Guidant was fantastic with helping me to get my ROBs in time to purchase a clinic space before it was snapped up by another buyer! I'm ready to roll! Everyone was very professional and were great at communicating all the steps and helping me with an expedited process, it all went smoothly! Thanks much! read more

The entire Guidant team are smart, capable and know their business very well. They follow up and follow through consistently. Guidant is here to keep folks like me from messing up something that is very sophisitcated in its requirements. I have been happy with their help and support all along the way. Pierre, Sierra and their teams are outstanding players. Everyone I have worked with has been. I would recommend them to anyone seeking assistance with their ROBS investments. read more

I had an outstanding experience with Guidant, particularly Lucas and the Onboarding team! They kept me fully informed with the ROBS process every step of the way, communicated very clearly and made themselves available to answer any questions I had. The understand that they are dealing with your life savings and they treat every interaction with care and confidence. I have been telling everyone I know about this process and will recommend Guidant forever! read more

Working with this company has been good, but the employees there that took care of me through the entire process, are the TRUE ROCKSTARS! This has been by far the best customer service I've received in some time. Jalena was exceptional and never seemed one bit annoyed when I asked my 1001 questions on the ROBS process. Then there was Micheal S. who was the first person I spoke to at Guidant, when I was just trying to get some basic info on the ROBS process. He stayed in contact with me for months as he knew I was pursuing an SBA purchase for a small business, when he didnt have to. I am glad things worked out and I was able to close my deal with the help of Michael, Jalena and the rest of the team. Great job guys, and thanks for all of your help and support! read more

Rosanna from team redwood was absolutely amazing to deal with. Great customer service this woman went above and beyond to help us out in our plight. God bless her. ‍ read more

Guidant Financial - Business Financing Near Me - Boise, Idaho

My Company is Porter and Porter Inc. DBA "Porters House of Draft" We have been with Guidant for over 10 years. During this time we have worked with many good employees. However, I would like to give special "KUDOS" to Brandy Hay and Mila Luckett. They have been extremely helpful, knowledgeable and most of all patient. Thanks Mila and Brandy for a job well done! Sincerely, Tom Porter Roseville, CA. read more

I had a great experience working with Guidant Financial to complete my ROBS setup and fund my new business. From the initial consultation through the stock transaction and funding, their team was professional, organized, and responsive. They walked me step-by-step through forming my C-Corporation, establishing the 401(k), completing the required compliance steps, and preparing for the stock purchase. Every call was structured and clear, and they made sure I understood what was happening at each stage. What I appreciated most was how smooth the process felt once everything was in motion. The QES/Final call was thorough, the documentation was straightforward, and the funding timeline was exactly what they outlined. Starting a business is stressful, but having a team that specializes in this structure made it much more manageable. I would absolutely recommend Guidant to anyone considering a ROBS strategy to fund their business the right way. read more

I highly recommend Guidant if you are considering a Robs program for funding your new business. Our new business received exceptional guidance from Michael during discovery. And, Tina was stellar in helping make the corporation and funding process seamless. Thank you. read more

Guidant truly helped in the process of starting my business. They were efficient and timely. I truly appreciate working with Tina who kept me informed every step of the process. read more

Guidant's comprehensive services were very helpful in navigating the ROBS structure and associated administration. I was grateful for Sasha Hayden's help in particular when I ran into some difficulty. She was responsive, patient, and kind in helping me get things back on track. She's a true professional! read more

I have been a client of Guidant for many years, with many of my businesses. The ROBS process is not one that is intuitively obvious and Guidant makes the process understandable and keeps our business in compliance. The customer service is what sets Guidant apart. A special example is Christina Melendrez, who demonstrates patience, knowledge, thoroughness and kindness in our interactions. She talked me through a complicated process, stayed on the call with me until I was done. I wasn't rushed nor made to feel like I was incompetent. She is very special. read more

Guidant provided me with a wonderful experience and setting up a ROBS to find my new small business. Keith Tracy and his team were extremely knowledgeable and professional. They were very generous with their time and assisted me throughout the whole process, making it seem much easier than it actually was. I am so extremely grateful for their support and would highly recommend them to anyone who could benefit from their financial services. read more

I worked with Guidant, specifically Tanay Floyd and had a great experience with my situation. Tanay was very professional and everything was explained step by step. Any questions I had were answered very quickly making the entire process go very smooth and timely. I would absolutely suggest working with Guidant and Tanay with any of your needs. read more

The absolute worst company. They do not respond to emails. They have not submitted copies of documents they submitted to the IRS, and I want to cease operations with this company effective immediately. I would not recommend them. If I cannot get a response, I will be forced to file a lawsuit and a complaint with the DOJ into their business practices. read more

We used Guidant Financial for our ROBS, including creating our entities. The team made the process so easy and were there every step of the way providing their expertise and guidance. read more

Camryn M was very patient and helpful through a frustrating situation that I was having to get through. I am appreciative for people who understand that not everyone has the knowledge to navigate through some of these programs and he really went above and beyond to make sure that I was taken care of. Thank you so much! read more

Anytime you are dealing with financing; it is imperative to work with someone that you can trust. I am one that likes face to face encounters and that is just not the way this day in time works. I was getting so confused and frustrated, and I think Johann recognized this. To my surprise, he simply took the time to give me a call and then walked me through the entire process. It was like having him right there. He stayed on the phone until I had everything completed. He definitely went above and beyond for me. He was professional and thorough. His simple act of kindness and patience will never be forgotten. read more

Awesome experience! I'm working with Keith and LeAndra at Guidant for my ROBS 401K for business acquisition. From Day-1 they have been awesome! Fantastic customer service, expert knowledge to help me through a very complex financial process. If you have any substantial 401K, it is critically important to have competent representation during this process. Best money I've spent. read more

My Guidant Financial representative was professional, knowledgeable, and incredibly helpful throughout the process. They made everything easy to understand and went above and beyond to support my business goals. Highly recommended read more

Guidant provided me with a awesome experience and setting up a ROBS to fund my ownership in Office Pride San Antonio - New Braunfels. Beegees, Tyler and especially Lucas Bade were extremely knowledgeable and professional. They were very generous with their time and assisted me throughout the whole process, making it seem much easier than it actually was. I am so extremely thankful that Office Pride uses them to assist Veterans in setting up the franchise ownership. Thank you very much!! read more

I am setting up my own business and Tina and Rachel have been outstanding to work with. They made the process easy to understand and were able to help me with every step I needed to take. I couldn't give them a higher recommendation. read more

Tina and was extremely helpful and patient through the entire process. Anytime I had a question or needed assistance she responded in a very timely manner. I could not have asked for anything better. Thanks again, Jeff T. read more

Guidant Financial Group Inc provided excellent customer service to us. We were not pressured into starting the processs. We were well informed from the beginning about the IRS requirements needed to successfully navigate the complex process to funding the growth of our business. Tanzy Ward was our Onboarding Specialist and she was outstanding in her customer service toward us. She responded quickly to our questions with grace and knowledge. If she didn't know an answer, she researched it and responded in a timely manner. She was readily available via a phone call or email as appropriate. Guidant offers in house packages, we'd recommend that if you're interested to research the options to determine if they work for your company. The Guidant team is knowledgeable and experienced at what they do. They made a very complex process manageable. Thank you! RHW Performance Solutions Inc read more

Guidant really helped us navigate a tricky ROBS process to help us use our retirement funds for start-up businesses expenses, as well as facilitating the set-up of our C Corp and 401(k) plan with the State of California. Special call-out to Tina Harris, who was very attentive, professional, responsive, and knowledgeable on the process. Looking forward to continuing to work with Guidant on our business' 401(k) plan management. read more

After researching "small business financing" for several weeks, Guidant Financial Group Inc stood out in my mind as the leader regarding their history, services, and client feedback (I even called other competitors in my research). Once I contacted Guidant directly for their services and we got the ball rolling, I was not disappointed; On the contrary, I was delighted - Tina Harris, a Guidant Onboarding Specialist, was better to me than a concierge at a luxury resort: She spent as much time as I needed to understand all pertinent concepts, and she followed up each conversation with a summary email that captured all nuances, which further solidified all concepts in my mind; I wish Tina was not just for onboarding... As time goes on, I will add other reviews regarding service, but so far, Tina Harris definitely performs above the scale of 5 stars. read more

Everyone at Guidant were professional, informed and extremely helpful. Lucas was especially helpful and so was Tyler and I am very grateful. read more

The team at Guidant made this process very smooth. It has been an outstanding experience.

Don't do business here...very poor customer service once they get hooks into you. Always late on record keeping and IRS filings!

Guidant is truly as easy as it sounds to work with. They explain everything pertaining to ROBS in layman's terms, walks you through the process, and provides ample opportunity to ask questions and provides concise and easy to understand responses. They are also very thorough in their process. I would definitely recommend utilizing their expertise if you are exploring the possibility to start a business via the ROBS route. read more

I've been a Guidant client since 2008 when I started my business, and have been very satisfied with their services over the years. They made using a Self-Directed IRA rollover (now called ROBS) to fund my fledgling business a very simple step-by-step process. As they've grown, their annual IRS reporting processes have got easier with each year. I haven't needed their payroll or bookkeeping services as I had all that in place when they added them to their overall services, but I can imagine that they are top-notch in keeping with what they already do. Guidant customer service has always and continues to be knowledgeable and professional. I attribute much of my company's success to Guidant's services and guidance. read more

The Guidant team I worked with for onboarding was awesome. Michael Stein initially answered all of my questions regarding the Rollover for Business Startup (ROBS) program and then Tina Harris executed the (what would be a complicated) process answering all of my questions along the way making the process easy. read more

Guidant has been my 401k TPA since 2007. I have especially appreciated that when you need to talk to someone, they are available, your only option isn't to get answers from a chat bot, as with so many companies now. Jamiela Winfield, Client Services Account Representative, just walked me through the proceedures for terminating the plan. She made made a complex process less intimidating with clear and knowledgable answers. read more

I have been with Guidant financial for many years and I would highly recommend: Lee-Estelle Henyo Account Representative She is very knowledgeable and takes her time to listen and assist you. She took the time to walk me through some navigating I had to do and was very patient. read more

I recently went through Guidant Financial's ROBS process and found their service to be outstanding. Guidant's team communicated exceptionally well and responded quickly to all of my questions. They have a highly detailed, easy-to-follow process with clear documentation, which made navigating the ROBS process straightforward. As one of the few companies that specialize in this space full-time, they excel in what they do. Before deciding on Guidant, I spoke with other companies but found Guidant to be a better fit for my needs. However, I want to stress that the ROBS process isn't for everyone. After reading some reviews, I can understand why others might have reservations. To succeed with ROBS, it's critical to fully understand what you're getting into. I'd strongly advise anyone considering this route to ask a lot of questions and do thorough research before moving forward. Guidant has initial fees, along with monthly maintenance fees, which I found reasonable. You're paying not only for their expertise in establishing the plan but also for the ongoing administration--required by government regulations. Additionally, the partners Guidant connects you with were extremely knowledgeable and very responsive to my calls and emails, which made a real difference. From start to finish, the entire process was completed in just 8 business days. I can't speak to Guidant's other services like bookkeeping, taxes, and payroll, as I ultimately chose to handle those through a local CPA. But overall, I'm very satisfied with the service and professionalism Guidant provided throughout the ROBS process. Cheers to Lucas and Bill - you know who you are. :) read more

I used Guidant Financial to do a ROBS rollover and help fund my startup business. Their expertise and professionalism walked me through every step of the way and answered every question I had. Thanks again Tina!! I was fully funded in 30 days. It's a great feeling to know, I am able to fund my dream via ROBS. Best Day Ever!! read more

The team at Guidant is top notch. Everyone including Lucas Bade and Keith Tracy have been incredibly helpful and professional in every aspect of setting up our business funding. I highly recommend their services to anyone! read more

I am so thankful I selected Guidant Financial to initiate and manage the Rollover for Business Startups (ROBS) for me. While this is a complex matter, the Guidant Team made it easy and quick thanks to their knowledge and deep expertise. A huge thank you and shout-out goes to Tina Harris who shepherded me through the process and took care of the myriad steps and paperwork --seemingly in a flash. Thanks to her, I received my paperwork from the State of Texas and EIN in three days. Tina is the consummate professional, kind and generous with her time and has meticulous attention to detail. Tina distills complexity into simple and actionable items. I highly recommend Guidant Financial and Tina Harris specifically without reservation. read more

I used Guidant Financial for the Rollover for Business Startups ROBS process and could not have asked for a better experience than that provided by my onboarding agent Tanay Floyd. Tanay is incredibly knowledgeable of the entire process and made it easy for me to understand the complicated transactions that were necessary to fund my corporate bank account. I highly recommend both Guidant Financial and Tanay Floyd. read more

We used Guidant Financial recently to assist with a ROBS structure for our new Business. We worked with a few different Guidant representatives throughout the process and every one of them was super helpful, knowledgeable and supportive throughout the process. ROBS can be very complicated but they made things easy to understand and took the time to make sure all questions were answered and had plenty of resources to explain everything clearly. I really enjoyed working with them and look forward to opening up our new Business thanks to Guidant! read more

Back in April 2015, I started an Oxi Fresh Carpet Cleaning franchise business based in my current hometown of Williamsburg VA. I set up and initially funded the start-up of a C-Corporation using the ROBS financing structure. Guidant Financial was instrumental in both setting up, annual compliance monitoring, and exiting the ROBS structure. I am writing this review to share my experience working with Guidant over the past 10 years, primarily for the benefit of others who are considering a similar approach in starting up a small business. I would also like to take this opportunity to provide a "shout out" for three Guidant customer service employees who "stepped up" to assist me in expediting the process of exiting the ROBS structure - Pierre Provost, Andrea Taft, and Brandy Hay. While the start-up occurred quickly, the exiting process was quite complex and took much longer than expected. The franchise business was sold under a seller financing arrangement involving execution of an asset purchase agreement between Seller and Buyer on Nov 1, 2023. The C-Corp and its corporate 401k plan were not formally terminated until the end of March 2025 (roughly 15 months after the asset sale). The ROBS exiting process was frustratingly tedious and slow, during which I as the business owner incurred significant expense. Guidant advised that this is typical when exiting ROBS because of Guidant's service provider responsibility to ensure client compliance with IRS retirement plan regulations (as was their role throughout the entire time the business was in operation). However, I was not made aware of this either during the initial start-up or upon initiating the process of terminating the C-Corp and corporate 401k plan. Communications with Guidant were challenging. The Guidant customer service model relies on teams of account representatives, any one of whom might alternately field a customer call on a particular day. Each time I called, the individual account representative had to "get up to speed" by reviewing file notes and listening to me provide an overview of the situation. Both Pierre Provost offering to serve as a dedicated point of contact and Andrea Taft's extra effort in working with ERISA legal counsel that truly "moved the ball forward" but ultimately, it took a request by me for higher level supervisor involvement before I was able to engage with Brandy Hay to "get the ball over the finish line". Pierre, Andrea, and Brandy were all good "active listeners" who were empathetic to my frustration while "going above and beyond" in taking direct action to bring the process to a conclusion. read more