Excellent · Verdica composite score based on three weighted sub-scores from public regulator data.
7 active sources · last successful refresh Oct 13, 2026
source data currentHow this is calculated
Composite = Registration & Compliance × 35% + Disciplinary History × 40% + Business Profile × 25%, scaled to 300–850.Read full methodology →
Each sub-score starts at a baseline and adjusts based on real regulatory-record signals. Zero-delta rows show what we checked and confirmed clean. “Data quality” indicates how much source data informed the score.
These are unmodified public reviews from Google Reviews — not Verdica ratings or paid endorsements. Reviews shown as-published, positive and negative alike.
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The Verdica score is a composite trust score from 300 to 850, computed from registration status, disciplinary history, and business risk indicators maintained by the SEC and FINRA. A score of 828 places Financial Services Firm 35 in MA in the excellent (800–850) band. The score reflects publicly available regulator data — it is not a rating from Verdica itself and does not incorporate paid reviews or advertising.
Verdica combines three weighted sub-scores drawn from the SEC and FINRA. Each sub-score reflects a different dimension of financial services compliance — regulatory disclosures, disciplinary actions, and firm risk factors — and is normalized against industry peers before being aggregated to the 300–850 scale.
Verdica pulls public records from the SEC and FINRA: registration status, disciplinary history, and business risk indicators. Data is refreshed on rolling cycles, typically weekly to monthly depending on the source agency's own update schedule. See the "source data current" indicator on the entity page for the last successful refresh.
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I appreciate Gary and Jacquline education and support with our retirement planning! 100% recommend!
View on Google ReviewsShowing 6 of 7 — indexed from public Google Reviews, not filtered by rating
See all 7 reviews on Google ReviewsCommon negative signals include regulatory sanctions, customer arbitrations, or firm-level disclosures. Any of these appear in the underlying regulator records and pull the sub-score down; the composite reflects the weighted impact.
Yes. Entities can file a dispute directly from the score page, and business owners can claim their profile. Verdica reviews disputes against the underlying regulator record; the score is updated when the source data is corrected. Scores are recomputed automatically as new regulator data arrives.
Have told them to take me off their call list dont wont there loans and they still call 3 times a day while i'm trying to help customers and cant understand what their saying then hang up on you.
I have been Dealing with Bob and Gary for over 15 years! Could not be happier with Bob, and what he has done for me over the years. Integrity built in. Would Highly recommend to anyone looking to protect and guide their Financial future.
I've been working with Robert Campbell at Phoenix Financial Group for about 15 years and I am extremely happy with his knowledge of investments. I trust the decisions they make for my future. I would highly recommend contacting them for your financial needs.
We have repeatedly attempted to explain to Chris Hayworth and Phoenix Financial Group that we already have representation and will not be in need of anything they have to offer. I had actually ruled them out about three years ago because of their aggressive marketing tactics. Now here we are years latter and we are still being continually bombarded by the rude and aggressive calls and emails. Can someone please explain to me how anyone in a customer service orientated business would continue to harass my staff and personnel now that they have been told in no uncertain terms that we will definitely not be employing their services? At this point it's just harassment.
Overly aggressive and they will not listen to me. Do your research but everything I found is you are better off dealing with the IRS on your own. These guys charge in the neighborhood of $10,000 to do the same thing you can do. From my research the IRS know you are spending $10,000 for theses guys to spend a couple hours negotiating with them when you could have spend that on the taxes that you owe so the IRS is that much less likely to work with you. If you are legitimately in a bad position with the IRS as we are the IRS is more than reasonable to work with. They have some strict requirements but if you can show you are trying to work with you they will work with you.