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

Experts Reviews · Company report
Woodfield Financial Advisors, Inc. 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%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

Woodfield 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

📞 Call (847) 726-9600Request a call backWebsite ↗

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: satisfaction and craft & service; 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.Woodfield Financial Advisors, Inc. is better than 100% of retirement planning.A
100
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.Woodfield Financial Advisors, Inc. is better than 98% of retirement planning.A
98
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.Woodfield Financial Advisors, Inc. 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.Woodfield Financial Advisors, Inc. 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.Woodfield Financial Advisors, Inc. 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.Woodfield Financial Advisors, Inc. is better than —% of retirement planning.–
—

Reviews for your job

Customers hired Woodfield Financial Advisors, Inc. for 3 kinds of job.

Woodfield Financial Advisors, Inc. for investment advising

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.5
★ 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: 86/100.How Job match is calculatedBuilt only from reviews Google tagged “Investment advising”: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.#15 / 20
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 5 Google reviews tagged “Investment advising”

Mary8 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 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…

Financial planRetirement savings consultingInvestment advising
Patricia1 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. · 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
CharlieLocal Guide · 6 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★★★★★

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.

Financial planInvestment advising
Scott9 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★★★★★

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…

Great priceFinancial planRetirement savings consultingInvestment advising
Stephanie3 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★★★★★

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 🙏

Great priceFinancial planInvestment advising

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 100%Reasonable 0%Overpriced 0%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan8—
Retirement savings consulting5—
Investment advising5—

Compare with

MTD Financial & MTD Wealth Management logoMTD Financial & MTD Wealth ManagementExperts Score 99Rolling Meadows · 4.98★Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLC logoTom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLCExperts Score 99Rolling Meadows · 5.00★Ibrahim Essa - COUNTRY Financial Agent logoIbrahim Essa - COUNTRY Financial AgentExperts Score 99Rolling Meadows · 5.00★