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 app... Ver mais
Embora não verifiquemos afirmações específicas porque as opiniões dos avaliadores são pessoais, podemos marcar as avaliações como "Verificadas" quando for possível confirmar que houve uma interação comercial. Leia mais
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Veja o que dizem as avaliações
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,... Ver mais
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 onl... Ver mais
Jon, has explained all services clearly and established a good rapport with us. He instilled confidence and we are pleased so far with our FACET journey.
4,8
Excelente
775 avaliações
Respondeu a 65% das avaliações negativas
Normalmente responde dentro de 2 semanas
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Jon April Meeting
Jon, has explained all services clearly and established a good rapport with us. He instilled confidence and we are pleased so far with our FACET journey.
16 de abril de 2026
Gary is easy to work with and supportive
Gary is easy to work with and supportive
17 de abril de 2026
First review with a Facet CFP
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.
17 de abril de 2026
Nick is wonderful
Nick is wonderful. Informative and knowledgeable.
17 de abril de 2026
Avaliação não solicitada
Kim is wonderful and is helping us…
Kim is wonderful and is helping us reach our retirement goals. Thank you!
16 de abril de 2026
Great first step
Zach was great to talk with. He listened to my goals and concerns and is helping develop a sound financial strategy.
15 de abril de 2026
First planning meeting a huge success
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.
15 de abril de 2026
Glad to Be A Client
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.
16 de abril de 2026
Sammie was great
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.
15 de abril de 2026
Avaliação não solicitada
Great planning team
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.
16 de abril de 2026
Great experience
Great experience. Todd was very transparent with us and was super kind.
16 de abril de 2026
Avaliação não solicitada
Jen made everything clear and concise…
Jen made everything clear and concise and made sure our questions were answered. She’s awesome!
16 de abril de 2026
Enjoy working with Zack
Enjoy working with Zack, we had different ideas on how to invest and we worked towards a good middle ground
15 de abril de 2026
Fantastic first planning meeting
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.
15 de abril de 2026
Great partner
Nick is smart and patient. Always ready to help us understand complex items and listening to our questions and concerns.
14 de abril de 2026
Mark was very congenial
Mark was very congenial, easy to talk to, and gave us confidence that we will be able to move forward successfully.
14 de abril de 2026
We felt Nancy understood our goals and…
We felt Nancy understood our goals and was eager to work with us!
14 de abril de 2026
Avaliação não solicitada
Bryant was professional
Bryant was professional, friendly, and knowledgeable. Bryant made sure I understood everything we discussed.
14 de abril de 2026
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