Great experience, saved me lots of money I had a great experience with Nectarine, first we talked about my life and goals and then I was able to screen share my accounts to show my financial situation. The advisor gave me advice on how to optimize and answered all my questions. I had just left a job and he talked to me about the pros and cons of rolling over my traditional and Roth 401k and HSA, giving me the confidence to do it myself. He didn't try to push any additional products or services on me and was very friendly. The advice will probably save me thousands of dollars over the next few years.

This is worth the price. This is worth the price. We have a pretty good understanding of investing but had some specific questions. We could have spent hours googling and researching the topics, but in one hour with Shane we were able to work through all our questions. Shane meets you at your level of understanding and doesn't hash through the basics of you don't need the basics. There were a couple concepts I struggled with so we took more time on those, it was great. He keeps the pace up so he can help you with as much as possible within the hour. We pulled up our Vanguard account and learned how to calculate tax on capitol gains and talked about life decisions. Shane would present options and go over the pros and cons of each one and let you make the decision. He provided follow up articles on some of the topics we covered. Can't recommend this enough, and it was so reassuring to know we didn't have to keep our guard up to not be sold a product.

Exceptional.!! Shane and his team demonstrate an exceptional level of expertise in the realm of financial literacy. I strongly recommend their services!

My experience with my advisor was… My experience with my advisor was excellent! It was so helpful to discuss with him about my finance, rebalancing my portfolio, what decisions to make now and in the future. Now I know what to do and I can take actions with confidence.

I cannot recommend Nectarine enough I cannot recommend Nectarine enough. I spent several years researching and trying to find a financial advisor that wasn't affiliated with a specific financial institution (and as a result trying to convince me to have them manage my money), and that really didn't exist before Nectarine. I was looking for investment advice personally, and as a small business owner, and my advisor went above and beyond to help me get everything set up and answer all of my questions. And since they're not affiliated with any bank, I was confident that they weren't trying to put their interests before my financial interests. Between answering specific investment and savings questions, educating me on various retirement investment rules, and guiding me on how to set up specific accounts, I am so much more comfortable with my financial setup. I will be coming back to Nectarine again and again!