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    LPL Financial

    5.0 (3 reviews)
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    Response time

    7 hours

    Response rate

    100%

    Services - LPL Financial

    Debt management

    Estate planning

    Inheritance planning

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    2 months ago

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    1 year ago

    Kari is very knowledgeable on investments and tax law. I am very impressed with her service.

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    Nickerson Consulting

    Nickerson Consulting

    4.0
    (8 reviews)

    My experience is unlike those from the Palm Desert office here. I have found Sherri to be a welcome…read morebreath of fresh air because she speaks clearly and plainly and is virtually impossible to misinterpret. She tells it like it is, not what you want to hear and that kind of honesty is rare...rarer still in a consultant (and i would know...I've had dealings with many). If you are looking for an objective review of your practice from an experienced and knowledgeable consultant, Sherri is an excellent choice. Implement her recommendations and grow. Sherri is honest to a fault! As for the two reviewers working at the Palm Desert practice, I would say if a consultant becomes a problem, you fire them. I seriously doubt a consultant can break apart a dental practice...seems much more likely it was already at the breaking point and when the causes were exposed, the associate left the practice and took some staffers when leaving. Maybe they waited too late to call in a consultant? Associateships often fail when the dentists don't see eye to eye. I place much more faith in the reviews from dentists/owners who claim to have retained Nickerson Consulting for years and in those reviews we see the Sherri I know. Talk to her and trust your gut.

    I have known and worked with the Nickerson Consulting team for the past four years. My clients have…read morebenefited from their creative problem-solving, tireless work ethic, and willingness to do whatever it takes to create a positive outcome for dental practices. They translate the client's vision into reality and much more! Always keeping in mind that each dental practice is unique; Nickerson Consulting identifies your dental practice's specific key areas of improvement. They tailor the most effective solutions to obtain a higher level of success for your dental practice. With great enthusiasm; I highly recommend Nickerson Consulting for your dental practice!

    LPL Financial - financialadvising - Updated August 2026

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