Analyzing 6,465,7806.5M ReviewsFor 17,96018K Experts
We graded 10 companies on seven things customers actually report: satisfaction, reliability, workmanship, value, momentum, track record and how owners handle complaints.
From 4,426 Google reviews of 51 top-rated retirement planning nationwide; 10 of them in Rolling Meadows, IL. Updated November 1, 2026.
Pick the job — we re-rank companies by how customers rated that exact job.
Experts Score 0–100Experts 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 | ScoreExperts 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. | FactorsFactor 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. | ★Google star rating as shown on Google Maps. | Typical billMedian bill customers of this company reported in their reviews (needs 3+ priced reviews). |
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| 1 |  Woodfield Financial Advisors, Inc.Rolling Meadows, IL | A 99How 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 99How 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 99How 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 99How 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 97How 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 95How 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 92How 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 92How 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 91How 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 91How 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 customers paid, from the price Google asks reviewers to report.
| Job | Low25th percentile: 1 in 4 customers paid less than this. | TypicalMedian of the bill customers reported in their Google review (Google asks reviewers for a price range; we use the middle of each range). | High75th percentile: 1 in 4 customers paid more than this. | FairOf customers who rated the price, the share who chose “Great price” or “Reasonable” rather than “Overpriced”. |
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How the 10 retirement planning we rated in Rolling Meadows, IL compare, and what customers praise most.
A = score 80+, F = below 20.
Average stars per company.
Share of Google review highlights.
All price verdicts left with reviews.
Share calling it great / reasonable / overpriced.
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.
The 10 best-rated retirement planning in Rolling Meadows, IL average 5.0★ on Google across 1,106 reviews. The Dala Group has the top rating (5.0★), and Bott & Associates, Ltd. has the most reviews (232). Updated October 31, 2026.
10 companies that meet our bar: rated 4.5★ or higher on Google, with a meaningful review history (1,106 reviews combined) and currently operating. Request a call back and the company will phone you directly.
“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…” — Google review
“Bott & Associates was incredibly helpful and supportive through this entire process. They quickly managed through last minute changes and were always there for our family through the entire process. I cannot speak…” — Google review
“Edwin Eisenstaedt and Martha Machuca Eisenstaedt were assisted by Anthony Davis, attorney at law. Anthony Davis was a great help to me before my surgery in June and also again to me and my wife with doing our Power…” — Google review
“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…” — Google review
“I have been a member of MTD for over 10 years and truly appreciate their outstanding services , professional guidance and valuable advices! The staff and company leadership deserve special recognition for their…” — Google review
“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…” — Google review
“Ibrahim is a true professional who is very kind and truly prioritizes the best interests of his clients! He will be my insurance agent for years to come.” — Google review
“Andrew was very knowledgeable, provided detailed advice, and always made recommendations for a life insurance plan with my best interests in mind.” — Google review
“Tom Sunny was incredibly helpful with my retirement benefit plans! He is highly knowledgeable, professional, and took the time to explain everything clearly. He made a complex process feel straightforward and…” — Google review
“I’ve trusted Alka’s council for nearly 20 years. She is easy to talk to, encourages questions and her suggestions are always well considered. Highly recommend!” — Google review
We scan Google Maps for retirement planner listings in and around Rolling Meadows, keep only open businesses whose main category matches the service, and require a Google rating of at least 4.5 from at least 20 reviews. Companies are ordered by a confidence-weighted score that balances rating and review volume. We do not accept payment for placement.
The Dala Group has the highest Google rating on our Rolling Meadows list: 5.0 out of 5 from 176 reviews (as of October 31, 2026).
Bott & Associates, Ltd. has the most Google reviews among the companies listed here: 232, with a 4.9★ average.
Only open Rolling Meadows-area businesses whose Google category matches the service, rated at least 4.5★ from at least 20 Google reviews. They are ordered by a confidence-weighted score of rating and review volume. Placement is never paid.
Also in Rolling Meadows: Sauna Installers
Analyzing 6,465,7806.5M ReviewsFor 17,96018K Experts