Great experience Overall I had a great experience with Advice Chaser. Samantha was very professional and worked around my busy schedule to get me set up with an advisor. The first advisor wasn’t a good fit, so she helped me find another advisor that was better for me. I was really appreciative of the effort to make sure I was paired with an advisor that I would feel comfortable with and that would help me achieve my financial goals. I would definitely recommend advice chaser, especially if you don’t want to have to call around to a bunch of different people.

Looking for guidance on retirement I recently found Advice Chaser after I switched jobs and felt overwhelmed by retirement planning. After I visited the website, Samantha quickly reached out to me and walked me through the process. I was matched with an advisor who listened to each of my questions and explained all of my options very clearly. I would happily recommend Advice Chaser to anyone looking for a trustworthy financial advisor!

Complete fraud--stay away We are an RIA in the Bay Area and we been using Advice Chaser for a year and we have completed about 5 webinars. We have yet to receive one lead. Our "customer service" representative will not meet with us to address the issue. Save your money. This company is a fraud.

Biggest waste of money ever! Don't do it! Biggest waste of money ever!! I paid Advice Chaser a one year subscription, over $10k, and was promised a minimum of 6 leads over the course of a year. Like others have said, theyalso promised that if they couldn’t deliver those leads they would continue working on my behalf until I received at least six leads. I RECEIVED ZERO LEADS and had trouble even getting them to contact me throughtout the year to provide an update on what is happening. Now that the year is up, radio silence with no follow up at all. Don't waste you time or money, you will get ZERO!

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!