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Verified
5/5

2015-09-03

"The entire process for my 401k rollover went extremely well. Keith Tracy provided complete detail of what I should expect. The support team including my assigned attorney Alison exceeded my expectations as they always were available and ensured I understood the process and assisted me as needed. I feel confident in referring friends and associates to Guidant as I am confident they will receive the same experience as me."

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Verified
5/5

2015-09-03

"I would not have been able to purchase my business without Guidant's 401(k) financing assistance."

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Verified
5/5

2015-09-03

"Even though I am a CPA and an Attorney, I still felt it best to utilize the skills and experience of Guidant Financial to finance my business. They guided me at every step to make sure I didn't make a mistake, and my outside counsel is wonderful. You get to speak with an attorney once a year, free of charge, if you have any questions or concerns that a guidant representative cannot adequately answer. All in all, I am very pleased with the product."

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Verified
5/5

2015-04-22

"The ROBS setup process is very complicated, but I really appreciate how Emma was there every step of the way to answer all my questions. "

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