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!

My experience with my advisor was… My experience with my advisor was excellent! It was so helpful to discuss with him about my finance, rebalancing my portfolio, what decisions to make now and in the future. Now I know what to do and I can take actions with confidence.

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