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Chris paradissis
11 Jul, 2017
I have been very pleased with Guidant Financial throughout the entire process. All of the employees were knowledgeable, professional and courteous. I highly recommend!
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Elena kushner
26 Apr, 2017
Jean sullivan
13 Apr, 2017
Great until you sign and pay them for set up. Don't answer phones. Once I decided to close the 401k, they would not set up an attorney meeting so I get to pay for additional months because they delayed my final attorney meeting. Poor customer service once you are committed to their programs. Update April 8 2017. Still trying to shut down the billing from them. 401k closed in January. No response to emails now and it is not worth the time to call them as there is little to no credibility in anything I have been told verbally. Getting ready to contact the BBB.
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Dawn becker
13 Apr, 2017
I am actually giving Guidant Financial zero stars. Absolutely do not use this company; you will regret it. When I signed up with them back in 2005, they seemed to know what they were doing. I never had any issues until I closed my business at the end of 2015 and began the termination of my corporation's 401k plan in early February of 2016. Here it is April of 2017 and they still have not completed the process. I will be filing a complaint with the BBB and any other entity I can think of.
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Mary martin
13 Apr, 2017
I wish I could leave zero stars. Absolutely worst experience I have ever had with any company. People won't respond to emails or calls when I have questions and when I finally get a hold of someone, he tells me to take it to my personal accountant and won't help me fill out their forms! They still haven't filed my 2014 taxes and they didn't even tell me that it was not done yet!
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Jake
29 Mar, 2017
We used Guidant Financial to handle the ROBS funding of our startup. Though communication was difficult at times, setting up the program was effective. Shortly after funding the business, my rep had resigned from the company and I was handed off to another rep. That individual than left and I was forwarded to two more people who over time also left the company.
As a client of their record keeping program, I find it difficult to get the support I need. Communications are limited to the 800 number and a generic group email account. I rarely talk to the same person twice, and they will tell you they can't share their phone extensions or work emails. there is no consistency in response time, and no way to hold them accountable.
High employee turnover and poor communication will force us to move to another plan administrator. Too slow and inconsistent to be taken seriously.
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Catherine parsons
02 Jan, 2017
Began with Guidant in 2012. My business ended Dec 2014 and I've been trying to end the contract ever since (still being charged the monthly fees). The most horrific part of this whole thing was when they emailed me that the government docs were due that same day at midnight; they sent me the notice 5 pm west coast which was 8 pm east coast. I work 3rd shift and was sleeping at the time and left for work at 11 pm. When I finally saw the notice the next day and contacted them they said the Feds would be assessing a fine because I missed the deadline. The docs were due on a Monday night at midnight. Couldn't they have at least given me a heads up the Friday before so I could be on the lookout? So I'm being fined because they screwed up plus they charged me an additional fee because they were late. I will never ever recommend this group and will tell anyone who asks to avoid them at all costs. Can't wait for the Feds to come knocking.
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Mark whitacre
22 Dec, 2016
I should have read the reviews before I engaged this company for business financing. I sold the business in September, 2015 and as of December, 2016 I am still paying them a monthly fee. I turned in my paperwork to them in March, 2016 for a necessary filing and as of today, nine months later, it still hasn't been filed. I complained three weeks ago on YELP and someone called me under the pretense of fixing this. She told me she would gather more information and call me later that day. I'm still waiting! There are other companies that do this. Save yourself the aggravation of dealing with Guidant Financial.
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Satish mohe
06 Dec, 2016
I am with them since 2012. They started out to be good , however at present their customer service is beyond horrible. I will never recommend them to anyone. I am sure they have grown a lot during this period and hence cannot keep up with their level of service. If you are considering them I highly recommend looking at other options.
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Michael johnson
01 Dec, 2016
Started out Great and than a lot of mistakes were made!
I used my 401K to do a Rollover to Start a business. Things were progressing nicely until Guidant forgot to create my two LLCs under my C-Corporation. This is a critical piece and not sure how it was missed. Also, one of my LLC's was opened under my first name (which is great), my second one was opened under my middle name, which is not what I wanted. I filled out all the paperwork the same.
My Operating Agreement had multiple states listed in it, instead of my home state where the LLC where setup. They put inexperienced people on handling your important business documents.
I would not recommend using them for this, there are other firms that can do a much better job, and for what you pay their fees are very high! This cost me about a month in getting my business up and going.
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Jim gaulke
13 Sep, 2016
Started out good. Over the last five years the service has gone from good to bad to worse to unbelievably horrible. Try Benetrends or anyone else they couldn't possibly be any worse than this dysfunctional outfit.
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John noellert
21 Apr, 2016
I engaged with Guidant for the process of a ROBS 401(k) formation to fund a business acquisition. Paid a substantial fee up front for the service. Everyone we dealt with was knowledgeable, professional and personable.
As we moved through the education/disclosure process my spouse and I concluded that it wasn't the right vehicle for our particular situation. Guidant was just as professional when we reached that decision. We never had the slightest feeling they were trying to push a product or do anything other than act in our best interest and make sure we knew exactly what we would be signing up for. As a testament to their ethical nature, they were even prompt in issuing a (very fair) partial refund of what we had paid.
Their actions and the entire engagement was a success from my perspective. We learned quickly about the pros/cons of this type of financial vehicle. They definitely are a company that knew it in detail. I had done substantial research on a ROBS 401k prior to engaging Guidant but learned so much more from them.
I've never written a review for a company who's product or service I didn't ultimately buy. I feel compelled in this case because we were so well served by the engagement and education.
If you're considering this type of funding vehicle I would recommend them without hesitation.
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