Very professional and great follow up. I've learned a lot from attending their seminar and two…read moresubsequent interviews. We are going to be starting a long relationship with this firm.

Comprehensive Advisors is unparalleled in financial customer service. Brett Gottlieb is top in his…read morefield. He is always abreast of the financial landscape's current happenings. This firm really does treat its clients like family. Any member of the team is always willing to address any question or concern in a kind and prompt manner. Comprehensive Advisors conducts many informative workshops throughout the year. They range from how to navigate the minefields of social security, Medicare, the new Trump administration and changes it may yield, taxes in retirement, how to avoid probate, etc. This firm continually strives to ensure that its clients and friends receive pertinent information to help navigate their financial futures. I would like to conclude with the statement, that I became a Comprehensive Advisor client in November 2022. I interviewed a total of FIVE financial advisors, and Brett far outpaced the competition. I know that I made the right choice to hire him and his firm. I feel secure and yes even blessed that my financial future is secure in his firm's hands. THANK YOU!!!!

Annette is a true pro at what she does and it reflects in her approach to her clients. She gives…read moregreat advice, looks out for her clients and I appreciate her candor and knowledge.

Absolutely the Best! The staff is always available to answer questions and concerns…read more My wife and I feel very fortunate to have Annette and her staff to help us over the past ten years.

Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

Jackie has been a game-changer for our finances, tax strategy and even real estate investing. She…read moreis an expert in all three and has a unique way of communicating that makes the tech aspects of what she does approachable and understandable. I cannot recommend this company enough for all forms of financial advice!

This company is very open to sharing their knowledge and expertise regarding solo 401ks even if you…read moredo not use their services! Their product does not quite meet my needs but well-earned 5 stars!

They know their stuff, but seem to be looking to make a quick buck off the original fee and don't…read morereally care about their customers long term. Mark Nolan set up a Roth Solo 401k for me and did a good job up front. They charge an annual fee to file for you each year. The first 3 years I was way under the minimum in my 401k and didn't need to have anything filed, so I didn't pay the annual fee to have them file. Since then I realized I did need their help badly to straighten some things out. I sent an email explaining why I didn't pay the annual fee and said I would be happy to pay for the years where they did nothing to bring my account current and would be a loyal customer. Mark's response: "Thank you, but once we resign from an account we don't take the client back." As a business owner who cares for my customers, I can't fathom treating someone like that. I guess I'm glad to have seen Mark Nolan's true colors before I paid him anymore money.

I sold $100k i of stock in my Schwab acct. I bought a cashiers check at my Citibank branch. I…read moremailed it to my biz partner of over 40 years. I recd a phone call with accusatory questions from a Schwab Detective...or so he said...named Steve Gross in Colorado. I told him I didn't appreciate his questions and the check was perfectly legal. We had words. He said " If that's the way you want it !! "....then he hung up on me. The following day, all my Amazon purchases were declined. My Citibank acct was frozen..I could not withdraw one dollar nor close the acct. I am a 71 yr old senior living alone in a mobilehome. I have no living family or any friends to help me. Steve Gross is NOT a Judge...nor is he God....what legal right does he have to ruin my 50 yr record of " exceptional " credit over one phone call?!! I am waiting to hear back from my local news network who helps people in need...Mark Martin splassshhh@ icloud.com

At the start of the month I was told that it would take 14 days until they could assign someone to…read morefix an account issue. Then to fix it takes about a week. It is now the middle of the month and they are going to "try" to get it expedited by getting a fixer assigned in 7 instead of the now normal 21 days. It seems that they have a magic time machine to go backwards. This all has to do with transferring the assets in the account to my name from my deceased wife. Sooo there is no question of the outcome except this............. In the mean time the funds are not being productive for me and since Schwabb is doing this to many others how much are they increasing their own profits by collecting interest on the funds? I wonder if this is a case of incompetence or corruption? This company appears to be limping along and perhaps it is ready to go out of business.

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

Having relocated to SD I needed to secure a new banking relationship who can handle my very unique…read morebanking needs. After meeting with several people/banks it was clear I was fortunate to have the honor of working with Cilette Mitchell -- the bank manager for decades(?!) at CNB. Cilette assured me their bank is a similar to a small town bank and that she would ensure what we discussed would always be honored. In the end I feel blessed having met Cilette (and Yanina who's been my WONDERFUL personal account manager) and look fwd to working with them for years to come! On a side note, CNB is fortunate having such terrific people like Cilette and Yanina on their team. They exemplify customer service!

CNB goes above and beyond with excellent customer service and proactive security and support for…read moreboth individual and business accounts. We have a 15 year relationship with CNB and look forward to working with them in the future. They truly define relationship banking at its best!

Didn't use this service but they took the time to write me a very handy, informative email for a…read morebeginner/novice investor ! I'll use them when I'm able to afford them haha

I'm a huge fan. Honestly, Stephen Mulholland will always find a way to help me make sense of the…read moreeconomy and my financial decisions. He's so passionate about this industry and helping young people figure out their financial futures. He's helped give advice to a bunch of close friends and many have now become clients. What I was looking for was someone who could kind of hear vision for my own financial future and help me with a road map. I honestly feel way more secure now about my future, but what sold me is that my wife is happier and really trusts Steve! With Marc you have decades of experience from a community leader. He knows the bond market inside and out and if your nice he'll treat you to a round of golf! I strongly recommend this company.

We've been working with our Financial Wealth Advisor over at Intelligence Driven Advisors for…read morealmost 10 years. The overall consistency of service has been exceptional. They listen to our goals and implement a comprehensive plan to ensure the best probability of achieving our desired outcome. If you're looking for a financial advisor or wealth management firm that will listen and take care of you, I would highly recommend Intelligent Driven Advisors. All the best - Rich & Farrah Adams

This company has been managing my money for close to 17 years. They have done a fantastic job for…read moreme every step of the way I have been with them. Darcy and Shanda are the best! They are extremely diligent about tracking and keeping up with everything, and I sleep better at night because of them. Their knowledge and expertise are outstanding, and the genuine kindness and caring that they show is what I think really makes them exceptional. I feel extremely lucky and grateful to have these excellent people in my corner!