Kiplinger readers are a savvy bunch, especially when it comes to making smart choices with their money. So for the third year running, we asked you to rate financial providers based on your experiences with them. More than 2,700 readers completed our survey earlier this year, judging the products and services they use in 13 categories, from brokers and wealth managers to annuity providers, tax software, and home and auto insurance companies.
In the survey, respondents scored providers on certain criteria, such as their experience with the company’s customer service team, the likelihood they would recommend the product or service to others, and their overall satisfaction with it. Readers also had the option to leave comments about their experience, and we have shared some of them in the full category guides (remarks may be lightly edited for length and clarity).
For each category, we’ve listed an overall winner that earned the highest total score. We’ve also listed other products and services that earned above-average scores for the various criteria we asked readers to assess. Many thanks to all of you who participated in the survey.
