Financial planner · Rolling Meadows, IL · reviewed since 2017
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 59%100+58.7Reliability 26%98+25.6Value 15%100+15.2Experts Score= 99Not 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.99SCORE
AGradeiLetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20.
#15 of 51 retirement planningiPosition by Experts Score among all companies we track in this category. · better than 72%
5.0★★★★★63 Google reviews · 5 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 Woodfield Financial Advisors five stars based on sixty-three reviews, noting that the owner has not replied to any comments. Clients describe the firm's financial planning, retirement, and investment services as clear, honest, and approachable, with advisors taking time to explain complex topics without rushing. Recurring themes include personalized guidance for life events like widowhood or career changes, reasonable pricing, and long-term client retention. No negative patterns or criticisms appear in the provided excerpts.
Google rating: 5.0 out of 5 from 63 reviews (100% five-star).
Reviews on this page: 63 Google reviews (63 with written comments).
Owner responses: the business replied to 0% of reviews.
Most recent review: October 15, 2026.
Service: Retirement Planner serving Rolling Meadows, Illinois.
Data from Google, last updated October 31, 2026.
Score profile vs other retirement planning
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 craft & service; weakest: reliability.
This companyRetirement 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.Woodfield Financial Advisors, Inc.: 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.Woodfield Financial Advisors, Inc.: 98/100 on this factor. Category median: 97.A
98
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.Woodfield Financial Advisors, Inc.: 100/100 on this factor. Category median: 100.A
100
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.Woodfield Financial Advisors, Inc.: 100/100 on this factor. Category median: 100.A
100
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.Woodfield Financial Advisors, Inc.: 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
63 Google reviews we collected
5.0of 5
5 stars63100%
4 stars00%
3 stars00%
2 stars00%
1 star00%
Praise vs complaints
Phrases our text analysis found in 63 written reviews
100%praise
Praise129100%
Complaints00%
PriceiGoogle asks reviewers whether the price was great, reasonable or overpriced; these are their answers.
Price verdicts customers left with their Google review
100%fair
Great price4100%
Reasonable00%
Overpriced00%
Not sure00%
Topic share
How often each topic comes up in the written reviews
7topics
Staff & attitude3527%
Would recommend2721%
Honesty & trust2519%
Quality & results1512%
Communication1512%
Speed & response86%
Price & value43%
What customers talk about
We read 63 written reviews and marked every phrase about these topics. The same colors are highlighted in the reviews.
“Jim is positive, kind, responsive, and, above all, brilliant.”
“I highly recommend Jim to anyone looking for an experienced, trusted financial advisor who truly cares about his clients.”
“Everyone at Woodfield Financial is genuinely dedicated to helping their clients achieve the best possible outcomes, whatever their financial goals may be.”
“He consistently goes above and beyond with understanding my specific situation and providing thorough options.”
“Jim answered all of my questions without making me feel inferior and he wanted to make sure that I understood how my investments would work for me.”
“He helped me immediately with all my questions, took care of all my paperwork & financial needs.”
“Martin helped with every question I had at a very reasonable price.”
People customers mention
Martin27 reviews
Dobbs12 reviews
Jim11 reviews
Konsor7 reviews
Don5 reviews
praise complaint · found by our text analysis, Google review wording unchanged.
Reviews for your job
Customers hired Woodfield Financial Advisors, Inc. for 3 kinds of job. Pick one to see what they paid and said.
MMary8 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★★★★★
Jim has been an invaluable resource in helping my husband and me plan for our future and retirement. Along the way, he's even shared some wonderful life advice :)
Everyone at Woodfield Financial is genuinely dedicated to helping their clients achieve the best possible outcomes, whatever their financial goals may…
Mmegan1 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. · a month ago★★★★★
Martin has been a great help to my fiancé and me as we navigate our finances while building our careers and planning for our future together. He has made us feel much more prepared and confident and has been a great resource along the way.
Great priceFinancial plan
DDawna12 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. · 5 months ago★★★★★
Met with Jim Dobbs, he gave sound and honest financial advice in a relaxed and easy to understand way. His methods are proven in the success of the business and his clients.
Financial plan
PPhillipLocal Guide · 52 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★★★★★
Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did not know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial…
AAlice6 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★★★★★
Thank you Martin for your time listening and advising me! I feel more confident after meeting with you. I will not hesitate to contact you in the future if I have more questions.
PPatricia1 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. · 8 months ago★★★★★
As a recently widowed woman I found myself in a position of dealing with financial matters that were completely foreign to me. Jim and Don spent quite a bit of time helping me navigate the situation I found myself in. Jim answered all of my questions without making me feel inferior and he wanted to make sure that…
Great priceFinancial planRetirement savings consultingInvestment advising
Jim has been an invaluable resource in helping my husband and me plan for our future and retirement. Along the way, he's even shared some wonderful life advice :)
Everyone at Woodfield Financial is genuinely dedicated to helping their clients achieve the best possible outcomes, whatever their financial goals may be.
Jim is positive, kind, responsive, and, above all, brilliant. I highly recommend Jim to anyone looking for an experienced, trusted financial advisor who truly cares about his clients.
Martin has been a great help to my fiancé and me as we navigate our finances while building our careers and planning for our future together. He has made us feel much more prepared and confident and has been a great resource along the way.
Price assessment: Great price
Services: Financial plan
D
Dawna Felt12 reviewsiTotal number of Google reviews Dawna has written across all businesses on Google Maps, not just this one.
Met with Jim Dobbs, he gave sound and honest financial advice in a relaxed and easy to understand way. His methods are proven in the success of the business and his clients.
Services: Financial plan
P
Phillip WarnerLocal Guide · 52 reviewsiTotal number of Google reviews Phillip has written across all businesses on Google Maps, not just this one.
Over a year ago my father passed on. Following his passing my mother inherited his 401k. She did not know much about it and lets me manage it. But unfortunately I wasn't 100% on what we had. I felt overwhelmed. I figured I needed some additional help on what to do. I approached Martin at Woodfield Financial Advisors. He broke it down and told me what needed to be done in easy to understand steps. Martin gave me the advice and confidence I needed to fully understand what I needed to go forward.
M
MUKESH KUMARLocal Guide · 18 reviewsiTotal number of Google reviews MUKESH has written across all businesses on Google Maps, not just this one.
Thank you Martin for your time listening and advising me! I feel more confident after meeting with you. I will not hesitate to contact you in the future if I have more questions.
P
Patricia Fletcher1 reviewiTotal number of Google reviews Patricia has written across all businesses on Google Maps, not just this one.
As a recently widowed woman I found myself in a position of dealing with financial matters that were completely foreign to me. Jim and Don spent quite a bit of time helping me navigate the situation I found myself in. Jim answered all of my questions without making me feel inferior and he wanted to make sure that I understood how my investments would work for me. It has become very evident to me that they take a real interest in their clients. In fact, Woodfield Financial Advisors make me feel as though I'm their only client.
Martin helped me with financial and investing advice multiple times over the past 5 years. He consistently goes above and beyond with understanding my specific situation and providing thorough options. Our conversations are never rushed, and I always walk away learning something new.
Services: Financial plan, Investment advising
D
daria tsoupikovaLocal Guide · 31 reviewsiTotal number of Google reviews daria has written across all businesses on Google Maps, not just this one.
Thank s to very informative advise of Martin, I was able to figure out the difficult deadlock financial situation. I appreciate the compassion, the listening and the support not only on financial level but also on human level. Martin was actively listening and helping to make informative decision. His professionalism and expertise laid out the map of possibilities for which I am extremely grateful. I immediately felt that I could trust Martin.
Services: Financial plan
N
Nadia Khatib8 reviewsiTotal number of Google reviews Nadia has written across all businesses on Google Maps, not just this one.
Martin was extremely helpful in helping me plan how to strategically set myself up for financial success in the future/for retirement and planning for a house. He also took the time to explain how various different savings accounts work. I never felt rushed and would gladly go back to him for any future financial questions!
