Reviews

I worked with Guidant to roll my 401k funds over to purchase my franchise and through a two part process my rep explained thoroughly and was very patient with all the questions I had. I highly recommend working with Guidant!

I am delighted to express my heartfelt gratitude to Katie Hall for her exceptional customer service in the realm of accounting services. Recently, I faced challenges navigating various departments within the organization while seeking specific accounting assistance. Despite my efforts, I encountered roadblocks and found myself contacting multiple areas without success. Katie's proactive approach and remarkable observation skills were truly commendable. She sensed my frustration and promptly reached out to address my concerns. Her suggestion of establishing a single point of contact for my inquiries resonated with me and proved to be an invaluable solution. I cannot thank Katie enough for her timely intervention and innovative approach. Her dedication to ensuring customer satisfaction has not gone unnoticed, and I firmly believe that her initiative reflects positively on the entire team. I want to emphasize that Katie's swift action not only resolved my immediate issues but also prevented me from seeking services elsewhere. Her efforts have undoubtedly retained a satisfied customer. I extend my sincere appreciation to Katie for her outstanding service and commend her for upholding the culture of excellence within the organization. Thank you, Katie, for your outstanding service! Keith Simpson

Alexa was fantastic helping us make one of the biggest purchases of our lives. She is super knowledgeable and provided us with the needed information to make the purchase confidently. Alexa made herself available to me and the seller to answer our many questions. MANY THANKS!

Keith Tracy is tree most knowledgeable, trustworthy and down to earth financial advisor I’ve ever met with. He helped guide me to a financial decision that wasn’t in his best interest, but was the right move for me. Excellent advice and I’ll recommend him to everyone I know!

Always on top of things. Liked the out come.

Guidant provided exceptional customer service and responsiveness in communicating with me. Their turnaround time was faster than anticipated, which was greatly appreciated. Highly recommend.

Wow, so impressed with these folks! Over the course of a very short conversation, they acknowledged we weren't a good fit for them. This is a great testament to their values. They very well could have used their position to influence me to spend with them but they prioritized the customer over their own gains. Thanks Guidant!

Bob is the right lawyer for you! 100%! I do not get anything out of writing this review, I sit here after my divorce and am at peace because of him! He listens and works day and night for you! He is kind and cares for everyone in the case, I consider him a friend now! I will be definitely be using him for all of my legal needs in the future!

I have been very satisfied in working with Guidant Financial. I would like to specifically highlight Michael Stein, who has been outstanding. You can very much tell Michael takes a lot of pride in his work. He never misses a follow-up, he is always on time, and he is also diligent, understanding, and helpful with my many questions. I would have been very much lost in this process if it wasn't for Michael's exceptional work. Thank you, Michael.

I contacted Guidant to learn about how ROBS could help me finance the purchase of FedEx routes. Michael Stein assisted me and gave me a ton of great information, including outstanding follow up on specific questions pertaining to my situation. I highly recommend this service!

I requested a Valuation service from Guidant. Jaimie Ocariza completed the Valuation and walked me through the information. She was very patient as I took notes and asked additional details to enhance my knowledge and understanding of the Valuation. Thank you Jaimie, you rock!!

I am embarking on purchasing a franchise..... a very intimidating step considering all the things I need to consider, understand and learn. Doing so required some financing and I had heard there were opportunities to take advantage of my 401K without incurring any interest or charges via a ROBS, but had no idea what a ROBS is or how to go about it. Thankfully I was referred to Guidant and when I called, while I imagine all of their representatives are good, thankfully Tyler Roberts answered the phone. Tyler was patient, respectful, considerate, informative and transparent. In parallel I did some research and I did encounter an organization that offers a ROBS program less expensive than what Guidant charges. And I seriously considered saving some money by going that route. However, after a bit of contemplation I completed the process signing up with Guidant and I am very happy I did. With Guidant, I know I am with experts like Tyler that I can not only put my hands on whenever needed, but that care enough to take the time necessary to provide the type of customer service required to make these decisions - important enough to impact the rest of my life. I later found out Guidant is a full service shop, able to offer competitive financial services which will be greatly needed as I build this business - further confirmation I made the right choice. Short changing is not worthy of the path I am headed down, and I feel reassured knowing that Guidant, Tyler and I imagine all of their representatives are in my corner, helping to smooth out any bumps that may appear in this path.