Facet レビュー 773

Brandon is very personable and seems knowledgeable. A concern is his years of experience and if FACET has a Team to assist when guidance is needed. Hoping that Facet does not have a cookie cutter approach since every investor has unique circumstances.

Nick is wonderful. Informative and knowledgeable.

Kim is wonderful and is helping us reach our retirement goals. Thank you!

Zach was great to talk with. He listened to my goals and concerns and is helping develop a sound financial strategy.

We just started working with Nick Cosentino, and it’s been a game changer. He is incredibly knowledgeable and professional, and took the time to understand our entire financial picture and goals.

Competent, realistic and useful guidance in financial matters delivered by a very user friendly advisor. Only downside is not being able to consult by phone as needed. Zoom meetings and e-mail are only options.

Sammie was great. She was patient with us as she got to know us and in allowing us to understand ourselves and our future. We feel as we now have a partner going forward the our road map.

Evan discussed everything with us and answered all our questions. Love that we're not in a set specific anything, we have a way out in cases of emergency.

Great experience. Todd was very transparent with us and was super kind.

Jen made everything clear and concise and made sure our questions were answered. She’s awesome!

Enjoy working with Zack, we had different ideas on how to invest and we worked towards a good middle ground

Fantastic first planning meeting. I felt she really listened and understood what my goals were and had solid suggestions. Looking forward to working on my plan with her guidance.

Nick is smart and patient. Always ready to help us understand complex items and listening to our questions and concerns.

Great service Great partnership

Mark was very congenial, easy to talk to, and gave us confidence that we will be able to move forward successfully.

She did a great job.

We felt Nancy understood our goals and was eager to work with us!

Bryant was professional, friendly, and knowledgeable. Bryant made sure I understood everything we discussed.

Nancy has been very responsive and is working very hard to answer our (many) questions but we were both having some technical difficulties. Zoom at our end and she was having trouble with the Facet system at her end.

Off to a great start! I'm moving from a traditional AUM advisory model to Facet and the experience has been refreshingly smooth and easy so far, from onboarding to the first planning call with Sarah, my CFP. Feeling like I'm in good hands and will get plenty of value from the flat fee model.