Facet Omdömen 769

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.

Sarah was really knowledgeable and patient with us!

Our precious financial planer moved on to another role. Our new planner, Loren, was able to quickly put together the financial scenario that I had questions about, and seemed to have a great deal of background knowledge of our situation prior to our first meeting.

Zach did a great job asking the right questions to understand our future financial planning goals. This was important to us to feel comfortable that we are taking the right steps and taking a holistic view towards our goals.

Anna was really nice and knowledgeable. I think I will really like working with her.