Review Time
Working with our advisor, Kellen, has been exactly what we were looking for. We talked to a few different financial advisors, and he’s been the perfect mix of helpful tech tools and real, personal support. Now we’ve got a super clear roadmap and can easily run through different “what-if” scenarios. Kellen has also helped us through some big life changes that came with major financial decisions, and having his guidance during those times made things so much easier.
Working with Advisor helps give us confidence in our financial decision making process. It really provides peace of mind with our short- and long-term goals. Our advisor is always friendly, knowledgeable, and available, and we really value his partnership. There is always transparency and a fast response time to our action items. The platforms and accounts are great tools to track and improve our progress, plus they are easy to navigate. The advice, perespectives, and decision-making from our advisor gives us confidence in our financial future. We're happy to recommend Advisor to others looking for the same!
We have been very happy with our Advisor experience thus far. To start with, the frequency of contact far exceeds our previous experiences with financial professionals. We feel informed and empowered to adjust our strategy at all times. Their digital platform is user-friendly and always improving, and whenever we have had an issue, someone has been quick to respond with a solution. The team at Advisor was essential in helping us work through a somewhat complicated situation prior to the onboarding process. The flat-fee model and total absence of insurance and other commission-based products also provide great peace of mind. I have recommended Advisor to several colleagues, and would not hesitate to do so again in the future.
Working with our advisor, Michael, has been a great experience. I’ve felt supported and informed every step of the way. Scheduling is easy, and he’s always quick to respond. They've made financial planning feel a lot less overwhelming. I feel more confident about my finances now thanks to his guidance.
Working with our advisor has been fantastic. He's taken a ton of time to make sure we feel educated and informed and wants to ensure we are feeling we are making progress to our goals. Advisor has been a great company for younger individuals like myself and partner and it's given us a lot of confidence for managing our finances for the next several decades.
My experience with Advisor.com has been great. Kellen has provided expert professional advice. I am pleased with the work that has gone into growing my portfolio 8% increase over 4 months. Before I started with Advisor, my account was with a well known wealth management company from 2015-2024. My account was very poorly managed. Before, you asked why I stayed with them, please know that my advisor then was someone whom I thought was knowledgeable in financial management. I was often told “don’t sell, keep your money. Sell only if you need the money.” My investment balance sadly after 9 years was less than the amount with which I started. In addition, I lost more money investing myself at online platforms, dabbing in cryptocurrency, and word of mouth stocks and failed get rich quick schemes. It was not an overnight decision to join Advisor, I thought about joining for a while. After the first consultation with Gregg, I knew right away I was going to be in good hands with Advisor. They are a team of intellectual professionals. There is more for me to gain paying the yearly fee than I have lost with big firms and poor financial decisions. I have no regrets. I am pleased. My portfolio is growing. My taxes were done right! I can focus on the things I can do. Thank you Kellen- Thank you Advisor!!
I've really enjoyed using Advisor.com, especially working with Kellen. He's wonderful at explaining the reasons behind each move and really listens to my concerns, validating the emotions that come with managing money. The setup process was super easy, and working with them has been a breeze. Now, I feel confident knowing where my money is and that it's working for me.
My advisor, Kellen, was super helpful and organized and takes whatever time is needed to explain advise and onboard me - the peace of mind that comes with knowing I am doing what needs to be done is great. Scheduling appointments is easy and his team is also very responsive and helpful. The tax service was great.The tech side, though - strangely not user-friendly. The websites and menus are confusing and they don't update frequently enough from connected accounts, which is seriously strange, considering the company. And please make the budgeting software better - steal from Mint! Overall: well worth it!
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