Anderson Business Advisors Avaliações 593

I have been very impressed with Mary L, our BCP Manager on Anderson Team! The level of support, knowledge, and guidance has been above and beyond! She has an extensive background in structuring and takes the time to properly guide you through the right and best advice! I am thrilled to have the opportunity to work with Mary L, Josh T, Carters P Shaunte, Krysta L, Natalia T, you are absolutely amazing!!

Samantha has been great with assessing what I need to do to move forward and sending me the necessary links and resources that will support my concerns and questions that came up in the meeting. I look forward to working with her as I begin to rebuild my legacy of financial freedom as a REI

Sam, is truly an asset to Anderson Advisors!

Thank you,
~~Dr. Saundra

I have been with Anderson business advisors for several years every time that I need help they are there to help today Rosie helped me with some information on my LLC and iwas very helpful and kind
Definitely a 5 star company with high integrity
Andrew Clement

I've had the pleasure of working with Anderson’s Advisors, and I can’t say enough about the quality of service and professionalism they provide. From the beginning, the team has been knowledgeable, responsive, and incredibly supportive in helping me navigate both business and personal financial matters.

A special thank you to my advisor, Leah Pocoroba. Leah is outstanding—she brings a rare combination of deep expertise, genuine care, and strategic thinking. Whether it’s structuring complex entities, optimizing tax strategies, or just providing sound guidance, Leah goes above and beyond every single time. She’s not just an advisor—she’s a true partner and someone I trust implicitly.

I highly recommend Anderson’s Advisors and Leah to anyone seeking a proactive and dedicated financial partner.

—Fabio De Moraes

I have been very impressed with Jun B., our senior strategist at Anderson! The level of support, knowledge, and guidance has been above and beyond! She has an extensive background in structuring and takes the time to properly guide you through the right and best strategies! I am thrilled to have the opportunity to work with Jun.

I have tried different services before coming to Anderson Business. What stands out the most for me is their excellent commitment to ensure your businesses is set up and maintained for success. We are platinum members and opted in for the concierge assistance, which was extremely helpful to our busy schedule and continued learning. Each team member we speak to offers knowledgeable experiences and reasonable advice that allows us to build confidence to move forward with major decisions within our various businesses. Anderson Business has a huge library of useful documents and learning videos that are easy to access. I like their Platinum Knowledge Room where we are able to ask attorneys and experts our questions. More than often, we get responses within minutes. I truly recommend for anyone looking into building a strong foundation for their businesses and having a team to aide you, contact Anderson Business Advisors. Big shout out to our BCP Manager, Mary Levy, for keeping us on track to the path we chose for ourselves. Thank you!

Great they handled all my questions and covered all the details more than once which is needed in some cases. Very well done.

Love Anderson ! Their team always has the resources I need to become successful in my business ventures! From asset protection, tax preparation, and gaining useful knowledge they are the team for me!

I have been doing business for multiple years, and the need to get tax information has consistently been there without any place to help me. Tax Wise is a unique and valuable source of tax information that no one provides like this. Keep doing it! It is rich of great and actionable information needed to run a sound and effective business. Thank you, AA Tax Team.

I really enjoyed listening to the webinar through a Zoom meeting. The training and the services offered are geared toward investors, real estate holders and stock traders, but would be valuable to anyone that wants to protect their assets, or mitigate taxation. They reinforced the idea to let those in your family & friends know what your wishes are through life, incapacitation, or passing.

Excellent presentation today. All presenters were extremely knowledge and prepared for today’s presentation.

Great Business Advisory firm that provides great value in everything they do. Highly recommended.

Excellent work

I really enjoy working with this company and they are constantly making improvements to help educate their clients. They also offer daily live events where you can get your questions answered. I recommend.

Run don’t walk! I don’t know who’s leaving these reviews but it does seem odd that many are rather new and appeared after I wrote mine and I have seen a lot of reviews in many forums that are poor and complain of similar experiences. I spent $12,000 on a useless membership. I should’ve trusted the negative reviews, I read and all of the red flags. When you question them, they send you in circles and then when you get serious they drop you after they’ve cost you thousands of dollars in mistakes and not one tax saving strategy explained or implemented as anybody could create useless LLCs. After I filled out a survey at their prompting, I rated it for what it was, which was a horrible experience. They asked me to elaborate my telling the truth, and perceived threat of litigation - because I was not getting anywhere with them and I was not getting any refund led to the most patronizing and degrading conversation I’ve ever had with an attorney and I only got a hold of an attorney because they didn’t like my email. Given improper returns that were not looked at properly and refused to help and said they could amend it later. I felt like I was talking to a used car salesman that was talking down to me like he was above me in every way after I filled out their satisfaction survey he kept saying “look I don’t want to get into the minutia” because if we did get into the minutia, you can’t explain yourself so the best defense is just to say you don’t want to get into the details because if you really did, you’d have to explain away things you can’t explain. But you will keep my $12,000 with no work done what appears to be an AI tax review or at best was useless because I paid for tax strategies - and except for useless LLCs I did not get what was promised. I also want to respond to the baseless below response by some unknown person, condensing my matter into a small paragraph. They violated the law by unilaterally canceling my contract without refund because I complained and threatened litigation only when I did not get what I contracted for. They blamed me for everything things that do not make sense. They offered a refund of a very small amount and still to date I have no tax strategy and now no membership because I complained that I wasn’t getting what I paid for which is my right. When you unilaterally canceled my membership, you have a duty to refund the entire amount not what you feel is fit. When I hired them in February, they absolutely said they could take on my returns and get them filed on time by October. There’s a whole blog about it even on Reddit. There’s the Better Business Bureau complaints. There is extensive reviews that mirror mine. We can’t all be wrong. The tax advisor actually said to me at the end of the conversation that he had one last thing to say, and that was I am ending this call. I begged for a error free return to be amended prior to October 15th begged for tax saving strategies or even to get my properties protected. All never completed. If you think a two year tax review that looks like it came out of AI that tells you your risk of certain areas to them is tax strategies. Well then save yourself the $12,000 and put your returns into AI because it would do a better job than what I received. It appears on taxes at best they farm your stuff out where I’m not really sure. You’ll be put in an endless loop of circles and how dare you keep $12,000 for creating three useless LLCs and providing not only no tax saving strategies but actually costing me the most taxes I’ve ever paid.

Super happy so far as a new customer of Anderson Advisors. Feels amazing to have such a big team of professionals on my side to help guide me on my business journey.

Anderson Business Advisors has been such a pleasure to work with. They provide an exceptional amount of value, way above the cost. I am utilizing the platinum knowledge room and all of the information they provide almost on a daily basis and their knowledge on all of the subjects I've asked questions about has been superb. Personally, I have asked questions in areas of Taxes, Investments, Corporate Structures as well as Non-Profit Setup. They have provided knowledgeable and timely responses to all of my questions and I couldn't be more pleased with their services.

To be honest, Sara Winter has been a complete jewel and very informative and covers all the details. She is definitely an asset to the Anderson team as we would be lost in what we are doing without her. Valuable key asset to Anderson.

I've been thoroughly impressed with Anderson Advisors and their unparalleled Platinum Experience. Their question submission and knowledge room services are truly invaluable, providing me with the ability to have even the most complex questions answered promptly. This rapid turnaround is critical for making informed management decisions and scaling my business effectively.

What sets them apart is their platinum service features—questions that would typically take weeks or even months to resolve elsewhere are answered in just minutes here. Anderson Advisors has truly redefined efficiency and support, making them an indispensable partner for any forward-thinking business.

I wholeheartedly recommend Anderson Advisors to anyone seeking a proactive and innovative approach to business management.

Presenters were professional, customer focused, witty, & well informed. Wonderful classroom environment!