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!

Great experience, saved me lots of money I had a great experience with Nectarine, first we talked about my life and goals and then I was able to screen share my accounts to show my financial situation. The advisor gave me advice on how to optimize and answered all my questions. I had just left a job and he talked to me about the pros and cons of rolling over my traditional and Roth 401k and HSA, giving me the confidence to do it myself. He didn't try to push any additional products or services on me and was very friendly. The advice will probably save me thousands of dollars over the next few years.

Great company! Shane was excellent. The meeting was beyond my expectations, he gave me great advice and information that will definitely help me increase my financial portfolio. The conversation was easy to follow and left me feeling confident in my financial future. I love the service and will continue to reach out to Nectarine to continue learning and getting great tips! Thank you so much.

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.

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!