Analyzing 7,295,9297.3M ReviewsFor 20,66320.7K Experts

Experts Reviews · Company report
XML Financial Group 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%86+50.5Reliability 26%82+21.4Value 15%78+11.9Experts Score= 84Not 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.84SCORE

XML Financial Group

Takoma Park, MD · Grade ALetter from the Experts Score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = under 20. · #29Position by Experts Score among all companies we track in this category. of 34 financial planners · 4.8★ from 33 Google reviews

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Report card

Percentile vs other financial planners (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: momentum and satisfaction; weakest: value.

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.XML Financial Group is better than 86% of financial planners.A
86
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.XML Financial Group is better than 82% of financial planners.A
82
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.XML Financial Group is better than —% of financial planners.–
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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.XML Financial Group is better than 78% of financial planners.B
78
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.XML Financial Group is better than 100% of financial planners.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.XML Financial Group is better than —% of financial planners.–
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Reviews for your job

Customers hired XML Financial Group for 4 kinds of job.

XML Financial Group for retirement savings consulting

Clear ✕
Jobs reviewedHow many Google reviews are tagged with this job.13
★ 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: 94/100.How Job match is calculatedBuilt only from reviews Google tagged “Retirement savings 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 / 11
Said fairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”.100%

All 13 Google reviews tagged “Retirement savings consulting”

Meredith11 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★★★★★

We have been customers of XML for about 15 years and they have guided us through different financial stages with amazing support. As we move though different life stages I am happy for the education and support provided. The team is super responsive and are avaialble for anything needed. I am consistently being…

Financial planEstate planningRetirement savings consulting
Amir1 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. · 2 weeks ago★★★★★

Exceptional Guidance, True Partners in Financial Planning I cannot recommend XML Financial Group and their team highly enough. From comprehensive financial planning to strategic investment management, their guidance has been instrumental in helping me make sound, confident decisions for my financial future and…

Financial planEstate planningRetirement savings consulting
reza9 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★★★★★

I have had an outstanding experience working with Brett Bernstein and the team at XML Financial Group. Brett is incredibly thoughtful, disciplined, and proactive in looking out for my family's best interests. What sets XML apart is their unwavering commitment to risk management—they focus on helping you achieve your…

Reasonable priceFinancial planEstate planningRetirement savings consulting
BradLocal Guide · 32 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★★★★★

I have been with XML for over 5 years and I can say without a doubt they treat you like family and they treat your money like it was their own. They operate with integrity and they honor their word. The service is exceptional and some of the staff Debbie, Stacey, Todd and one of the owners Brett have amazing follow…

Reasonable priceFinancial planEstate planningRetirement savings consulting
DanLocal Guide · 10 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★★★★★

Amazing. The recipe has vital ingredients -- talent, expertise, character, trust -- and I suppose I can add longevity and technology -- and on this entire recipe XML is fantastic, if they were a restaurant, I'd give them a couple of Michelin stars. If you need a financial strategy, financial management, and reliable…

Reasonable priceFinancial planRetirement savings consultingInvestment advising
Jamie2 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★★★★★

We have had an excellent experience working with XML financial group. The team is knowledgeable, professional, and responsive, taking the time to explain everything clearly and answer all of our questions. We appreciate their attention to detail, transparency, and commitment to providing personalized service. We…

Great priceFinancial planEstate planningRetirement savings consulting
Chris3 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★★★★★

Radley Ellenbogen is a true professional. He is clearly an expert in the financial markets and I would highly recommend him if you are considering assistance with your financial advising. The team is always incredibly responsive and there to support whenever needed.

Great priceFinancial planRetirement savings consultingInvestment advising
Darren3 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★★★★★

Brett, Rob, and the entire team at XML Financial Group have been incredible to work with. From day one, they've provided outstanding service and have always been highly responsive and attentive to our needs. I especially appreciate their proactive approach. Rather than simply reacting to requests, they consistently…

Financial planRetirement savings consultingInvestment advising
Brad2 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★★★★★

We have been using XML for decades and they have been extremely professional and responsive to all of our needs. They are always flexible when setting up meetings with us and always walk through any planning we are doing to make sure we understand it. They are always there for us and are trusted advisors, who we highly recommend.

Great priceFinancial planRetirement savings consultingInvestment advising
Michael10 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★★★★★

My wife and I have been clients of XML Financial for over 15 years. Brett has done an amazing job for us. He always takes the time to walk us through our questions in detail and has helped us navigate several big life decisions. As my kids have grown older, they are now XML clients as well. I would highly recommend the firm for anyone’s financial needs.

Financial planRetirement savings consultingInvestment advising
MarceloLocal Guide · 16 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★★★★★

XML has been critical to the growth of our families wealth and understanding of how investing works in real time.

Great priceFinancial planRetirement savings consultingInvestment advising
Jeremy3 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★★★★★

XML has been our trusted financial planner and advisor for many years. They have provided exceptional investment advice and guidance through every stage of our lives—from purchasing our first home to planning for our children’s college education and preparing for retirement. As our needs have evolved over the years,…

Reasonable priceFinancial planRetirement savings consultingInvestment advising
Alice2 weeks ago★★★★★

Rating only, no written review.

Financial planEstate planningRetirement savings consulting

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 55%Reasonable 36%Overpriced 9%Not sure 0%

Jobs customers hired them for

JobReviewsCategory typical
Financial plan19—
Investment advising16—
Retirement savings consulting13—
Estate planning12—

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