Cancel

    Open app

    Search

    Intelligence Driven Advisers

    5.0 (6 reviews)
    Open 8:00 am - 4:00 pm

    Services - Intelligence Driven Advisers

    Investment management

    Intelligence Driven Advisers Photos

    You might also consider

    Recommended Reviews - Intelligence Driven Advisers

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    9 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    5 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 1

    13 years ago

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0

    6 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Intelligence Driven Advisers

    You might also consider

    Root Financial Partners - Root having a great time at a team outing :)

    Root Financial Partners

    (18 reviews)

    Although I am not reviewing as a client, I am leaving this review as a future client of Root…read moreFinancial Partners. If you're reading this, then most likely you are on the journey in getting better informed financially for retirement. And because you're looking up Root, then most likely you ran across videos of Ari and/or James on YouTube just like me, or on Podcast. When I initially started researching retirement for my wife and myself, I was fortunate enough to have "the algorithm" direct me to Root with James and Ari. The more I watched their videos, the more I became informed of answers to questions I did not know I had. What really drew me in to watch more of their videos, was their holistic approach to retirement, which was an option I was never aware of. And combine that with their ability to explain complicated strategies using their software with real case studies was a bonus. Anyways, back to the review... I reached out to Ari directly via email, and to my surprise, he responded directly to me (I was expecting a form letter). He personally answered the general questions I had and we scheduled a meeting to determine if they can bring value, to justify their fee structure. Unfortunately, when he reviewed my current portfolio structure/allocation in detail, he was honest and said they could not bring value to justify their fees. He then proceeded to offer some guidance to other advisors they recommend, and further explained how specific advisor strategies would be better attuned to my needs in the near term. I really appreciated his candor... But what really stands out is his willingness and continues to help as much as he can, of course without providing specific investment guidance. Up until now, even though I'm not a client, he continues to take the time to respond and answer questions I have from time to time. And not just basic answers, but simplified, detailed video explanations for a better/easier understanding. I can go on with this review, but after a while, it might sound too good to be true. All I can say is reach out to Ari (Root), and you'll see what I mean. Once we're closer to retirement and can take advantage of the holistic approach they provide, we'll be sure to reach out again. Thanks again Ari!

    The team at Root Financial Partners are impressively knowledgeable. James has a way of making…read moreeverything easy to understand and follow, and their charts and calculators simplify the process. He answered questions we didn't know we had! We feel very secure entrusting our financial retirement future to James and the Root team.

    Freedom Mortgage

    Freedom Mortgage

    (92 reviews)

    Terrible company, poor communication. Our loan was recently taken over by them and out of nowhere…read morewe get told our insurance policy doesn't cover "wind", both us and our insurance agent reached out to them multiple times to confirm we in fact do have wind coverage in our policy. After multiple notifications of them threatening to buy insurance for us (and charge us for it) if we didn't prove we had coverage and over 30 minutes on hold, their version of "wind" is hurricane insurance. Which our previous 2 servicers did not require and none of their reps seem to understand the difference between wind and hurricane coverage and why it should be more clear in their communications. So now we're out the cost of a hurricane policy all because our loan was sold to this idiotic company. Fingers crossed they offload our loan soon. Dealing with them is terrible and they're a joke.

    My loan was with Freedom Mortgage. I put in for a refi to get rid of a lifetime of debt. I knew…read moreit would be difficult, with some tax issues. I was never late on my mortgage for 31/2 years. Never late on any payments for anything. We had $400,000 in equity. We have five sources of retirement income that couldn't be touched in a bad economy. Someday, somebody will need to explain to us how two Veterans, with everything above, couldn't be helped, especially a company that prides itself on helping Veterans. This rating is for the underwriters. Every Freedom Mortgage rep was professional and worked hard.

    Intelligence Driven Advisers - investing - Updated May 2026

    Loading...
    Loading...
    Loading...