Found them on Yelp and was really happy with my consultation. After explaining my situation and goals, they thought I would benefit from working with another company they do business with that would better suit my needs. I appreciated the candor and honesty! If things change in the future, I will definitely be returning.

If you are looking for thorough, personalized financial advice look no further. Jackie and her team are professional and knowledgeable, and always take time to answer my questions. I've worked with other advisors in the past who would use financial jargon making it difficult to interpret their responses. This is not the case with Jackie. She responds with clear answers that don't need interpretation. Jackie truly cares about her clients and it shows in every interaction we have.

I can't say enough about Jackie and the team at Guide My Finances. As a former advisor and banker I knew I didn't want a large firm to help manage our finances and wanted someone who could give us a well thought out financial plan.

Jackie was referred to us several times through trusted business colleagues and friends. She and her team were exactly what we were looking for! Their intake process, creating and reviewing our plan, and helping us navigate this ever-changing market has alleviated so much anxiety and stress. Jackie is experienced, has a pulse on the economy and markets, proactive, confident without arrogance, and direct- everything you need from someone managing your assets.

I have been with Guide MY Finances for about 3 years. I have never been happier. They have helped me to increase my retirement income by leaps and bounds even in this economy. Their response time is so great. I love the whole team and how they manage my accounts. Feel so secure as I am getting ready to retire sooner than later.

I've worked with a handful of financial planners throughout my lifetime. Jackie, is by far the best. We constantly discuss my goals and dreams, and put together a plan to accomplish that. She has also built an incredible network of experts in their fields, and she has helped connect me to mortgage brokers, tax attorneys, estate attorneys, and many more experts. You will be blown away by just having an introductory call with her.

Gina Ellen is my CFP (Certified Financial Planner) meaning she is held to a "fiduciary standard" and her advice needs to be client central and unbiased. Gina Ellen does a flat fee financial planning which is extremely valuable to someone like me trying to build financial wealth these days.

Many CFPs will limit their time with you by expecting you to understand that what they tell you is best for you. Gina Ellen went the extra mile to explain to me WHY her advice is best for me. Miss Ellen took in all of my financial information, concerns, plans and most importantly my goals. She took the time to get to know me as a person to help create a better life for me and my family.

Gina designed realistic strategies I can stick with to mitigate/eliminate debt from accruing again and keep my money working for me instead of against me.

Unexpectedly, Gina showed me how to plan for the present and still enjoy life while planning for my future (which was very important to me). I can't work hard all year and have no fun and she understood that!

I personally wanted to purchase a larger home but was afraid to do so as I felt it would most likely keep me from following through with my long-term plan for retirement. Thankfully I decided to discuss this with Gina and to my surprise instead of her telling me to stick to my plan of retiring in 10 years she found a way to adjust my plan, save me thousands in capital gains, purchase the larger home and still stay on track for my retirement!

She really does take the time necessary to create solutions and design a specific plan just for you! Gina legitimately cares about her clients and when she says she will do something, she gets it done!

I think the key to her success is not just that she listens, Gina actually requires a certain level of client engagement, as she operates on a partnership model, rather than a do it all for me model. This was important to me to empower me & to be in control of my own finances and life, unlike a typical advisor's model.

If you are not sure where to start, know that tax mitigation is her specialty so start there and let it naturally grow.

The more information I gave Gina Ellen, not just financial, but when I communicated my dreams, concerns and expectations the more she dug in and helped me to regain control over my life!

Thank you, Gina Ellen!