Reviews

Shelley made what is usually an unpleasant experience easy! Great communication, very timely, and very professional. I highly recommend her services!

Highly recommend Guidant Financial. I have been working with Michael Stein for the past few months. It has been a true pleasure to work with someone so professional and knowledgeable. He has been extremely patient, accommodating and forthcoming with information and various options that are available to me. I feel very comfortable knowing that throughout all of our interactions, he has consistently had my best interests in mind.

This company is pathetic. Their retirement plan administrators are completely incompetent. Avoid at ALL costs!

Michael Stein and Tara Joiner are very responsive and great to work with. This process is overwhelming at times (not for the faint of heart), however they are very good at taking time to re-explain steps again. They always return phone calls and or e-mails. Great customer service! A suggestion would be to develop a personalized “flow chart” (like a corporate management chart) showing how all the moving pieces relate to each other. Corporate account relates to 401k account relates to LLC account relates to Fidelity account relates to Seattle account etc. We are still working on ours, it helps, especially making sure you don’t move funds someplace they should not be moved. Outside attorney is also a huge benefit. I was surprised at how helpful he was, not just a rubber stamp!

We're very pleased with our experience with Guidant Financial. Easy to ask questions, even with complicated transactions. They are extremely organized and efficient as well. We'd also like to highlight Malcolm in particular who was outstanding every time we connected with him.

We hired Shelley for custody case. She was extremely communicative, committed , and more importantly she has integrity that goes beyond what you hope for in a lawyer. We were looking for full custody of my step-daughter and she went above and beyond to make it happen. We are grateful that we had Shelley on our side to protect my step-daughter. We would hire Shelley again in a heartbeat!

Guidant are professional and serious and do a great job for me and my ROBS funded business. I have been working with them for 3 years. Any issues are taken care of quickly and competently. Happy to be a client.

I have done business with Guidant Financial for many years dating back to when I worked with Allison. I introduced Allison to MBE / The UPS Store back in the day and have sent Guidant business for years. When Allison moved up the ladder about 9 years ago, Jordan replaced her role and I started working with Jordan on business loans for our funded franchisees. Over the last nine years, I have enjoyed working with Jordan. I find him to be professional and thorough while demonstrating great customer service skills and accountability. Jordan makes commitment he keeps and has always provided timely and detailed follow up on any of the loan request we have submitted. We created a local bank relationship that we sent many of our transfer sale so, but recently decided to come full circle and renew our relationship with Jordan and Guidant Financial. I want the management team at Guidant to know how lucky you are to have a guy like Jordan representing your company and it is because of him we are renewing our working relationship with Guidant Financial. Jordan is a very personable individual and I consider him a valuable member of our team at The UPS Store in Virginia! Sincerely written, Rick Milner, Franchise Sales for The UPS Store

As a Career Ownership Coach, I work with clients who are curious about what it takes to start a franchise business and I love sending them to Beegees Hebert at Guidant Financial as part of their educational journey! I'm kept in the loop during every step of the process and know that my clients are being taken care of by the team there. Beegees is a joy to work with and is a great "first call" to get a better understanding of what their individual funding options are.

Very professional and very helpful, Mr. Michael Stein is really great to work with and he is on top of his work, very knowledgeable and helpful

Thanks to Keith Tracy, and the entire Guidant Team for making the ROBS setup a success.