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.

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.

The Nectarine team is great The Nectarine team is great. They listen to all of my concerns, answered my questions, helped me to look at and understand different choices. Gave me a bit of homework, and followed up after. When the call was over, I had a great piece of mind for my financial future. It was wonderful to have someone with experience to discuss my financial concerns with, that was simply there to help. Keep up the good work

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.