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... Toon meer
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Lees wat reviewers zeggen
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,... Toon meer
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... Toon meer
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
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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 april 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 april 2026
Nick is wonderful
Nick is wonderful. Informative and knowledgeable.
17 april 2026
Review zonder uitnodiging
Kim is wonderful and is helping us…
Kim is wonderful and is helping us reach our retirement goals. Thank you!
16 april 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 april 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 april 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 april 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 april 2026
Review zonder uitnodiging
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 april 2026
Great experience
Great experience. Todd was very transparent with us and was super kind.
16 april 2026
Review zonder uitnodiging
Jen made everything clear and concise…
Jen made everything clear and concise and made sure our questions were answered. She’s awesome!
16 april 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 april 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 april 2026
Great partner
Nick is smart and patient. Always ready to help us understand complex items and listening to our questions and concerns.
14 april 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 april 2026
We felt Nancy understood our goals and…
We felt Nancy understood our goals and was eager to work with us!
14 april 2026
Review zonder uitnodiging
Bryant was professional
Bryant was professional, friendly, and knowledgeable. Bryant made sure I understood everything we discussed.
14 april 2026
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