The Best Retirement Planning

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1Colorado Wealth Group★ 5.00 on this job16 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%5.00★Number of such jobs 25%16Overall Experts Score 20%100Job match= 98Stars 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.98

2Wealth Financial Services & Tax Advisory★ 5.00 on this job15 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%5.00★Number of such jobs 25%15Overall Experts Score 20%92Job match= 96Stars 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.96

3Harvest Wealth Partners★ 5.00 on this job12 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%5.00★Number of such jobs 25%12Overall Experts Score 20%99Job match= 95Stars 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.95

4Global Wealth Management★ 5.00 on this job9 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%5.00★Number of such jobs 25%9Overall Experts Score 20%90Job match= 91Stars 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.91

5The Dala Group★ 5.00 on this job9 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%5.00★Number of such jobs 25%9Overall Experts Score 20%91Job match= 91Stars 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.91

6Feller Financial Services★ 5.00 on this job8 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%5.00★Number of such jobs 25%8Overall Experts Score 20%93Job match= 90Stars 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.90

7DurhamLoyal Wealth Management★ 5.00 on this job5 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%5.00★Number of such jobs 25%5Overall Experts Score 20%99Job match= 87Stars 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.87

8Chris Price Financial Planner★ 5.00 on this job5 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Wealth management”:Stars on this job 55%5.00★Number of such jobs 25%5Overall Experts Score 20%99Job match= 87Stars 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.87

Job match = this company’s ★ on reviews Google tagged “Wealth management” (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 wealth management

TTim1 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. · 4 days ago★★★★★

Wealth Financial Services & Tax A…

Sharif and team were so easy to work with. They came with a wealth of knowledge and zero pressure. We had been managing our finances ourselves, and having experts who also happen to be kind has been a breath of fresh air.

Great priceFinancial planRetirement savings consultingInvestment advising

BBala,10 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 week ago★★★★★

The Dala Group

I’d like to acknowledge the exceptional service provided to me and my family by The Dala Group. From the very first interaction, they have been very welcoming, cordial, and wanting to work with us. They are always responsive to all our queries and respond in a timely manner. They address all our concerns. Many a… Read full review

Great priceFinancial planInsurance purchase consultingEstate planning

Bruce4 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. · Edited 4 days ago★★★★★

Feller Financial Services

We have been using Feller Financial Services since 2015. They have provided us with excellent financial planning advice. They are always extremely professional in dealing with us and listen to our concerns about our investments. Would highly recommend this firm.

Great priceFinancial planEstate planningRetirement savings consulting+ Responsiveness+ Quality+ Professionalism

NadiaLocal Guide · 14 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. · Edited a week ago★★★★★

Global Wealth Management

Always great dealing with my financial advisor at Global Wealth. He answers all my questions promptly and efficiently. Global Wealth also educates their clients on market changes , new products and regulations, thru webinars, monthly lunch and learn and other events. The office Staff is also very pleasant to deal with.

Reasonable priceFinancial planRetirement savings consultingInvestment advising+ Responsiveness+ Quality+ Professionalism

Ruchi1 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. · 3 weeks ago★★★★★

Colorado Wealth Group

We can’t say enough good things about Colorado Wealth Group. What we appreciate most is that they truly do it all—wealth management, financial and estate planning, tax strategy, and risk management—and bring everything together into one cohesive financial plan. The integration of tax planning with the rest of our… Read full review

Financial planInsurance purchase consultingEstate planning

Linda4 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. · 3 weeks ago★★★★★

Chris Price Financial Planner

Chris price and his team are wonderful. Very helpful, knowledgeable and trustworthy. Appreciate the attention and phone calls to just check in. We’ll definitely recommend to my friends and family..

Reasonable priceFinancial planInvestment advisingWealth management

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 retirement planning).

#	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	Colorado Wealth GroupLakewood, CO	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.	AAAAA–	5.00	—
2	Coral Wealth ManagementPembroke Pines, 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.	AAAAA–	5.00	—
3	Guided Financial AdvisorsDeltona, 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	—
4	Weiser FinancialOrlando, 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	—
5	Beyond Wealth AdvisorsLakewood, CO	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	—
6	Complete Spectrum Financial Services, LLC.Lakewood, CO	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%98+14.9Experts 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	—
7	DurhamLoyal Wealth ManagementPembroke Pines, 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–	4.97	—
8	Advise FinancialPembroke Pines, 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.	AAAAA–	4.99	—
9	Senior Care PlanningPembroke Pines, 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%99+58.1Reliability 26%98+25.6Value 15%99+15.1Craft & service penalty99−0.1Experts 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	Chris Price Financial PlannerPembroke Pines, 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%99+58.1Reliability 26%98+25.6Value 15%98+14.9Experts 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	WEALTH | KCKansas City, MO	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	Harvest Wealth PartnersHammond, IN	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	—

What jobs cost

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

Retirement Planning at a glance

How the 51 retirement planning 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.