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    Intelligence Driven Advisers

    5.0 (6 reviews)
    Closed 8:00 am - 4:00 pm

    Services - Intelligence Driven Advisers

    Investment management

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    9 months ago

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    5 years ago

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    Guide My Finances - Jackie Mazur, CFP®, CDFA®

    Guide My Finances

    (36 reviews)

    I initially started working with Guide My Finances for a comprehensive financial plan, and that…read moreexperience alone gave me a level of clarity I hadn't had before. Everything was organized, thoughtful, and tailored to my situation, which made it an easy decision to continue on as an investment management client. What I didn't expect at the time was how valuable that relationship would become during a major life transition. When I went through a divorce, Jackie and her team were there every step of the way. They helped me navigate everything from evaluating settlement options to restructuring my finances and creating a plan that supported my next chapter. Having a team that already understood my full financial picture made a difficult process feel far more manageable. They brought a high level of expertise around my company stock including how to navigate RSUs and Stock Options. The team developed a clear, tax aware strategy to help me sell and diversify the shares. From timing decisions to diversification, everything was handled in a way that felt intentional and aligned with my long-term goals. What stands out most is how seamless and coordinated everything feels. Whether it is planning, investments, or major life decisions, they take a proactive approach and make sure nothing falls through the cracks. I always feel prepared and supported, without having to piece things together on my own. If you are looking for a team that can guide you through both everyday planning and more complex life events with structure, care, and expertise, Guide My Finances has been an invaluable partner.

    Just an update- Amanda Pecot has moved to the Tax and Financial Group and I have happily followed…read moreher there. The new office location is much more convenient for me. When Amanda left, I was disappointed how Guide My Finances handled the transition. My friends and I who all used Amanda were assigned to different, seemingly random advisors via email- not even worth a phone call. The new advisor (Jackie) never bothered to reach out.

    Freedom Mortgage

    Freedom Mortgage

    (92 reviews)

    Terrible company, poor communication. Our loan was recently taken over by them and out of nowhere…read morewe get told our insurance policy doesn't cover "wind", both us and our insurance agent reached out to them multiple times to confirm we in fact do have wind coverage in our policy. After multiple notifications of them threatening to buy insurance for us (and charge us for it) if we didn't prove we had coverage and over 30 minutes on hold, their version of "wind" is hurricane insurance. Which our previous 2 servicers did not require and none of their reps seem to understand the difference between wind and hurricane coverage and why it should be more clear in their communications. So now we're out the cost of a hurricane policy all because our loan was sold to this idiotic company. Fingers crossed they offload our loan soon. Dealing with them is terrible and they're a joke.

    My loan was with Freedom Mortgage. I put in for a refi to get rid of a lifetime of debt. I knew…read moreit would be difficult, with some tax issues. I was never late on my mortgage for 31/2 years. Never late on any payments for anything. We had $400,000 in equity. We have five sources of retirement income that couldn't be touched in a bad economy. Someday, somebody will need to explain to us how two Veterans, with everything above, couldn't be helped, especially a company that prides itself on helping Veterans. This rating is for the underwriters. Every Freedom Mortgage rep was professional and worked hard.

    Intelligence Driven Advisers - investing - Updated May 2026

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