Reviews

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.

Shelley is incredible; she has helped me in an extremely high conflict divorce with a very, very difficult ex-spouse. She kept things on track, helped with sound strategy, was active and involved in my case, she remembered small details. She was responsive throughout the process, one time excusing herself from a tennis game to remind me of something after business hours, she responded to emails over the holidays, consistently going above and beyond what I'd expect her to do. I hope I never need another family law attorney, but if I do, I will use Shelley

We came about Guidant Financial while doing research with best companies for small Businesses to work with regarding financing, planning and much more. We are beyond impressed with the quality of the service we have been receiving. We worked up close with Michael Stein, Alexa Nordstrom and Tina Harris. They have been outstanding when it comes to communication, assisting us with any questions/concerns we had and very patient through it all. We definitely recommend Guidant Financial because of the high caliber employees they have and will definitely do so for a very long time.

Shelly was recommended to me by another attorney. Unfortunately, my husband and I were in the middle of our custody case and a trial date was already set on a day she wasn’t available. However, she spoke with me on the phone for 15 minutes and gave me SO MUCH helpful information. She didn’t have to do that. She gave me the ins and outs of who she would recommended for our specific situation. By the end of our call I felt so confident! I was just disappointed that she couldn’t be our attorney because she was so upbeat and awesome! Thanks to her we found an attorney that has been so incredibly helpful to us and is a night and day difference from our previous law firm. Thank you Shelly!

Shelley was communicative and thorough with her explanation of the entire process. When there was an unexpected delay, she continued to escalate through the system until she got to the bottom of situation. Her pricing is fair and transparent.

Guidant financial is the BEST ROBS transactions firm out there. I have completed two ROBS transactions with them and will do it again. The management and 401K administration team is well trained to provide smooth transaction. I had an opportunity to work with Paul Cook and Starrsha Harrell. They both went out of their way to help me to achieve my goals. Kudos to both.

I’m new to all of this 401k roll over process and they were very helpful guiding me and my company step by step. Overwhelming to try to do it yourself, I’m glad of the support given to me by the staff, thank you!

Sarah Scott is THE BEST at what she does! She is full of integrity, knowledge and the right kind of support when you need it during the navigation process of all things estates and conservatorships.

Tara and Guidant team walked me through the process to fund my business. She is a great asset to Guidant and hope to continue working with her and Guidant team in the future

My experience with Shelley from the first meeting till the end is exceptional! She is knowledgable, professional, and truly CARES. There were a few very difficult moments dealing with high-conflict situations and she was always right there supporting me and, most of all, she gets to job done very effectively and professionally without wasting any time or money.