Highly Recommend Shane was professional, friendly and knowledgeable. He provided helpful advice regarding estate planning, budget allocations, and portfolio management to align with our retirement goals. We found it so helpful, we have already booked another session with him.

Grateful for Honest Advice First, I didn't expect Jeremy to respond to my direct message on Instagram but he did. His response was so thoughtful and kind. Through the link he provided, I received the same thoughtful, kind and honest financial advice from Shane via Nectarine. Shane even helped my son with his questions after helping me. I am truly grateful for their assistance at time when my family and I are dealing with so much.

Great initiative by an exceptional team My wife and I had a great experience working with Shane from Nectarine. He was professional, friendly, and knowledgeable. We are somewhat literate about financial planning but had specific questions on first-time home buying. He took the time to understand our financial goals, provided us with different options, and encouraged us to consider different frameworks, given that in the world of home buying, there is often no right/rational answer. He didn't try to push any products or services on us. He followed up with some relevant articles after the call based on topics we discussed and also answered some of my follow-up questions by email. We especially appreciated the way that Shane met us at our level of understanding and took the time to go over some of the more complex concepts with us (e.g., backdoor Roth IRA), and made sure that we understood the pros and cons of each option before making a decision. I highly recommend Shane to anyone looking for a financial advisor. He is knowledgeable, helpful, and honest. I am confident that he could help you reach your financial goals.

This is worth the price. This is worth the price. We have a pretty good understanding of investing but had some specific questions. We could have spent hours googling and researching the topics, but in one hour with Shane we were able to work through all our questions. Shane meets you at your level of understanding and doesn't hash through the basics of you don't need the basics. There were a couple concepts I struggled with so we took more time on those, it was great. He keeps the pace up so he can help you with as much as possible within the hour. We pulled up our Vanguard account and learned how to calculate tax on capitol gains and talked about life decisions. Shane would present options and go over the pros and cons of each one and let you make the decision. He provided follow up articles on some of the topics we covered. Can't recommend this enough, and it was so reassuring to know we didn't have to keep our guard up to not be sold a product.

I cannot recommend Nectarine enough I cannot recommend Nectarine enough. I spent several years researching and trying to find a financial advisor that wasn't affiliated with a specific financial institution (and as a result trying to convince me to have them manage my money), and that really didn't exist before Nectarine. I was looking for investment advice personally, and as a small business owner, and my advisor went above and beyond to help me get everything set up and answer all of my questions. And since they're not affiliated with any bank, I was confident that they weren't trying to put their interests before my financial interests. Between answering specific investment and savings questions, educating me on various retirement investment rules, and guiding me on how to set up specific accounts, I am so much more comfortable with my financial setup. I will be coming back to Nectarine again and again!