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Guidant Financial
1100 112th Ave NE, Bellevue, WA 98004, United States
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Guidant Financial

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Re
Review №1

Great service. I would highly recommend them.

PA
Review №2

I love to read reviews, but I typically do not write them. My experience with Guidant has indeed been outstanding. From my first call, I felt very optimistic about my decision to contact them to discuss the possibility of financing a business. Professional, organized, knowledgeable, experienced, patient, and attentive have been demonstrated along the way by every Guidant individual. Many thanks to Scot, Michael, Navid, Jennifer, and Shelby. It is reassuring to know you are all there as I continue my journey.

Em
Review №3

Guidant Financial has helped many clients over the years thoroughly explore financing options, strategies, and has empowered them in safely and successfully pursuing business ownership. They are highly professional yet very personal in understanding this is a major decision. Lexi Ingraffia is fantastic and I will continue referring clients to Guidant with confidence.

Da
Review №4

As a new business owner getting started there are many many questions and details involved. Without the assistance of Brian and Alex from Guidant I would have been completely lost. They saved me from delaying my opening, duplication, and unnecessary paperwork to the state and IRS. They also steered me to other services that are going to benefit my business and my productivity. They were professional, patient, great listeners, and made sure I understood. I would highly recommend their services.

To
Review №5

You can tell a first-class organization by the quality of its customer support, in this instance Rachel Weeks, Account Representative 2. She coordinated the efforts of 3 Guidant departments to resolve a complex problem related to SBA loan documentation for our corporation within an incredible 48 hours. Ms. Weeks proved to be a problem solver with excellent communication skills who thoroughly understands the company’s operations. With staff like her, we give Guidant Financial our strongest recommendation.

Ma
Review №6

I have left them 2 voice-mails regarding wanting to set up a new 401k account. Its been several weeks with no response. If this is how they handled potential new clients then I can just imagine how horrible the service is once they have ones business. Thanks for not calling me back, and saving me headaches. I will be taking my business somewhere else.

Ch
Review №7

With Guidants critical assistance, I formed my corporation in 2007. 14 years later they are still an integral component in my company. They are professional, knowledgeable and eager and pleasant to work with. I am currently entering into a 4 year plan to transition my company to new ownership and they are still here with me working on business valuations and giving guidance on the best way to proceed. I give Guidant a lot of credit for the success of my company and have recommended them to everyone Ive met that was looking into forming their own company

Mi
Review №8

I recently had a minor issue with Guidant, but it was resolved to my complete satisfaction. Overall, I am very happy with the service they provide during the 17 years that my company has been a client.

Wa
Review №9

I was introduced to Guidant by a transition coach who was helping me transition until business ownership, and my experience has been nothing but positive. The level of professionalism, expertise and customer service go above and beyond. From day one to end of the process, every person assigned to walk me through the process(Steven, Brian and Shelby) assured me we were in this together. Thats so important when you feel like a fish out of water. I will be recommending their services to others in need of guidance.

Da
Review №10

Micheal and his entire team have been amazing. They helped me to start a new business during the pandemic. They were there for me with innovative and creative ways to find funding during this very challenging time. I know that I would not have been able to accomplish what I have without Micheal. He has personally invested himself in the well-being of my new venture. He sent me referrals that lead me to the right people to help get funded, while patiently explaining the Rollover process that made it all possible. I can never THANK this amazing team of hard working, behind the scenes people that make it all happen!!!! Your every day work helped to make my dreams come True!True Rest Float Spa - Vacaville CA

Ro
Review №11

As a person that has trained teams to provide the gold standard of customer service let me just say that Guidant Financial sets the bar very high. I am 100% pleased with the effort, engagement and attention to detail that Ive experienced with the various teams at Guidant. I was a major skeptic when I first reached out to this company but now I am very confident in recommending them. Guidant has a smooth system that is operated by people that are patient, caring and, above all, invested in my success.

Ka
Review №12

Business Startup) account/corporation which allowed us to pull our 401k out and invest it in ourselves without penalty. They were nothing but professional and we cannot thank them enough. Not only did they help us get our corporation set up in short order, they referred us to a great accounting firm that fit nicely with our needs. If you want to access your retirement funds without penalty and have the money you need to get your business started, call Tyler Roberts at Guidant and tell him Karl sent you!Karl CampbellThe Cabins at Cloudcroft

Tr
Review №13

I called Guidant for guidance in using the ROBS act to fund my new business. After talking to their reception counselor, I was contacted by Keith Tracy a ROBS expert! He gave me way more valuable information than I ever imagined. He gave me this information at the detriment of being able to do business with me to start my business. Long story short, he showed me a provision in the Cares Act that would enable me to fund my business without incurring debt nor the restrictions of a C Corp and the ROBS act. Thanks again Keith and Guidant for saving me from what could have been a nightmare situation!

Bo
Review №14

Working with Guidant Financial for over a decade has been the most rewarding franchise relationship I have had The professionalism in that office is second to none, but the fact that it never waivers and every obstacle is met with a smile and solution is simply mind blowing. The team at Guidant has played a key role in financially positioning a number of my franchisees for success over the years. Together, we continue to raise the bar on how organizations can collaborate to guarantee the end user( the client) has a rewarding experience. It is an understatement to say ..... they are as good as it gets in the lending/funding space.Home Helpers Home CareAsst. Vice President of Franchise Development

Jo
Review №15

It has been an absolute pleasure doing business with Guidant Financial. They do very well at making sure you have all off the information necessary to navigate the process, and keep you informed throughout each step. I am a person who questions everything and Shelby Marker has been there to help me out each time I have called. I would definitely recommend Guidant Financial to friends and family.

St
Review №16

Choosing Guidant as our financial partner was one of the best decisions weve made! After working with other lenders over the years, we finally found a true partner! Allison, Beegees and the rest of the team are committed and knowledgeable professionals in every sense but have the personal touch that makes them set apart! They nurture, educate and guide our potential candidates through the process of finding what option works best for them. I always feel confident when introducing a candidate to them that they are in great hands and the lending process will be super easy. They never disappoint!

Je
Review №17

I was a total rookie when I decided to start a business. I had no idea what I was doing, but I did a ton of research and decided to use Guidants services for funding my small business. It was a great decision, and they were extremely helpful every step of the way. I highly recommend their services.

Jo
Review №18

Collaborating with Beegees Hebert and the team at Guidant Financial over the years has been both meaningful and a privilege. I can only say good things. The team is highly responsive, consistent, supportive and truly wants to see entrepreneurs thrive! An incredible team of professionals!

Ki
Review №19

It is always a pleasure to do business with the team at Guidant Financial. The professionalism, product knowledge and customer service they provide to our Nestle Toll House Cafe by Chip Franchisees is always spot on. We look forward to doing more business with them in the future.

Re
Review №20

Opening a business can be an extremely daunting task! Having a team of professionals like Guidant Financial on your side to assist with the launch of your business is vital! Communication and professionalism has been top notch in all areas as they have provided clarity and guidance during all phases of the process! Despite being a complex process, partnering with Guidant Financial has definitely lightened the load! Very consistent team across the board!

Je
Review №21

Guidant Financial has been a great partner for our organization and franchise family for quite some time. Bee Gees is my main point of contact and she is always quick to respond, genuinely happy to help and knows her stuff. I would recommend Guidant Financial to anyone looking for a financial/lender resource.

Ch
Review №22

Worked with Michael Stein to create a ROBBS structure. Incredibly knowledgeable, professional and timely. Then I worked with Navid Kashi for onboarding and had the same level of amazing service. Great service is hard to come by these days. Guidant is getting it done! Thank You

Ro
Review №23

This is the best group in franchise financing I have seen. My candidates and I always love working with the folks at Guidant. They will find a solution unique to each persons needs.

Pa
Review №24

Keith Tracy and the entire team helped me walk through the entire rollover (ROBS) process. It is a long process as individuals explore options... they were very patient, followed up/through and remain with me.Very helpful answering questions and willing to speak with anyone at any time during your journey.

Ro
Review №25

I got a pen from here, very nice solid metal with real wood grip.

Ma
Review №26

From a consultant and franchisor viewpoint, the team at Guidant is a pleasure to work with. They provide a quick turnaround on services and communicate flawlessly with clients. Their consultative approach to financing is much appreciated. Highly recommend!

Se
Review №27

Great team who is always helpful and a true pleasure to work with. They do a fantastic job connecting our Franchisees with the right funding sources that help them achieve their entrepreneurial goals.

Pa
Review №28

I work with the #1 pool supply franchisor in the U.S. and have recommended Guidant several times to my clients. Beginning with Beegees Hebert, their staff has been wonderful working with my prospective buyers. Very professional and thorough. Their expertise in this field is second to none.

Vi
Review №29

Beegees and the team at Guidant have always provided excellent service to both me and my candidates seeing financing. Very good at what they do and great people to work with...

Ne
Review №30

It has been a pleasure getting my business setup using ROBS and Guidant Financial. They have answered every question and have expedited all steps of the process for me. I look forward to continuing to work with them on a regular basis as my business moves forward in its growth!

Br
Review №31

Ive had a great experience with Guidant Financial. Michael Stein and Matt Hoops were amazing to work with. I was looking for an option after retiring from the Corp. life. Leveraging my 401k was a great way to create a revenue stream. The process was fast and thorough. I would recommend this to anyone. Do your research on the right business, then they take over and complete the process. I actually went in one direction to start a business and decided to change. They give a certain amount of advice as well. Still your decision, but it helped me greatly. Theres always a cost and when you use the best it does cost. Well worth it.

Ti
Review №32

Working with Allison and team has been the best experience! They are super friendly, efficient, and innovative. Make sure you check them out!!!

De
Review №33

I personally used Guidant about 8 years ago to roll over my IRA to fund real estate rental property purchases. It was a great experience. I have since purchased several more properties through the revenues generated through this venture.My franchise consulting organization recommends our franchise prospects to look at Guidant as one of their funding options. Over the past several years I have had over 2 dozen prospects use Guidant as their funding source. To say I am pleased would be an understatement. They have always been informative, professional and have guided prospects through the very emotional process funding process. Keep up the good work!

Ja
Review №34

A great concept. Remember when you do business with a company that provides ROBS services, that they literally hold your future in their hands. If they do as they are supposed to, things are great. However, if they do not, it could lead to complete and total financial ruin and take out your lifes work, retirement, and business in one fell swoop. I think a little inter-office training about the gravity of the services that they provide, on a regular basis, would make Guidant a better company.

Je
Review №35

Beegees and Guidant are great to work with. They make doing business with them easy.

Ja
Review №36

Great company to help finance a business. From education to final lending, they have the complete process to help you!

Ir
Review №37

To Stefan Houot and all Support Staff,I would like to express my sincere thanks and appreciation for your help and guidance during this last reporting period.You calmly listened to our call for help, provided us with detailed explanations and instructions on how to move forward with our reporting. Your explanation of the Guidant process was detailed enough for us to understand and to appreciate its complexities.Most important was your follow up and communication of the status of progress being made. This really put us at ease, gave us confidence, and resulted in our 5500 submission being on time.To Guidant Record Keeping and 401K Administration.I would also like to express my sincere thanks and appreciation to all the staff of the Record Keeping group and 401K Administration group for their immense patience taking my calls, answering my questions and providing step by step instructions on the various tasks I needed to perform.Thank you all once again,

In
Review №38

Guidant Financial has been a phenomenal group with which to work. They walked us through the entire process of setting up our 401k and C-Corp. We have had positive experiences with every element of working with them over the course of the past year and a half. We want to give a special shout-out to Andy in customer service for reaching out to help us walk through the filing of our form 5500 which was problematic for us as a first time filer. This is a great company and wed recommend them (and have) to everyone who would benefit from their services.

Br
Review №39

Guidant took very good care of me at the first. Once they had me it turned into a nightmare. Value added for my monthly record keeping/administration fee is worth maybe one monthly charge. When you have a question it is almost impossible to get a hold of a live person. You can leave a message, but if they call you back it may be a week later. Then when it comes to filing the information for the annual form 5500, the online system has never worked once in the years Ive filed. It ends up locking me out and I have to complete the process over the phone (good luck) and emailing documents. I can honestly say that one of the most frustrating parts of running my business is dealing with Guadant Financial. I would never recommend anyone use their services. Brent Mullins. Mullins Commercial Holding, Inc.

Da
Review №40

Guidant did a great job helping me get my business started.The entire process was very easy to navigate and the attention to detail and customer service was outstanding.I highly recommend them.

Ja
Review №41

Nita and the team at Guidant are absolutely incredible to work with! They have helped so many of my clients achieve their dream of business ownership with the perfect loan product. And the process is always fast and straight forward. I look forward to many more years of working together with Guidant and know that my clients and I can depend on them to provide excellent funding solutions.

Li
Review №42

Excellent Company to Partner with. Very thorough and helpful throughout entire process. Would highly recommend Guidant Financial.

Ro
Review №43

The professionals at Guidant have been doing a tremendous job for our candidates at Big Frog Custom T-Shirts for years, providing sincere and trustworthy advice and assistance with SBA lending, retirement rollovers and other funding solutions. They walk borrowers through each step of the way until the funding is complete and are especially good at communicating throughout the process. The franchise companies I have worked with have used many different lenders and loan facilitators over the years and I never hesitate to suggest using the great folks at Guidant!

Ra
Review №44

This is the most helpful company. they know the answers to your questions, they know how to utilize the process... they know what they are doing and its a easy guided process with guidant. i couldnt recommend them more. i recently spoke to Shelby over the phone to help me answer a few loose end questions i had and she knew exactly what i needed. and so is the whole team! you guys rock! i utilized the funds to start myself and family a franchise.

La
Review №45

I have had the pleasure of collaborating with Guidant Financial in a professional capacity for over 7 years now and I can only say good things about their team. Courteous, professional and knowledgeable. If you are looking for capital for your business, Guidant could be a great fit for you.

Da
Review №46

Whether youre using a ROBS or not, give these guys a call. I couldnt be happier with the services theyve provided and the services they offer after the sale

H
Review №47

Investing 401(k) in the business with Guidant’s help was like having someone hold your hand through out the process. I look forward to the same experience moving forward.

Ch
Review №48

I cannot say enough good things about Guidant Financial, seriously!! I used them a few years ago to start up a business and they were very helpful, competent and took care of everything for me, made the process very simple. Ultimately my business failed miserably and I had to close up shop in 2015, thought the nightmare was over, but a few months ago I received a frightening notice from the IRS that I had not filed my final form, completely my fault and an oversight. So I called Guidant with the faint hope that they would still be willing to help me, even though I had not been a client for a few years, and the kindest gentleman in the world named Peter went above and beyond to help me...he walked me through every step, gave me advice, and settled the entire matter for me in a way that was beyond any help I have ever received before from any company Ive ever dealt with. I will be forever grateful, thank you so much!!

R
Review №49

Guidant is very professional and every team member knew there task. They are there every step of the process. I would highly recommend them. do your research but you will use Guidant.

Ta
Review №50

This group is top notch - very efficient and they take good care of my clients. Along with providing me good updates and feedback during the process! Keep up the good work!Tara MerchantFranchise DeveloperHandyman Connection

St
Review №51

There was an issue which arose as a result from a business I was buying falling out of escrow. Nevertheless, I was thrilled with their Director of Client Services and how quickly and professionally he addressed the situation and created the appropriate options to move forward again. We are working through the options, moving forward together and am looking forward to continuing to work with Guidant.

Je
Review №52

Where do I start…Simply amazing customer service, attention to detail, responsiveness, professionalism…Guidant Financial has been responsible for funding many of our 9Round franchisees.They are my GO TO source for all things related to funding a franchise venture.Simply put, I tell all of my candidates that “if Guidant cannot get you funded… no one can”!!BOOMJeff MathewsSVP Franchise Development9Round

Ga
Review №53

I used Guidant for a rollover business start up (ROBS) and for annual reporting for most of the past 8 years. They have been phenomenal to work with and I highly recommend their services if you are contemplating going this route to start a business. They have saved me time, money and most importantly, offered peace of mind.Recently I had an issue with the IRS (mostly my fault) and when I went to Guidant for a resolution the account representative I was working with, Skye Ansbach, dug into the issues, researched my case and got the team in action. Thank you Skye and the entire Guidant team who worked on my behalf! These people know what they are doing with these types of business start ups.

Jo
Review №54

Guidant Financial has been exceptional to work with. They have been very attentive to my candidates and their expertise particularly in 401K rollovers has given many of my candidates access to funds to pursue their dreams that they otherwise would not have. Allison, Beegees, and the crew are first class professionals.

Ma
Review №55

I am a sales person for one of the fastest growing franchises in the country. I get contacted almost daily by the many companies that say that they provide services similar to Guidant. I ONLY refer people to Guidant because there is NEVER an issue. They do what they say they are going to do! With my reputation on the line, I can confidently refer them to Guidant and Beegees Herbert. She may have a funny name, but she is the real deal.....cute, too!

Ha
Review №56

I would like to thank David Nilssen, Jeremy Ames, and his team for their speedy and professional services. They performed a business evaluation for me. It was perfectly and expertly done within a week. Their courteous team was really easy to work with. I highly recommend Guidant Financial for your Small Business Finance needs and also for your business evaluation.

Da
Review №57

I am actually giving Guidant Financial zero stars. Absolutely do not use this company; you will regret it. When I signed up with them back in 2005, they seemed to know what they were doing. I never had any issues until I closed my business at the end of 2015 and began the termination of my corporations 401k plan in early February of 2016. Here it is April of 2017 and they still have not completed the process. I will be filing a complaint with the BBB and any other entity I can think of.

Pa
Review №58

Here at Wild Birds Unlimited, we have worked with Guidant Financial for over 7 years to help our franchise candidates obtain financing to reach their dream of owning their own business. Guidant has been a wonderful financing partner to Wild Birds Unlimited and we could not be happier with their customer service.

Pi
Review №59

Guidant has been really helpful in securing financing for partners in Pinots Palette franchise. They are great communicators and quick to follow up and very knowledgeable. If you want guidance on SBA lending, 401K rollover, check out this team first. Top notch!

Mi
Review №60

The Guidant corporation is a boon to individuals looking to realize the dream of becoming business owners. They place a big emphasis on education out in the marketplace and have a solid process to help prospective business owners evaluate the best financial instruments to fund their business needs.

Ar
Review №61

It was the best choice I made by choosing Guidant for this complicated process. They are there for you all along and answer all the questions patiently and professionally. The ROBS was a success and I not for a moment did regret choosing Guidant.

Mi
Review №62

I have been a customer for 8 years+. The inititial set up was great and the support was good for a few years. Unfortunately, they dont seem to be able to adequately support their customer base. Year end reporting has been a very slow with many issues. Their advice has been terrible, even advising me incorrectly on items that could cause IRS action. Recently, they raised the price over 10% for this poor support. I am not satisfied and would change service providers but it is difficult and expensive. Choose carefully!

Em
Review №63

I find it disheartening that so many client issues can be drowned out by people that financially benefit from working with this company. If you look at the actual customers of this place, you will see many clients are not happy. Definitely not 4 stars. 90 percent of the positive reviews of from people that are not even their clients and that they asked to post a good review. They are referral partners that just want to see a client funded. They don’t know or care about the ongoing service that is provided. Disappointed in seeing a company use this tact to cover up real issues.

Ga
Review №64

No accountability and extremely poor customer service. They drum up additional fees and services, badger you about your previously approved filings with the IRS because of their own audit findings and fail to provide a solution close out the issue. Its strange the finding wasnt an issue during the original filing but became one. Does that mean their oversight and compliance service associated with the first filing was a lie, leading to non-compliance. Or are they just trying to keep transactions going to in a questionable business and service model. Who knows?

jo
Review №65

I engaged with Guidant for the process of a ROBS 401(k) formation to fund a business acquisition. Paid a substantial fee up front for the service. Everyone we dealt with was knowledgeable, professional and personable.As we moved through the education/disclosure process my spouse and I concluded that it wasnt the right vehicle for our particular situation. Guidant was just as professional when we reached that decision. We never had the slightest feeling they were trying to push a product or do anything other than act in our best interest and make sure we knew exactly what we would be signing up for. As a testament to their ethical nature, they were even prompt in issuing a (very fair) partial refund of what we had paid.Their actions and the entire engagement was a success from my perspective. We learned quickly about the pros/cons of this type of financial vehicle. They definitely are a company that knew it in detail. I had done substantial research on a ROBS 401k prior to engaging Guidant but learned so much more from them.Ive never written a review for a company whos product or service I didnt ultimately buy. I feel compelled in this case because we were so well served by the engagement and education.If youre considering this type of funding vehicle I would recommend them without hesitation.

Ch
Review №66

I have been very pleased with Guidant Financial throughout the entire process. All of the employees were knowledgeable, professional and courteous. I highly recommend!

Je
Review №67

When I used to sell franchises for Nothing Bundt Cakes, I used Guidant Financial for my franchise funding needs and they were an INCREDIBLE partner and resource for us in our growth to almost 300 units. They offer unparalleled service and take extra care of people who are unfamiliar with obtaining a business loan. I would highly recommend working with them for any and all funding needs. Awesome group of people.

Ic
Review №68

It has been 4 months and they have still not completed Form 5500 with IRS. I pay them over $1600 per year and their service is horrible. It was good the first few years. And has gotten progressively worse over the last 2 years. It’s like I have to beg them to do what I pay them for.

Ru
Review №69

Jordan and the team at Guidant have been wonderful to work with. I have great confidence in their ability to help my candidates better understand their options when it comes to funding.

Na
Review №70

Jordan Stefnik of Guidant Financial has been a most valuable resource with the success of Cascade Cycleboats national roll out. His courteous and rapid responses to our prospects has been amazing. He has become almost an extended member of our team in guiding our candidates on the best path for their financial needs. We rely on Jordan daily to access and coach our customers towards meeting their goals.

Pe
Review №71

The advice we received from Guidant turned into a financial nightmare with the IRS. We followed the instructions to the tee, even had them talk to our investment firm to make sure we did everything right. We filed our taxes and 2 years later the IRS said the transaction did not fall within the ROBS guideline and now we owe the IRS tens of thousands of dollars. When I called Guidant they basically blew me off. What a rip off!!!

Je
Review №72

Great until you sign and pay them for set up. Dont answer phones. Once I decided to close the 401k, they would not set up an attorney meeting so I get to pay for additional months because they delayed my final attorney meeting. Poor customer service once you are committed to their programs. Update April 8 2017. Still trying to shut down the billing from them. 401k closed in January. No response to emails now and it is not worth the time to call them as there is little to no credibility in anything I have been told verbally. Getting ready to contact the BBB.

Co
Review №73

This is an amazing company with fantastic people. Great place to work!

Sa
Review №74

I am with them since 2012. They started out to be good, however at present their customer service is beyond horrible. I will never recommend them to anyone. I am sure they have grown a lot during this period and hence cannot keep up with their level of service. If you are considering them I highly recommend looking at other options.

Ad
Review №75

Great Company. Weve had several clients fund with Guidant. Bee Gees and crew have been very helpful!

An
Review №76

This has been one of the most disappointing experiences I’ve had in setting up my business. Much of the info has been incorrect, they’ve missed my filing dates. Worst of all they completely messed up the 401k program they are supposed to admin. My actual Safe Harbor plan doesn’t look anything like or resemble the documents that they provided for us to give our employees. Their relationship with Merrrill has also been a big disappointment. Merrill sets employees up on a self directed not managed 401k investment plan, disappointing. Lastly they just took a 20% increase for this very poor support and service. I advise anyone to think twice about partnering with Guidant. They don’t seem to value their existing customers.

Jo
Review №77

Hands down the best lending partners in the business. Guidant works with the majority of PickUp USAs franchise partners, and their success rate in obtaining financing for our club owners is beyond impressive. Their customer service, industry knowledge, and network of lenders/banks makes Guidant the go-to source for small business owners to obtain financing for their business.

se
Review №78

Jordan Stefnik and his group at Guidant are top notch. Very easy to work with, extremely helpful and responsive. Highly recommend.

Ca
Review №79

Began with Guidant in 2012. My business ended Dec 2014 and Ive been trying to end the contract ever since (still being charged the monthly fees). The most horrific part of this whole thing was when they emailed me that the government docs were due that same day at midnight; they sent me the notice 5 pm west coast which was 8 pm east coast. I work 3rd shift and was sleeping at the time and left for work at 11 pm. When I finally saw the notice the next day and contacted them they said the Feds would be assessing a fine because I missed the deadline. The docs were due on a Monday night at midnight. Couldnt they have at least given me a heads up the Friday before so I could be on the lookout? So Im being fined because they screwed up plus they charged me an additional fee because they were late. I will never ever recommend this group and will tell anyone who asks to avoid them at all costs. Cant wait for the Feds to come knocking.

Ja
Review №80

We used Guidant Financial to handle the ROBS funding of our startup. Though communication was difficult at times, setting up the program was effective. Shortly after funding the business, my rep had resigned from the company and I was handed off to another rep. That individual than left and I was forwarded to two more people who over time also left the company.As a client of their record keeping program, I find it difficult to get the support I need. Communications are limited to the 800 number and a generic group email account. I rarely talk to the same person twice, and they will tell you they cant share their phone extensions or work emails. there is no consistency in response time, and no way to hold them accountable.High employee turnover and poor communication will force us to move to another plan administrator. Too slow and inconsistent to be taken seriously.

Je
Review №81

Run away fast. This may seem like a good plan, but your monthly fee is just the beginning of the amount of work you will have to do with this inept group. It is not a deal, it is not even a good idea. Revolving door of employees that have no clue what they are doing. Seriously, run away. Screaming.

Sa
Review №82

Beegees and the rest of the folks at Guidant Financial are my GO TO team to provide knowledgeable, professional assistance to my clients in need of financing advice specific to franchising. They have a very efficient process and provide continuous feedback to make my job easier and my clients happy.

Pa
Review №83

Love the team and work Guidant has done with our franchiees. Professional from top to bottom. Keep up the good work!!!

Sa
Review №84

Great for setting up the ROB once that is done your on your own. Monthly administrative fees cover the most minimal of service. They don’t answer questions, give curt and overly simple instructions. When asking for further assistance the staff restates themselves over and over and spend unnecessary time defending their responses.I’m sure I am incorrect in the wording of this my question or timing as this is new to me as a small business owner. I look to the admintration firm as a service provider who can walk me through the processes.Files are stored in common system with no follow up. They have no idea your issue is not resolved until you call back to inquire on the status.In short I feel they lie to you when mistakes are made. They do not listen and have zero training or intent to walk you through steps when handeling transactions for your employees.

Me
Review №85

After looking at the top players in ROBS, we went with Guidant Financial and we couldnt be happier. They walked us through the process and kept us informed as things happened. We would recommend them to anyone.

Mi
Review №86

They are very knowledgeable about corporate structure, tax advantages, etc. Ultimately, they helped me accomplish my dream of buying a company. However, I signed up for their ongoing TPA program. I have been actively trying to cancel for 3 months, and they refuse to cancel it.I believe this company practices unethical behavior as they simply will not let anyone out of their agreement. My sales rep said you can cancel at anytime, but that isnt the case. They refuse to let it cancel.

Jo
Review №87

Have mostly only worked with Jordan as a resource for my clients that are considering a self-directed IRA. He has always been knowledgeable and prompt with his support.

Ma
Review №88

I should have read the reviews before I engaged this company for business financing. I sold the business in September, 2015 and as of December, 2016 I am still paying them a monthly fee. I turned in my paperwork to them in March, 2016 for a necessary filing and as of today, nine months later, it still hasnt been filed. I complained three weeks ago on YELP and someone called me under the pretense of fixing this. She told me she would gather more information and call me later that day. Im still waiting! There are other companies that do this. Save yourself the aggravation of dealing with Guidant Financial.

Ji
Review №89

Started out good. Over the last five years the service has gone from good to bad to worse to unbelievably horrible. Try Benetrends or anyone else they couldnt possibly be any worse than this dysfunctional outfit.

Ge
Review №90

My name is actually John McCue with DreamMaker Bath and Kitchen. Our experience with Guidant has be excellent. In my 30 years of experience with franchising, Ive had the occasion to use a number of different financing sources for franchise candidates. Guidant has by far been the best experience for us as a franchisor and for our candidates. I always provide my candidates options and when asked my opinion, I recommend Guidant.

Er
Review №91

Guidant was very helpful in assisting me in achieving my dreams of owning my own business. They were there for every step of the process.

Da
Review №92

Great working with Guidant. Good relationship. They are the best!

Ti
Review №93

My experience with Guidant deserves an A+. My financing consultant Ralph Nilssen deserves most the credit here. The time originally presented to me in order to complete my ROBS transaction was actually half. Ralph followed up with me every day and returned every phone and email message that day. He never missed a beat. Even after the ROBS rollover was complete and the Ralphs role was fulfilled, Ralph continued to contact me to see how my SBA loan was coming along. When I mentioned to him that some banks were passing on me, he gave me a couple different alternatives of contacts he knows in the industry. A huge thank you to Ralph Nilssen and all the Guidant team in making my dream come true! You never gave up on me and I will forever be grateful. If you decide to use Guidant as I recommend, ask for Ralph!

Ma
Review №94

I have personally had the opportunity to watch many of my franchisees go through the funding process with Allison Zorich and Nita Ku @ Guidant Financial. The individual attention that is given to each and every client I send to them is the reason I feel comfortable working with Guidant. Im grateful to have a partner that is willing to take the time with my clients.

Mi
Review №95

Have advised me and lead me in the right direction to get me to where i want to be financially. Allison and Nita have been there for me at every turn with top notch service and attentiveness.

Mi
Review №96

Started out Great and than a lot of mistakes were made!I used my 401K to do a Rollover to Start a business. Things were progressing nicely until Guidant forgot to create my two LLCs under my C-Corporation. This is a critical piece and not sure how it was missed. Also, one of my LLCs was opened under my first name (which is great), my second one was opened under my middle name, which is not what I wanted. I filled out all the paperwork the same.My Operating Agreement had multiple states listed in it, instead of my home state where the LLC where setup. They put inexperienced people on handling your important business documents.I would not recommend using them for this, there are other firms that can do a much better job, and for what you pay their fees are very high! This cost me about a month in getting my business up and going.

Li
Review №97

As a franchise development professional, I have been referring candidates to Guidant Financial for funding options for almost 4 years. The expertise and outstanding customer service that the Guidant professionals provide affords me complete trust in recommending them time and time again.

Br
Review №98

I refer all of my clients to Guidant as their first option for lending. Guidant does a great job educating people on all aspects of business lending so that they can find the right product to help them reach their goal of business ownership.

Ma
Review №99

I wish I could leave zero stars. Absolutely worst experience I have ever had with any company. People wont respond to emails or calls when I have questions and when I finally get a hold of someone, he tells me to take it to my personal accountant and wont help me fill out their forms! They still havent filed my 2014 taxes and they didnt even tell me that it was not done yet!

Cr
Review №100

ALL I CAN SAY IS DREAMS COME TRUE!Guidant Finacial has been the missing puzzle in my continued journey to success. Special shout out to Jordan Stefnik for the above and beyond support & help you and your team has extended to me and my family. I will forever be thankful for your kind heart and assistance in making my dream come true. Guidant Financial I highly recommend to anyone! This is a company that has patience, above & beyond in helping, as well as care for the people they are assisting. Thank You Jordan & Thank You Gershawn! Because of you guys I could not have made this happen!!! ~CraigLongFit

Information
8 Photos
100 Comments
4.1 Rating
  • Address:1100 112th Ave NE, Bellevue, WA 98004, United States
  • Site:http://guidantfinancial.com/
  • Phone:+1 888-472-4455
Categories
  • Business development service
Working hours
  • Monday:Closed
  • Tuesday:6am–4pm
  • Wednesday:6am–4pm
  • Thursday:6am–4pm
  • Friday:6am–4pm
  • Saturday:6am–4pm
  • Sunday:Closed
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