Anderson Business AdvisorsReviews of andersonadvisors.com

We had our first consult with them in mid January. We felt like we were at a sales pitch and not having a conversation about our potential options. UPGRADE UPGRADE UPGRADE! It was not appealing, but it did seem like there were some options that may fit with what we need. However, be aware of all the things (and additional fees) that are NOT included in the upgrades. I would not call them hidden, because if you ask the right questions you will be told that is an additional fee - but you have to know what to ask, they are not forthcoming. We were told we'd be sent a contract to look over that would answer any remaining questions. I had to call and email for a week to get the contract sent. It was very vague, with hardly any information on what we were potentially paying for. Two weeks ago I sent an email with a list of simple clarifying questions to both the advisor and his assistant. I have gotten no response from either. But we do continue to get reminders to sign the contract they sent us. If you are into being upsold, encouraged to pay 10K plus for a product you are not quite sure you understand because the info you are given is vague, and then promptly ignored when you have questions, this is the firm for you! Not impressed. Customer service fail. RE response to this post: Kathy posted response below and called and left a message. I returned her call - two weeks ago - she has not called me back either.

The session was very informative and fantastic explaination of different topics , do recommend for others to attend

I have been using Anderson for about 2 years now and as soon as they complete the current tasks I am planning on leaving and not looking back. Their customer service is replying to your email saying they are working on it. If you actually want to talk to someone, after numerous emails you may get someone to schedule a meeting in the next 4 weeks or so, if you are lucky. Asked them to complete a new LLC for me and 2 weeks later the response I get is they are working on it, my local attorney could complete the LLC in 1 or 2 days. Unless you have a lot of money to get to the top of the line be prepared to pay a lot of money and wait for any help as soon as the Anderson folks feel like doing something. Anderson ls working on 4 tax returns for me and I was told expect to wait for 6 to 10 weeks per return. So hope they are done in 40 weeks!!

I joined today during the Tax And Asset Protection workshop. I previously had 2 consultations with an advisor. I have no comments on services yet, but I am so impressed with the overall philosophy. I love the emphasis on teaching clients. I love that they do not follow a one size fits all approach. I love that they change recommendations as laws change.

Priceless information and valuable knowledge that may be beneficial and last for the next 300 years.Thankful and grateful for Clint,Toby and the team!

Omgoodness! Where do I start? If you haven't signed up don't wait!!! I learned so much from this totally amazing team at Anderson Advisors. They were so relatable and provided real life scenarios to bring home the talking points. The information and knowledge transfer hands down was the best I have ever received. I've never invested and had no prior knowledge of taxes, I definitely feel more educated in both areas. One day well spent, I feel like I stole something of value because it was phenomenal information that I would never have guessed I needed They knocked it out of the park in PLAIN language. . Anderson Advisors, True leaders and Educators!!!

Clint and Toby hosted an INCREDIBLE Tax and Asset Protection Webinar today. They are extremely knowledgeable and care immensely about their client's success and well-being. I can't wait to work with them in the future!

Excellent seminar by lawyers Clint and Toby. Very knowledgeable and their team is great. Learnt a lot about teal estate asset protection and tax strategies.