Anderson Business Advisors Reviews 

The Platinum Knowledge Room for the Nonprofit hour was ABSOLUTELY helpful. Thank you so much!

The Platinum Knowledge Room is well worth the money. The presenters are experienced experts as well as licensed attorneys and tax professionals.

Jakeel Welch was awesome.

He helped me address my issue and was extremely professional and knowledgeable.

Looking forward to working with him and the ABA team for many years to come !

As a new customer of Anderson, Karen Chavez was able to instantly answer all my questions. You get real people giving you real, timely answers.

Outstanding services, great customer service they are very responsive and knowledgeable

Excellent information and help with very specific questions regarding trusts, llcs , and asset protection. One-stop shop for tax, legal, and entity formation. I've never seen a service like this, and it is incredible!

Had a great time learning along with other business owners on how to implement businesses properly for asset protection and tax benefits. The instructors were lawyers with a vast amount of experience and enjoyed teaching us so that we could be successful. I will attend more events with them and work with them for my business needs.

I am very impressed with the professionalism and knowledge Anderson Advisors has imparted to our family. I recently have been working with Debbie Trentini on navigating opening a pension plan/ solo 401K. She is very thorough, knoweledgeable and clear in helping us navigate what can be an overwhelming project especially if you don't know the right questions to ask. We feel very confident that we are in good hands moving forward.

The company is outstanding from every point. From the process, to the setup, to the availability, to the punctuality, to the individuals, to the knowledge and on and on and on, you name it they have it down to a science. Outstanding investment for anyone looking to start a business to the seasoned professional. One of the most invaluable assets, I must say, is there PLATINUM KNOWLEDGE ROOM. If you need answers to any questions quick you can literally enter the room 5hrs a day, Monday thru Friday and have your questions answered by legal counsel within minutes of waiting! If your considering Anderson as an asset to your portfolio, consider no more and sign up you will not be disappointed!

My husband and I joined Anderson Advisors out of the recommendation of SurgeU. We are very new to the world of investing and are trusting the advice being given. So far our experience has been good. The individuals we've worked with including Jason, Brittany and Debbie have been very thorough in their communication. The only reason I gave 4 stars out of 5 is due to a lack of response to emails or text messages. Paying a premium price, I expect responses within 24 hours. This has not always been the case. Over all we are satisfied with their service and hope to build a long last relationship.

Anderson Advisor provides excellent advice and guidance to set up your business and assets to be protected and remain anonymous. They give clear and thorough answers to all your questions and have created a system that enables them to be readily available.

A True Partner in Building Wealth and Security

Jacob Reide has been more than a Senior Business Advisor — he’s been a trusted ally, guiding my family to protect our assets, reduce taxes, and create a lasting foundation for generational wealth. While there have been ups and downs, Jacob has consistently stepped in with steady guidance and unwavering support to help us navigate every challenge. He is responsive, deeply knowledgeable, and genuinely invested in our success. Jacob takes the time to understand our goals, explain every option clearly, and ensure we feel confident in each decision. I truly appreciate his time, his kind words, and the lasting impact he’s made on our future.

It's a wealth of information to process.

From Employee to Entrepreneur: How Anderson Advisors Made the Transition Seamless

Making the leap from W-2 employment into entrepreneurship is like stepping into a completely different world. As an employee, I had the comfort of pre-built systems, support staff, and a steady paycheck. Once I became an entrepreneur, it was on me to build everything — systems, strategy, support — from the ground up. It was exciting, but also incredibly overwhelming.

What made this leap not just possible but sustainable was the Platinum Portal Service from Anderson Advisors. Over the past two years, their guidance has been instrumental to my growth and peace of mind as a business owner.

With the Platinum Portal, I have access to a full support team, including:

• Administrative assistants who walk me through setup and compliance processes

• A business advisor who helps me make informed decisions

• Attorneys who understand the legal nuances of entity structuring and business ownership

One of the most valuable components is their weekly Office Hours (every Friday, 9:00 a.m. to 2:00 p.m. Pacific, via Zoom). These sessions include presentations, live Q&A, and even private breakout rooms for one-on-one consultations with an attorney when needed.

The platform also provides:

• A central place to submit and store Meeting Minutes and important documents ("My Documents")

• A Q&A Portal for legal and business structure questions

• Access to a library of online courses and training videos

Yes, there’s an upfront fee of a few thousand dollars, plus a monthly subscription (under $100). But I can say without hesitation — it’s been worth every cent. The support I receive is personalized, consistent, and incredibly effective.

Just this past Thursday [July 31, 2025], I needed to set up a complex structure for a real estate investment: one LLC to own the property, and two Wyoming LLCs to serve as holding entities. I reached out to my Anderson team — and within the same day, they had the two Wyoming LLCs formed and had already begun the process for the property-holding LLC. Fast, precise, and handled with confidence.

This is just the latest example of the outstanding service I’ve come to expect from Anderson Advisors.

Thanks to them, the transition from employee to entrepreneur has been smoother, smarter, and far less stressful than I imagined.

Mary Levy is the best! I’m a very satisfied client! Anderson law group is quick to respond and provided clear, professional guidance on both legal and tax matters. Their expertise and attention to detail made a potentially stressful process feel smooth and manageable. I truly appreciate their responsiveness, thoroughness, and the confidence they show. I would highly recommend Anderson to anyone in need of reliable legal business or tax advice and services.”

I set up a free strategy session with Seth Perlman for July 22, 2025, from 3.15 to 4 p.m. EST. I even received the meeting invite.
I waited for the call during that time but was ghosted. There was no follow-up email explaining or apologizing for being unable to make it.
Then, on July 23, 2025, I received another invite without speaking with me for 1 p.m. on July 24, 2025. I received the call from him on July 24, 2025, at 1 p.m., which is a time determined by someone unknown to me. I was not available for any much time, so we had to terminate the call.
I value everyone's time and would appreciate it if every professional valued everyone's time. Stuff happens, but that is where communication is key.
I know this was a FREE session, but I would prefer to pay for a session so that someone would value the time we agreed to.
I have watched Toby Mathis's videos, which are informative. That is why I was attempting to have a session with a legal and tax expert to create that blueprint.
This was my experience.

From the minute Bridget Chambers picked up the phone all the way through the process of working with us on an urgent legal need, Bridget and attorney Jeff Cottle went well above and beyond to assist us to get the work done quickly and exactly to our wishes. The sense of confidence we have with our Legal Team at Anderson far surpasses our expectations and allows us to finally sleep at night knowing that our best interests are being taken care of by competent, very smart individuals. Thank you Bridget Chambers and Jeff Cottle and others at Anderson who are on our team.

Nerissa Sam is absolutely amazing! She's been a wealth of knowledge throughout this whole process. I'm not new to business but I'm new to asset protection and entity structuring and I couldn't have asked for a better guide. She's always available and patient with my numerous questions. I'm very thankful!

Working with Debbie on setting up our Solo 401(k) was an outstanding experience from start to finish. Her deep knowledge of the Solo 401(k) structure and compliance requirements was evident at every step. She made what could have been a complex and overwhelming process feel simple and manageable.

Debbie is incredibly efficient, staying on top of every detail while maintaining clear and timely communication. She took the time to explain each step in a way that was easy to understand, ensuring we felt confident and informed throughout the entire setup.

If you’re looking for someone who combines technical expertise with exceptional client service, Debbie is the one. I highly recommend her to anyone navigating Solo 401(k) planning.

Very easy to get ahold of. Michael and team were transparent and communicated well.