This 1:1 session was so helpful This 1:1 session was so helpful! Investing can be confusing, even just trying to figure out which buttons to press when you're logged into your accounts can feel overwhelming. Shane provided a comprehensive look at our investment accounts, provided insights and information, and answered all of the questions we had. I highly recommend this service for everyone! So helpful and I'll definitely be spreading the word.

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.

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!

Trustworthy and knowledgeable Shane was extremely knowledgeable and helpful with all of my questions. He helped me understand my retirement accounts and how to invest best for my families future. Helped me understand at my level too. I felt I could trust him since he had nothing to gain from his advice. Would definitely recommend!

Shane reviewed our information prior to… Shane reviewed our information prior to our meeting which helped us focus in on our primary questions and make good use of our time. We felt like our questions were answered and that we received concrete feedback as to "next steps" we can take to better refine our investing strategy and prioritization. We appreciated getting a follow up email with this feedback along with relevant links. We felt like the advice was truly in our best interest and that there were no complicating factors (i.e. selling products, commission). Greatly appreciated!