Zoom meeting began on time
Zoom meeting began on time, was not rushed. Andrew listed all questions I had and added two addional ones I had since the meeting was scheduled. All questions were answered.
About Facet
Data updated- Website
- facet.com
- Category
- Money & Insurance
- Location
- United States
- Status
- Unclaimed
- Last 12 months
- 101 reviews
- Replies to negative
- 0% (0/1)
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Is Facet legit?
Facet (facet.com) has a 4.9 out of 5 rating on OK.one, based on 101 user reviews collected here. It is listed under Money & Insurance and its reputation is excellent. Praise is nearly unanimous, with 97% rating it 4 stars or higher; The business has not yet replied to negative reviews; Reviews mostly discuss Customer service, User experience. Last updated 2026-08-11.
What reviewers say
AI generatedReviewers overwhelmingly had a great experience with this company. Customers frequently mention that advisors are extremely knowledgeable, taking the time to explain complex financial concepts in a way that is easy to understand. People also appreciate how patient and well-prepared staff members are during planning sessions, making everyone feel comfortable and supported. Some reviewers were not happy with the level of service, noting that some advisors seemed unprepared, lacked familiarity with planning tools, or failed to provide helpful context during calls. A few customers also felt that some professionals showed a lack of attention or compassion regarding their specific financial circumstances.
Auto-generated from all reviews of this business. For reference only.What people say
Terrific CFP
Our CFP is very reassuring and confident. She understands our needs and is working with us to ensure that we meet our goals. She explains everything throughly and responds to any questions that we have. We have been pleasantly surprised with her projections of our future retirement finances.
Empowering experience
We have recently begun to work with our current planner, Kimberly C. She has been fantastic to work. She listens to our needs, asks insightful questions to clarify intent and is actively adding suggestions that we need to be considering. We both leave each discussion with follow ups and feel inspired that we can reach and exceed our goals!
Well Prepared and Positive First Interaction with CFP
Corbett was well prepared and it was obvious that he took the time to review the information previously provided before our initial call and explained expectations and next steps perfectly. Great first experience.
Finally
I left the meeting thinking I finally found someone to help me navigate my finances.
Trust
She took time to get to know me and to understand what my goals were. She shared about herself as well. That developed a level of trust for me to feel she had my best interests in mind when making recommendations.
Nice Intro session
Lucas was very friendly and personable and seems knowledgeable. This appointment was purely fact-gathering. We are eager to hear Facet’s specific recommendations for our specific situation at the next meeting.
I found Reed to be very personal and…
I found Reed to be very personal and easy to discuss both financial and non-financial matters. I felt very comfortable right from the beginning.
Working with Facet and Bryant has been a great experience
Working with Facet and Bryant has been great for us. We were saving for retirement but somewhat blindly. Its nice to have a plan laid out with a map of how to achieve our goals. He's also been great in answering our questions along the way as we are learning as we go.
Very patient and knowledgeable
Very patient with my ignorance. Calm cool and collective. He did not make me feel like we were in a rush. A great guy in to speak too and very knowledgeable.
Very helpful
Loren does an excellent job covering details about the various aspects of financial planning and retirement recommendations. I feel much more confident about my financial future thanks to Loren.
Mark was very informative and helpful…
Mark was very informative and helpful during our first meeting. Look forward to working with him.
Brandon gave us sound advice amd his…
Brandon gave us sound advice amd his prospective on the market but he did not tell us what to do. He simplified the terminology and explained the risks vs rewards of our investment. I felt extremely comfortable working with him
Like the virtual easy access and flat…
Like the virtual easy access and flat fee. Taking some time to get to a clear plan and actionable items. Learning the roadmap is taking some time to see where to find info.
Great communication
Thoroughly went through all of my info. Felt like she knew what she was talking about and I feel like I’ll be well taken care of.
Excellent knowledge- thoughtful and…
Excellent knowledge- thoughtful and well detailed in all aspects of the call.
We had a great conversations
We had a great conversations. Our plan was clearly explained and all of our questions were addressed very much to our satisfraction.
Planning meeting with Brian
Brian is great. He takes the time to listen and understand our needs. He communicates clearly and helps us to understand how things at Facet work including explaining where to find things on the website.
Claire is fantastic
Claire is fantastic! She is knowledgeable and I look forward to working with her
Flexibility with multiple sources of…
Flexibility with multiple sources of income to optimize taxes
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