Anderson Business AdvisorsReviews of andersonadvisors.com

I set up a free strategy session with Seth Perlman for July 22, 2025, from 3.15 to 4 p.m. EST. I even received the meeting invite. I waited for the call during that time but was ghosted. There was no follow-up email explaining or apologizing for being unable to make it. Then, on July 23, 2025, I received another invite without speaking with me for 1 p.m. on July 24, 2025. I received the call from him on July 24, 2025, at 1 p.m., which is a time determined by someone unknown to me. I was not available for any much time, so we had to terminate the call. I value everyone's time and would appreciate it if every professional valued everyone's time. Stuff happens, but that is where communication is key. I know this was a FREE session, but I would prefer to pay for a session so that someone would value the time we agreed to. I have watched Toby Mathis's videos, which are informative. That is why I was attempting to have a session with a legal and tax expert to create that blueprint. This was my experience.

From the minute Bridget Chambers picked up the phone all the way through the process of working with us on an urgent legal need, Bridget and attorney Jeff Cottle went well above and beyond to assist us to get the work done quickly and exactly to our wishes. The sense of confidence we have with our Legal Team at Anderson far surpasses our expectations and allows us to finally sleep at night knowing that our best interests are being taken care of by competent, very smart individuals. Thank you Bridget Chambers and Jeff Cottle and others at Anderson who are on our team.

Nerissa Sam is absolutely amazing! She's been a wealth of knowledge throughout this whole process. I'm not new to business but I'm new to asset protection and entity structuring and I couldn't have asked for a better guide. She's always available and patient with my numerous questions. I'm very thankful!

Working with Debbie on setting up our Solo 401(k) was an outstanding experience from start to finish. Her deep knowledge of the Solo 401(k) structure and compliance requirements was evident at every step. She made what could have been a complex and overwhelming process feel simple and manageable. Debbie is incredibly efficient, staying on top of every detail while maintaining clear and timely communication. She took the time to explain each step in a way that was easy to understand, ensuring we felt confident and informed throughout the entire setup. If you’re looking for someone who combines technical expertise with exceptional client service, Debbie is the one. I highly recommend her to anyone navigating Solo 401(k) planning.

Very easy to get ahold of. Michael and team were transparent and communicated well.

I’ve been a member with Anderson for more than 4 years and I am very happy with the services they provide. There are a lot of resources being offered. One on one consultations, or specific questions can be asked through the portal with a day or two turn around time. Also, if there’s a need for quick answers, the platinum knowledge room is available from 9-2pm M-F for access to the attorneys, tax professionals, and other staff right on the spot for real-time answers. There are various forms and templates available for use. Basically anything related to entity setup, taxes, real estate, estate planning needs, I was able to utilize from Anderson, and the team is quick in getting back to me. Jason Zundel has been a great advisor for my one-on-one consultations. He is attentive to my needs and most willing to spend time explaining and clarifying for good insight and better direction. Anderson please continue to keep up with your great service and not to compromise your brand.

I attended Platinum Knowledge Room and had my questions live! Thanks Jason, Ryan, Dana and Suzanne

Dear Anderson Advisor Team, I would like to express my sincere appreciation to Mary, a valued member of my Anderson Advisor Team. Mary is incredibly professional and attentive. She consistently addresses my requests promptly, and I genuinely value her efficiency and dedication. Anderson Advisor is fortunate to have her as part of your team. Thank you!