Guidant Financial

"Keith Tracy is tree most knowledgeable, trustworthy and down to earth financial advisor I’ve ever met with. He helped guide me to a financial decision that wasn’t in his best interest, but was the right move for me. Excellent advice and I’ll recommend him to everyone I know!"

"I have been very satisfied in working with Guidant Financial. I would like to specifically highlight Michael Stein, who has been outstanding. You can very much tell Michael takes a lot of pride in his work. He never misses a follow-up, he is always on time, and he is also diligent, understanding, and helpful with my many questions. I would have been very much lost in this process if it wasn't for Michael's exceptional work. Thank you, Michael."

"I contacted Guidant to learn about how ROBS could help me finance the purchase of FedEx routes. Michael Stein assisted me and gave me a ton of great information, including outstanding follow up on specific questions pertaining to my situation. I highly recommend this service!"

"I am embarking on purchasing a franchise..... a very intimidating step considering all the things I need to consider, understand and learn. Doing so required some financing and I had heard there were opportunities to take advantage of my 401K without incurring any interest or charges via a ROBS, but had no idea what a ROBS is or how to go about it. Thankfully I was referred to Guidant and when I called, while I imagine all of their representatives are good, thankfully Tyler Roberts answered the phone. Tyler was patient, respectful, considerate, informative and transparent. In parallel I did some research and I did encounter an organization that offers a ROBS program less expensive than what Guidant charges. And I seriously considered saving some money by going that route. However, after a bit of contemplation I completed the process signing up with Guidant and I am very happy I did. With Guidant, I know I am with experts like Tyler that I can not only put my hands on whenever needed, but that care enough to take the time necessary to provide the type of customer service required to make these decisions - important enough to impact the rest of my life. I later found out Guidant is a full service shop, able to offer competitive financial services which will be greatly needed as I build this business - further confirmation I made the right choice. Short changing is not worthy of the path I am headed down, and I feel reassured knowing that Guidant, Tyler and I imagine all of their representatives are in my corner, helping to smooth out any bumps that may appear in this path."

"We came about Guidant Financial while doing research with best companies for small Businesses to work with regarding financing, planning and much more. We are beyond impressed with the quality of the service we have been receiving. We worked up close with Michael Stein, Alexa Nordstrom and Tina Harris. They have been outstanding when it comes to communication, assisting us with any questions/concerns we had and very patient through it all. We definitely recommend Guidant Financial because of the high caliber employees they have and will definitely do so for a very long time."