The Best Retirement Planning in Illinois

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1Wealth Financial Services & Tax Advisory★ 5.00 on this job14 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Insurance purchase consulting”:Stars on this job 55%5.00★Number of such jobs 25%14Overall 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

2The Dala Group★ 5.00 on this job7 jobs reviewediHow Job match is calculatedBuilt only from reviews Google tagged “Insurance purchase consulting”:Stars on this job 55%5.00★Number of such jobs 25%7Overall Experts Score 20%91Job match= 89Stars 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.89

Job match = this company’s ★ on reviews Google tagged “Insurance purchase consulting” (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 insurance purchase consulting

AAnnie3 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 day ago★★★★★

Wealth Financial Services & Tax A…

The consultation with Ethan Dickerson was thorough and well‑organized. He provided clear explanations regarding Medicare Part B and Part N and offered guidance on selecting the appropriate forms and insurance options aligned with my needs.

Insurance purchase consulting

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

LLauraLocal Guide · 9 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★★★★★

The Dala Group

Kim and Trey have helped carry me through a lot of changes this past year, including but not limited to: losing a job and gaining a new one, dealing with unexpected expenses, estimating taxes, updating insurance coverages, and planning for the long term. They are prompt to respond, set expectations well, and have… Read full review

Financial planInsurance purchase consultingRetirement savings consulting

JJ4 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 months ago★★★★★

Wealth Financial Services & Tax A…

Ethan is great. Well versed in med ins plans/costs. Even has familiarity with other states. I moved back to IL from DC and needed new RX plan. He conducts business with absolute transparency.

Insurance purchase consulting

LLorin5 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. · 4 months ago★★★★★

The Dala Group

Mike Heatwole is a knowledgeable, trustworthy, and caring provider of personalized financial plans and advice. He has been very helpful to us over many years. We appreciate his comprehensive approach and guidance.

Reasonable priceFinancial planInsurance purchase consulting

DDelisaLocal Guide · 9 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. · 5 months ago★★★★★

The Dala Group

We highly recommend The Dala Group for anyone seeking expert guidance in financial planning, wealth management, investment advising, insurance consulting, and retirement savings planning. The professionalism, knowledge, and personalized approach that we receive from Mike Heatwole and his team at The Dala Group has… Read full review

Great priceFinancial planInsurance purchase consultingEstate planning

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	Woodfield Financial Advisors, Inc.Rolling Meadows, IL	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	—
2	MTD Financial & MTD Wealth ManagementRolling Meadows, IL	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–	4.98	—
3	Tom Sunny, Financial Advisor & Planner - Sunny Financial Strategies, LLCRolling Meadows, IL	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	—
4	Ibrahim Essa - COUNTRY Financial AgentRolling Meadows, IL	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	—
5	B.B. Financial GroupRolling Meadows, IL	A 97iHow 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%99+25.8Value 15%87+13.2Experts Score= 97Not 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	Leading Edge Wealth Management, LLCRolling Meadows, IL	A 95iHow 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%96+56.3Reliability 26%97+25.3Value 15%86+13.1Experts Score= 95Not 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–	4.96	—
7	Bott & Associates, Ltd.Rolling Meadows, IL	A 92iHow 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 55%94+51.3Reliability 24%92+22.3Value 14%97+13.7Replies to reviews 7%69+4.9Experts Score= 92Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AAAAAB	4.92	—
8	Wealth Financial Services & Tax AdvisoryRolling Meadows, IL	A 92iHow 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 55%94+51.3Reliability 24%91+22.1Value 14%100+14.1Replies to reviews 7%81+5.7Craft & service penalty88−1.2Experts Score= 92Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AAAAAA	4.92	—
9	NTegrity LawRolling Meadows, IL	A 91iHow 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 55%94+51.3Reliability 24%96+23.3Value 14%100+14.1Replies to reviews 7%40+2.8Experts Score= 91Grade A: A = 80+, B = 60–79, C = 40–59, D = 20–39. Needs 10+ reviews.	AAAAAC	4.94	—
10	The Dala GroupRolling Meadows, IL	A 91iHow 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%93+54.6Reliability 26%80+20.9Value 15%100+15.2Experts Score= 91Not 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–	4.95	—

What jobs cost

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

Retirement Planning in Illinois at a glance

How the 10 retirement planning we rated in Illinois 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.