Get More Google Reviews for Your Financial Advisory Practice
Choosing a financial advisor is a deeply personal decision rooted in trust. Potential clients read Google reviews to understand your investment philosophy, communication style, and track record. ProsperQR helps you collect reviews after productive portfolio reviews and planning sessions.
Trusted by 90,933 business locations worldwide
Real Results from Real Financial Advisors
4 financial advisors using ProsperQR
Explore the interactive map to see actual financial advisors using ProsperQR to get more reviews.
12 days
Average time to first scan after signup
18%
Average review increase
26
New reviews gained by financial advisors on ProsperQR
Real 5-Star Reviews for Financial Advisors
These are actual Google reviews collected by financial advisors using ProsperQR.
Everyone is very kind and goes above and beyond what is asked of them! They are all very knowledgeable, the receptionist is very nice and easy to talk to! Greets you as soon as you arrive!
Karstin Duckworth
S F
2 days ago
Nathan Graff is very knowledgeable about finances, retirement planning, investing, and trusts. He explains things clearly and was willing to spend time to make sure we were comfortable with our knowledge of retirement planning. He carefully reviewed the status of our retirement financial planning and the trajectory of where we would likely be at the time we retire. This gave us confidence in our situation but also helped us understand ways to make our retirement more financially secure. He carefully explained the values of a trust and helped us prepare ours. Additionally, we completed our advance directives and an updated will. It was convenient and helpful to do all of this estate planning in one place. He explained the various investment portfolios managed by NW Financial and gave us confidence in the one we chose. We highly recommend NW Financial Services for clear and confident decisions in retirement planning.
James
N F G L
5 days ago
We have been very satisfied with the service and direction offered by Northwest Financial Group for over 10 years.
Terry DeJongh
N F G L
6 days ago
Elizabeth was a great listener. Gave good financial advice.
Twyla Snow
N F G L
24 days ago
Top notch team! Katie McLeod and her team are absolutely the best!
Michelle Ericson
N F G L
25 days ago
We had a meeting yesterday and left feeling very comfortable with our plan going forward. Travis sent us the summary of our meeting this morning so we have a hard copy for our files. I am so glad we made the decision years ago to trust our future to the team at Northwest Financial - they have been fantastic!
Kim Hoover
N F G L
1 month ago
Working with Travis for the last 10 years has been an absolute pleasure. He has provided financial insight that has helped me to plan an early and comfortable retirement. All of my interactions with the staff have been very enjoyable. I would not hesitate to recommend Travis and NW Financial.
Matt Vosburg
N F G L
1 month ago
Everyone in this office is super helpful, knowledgeable, and totally friendly
John Caster
N F G L
1 month ago
My wife and I have been doing business with Travis and the Northwest Financial Group for some time and my parents did business with Travis’s father. Family owned and operated with a very professional staff. I would recommend this business for your financial planning and investment management. Well respected and trustworthy. They always make us feel at home and are very responsive to any questions we may have. Northwest Financial Group comes highly recommended. Phil and Tracey Maddux.
Phil Maddux
N F G L
1 month ago
Eagle Summit Financial Services did my business taxes and personal taxes in a very professional way, and the service they offer to customers is great. My overall experience was excellent and I will definitely keep doing my taxes there.
G
E S F S
4 months ago
Nate is doing a great job guiding us to a solid plan for budgeting and saving.
David Scranage
N F G L
4 months ago
Northwest Financial is hands down the best place to go for investment and retirement planning. We have worked with Nathan Graff for years and he is amazing, and his partners and support staff are great. Their knowledge and capabilities makes a world of difference.
John Winckler
N F G L
4 months ago
They are very kind and will help you and choose the best outcome for you I would highly recommend
Mohammed Abufares
E S F S
5 months ago
Thank you Ahmed!! You are amazing see you next year!!
NJ O
E S F S
5 months ago
Good service!
omar ibrahim
E S F S
5 months ago
They are very professional and top of the line service , very professional and affordable service charge
Assem elfatarany
E S F S
6 months ago
Maha is amazing person
aya sherif
E S F S
7 months ago
I’ve been filing my taxes here since 2019 and I’ve had nothing but great service with Maha and the team ☺️ Everyone is polite, the office is beautiful. Maha explains everything in detail and answers all my questions, always felt comfortable here. Definitely recommend 🌟
Emely Ramos
E S F S
7 months ago
The lady that helped me was very nice and helped me so much. I forgot to get her name but she was really great
Iman Abuali
E S F S
7 months ago
Incredibly thorough and exceptional customer service. We only trust eagle financial services for all our accounting needs!
Yassmina BenDahud
E S F S
7 months ago
Ready to grow your financial advisor's Google reviews?
Join 15,000+ business locations using ProsperQR to collect more 5-star reviews.
Why Google Reviews Matter for Your Financial Advisor
Turn Annual Reviews into Review Opportunities
Annual portfolio reviews are when clients see the tangible results of your guidance. Place the review stand on your desk and ask after showing them how their investments have performed.
Differentiate Your Advisory Approach
Every advisor claims to offer personalized service. Reviews that describe your specific approach—whether it's fee-only, fiduciary, or specialized in certain assets—help the right clients find you.
Compete with Digital Advisory Platforms
Robo-advisors offer low fees but no personal touch. Reviews praising your relationship-driven approach and availability remind prospects why human advice is worth the investment.
How It Works
Start collecting more reviews in under 60 seconds.
Place the QR Stand
Set up your ProsperQR stand on the advisor's desk where one-on-one client meetings take place. It takes less than a minute.
Customers Scan or Tap
Customers scan the QR code or tap with NFC to go directly to your Google review page.
Reviews Come In
Watch your Google rating climb as happy customers leave 5-star reviews on the spot.
Why ProsperQR Works Better
Compare ProsperQR to other ways of collecting Google reviews.
| ProsperQR | Ask verbally | Follow-up emails | Review cards | |
|---|---|---|---|---|
| Asks at peak satisfaction | ||||
| No staff effort required | ||||
| Links directly to Google | ||||
| Works for every customer | ||||
| Collects reviews 24/7 |
Frequently Asked Questions
How does ProsperQR work for financial advisors?
Place a ProsperQR stand on the advisor's desk where one-on-one client meetings take place. When customers scan the QR code or tap with NFC, they're taken directly to your Google review page. No app downloads, no accounts to create — they leave a review in under 30 seconds.
Where should I place the ProsperQR stand in my financial advisor?
The best placement is on the advisor's desk where one-on-one client meetings take place — right where customers are most satisfied with your service. You want to catch them at their happiest moment so the review reflects their best experience.
How many more reviews can my financial advisor expect?
Results vary, but businesses using ProsperQR typically see a significant increase in their Google reviews within the first month. The key is that you're asking at the right moment — in person, when the customer is happy. Customers are 87% more likely to leave a review when asked in person.
How long does setup take?
Less than 60 seconds. Just connect your Google Business Profile, and your ProsperQR stand is ready to go. No technical knowledge required — if you can scan a QR code, you can set it up.
Does ProsperQR work with Google Business Profile?
Yes. ProsperQR connects directly to your Google Business Profile. Every review collected goes straight to your Google listing, boosting your rating and your rank on Google.
What if a customer wants to leave a negative review?
ProsperQR links directly to Google — all reviews are authentic. However, asking in person at the point of satisfaction means happy customers are far more likely to leave a review. Plus, ProsperQR includes review monitoring and AI-written auto-replies to help you respond to every review professionally.
Start collecting reviews in less than 60 seconds
Get real results fast. More reviews, more customers, more sales.
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