apexacquisition.com

4.9
4.9 Based on 191 reviews

Apex Acquisition helps wealth management & advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks....

Unclaimed Profile
Business profile not claimed
This business hasn’t yet claimed their profile on our platform and may be unaware it's listed. As a result, their rating might not fully reflect their customer service or responsiveness.

Average Rating

4.9

/
5

191 Reviews

5 Star
92%
4 Star
5%
3 Star
0%
2 Star
1%
1 Star
2%

Filtered Reviews

Filter Reviews

Review Time

Travis Sylvester
Appointments with Garret have been…

Appointments with Garret have been great. Helped my business a ton!

5
Date of experience: Mar 24, 2026
Joseph Rosario
Garrett is an awesome coach

Garrett is an awesome coach, super happy with the experience thus far.

5
Date of experience: Mar 24, 2026
Experience has been great

Experience has been great. Fantastic coaching from Garrett and the team. Can see improvement in myself each call. Quality leads also.

5
Date of experience: Mar 22, 2026
Ryan Reynolds
Garrett is helpful and always in a good…

Garrett is helpful and always in a good mood making our time enjoyable

5
Date of experience: Mar 20, 2026
Brett Janis
Justin Mills has been a great partner…

Justin Mills has been a great partner on this effort. The basic challenging of matching clients' key needs with the right adviser is a key challenge for the industry and getting this right can have a major positive impact. It is not a simple or quick process when done correctly, and Apex's professionalism as evidenced by Justin himself has been extremely helpful. Strong endorsement!

5
Date of experience: Mar 20, 2026
Franky Lynch
Justin Mills has been an Allstar

Justin Mills has been a huge help for me. He is a great sales coach and just an all around good guy to work with. He has a way of breaking things down that actually makes sense and is easy to apply right away.What I appreciate most is how supportive he is. He is always willing to jump in, answer questions, and help you think through situations. At the same time, he pushes you to get better and stay consistent, which has made a big difference for me.I have definitely improved my communication and confidence since working with him, and I am starting to see real momentum because of it.Could not recommend him enough.

5
Date of experience: Mar 20, 2026
Colby Chatwin
Amazing So Far

Although we haven't been using Apex for too long (About a month and a half by now), it has been great. The quality of leads thus far have been far and above the quality of other channels we've used.

5
Date of experience: Mar 20, 2026
George Rioseco
Apex has been an excellent experience…

Apex has been an excellent experience so far. I am seeing quality prospects and they have coached me in making my appointments as effective as possible. My sales coach, Garrett, has worked very closely with me and I appreciate his guidance. The process works if you are coachable and put in the work. G

5
Date of experience: Mar 20, 2026
Kevin Madden
Garrett and Apex have a great platform…

Garrett and Apex have a great platform for advisors to increase their book of business. The lead program brings you qualified, leads, and the training and staff gives you the tools to close the deals. No other lead system gives you a coach.

5
Date of experience: Mar 16, 2026
Rhonda Weissbein
I started with APEX about 3 months ago…

I started with APEX about 3 months ago and have been impressed with their honesty and integrity. Their support and commitment to my success has been refreshing. My coach, Garrett, equally has been great.

5
Date of experience: Mar 11, 2026

Is this your business?

Claim your business profile now and gain access to all features and respond to customer reviews.

Business Details

  • Apex Acquisition helps wealth management & advisory firms attract the right clients, on demand, completely virtually - using cutting-edge paid traffic campaigns and sales frameworks.

  • language https://apexacquisition.com

We use cookies to personalize your experience. By continuing to visit this website you agree to our use of cookies

More