Anderson Business Advisors

Event very informative

Event very informative! Staff helpful. Speaker provided new concepts to assist our business Advisors added clarity to our current Platinum membership Allen & Gina Kresge

I attended Anderson's webinar on…

I attended, not Naomi. I attended Anderson's webinar on 07/25/2026.It was a very disappointing "Learning session" to say the least. It was their Tax & Asset Protection Workshop. The workshop's first presenter was Brent. We were supposed to be here to learn Tax and Asset strategies, not to hear about how he and his wife bought homes for profit and always praising Anderson Advisors and how great they were to him during his presentation. Nobody really cares about his relationship with Anderson. We were there to learn, and not to hear old war stories. He mentioned a court case but did not give the audience a reference number to the case that he quoted. I sent a Q&A question in so that I could verify the case and also to data check if what Brent said was even true. I had to ask the question twice because the first time was of no use. The answer from Anderson Advisors was useless. First, I would have to be of a "Membership status" Member to obtain that information. Then I had to explain that that case was classified as "Open records" case. Then the next response was that Anderson could "Not" give me the case number because it might cause/inflict pain and undo hardship if they gave the case number out to me. I reminded the Anderson Advisor again that case was an open file as per the courts. I also wanted to find out if Brent was even telling the truth or just trying to sideline the audience with this Razzel-Dazzle , miraculous case. What these actions taken by Anderson Advisors told me that there was absolutely no training as to how to handle a simple customer inquiry/complaint. This is a basic 4-step method that most industries have been using forever to handle an inquiry/complaint. This was such an easy one for them to handle. If Brent or Anderson Advisors did not want to give the information out, then just strike it from his speech in the first place. Then there is the severe pricing issue. Here we have a corporation with lawyers and CPA's offering their spectacular bundled 3 Packages in 1 offer for a value over $25,000 for only $7,500. That's a 67% discount. Does this remind anyone of a Time-Share experience? You never discount a professional product. Price your product/services correctly the first time. Unfortunately, the sales pitch sounded more and more like a Time-Share presentation as the session went on. Maybe that's why the captivated audience started with over 500 nonparticipating and dramatically dropped to 350 when Brent's speech was only 1/2 over. If Anderson Advisor's Group gets anything out of this, maybe, just maybe they still have a chance to mend their ways by the Dallas, Texas Convention date. Remember, be transparent, and put your best people, properly trained, on Q&A, not your worst. Left to right and top to bottom and stay on track. We were not there to hear old war stories from any of the speakers. We were there for tax and asset knowledge. Rule #1: Time is money. Rule #2: Time is money. Rule #3: Go back and read Rule #1!

Very informational

TWO DAY TAX CLASS

This was a true 2 full day education class full of excellent information and filled with just enough humor to keep you interested. If you thought you knew it all, you found out that there were new things for you learn. A team of experienced persons are here to guide you and set you on the correct path and minimize mistakes.

Anderson Advisors has been an excellent…

Anderson Advisors has been an excellent partner for my legal and tax planning needs as a real estate investor, and working with Virginia Crowe in particular has been a standout experience. Her guidance, responsiveness, and ability to explain complex structures in plain language have made the entire process smooth and confidence‑inspiring.

As a new member of Anderson!!!😍

As a new member of Anderson, I am very excited about the vast amount of financial knowledge, resources, library available to members. The supporting team is readily available to assist, as "my team," with any membership concerns. There is also a wide variety of webinars and in person seminars that is worth the investment. Members can also attend the daily office hours and ask questions about their particular situations and receive immediate guidance directly from their team! Its worth every bit of the investment to have access to such valuable information! JOIN TODAY and get the knowledge you need to properly structure your business! Toby, Clint, Corey, Ramon, Catherine, Justin and Valerie are AMAZING!!! The webinars are highly informative! The resources are easily accessible! The team is very supportive! The guidance is always available! Thank you ANDERSON ADVISORS!🙏 I love yiu guys!!💝😍

The best in asset protection and tax strategies

I have been following this company online for about 5 years. After all that procrastination I finally jumped in and joined a program, then another, and then another. They do a great job of educating you by various means. I attended two in-person seminars. I have now set up 3 entities and am starting two more. Everything has been great with all the employees being very proactive and meeting my needs. I would highly recommend Anderson if you are interested in asset protection or tax strategies to legally pay less in taxes!

Life-changing Resource for Serious Investors

We have been working with Anderson Business Advisors since 2020, and overall it has been a very valuable relationship. There are many resources available that teach investing, but Anderson stands out because of the depth of education, legal guidance, and strategic support they provide. Toby Mathis, the tax attorney and co-founder, has created an exceptional library of videos and educational content that teaches investors how to approach real estate and stock market investing the right way—using many of the same strategies employed by experienced and successful investors. The access to educational resources, legal structures, asset protection strategies, and ongoing guidance has been excellent. We have learned a tremendous amount about taxes, investing, liability protection, and long-term wealth building. Our experience with the tax accounting side of the business was less positive. We believe we engaged with the company during a period of rapid growth, and the quality and responsiveness of the tax accounting services did not consistently meet the same high standards as the legal and educational offerings. That said, I would still recommend Anderson Business Advisors to individuals who are serious about building wealth, protecting their assets, reducing liability, and gaining a better understanding of tax and investment strategies. The educational value alone has been well worth the investment, and the legal and asset protection guidance has provided significant peace of mind.

From the Sidelines to All In

From the Sidelines to All In — Highly Recommend For over a year, I watched Anderson Business Advisors' YouTube videos and free online webinars, soaking up the knowledge but always hesitating to take the leap. Attending the live Tax and Wealth Protection Seminar in Scottsdale, Arizona, is what finally erased my apprehension — and I only wish I'd done it sooner. The content was thorough and well-organized, and the presenters explained complex concepts in plain language with real-world examples. What stood out was how much ground they covered beyond taxes. They went deep on estate planning and, for real estate investors, how to hold properties through the right entities to build in both anonymity and liability protection. The emphasis on keeping your name off public records while shielding your assets was eye-opening. Another unexpected highlight was the ability to tap into their curated network of partners, offering services tailored to complement the program — making it that much easier to turn what I learned into action. Best of all, I left with concrete, actionable steps rather than abstract theory. If you've been on the fence the way I was, do yourself a favor and attend. For any business owner or real estate investor serious about tax planning, estate planning, and asset protection, this seminar is well worth your time. I'd recommend it without hesitation.

Trust The Experts!

We have been working with Anderson Business Advisors for almost a year. Their wealth of knowledge, expertise and willingness to answer our questions has helped us set up our future for success. We recently worked with Debbie Trentini from Anderson in transitioning our retirement accounts. She is kind, very knowledgeable and let us know exactly what to expect.

workshop here in Phoenix

workshop here in Phoenix, Arizona. Clint Coons was here primarily from my last visit in San Diego awesome in person showing by far Anderson advisors tax, and asset is awesome.

Debbie Trentini has been great to work…

Debbie Trentini has been great to work with and making sure we have a full understanding of everything she presented us along the way. Look forward to talking with her in the future.

the easy and thorough explanation to…

the easy and thorough explanation to differentiate when to use business address and registered agent address from the platinum knowledge room live Q & A session from Savannah Wallace & Jason Zundel. Both of them are great pair to explain and to elaborate the use of different addresses that I've been very very confused time after time. It might appear simple but it's NOT. Thanks for the clear and simple explanation and clarification to Savannah & Jason. Highly appreciated !!!! Thank you very much

Yet another disappointing interaction…

Yet another disappointing interaction with Anderson Business Advisors. I had a 1 pm call with Attorney Lauren Robbins and was assured that she would be prepared for the meeting and understood the purpose of our call. Within 2 minutes I could tell she was unfamiliar with my case and unprepared for the call. She hadn't even bothered to read the call history. I asked if she would like some time to get caught up. She accepted and said she would call me back shortly. I expected a call within an hour... but by 4 pm EST the next day I still hadn't heard from her. I followed up with her office, who said she would call me back in 10-15 mins. I waited almost an hour but still didn't hear from her. I followed up with another call to ask about the delay and was told that I had been referred to Alex Butterfield and he would call me. It's the same thing every time I call. I get passed around and around and nothing meaningful ever happens unless I make it happen. Once they get your money the accountability and personal contact ends. After working with them (well, trying to work with them) as if no one is in charge of anything in particular. The employees lob the clients all over the place like a tennis game with no court, no rules and no scorekeeper. I have had a lot of my time wasted and endured a lot of unnecessary stress only to accomplish none of the protections I was told I'd receive. I feel like I'm in Gen Z hell when I call their offices to try to get some of the service and follow through I'd paid for. I got so fed up that I asked for a refund and was denied!!! If you like saying the same thing to different people over and over again, you'll love this company. But if you're more like me and you prefer professionalism, accountability, and results-oriented client service environment... look elsewhere. This isn't much more than a YouTube sales funnel with shiny, experienced attorneys in front of the camera and dimwits with very little professional, client-focused business experience on the back end.

Best-in-Class QRP Support – Debbie Was Outstanding

I want to specifically recognize Debbie for the exceptional support she provided during my QRP setup with Anderson Advisors. I’ve spoken with several investors who completed similar setups with other firms, and while their experiences were good, none described the level of service Debbie delivers. Her depth of knowledge is truly best-in-class. She breaks down complex concepts in a clear, practical way and ensures you fully understand both the structure and strategy. Debbie provides a true white-glove experience. She walks you through every step, is highly responsive, and makes herself available for in-depth questions and follow-ups. This was not a one-time interaction, it was ongoing support. Based on my experience, this level of service is rare. Debbie is a major asset to Anderson Advisors!!

Rosie was super helpful

Rosie was super helpful! She offered great customer service and was very knowledgeable!

Worth your time

The Tax Wise "class" was very worthwhile attending. It was an overall summary of the most common and some not-so-common new or changed tax laws brought about by the Big Beautiful Bill of 2025. Participating in this forum taught me things I wasn't aware of that I can put into practice immediately to lower my tax bill. And that's the point of being informed, right? Lower taxes! Yay!

Anderson has an awesome team

Anderson has an awesome team. Special shout out to Debbie who helped us with our Solo 401 pension plan, Kori explaining the Platinum Knowledge portal and Carlye who helped us Trusts and other entities. This amazing team is second to known. Highly recommend using Anderson and their team for all your business structure and legal concerns.

Anderson Business Advisors is a great…

Anderson Business Advisors is a great Company; for there is not many other business services bundled at such a great value. I'm proud to be a part of their program and services.

Anderson Business Advisors are Awesome!

Anderson Business Advisors are awesome! I've been a client for almost 2 years now and I'm a fan! The entire team is experienced, responsive and consistent with the information provided. From the front desk to the founders of the company, I've had the pleasure of interacting with a majority of the team personally and their business culture is legit! 10-Stars in my book! Thx ABA.