Happy to recommend My experience with Advice Chaser was great. Simantha was friendly and knowledgeable. She asked a few questions to connect us with a great advisor, Jason. Both understood what we were looking for and provided guidance that was easy to understand. Jason made sure he answered all my questions and didn't speak in jargon. I also appreciated getting matched with a local advisor, who understands our community. I liked having one person to reach out to by phone, email or text!

Very impressed with the meetings advice… Very impressed with the meetings advice chaser has set up. They do a very good job of taking the guess work out of online marketing, and I would highly encourage anyone looking to grow their book to utilize this service. I have been with them for a year and will be signing back up for another year.

Advice Chaser an absolute WASTE of $ I signed up in Sept 2022 and paid a lump sum of $14,400K. I've received literally 2 leads (Nov 2022 and May 2023). I have monthly calls with AC reps and they keep telling me that they are excited for the changes going on and I should see more leads.

Absolute WASTE of money Absolute biggest waste of money. I paid for their subscription for a year and only received 1 lead. They set the expectation to send between 10-13 leads throughout the year. Terrible company and complete waste of time, money, and resources. Run the other way.

I needed help planning my retirement… I needed help planning my retirement and really wasn't sure were to start. My company offered a seminar with Advise Chaser and I attended, hoping to learn financial planning or find one to do it for me. They not only explained all the different financial planners and what questions to ask, but they found one for me that fits. Advise Chaser made it easy for me to get on track with a good professional to manage my retirement. Thanks!