Anderson Business Advisors レビュー 593

A True Partner in Building Wealth and Security

Jacob Reide has been more than a Senior Business Advisor — he’s been a trusted ally, guiding my family to protect our assets, reduce taxes, and create a lasting foundation for generational wealth. While there have been ups and downs, Jacob has consistently stepped in with steady guidance and unwavering support to help us navigate every challenge. He is responsive, deeply knowledgeable, and genuinely invested in our success. Jacob takes the time to understand our goals, explain every option clearly, and ensure we feel confident in each decision. I truly appreciate his time, his kind words, and the lasting impact he’s made on our future.

My experience with this company has been outstanding. From day one, they have provided me with a solid structure, and I greatly appreciate their professionalism and communication. They have been excellent at guiding me as I expanded my wealth plan this year, offering clear next steps. I also value the free YouTube videos they provide. I look forward to attending the Anderson workshop in Las Vegas.

It's a wealth of information to process.

From Employee to Entrepreneur: How Anderson Advisors Made the Transition Seamless

Making the leap from W-2 employment into entrepreneurship is like stepping into a completely different world. As an employee, I had the comfort of pre-built systems, support staff, and a steady paycheck. Once I became an entrepreneur, it was on me to build everything — systems, strategy, support — from the ground up. It was exciting, but also incredibly overwhelming.

What made this leap not just possible but sustainable was the Platinum Portal Service from Anderson Advisors. Over the past two years, their guidance has been instrumental to my growth and peace of mind as a business owner.

With the Platinum Portal, I have access to a full support team, including:

• Administrative assistants who walk me through setup and compliance processes

• A business advisor who helps me make informed decisions

• Attorneys who understand the legal nuances of entity structuring and business ownership

One of the most valuable components is their weekly Office Hours (every Friday, 9:00 a.m. to 2:00 p.m. Pacific, via Zoom). These sessions include presentations, live Q&A, and even private breakout rooms for one-on-one consultations with an attorney when needed.

The platform also provides:

• A central place to submit and store Meeting Minutes and important documents ("My Documents")

• A Q&A Portal for legal and business structure questions

• Access to a library of online courses and training videos

Yes, there’s an upfront fee of a few thousand dollars, plus a monthly subscription (under $100). But I can say without hesitation — it’s been worth every cent. The support I receive is personalized, consistent, and incredibly effective.

Just this past Thursday [July 31, 2025], I needed to set up a complex structure for a real estate investment: one LLC to own the property, and two Wyoming LLCs to serve as holding entities. I reached out to my Anderson team — and within the same day, they had the two Wyoming LLCs formed and had already begun the process for the property-holding LLC. Fast, precise, and handled with confidence.

This is just the latest example of the outstanding service I’ve come to expect from Anderson Advisors.

Thanks to them, the transition from employee to entrepreneur has been smoother, smarter, and far less stressful than I imagined.

Mary Levy is the best! I’m a very satisfied client! Anderson law group is quick to respond and provided clear, professional guidance on both legal and tax matters. Their expertise and attention to detail made a potentially stressful process feel smooth and manageable. I truly appreciate their responsiveness, thoroughness, and the confidence they show. I would highly recommend Anderson to anyone in need of reliable legal business or tax advice and services.”

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.

⭐ Client Testimonial – Darlene Y. R. Johnson

I’ve been a Platinum member and client with Anderson Business Advisors since 2017, and I can truly say their service has been exceptional. Since 2018, they’ve handled my taxes and helped me with asset protection and other business services. I also enjoy learning from their Tax Tuesday sessions when I’m able to join.

I want to give a special shout-out to Ms. Caitie Glass, my Client Tax Representative. Her communication, kindness, and professionalism really stood out. She went above and beyond, and that personal touch made all the difference for me. I’ve worked with some great coordinators in the past, but Caitie was truly special.

Thank you to the entire Anderson team for continuing to provide high-level service and support!

Darlene Y R Johnson

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!

Debbie has been helping me to setup our Profit Sharing pension and she has been great every step of the way Always available to answer all my questions.

This company knows there business better then anyone else I have found. They provided a FREE seminar that was packed with information about structure and tax benefits with in each structure presented. HIGHLY RECOMMENDED!

Recently attended the Structure Implementation Workshop. TONS of great information that really helps put lots of the pieces together. the four presenters, Carter, Samantha, Jason and Josh with great very informative in a fun way that was anything but boring. Thanks Anderson Team!

My wife and I setup a trading structure, solo 401k, living trust and personal residence trust. Anderson is very experienced in legal and tax scenarios and is the only company I've found that could put the whole system together and know how one entity can complement and benefit another. They are an excellent resource for asset protection and legal tax minimization.

I have been with Anderson for few years now. I find very helpful tools, education and forms on Anderson's website. My business continuity manager is Alfonso Andino, he has been so helpful keeping me on track with compliance! I highly recommend.

You can really see how genuine Toby and Clint with their passion to help us out with our taxes, asset protection and legacy contributions. Truly proud to be enrolled with one of their programs! Kudos to the whole team as well, Ryan, Josh, etc.