How 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.99SCOREWoodfield Financial Advisors, Inc.
Rolling Meadows, IL · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #15Position by Experts Score among all companies we track in this category. of 51 retirement planning · 5.0★ from 63 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: satisfaction and craft & service; weakest: reliability.
Reviews for your job
Customers hired Woodfield Financial Advisors, Inc. for 3 kinds of job.
Woodfield Financial Advisors, Inc. for financial plan
Clear ✕All 8 Google reviews tagged “Financial plan”
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…
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.
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.
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…
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.
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…
We have been clients of Jim for past 30+ years. I was able to retire this year at the age of 59 due to the investment strategy Jim provided throughout the years. Besides being a CFP, Jim is extremely knowledgeable in all facets of business. He presents all the different scenarios for you to make an informed…
Jim is my hero! He helped me immediately with all my questions, took care of all my paperwork & financial needs. I highly recommend them! I felt so much better leaving his office 🙏
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Jobs customers hired them for
| Job | Reviews | Category typical |
|---|---|---|
| Financial plan | 8 | — |
| Retirement savings consulting | 5 | — |
| Investment advising | 5 | — |