Guidant Financial
Client Reviews on Guidant Financial
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It was a good choice. Thank you, I liked it.
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It was the best choice I made by choosing Guidant for this complicated process. They are there for you all along and answer all the questions patiently and professionally. The ROBS was a success and I not for a moment did regret choosing Guidant.
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I used Guidant for a rollover business start up (ROBS) and for annual reporting for most of the past 8 years. They have been phenomenal to work with and I highly recommend their services if you are contemplating going this route to start a business. They have saved me time, money and most importantly, offered peace of mind. Recently I had an issue with the IRS (mostly my fault) and when I went to Guidant for a resolution the account representative I was working with, Skye Ansbach, dug into the issue's, researched my case and got the team in action. Thank you Skye and the entire Guidant team who worked on my behalf! These people know what they are doing with these types of business start ups.
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Very reliant on software that fails them often. They are always late to perform their work. Late to process doc's, so the discounts don't apply. Look elsewhere
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A great concept. Remember when you do business with a company that provides ROBS services, that they literally hold your future in their hands. If they do as they are supposed to, things are great. However, if they do not, it could lead to complete and total financial ruin and take out your life's work, retirement, and business in one fell swoop. I think a little inter-office training about the gravity of the services that they provide, on a regular basis, would make Guidant a better company.
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Guidant Financial has been a phenomenal group with which to work. They walked us through the entire process of setting up our 401k and C-Corp. We have had positive experiences with every element of working with them over the course of the past year and a half. We want to give a special shout-out to Andy in customer service for reaching out to help us walk through the filing of our form 5500 which was problematic for us as a first time filer. This is a great company and we'd recommend them (and have) to everyone who would benefit from their services.
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this is the most helpful company. they know the answers to your questions, they know how to utilize the process... they know what they are doing and its a easy guided process with guidant. i couldn't recommend them more. i recently spoke to Shelby over the phone to help me answer a few loose end questions i had and she knew exactly what i needed. and so is the whole team! you guys rock! i utilized the funds to start myself and family a franchise.
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I have been a customer for 8 years+. The inititial set up was great and the support was good for a few years. Unfortunately, they don't seem to be able to adequately support their customer base. Year end reporting has been a very slow with many issues. Their advice has been terrible, even advising me incorrectly on items that could cause IRS action. Recently, they raised the price over 10% for this poor support. I am not satisfied and would change service providers but it is difficult and expensive. Choose carefully!
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I find it disheartening that so many client issues can be drowned out by people that financially benefit from working with this company. If you look at the actual customers of this place, you will see many clients are not happy. Definitely not 4 stars. 90 percent of the positive reviews of from people that are not even their clients and that they asked to post a good review. They are referral partners that just want to see a client funded. They don’t know or care about the ongoing service that is provided. Disappointed in seeing a company use this tact to cover up real issues.
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This has been one of the most disappointing experiences I’ve had in setting up my business. Much of the info has been incorrect, they’ve missed my filing dates. Worst of all they completely messed up the 401k program they are supposed to admin. My actual Safe Harbor plan doesn’t look anything like or resemble the documents that they provided for us to give our employees. Their relationship with Merrrill has also been a big disappointment. Merrill sets employees up on a self directed not managed 401k investment plan, disappointing. Lastly they just took a 20% increase for this very poor support and service. I advise anyone to think twice about partnering with Guidant. They don’t seem to value their existing customers.
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