Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.

The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.

➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.

Tips for Writing a Helpful Review

Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!

Be honest. Your rating and review should reflect your actual experience.

Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.

Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.

Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.

Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.

Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.

Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.

Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.

Disclaimers

Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.

The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.

Please refer to the Wealthtender terms of service and privacy policy for additional information.

If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.

Thank you for visiting Wealthtender and giving us the opportunity to serve you.

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Our Money Goals

Areas of Focus

Professional Designations

Affiliations

Meeting Options

Compensation Methods

Badges

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We Want Your Voice to be Heard

Tips for Writing a Helpful Review

Disclaimers