Anderson Business Advisor’s provided me with proper assessment, planning, implementation and evaluation of my personal and business finances. They have qualified people that have helped me with the following:
1. Trust and Estate Planning
2. Corporate Structuring
3. Retirement and Wealth Planning
There expertise in education from live events, to live-stream, and Tax Tuesday’s is invaluable. What attorneys do you know that offer their time to educate clients. I appreciate there consultations and document review as a platinum member. I’m extremely, relieved in knowing that if anything ever happened to me my family has one place to call, that has all my documents.
Review by Jakwan2 months ago
Terrible + unethical company. If I could give zero stars I would. If you own and run a business and you care about the success and health of this business DO NOT under any circumstances use Anderson Advisors. They are absolutely terrible. They F#%*ed up my books so badly; they were constantly late with bookkeeping; they changed my bookkeeper every 2 to 3 months and every time the new person completely dropped the ball and did not take the time to learn the nuances of my business; and they completely failed to be accountable and responsible for all of the problems they created. My books were so poorly kept that I was routinely making decisions about my business based on erroneous and error filled books/financial numbers. They cost me an enormous amount of time and money. And their services got progressively worse as time went by. I tried to work with them to correct all of their issues, and when I did so ... get this .... they blamed me for all of their terrible mistakes and poor work product. They literally wrote to me in an email that it was my "fault". It's a wonder that AA didn't drive me into bankruptcy. I think their behavior in our professional relationship was terrible and unethical and most likely illegal. Like I said, find a company to manage/advise on your finances that is anyone but Anderson Advisors. Learn from my mistake.
Review by Kevpeg1 year ago
Not being familiar with the way LLC,s Land Trust, etc. work I'm in a Learn-As-You-Go mode. Roberta Hubbell has been invaluable in helping me to get timely answers to my questions. Anderson's support team is terrific. I wouldn't want to try this without it.
Review by Malware2 years ago
This is a full service company, as an investor in real estate I have so many needs. It's great to get it all handled through one company. They have, and continue to hold my hand through the whole process of forming a company that protects you and will become a long standing, well founded entity. The staff and Attorney's have truly opened my eyes through there continued educational workshops. God send, that's who they are to me... I am now a legitimate, fully protected company with an amazing future on the horizon.
THANK YOU ANDERSON YOU TRULY ARE TOP KNOTCH...
Review by Johonna3 years ago
If I could, I would go for at least 7 Stars out of 5 - for the Exceptional Service I have had from Ms. Roberta Hubbell, as well as Mr. Seth Perlman, and the few I have talked to on the phone) with a Minimum of 7 Stars Out of 5
I have only been a Client for a very short time, barely a month, but in that short time I have always had:
My Phone Calls Returned
My Emails Replied to
I have always been Pointed in The Right Direction
I have Found The website Very User-Friendly
I have Found The Webinar Videos very helpful as well
I hope to continue doing Business with The Anderson Advisor Team (especially with Ms. Roberta Hubbell, Mr. Seth Perlman, and any of the other Good Pleasant People in the other Areas of Work)
I hope Anderson Advisors continues to do the Excellent Work as it has done with me in the Future yet to come.
Review by Karandach3 years ago
Cecelia was personable and answered my questions In a forthright manner
Review by Wvmaine3 years ago
Joe is an asset to the company & has done a great job of giving me gentle reminders as well as personal attention. I don't feel like "just another number" & "lost in the crowd" anymore because him. Thanks Joe!
Review by Cheryse3 years ago
Anderson prepares my personal and my business tax returns for three entities (LLC, LP, and C-Corp). They provide assistance in maximizing the tax advantages that I receive from my corporate structures and understand the interaction between the entities in a way that most CPAs do not. They operate remotely using secure file upload and retrieval services, which is convenient and efficient. Their services are more expensive than other alternatives, but the investment is worth the cost because of the specialized nature of the services.
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