued trust in Cory and for taking the time to share such thoughtful words. We truly appreciate you!
