Anderson Business AdvisorsReviews of andersonadvisors.com

Jeff, Josh and Jordan did an excellent job in educating and presenting a tremendous amount of valuable information, but were also very intentional in personalizing everyone's experience by answering questions and walking through concepts comprehensively. I hIghly recommend Anderson for anyone looking to develop best practices in being proactive on the critical issues of asset protection and tax efficiency.

Very informational

We have been working with Anderson Business Advisors since 2020, and overall it has been a very valuable relationship. There are many resources available that teach investing, but Anderson stands out because of the depth of education, legal guidance, and strategic support they provide. Toby Mathis, the tax attorney and co-founder, has created an exceptional library of videos and educational content that teaches investors how to approach real estate and stock market investing the right way—using many of the same strategies employed by experienced and successful investors. The access to educational resources, legal structures, asset protection strategies, and ongoing guidance has been excellent. We have learned a tremendous amount about taxes, investing, liability protection, and long-term wealth building. Our experience with the tax accounting side of the business was less positive. We believe we engaged with the company during a period of rapid growth, and the quality and responsiveness of the tax accounting services did not consistently meet the same high standards as the legal and educational offerings. That said, I would still recommend Anderson Business Advisors to individuals who are serious about building wealth, protecting their assets, reducing liability, and gaining a better understanding of tax and investment strategies. The educational value alone has been well worth the investment, and the legal and asset protection guidance has provided significant peace of mind.

As a new client, my first time attending their structure implementation workshop in Las Vegas. Took so many notes that it will take days to process. However, I am now empowered to think more strategically on what needs to be protected and how. More importantly and as a veteran, I am convinced that Anderson will serve as a trusted partner in my business. Abe

My husband and I joined Anderson Advisors out of the recommendation of SurgeU. We are very new to the world of investing and are trusting the advice being given. So far our experience has been good. The individuals we've worked with including Jason, Brittany and Debbie have been very thorough in their communication. The only reason I gave 4 stars out of 5 is due to a lack of response to emails or text messages. Paying a premium price, I expect responses within 24 hours. This has not always been the case. Over all we are satisfied with their service and hope to build a long last relationship.

Anderson Advisor provides excellent advice and guidance to set up your business and assets to be protected and remain anonymous. They give clear and thorough answers to all your questions and have created a system that enables them to be readily available.

This was a good event overall! The information was good. I appreciated the updates on the upcoming few years. I wish I could get all the info on the slides. I missed a lot of what Clint was talking about because he'd go back and forth. I know Toby mentioned that he doesn't follow the book. It was also a good location. I want to go back. It is much easier to attend if I plan ahead. *Edit: I forgot to mention the funding speaker - Megan Christensen. I was trying to speak to her and wasn't able to. I reached out to Jacob but he wasn't able to make it happen. She also didn't have a booth to chat to her or any employees. This last part isn't a huge deal but it would've been nice to have the guest speakers presentations in the book. If you are able to arrange that in the future, I'd greatly appreciate it!

The information shared at the seminar was extremely informative and impressively presented. I learned a lot but wanted to know more, so I signed up and have already had my first consultation. I am very impressed with their professionalism and approachable attitude. I am looking forward to the results of working with them.