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    Beyond Money

    5.0 (8 reviews)
    Closed 9:00 am - 5:00 pm

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    2 years ago

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    Kate G.

    Thank you so much Julie!

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    2 years ago

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    Kate G.

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    2 years ago

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    Kate G.

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    2 years ago

    Kate is the best. She's helped me and my family stay on track and within our budget.

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    Kate G.

    Thank you so much, Tom!! It's a pleasure to work with you all :)

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    2 years ago

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    2 years ago

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    Beyond Finance - Logo

    Beyond Finance

    (76 reviews)

    The Loop

    What a nightmare. I changed most my depth to a different Depth company in 2024 because the lack of…read morecommunication and never knowing were I stood. The portal does not give good communication either. You get someone that will answer your questions one time and then another person that gives you nothing and confuses the question more. I kept 2 accounts with Beyond due to settlements they had started. One was fine, but this last one is now a huge issue. I am seeing reviews that their fees are over the top. I knew there were fees, but WOW! I called and spoke to someone the end of last year, which today they said I did not. (They do have records of a chat and emails.) There was a large balance at the end of my payments and I wanted to know what it was for. The person I spoke with never answered my question or explain that I would have to pay this at the end of the time frame or it would effect my settlement. I called today and now I was told I have to pay the large amount, or maybe they can pay it for me and I will have to make more monthly payments. It is not decided yet. Long story short, if the person I talked to at the end of the year would have told me this, I would have made larger payment and budgeted to have this paid off. Now I am sure I will be paying more fees to them. I had the money to pay this in February, but paid another depth because I thought I was okay. Be very careful if you use this company. Keep up with everything and put everything in writing. Or better yet, pick a deferent company. Note; I never missed a payment, my credit was getting better and now I may fall back due to Beyond Finance not caring about the people they are supposedly helping. ):(

    Horrible scam. RUN!!! Crooks. Dishonest. So regret getting…read moreentangled with them. They charge 25% interest on pre-enrollment debt!!! A detail hidden. They take advantage of vulnerable people. Really added to my stress terribly. EVIL

    Merino Wealth Management - The founder of Merino Wealth Management, Jessica Merino.

    Merino Wealth Management

    (7 reviews)

    The Loop

    Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

    Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

    Beyond Money - financialadvising - Updated May 2026

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