NectarineReviews of hellonectarine.com

I was very impressed by the quality of the advice provided by Arik during this one hour session. He went above and beyond the purpose of the meeting and really looked at the full picture. His advice was straightforward and actionable. I would definitely recommend Arik and will likely consult with him again in the future.

Working with James was a fantastic experience! This was my first time working with a financial advisor so I didn't know what to expect, but he was incredibly helpful and easy to talk to. He took the time to meet me where I was by listening to my questions and concerns as well as ask thoughtful follow-up questions in order to understand my situation. I appreciated that he never made assumptions about my background or goals. Even though we covered several complex questions I had, he was remarkably efficient with our time together and somehow I simultaneously did not feel rushed. I would highly recommend James to my friends and family!

The Nectarine platform is so easy to use and smooth working. We desired financial advice but hoped for hourly rates vs. a percentage to manage our accounts. Arik was so solid. He was well-prepared and insightful. He asked the right questions and listened to our thoughts and input. He wasn’t dead set on one investment style. We brought a unique investing strategy to our meeting. Arik listened, shared his honest opinions and was able to pivot when faced with an unexpected and difficult scenario. We appreciated his frankness. He shared strategies that aligned with his beliefs and encouraged us to explore those types of values in our investing so our decisions matched our hopes and dreams. We left with some great takeaways. It was money well spent.

Arik provided very helpful insights into the current Social Security program as well as considerations for the future of Social Security. The discussion of my retirement plans was also very helpful.

The process was easy and the website super user friendly. The advisor was friendly and knowledgable. We chose the one hour option (they do have packages available), but I will likely book another session in the future to make sure we are still on track!

Arik answered my questions clearly and offered a new angle on a ROTH conversion strategy I hadn't totally considered/understood. The booking process was easy.

I've managed our finances by myself for a long time, and generally felt confident doing so. But with a home purchase coming up and shifting markets / strategies, I wanted to have a professional take a look. My Nectarine meeting with Diana was exactly what I needed to verify I was on the right track and gain a little professional edge, without a huge time or financial investment. I walked away from this meeting feeling even more confident.

As a new retiree, I was looking for guidance on transferring my assets to a new custodian after becoming dissatisfied with the firm I had previously used. I found John to be both highly articulate and an excellent listener. He provided valuable insights regarding my asset allocation and answered several questions related to the timing of Roth conversions, Social Security claiming strategies, and other retirement planning considerations. The meeting summary notes were particularly useful, and having the action items clearly outlined provides helpful motivation to move forward. I look forward to working with John on an ongoing basis and would highly recommend him to others seeking thoughtful, knowledgeable financial guidance.