Facet

Cynthia WorleyUnited States · 2 reviews · Experienced 2026-08-03 · Posted 2026-08-03

Mary listens and gives clarity to each…

Mary listens and gives clarity to each situation. Very supportive

Divorce advice

Kimberly was great and thorough advising me on asset allocation during divorce process

Matt Jackson

Knowledgeable, patient, sound advice, a pleasure to speak with

Cover the basics you set the plan in…

Cover the basics you set the plan in action to set me up for the future.

Good listener and she also was able to…

Good listener and she also was able to help us understand next steps.

My advisor explained my options clearly…

My advisor explained my options clearly and fully. She was able to answer all of my questions.

Patrick was thorough and very…

Patrick was thorough and very knowledgeable.

Carsten was fantastic

Carsten was fantastic! Easy to talk to and explained everything so we could understand. We are brand new to all this and he was the exact person we needed. Nice to see young people with drive and ambition!

Claire was fantastic today

Claire was fantastic today. She read through our concerns and identified problem areas for better potential on earning. Found multiple accounts that were just showing money markets. Reviewed projections with us regarding our upcoming plans and it seems like we're in a good place. Excited for the next meeting.

Outstanding interface

I had great dialogs and Rich did a great job explaining initial status, understanding our timeline and explaining more about Facets operations.

Lori LaytonUnited States · 4 reviews · Verified · Experienced 2026-07-29 · Posted 2026-07-30

Nancy is very friendly and efficient

Nancy is very friendly and efficient. In two sessions she helped us come up with a realistic plan that we can start today.

Well planed and on point

Was focused on goals and what and where…

Was focused on goals and what and where I wanted to and do with my plan.

Overall good intro and start

Overall good intro and seems Hunter was on top of things based on taking over from the previous advisor. Answered my questions and I feel good to have him help me with my planning

Insightful & knowledgeable

Johnathon listened and was able to give me insight while understanding where I’m coming from and where I’d like to be.

My financial planner listens to my…great experience

My financial planner listens to my concerns and has my future plans as a priority.

This was my first appointment with…

This was my first appointment with Aaahka and I was impressed with the ease of our conversation and sharing my fears and concerns with retirement. She was both knowledgeable and reassuring that I’m in a good place. So far, I’m feeling with secure with my decision to join Facet.

Gary was knowledgeable and even keeled…

Gary was knowledgeable and even keeled during our conversation...

Gary’s coaching and advice make us feel…

Gary’s coaching and advice make us feel very supported. He’s calm and clear and positive.

My Facet Advisor laid out a thorough…

My Facet Advisor laid out a thorough plan for what my retirement could look like. I had a lot of questions and concerns, but she thought of everything. This is the type of thorough advice I have been looking for!