The Best Financial Planners

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1Plaza Tax Advisors★ 5.00 on this job30 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Income tax return preparation”:Stars on this job 55%5.00★Number of such jobs 25%30Overall Experts Score 20%91Job match= 97Stars are pulled toward the category average (4.93★) 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.97

2West Financial Services LLC★ 5.00 on this job4 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Income tax return preparation”:Stars on this job 55%5.00★Number of such jobs 25%4Overall Experts Score 20%100Job match= 83Stars are pulled toward the category average (4.93★) 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.83

Job match = this company’s ★ on reviews Google tagged “Income tax return preparation” (shrunk toward the category average when there are few), how many such jobs it has done, and its overall Experts Score.

What customers said about income tax return preparation

Dianne4 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★★★★★

Plaza Tax Advisors

The folks at Plaza Tax Advisors are Honest, Very Kind, Very Knowledgable & have their clients Best Interest First & Foremost. They are Real People that have been where you're at, so they understand our situations. It is a Family, Peter Friendly Atmosphere.

Great priceCryptocurrency tax planningTax problem consultingNew business tax consulting

Melissa3 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. · a month ago★★★★★

Plaza Tax Advisors

Plaza Tax Advisor’s really know their stuff!!!! They get you back the most from your return, and make you feel right at home. I highly recommend them for getting the job done right!!!

Reasonable priceIncome tax return preparation

Lisa9 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★★★★★

Plaza Tax Advisors

I am very pleased with Kristen on my taxes this year. She did a fabulous job. I recommend Her any time she’s very professional, very knowledgeable and very honest when she does your taxes

Tax problem consultingIncome tax return filingIncome tax return preparation

Joy7 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★★★★★

Plaza Tax Advisors

Jerry is great to work with. He has been completing our taxes for years. We appreciate not having to stress over doing taxes on our own, as well as having a good conversation.

Income tax return preparation

Karrie4 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★★★★★

Plaza Tax Advisors

I am really good at my profession - that does not include doing taxes!! Several years back, I made mistakes and decided I needed help. A friend recommended Plaza Tax Advisors and, working with Shannon, I have never had another moment of worry. Friendly professionals who get the job DONE WELL and in a timely manner.

Great priceIncome tax return filingIncome tax return preparation

John2 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★★★★★

Plaza Tax Advisors

Have been coming to plaza tax for several years always do a good job and Jerry is really good to work with.

Reasonable priceIncome tax return filingIncome tax return preparation

Overall ratings

Experts Score 0–100iExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown. and a letter grade per factor (A = top 20% of financial planners).

#	Company	ScoreiExperts Score (0–100)Absolute quality first: recency-weighted star average (≈54%), share of 1–2★ reviews (≈24%), customers’ price verdicts (≈14%), owner replies to critical reviews (≈7%); minus up to 10 points each for complaints flagged in Google review highlights and for a real slide in recent ratings. Hover a company’s score on its page for the full breakdown.	FactorsiFactor grades, in orderSatisfaction (54%): Recency-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.Reliability (24%): How 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.Craft & service (0%): Google 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.Value (14%): Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.Momentum (0%): Penalises 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.Replies to reviews (7%): How 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.One letter per factor score: A = 80+, B = 60–79, C = 40–59, D = 20–39, F = below 20.	★iGoogle star rating as shown on Google Maps.	Typical billiMedian bill customers of this company reported in their reviews (needs 3+ priced reviews).
1	West Financial Services LLCDeltona, FL	A 100iHow 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%99+25.8Value 15%100+15.2Experts Score= 100Not 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.	AA–AA–	5.00	—
2	Andres Zambrano: Financial Advisor, Regal Financial GroupDeltona, FL	A 100iHow 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.	AA––A–	5.00	—
3	Oxford Advisory Group | Financial AdvisorsDeltona, FL	A 99iHow 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%98+57.5Reliability 26%99+25.8Value 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.	AA–AA–	4.99	—
4	Guided Financial AdvisorsDeltona, FL	A 99iHow 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%98+30.2Experts Score= 99Not 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.	AA––A–	5.00	—
5	First Command Financial Advisor - Thomas BenavidesKnoxville, TN	A 99iHow 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%99+58.1Reliability 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.	AA–AA–	5.00	—
6	Rather & Kittrell Capital ManagementKnoxville, TN	A 99iHow 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%99+68.5Reliability 31%99+30.5Experts Score= 99Not 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.	AA––A–	4.99	—
7	Financial Partners of TN, LLCKnoxville, TN	A 99iHow 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%99+58.1Reliability 26%97+25.3Value 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.	AA–AA–	5.00	—
8	Chessman Wealth StrategiesIrving, TX	A 99iHow 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%99+58.1Reliability 26%97+25.3Value 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.	AAAAA–	5.00	—
9	Mills Wealth AdvisorsIrving, TX	A 99iHow 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.	AAAAA–	5.00	—
10	ArcaSomersworth, NH	A 99iHow 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%99+58.1Reliability 26%97+25.3Value 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.	AA–AA–	5.00	—
11	Superior Retirement SolutionsNewark, OH	A 99iHow 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%99+68.5Reliability 31%98+30.2Experts Score= 99Not 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.	AA––A–	5.00	—
12	Chase C. Smith - Financial AdvisorDeltona, FL	A 98iHow 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%99+58.1Reliability 26%97+25.3Value 15%97+14.8Experts Score= 98Not 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.	AAAAA–	5.00	—

What jobs cost

What customers paid, from the price Google asks reviewers to report.

Financial Planners at a glance

How the 34 financial planners we rated compare, and what customers praise most.

How we grade

Satisfaction (54%) — Recency-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.

Reliability (24%) — How 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.

Craft & service (penalty, up to −10) — Google 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.

Value (14%) — Customers’ own price verdicts (Great / Reasonable vs Overpriced) and Value highlights; 65% absolute (all “reasonable” ≈ 80, “great” = 100), the category percentile can only raise it.

Momentum (penalty, up to −10) — Penalises 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.

Replies to reviews (7%) — How 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.