A great experience
Matt is great. He was very thoughtful in his approach, and very well prepared to address the questions and concerns I had. We walked away feeling really good that our financial future is in strong hands.
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
Corbett was very friendly
Corbett was very friendly, detailed and informative. We enjoyed working with him!
Katie was prepared and informed
Katie Deprey was prepared for our meeting to ensure that she met the specific needs of my situation. She was able to quickly adjust when I updated her on a recent development, and she had a few ideas for future recommendations without leaving me feeling pressured.
Claire was very friendly and…
Claire was very friendly and professional. She was helpful in getting to know my situation and what steps we can take to reach my retirement goals
good logistics and timing
- good logistics and timing - advisor came prepared
My meeting was with Amery
My meeting was with Amery not Leanne he answered my questions and concerns about tax planning and asset allocation
Claire was fantastic!
Claire was fantastic and gentle with someone who isn't financially savvy.
Jen was so helpful and answered all our…
Jen was so helpful and answered all our questions.
First Meeting
This was a first and introductory meeting with new financial planner. It was good to see a face to go with a name and talk about our situations. You don't care how much someone knows until you know how much they care.
Very satisfied
Jonathon was very patient and knowledgeable. He suggested things that will be very helpful to our retirement goals that we had not thought of. It’s never fun to have these discussions but he was very informative and easy to talk to. We feel our investment in Facet will pay off.
Retirement preparedness
Matt is helping my wife and I navigate the milestone of retirement. Matt has me working on a retirement assessment, he supported me with a 401k rollover (Facet makes it super easy), and he is helping us recalibrate our financial roadmap.
I enjoyed meeting Kimberly and look…
I enjoyed meeting Kimberly and look forward to our next session. I appreciated the reminders for the Zoom call as well. The only problem was that she couldn't share her screen with me which may have been a glitch in your system.
Just fine
I felt like much of what we discussed in our meeting was reviewing the accuracy of the data, which is what I did in my previous meeting.
Financial Roadmap
Today's call was to help me understand the Roadmap. The CFP did not review my Roadmap before the meeting nor was he ready to explain the roadmap. He couldn't answer the basic questions on the Roadmap. It was very disappointing!
Great financial fit
I am happy to find a fully encompassing, flat fee, financial planner. I immediately felt at ease, with no judgment, and well cared for….. it is a relief to have someone looking out for the financial future of my family.
Facet review
Very pro active and excellent execution
Musta is very knowledgeable
Musta is very knowledgeable, explains things well and is patient.
I felt like my questions were answered
I felt like my questions were answered, I was being listened to, and my goals were being met.
So far so good
So far so good! Mauta Guided us through all of our finances very professionally. He answered all of our questions and we felt very satisfied at the end. Looking forward to working with facet to make our retirement worry free.
Clarity
Jonathan has done a great job figuring us out and helping us get direction. For the first time in years, I feel confident about our future.
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