This review is with regards to the interaction with our Account Specialist, Aiko Velasquez. She has been great to work with and we appreciate her taking the extra time and giving us a call to make sure that we fully understand the changes to our plan. Keep up the great work.
About Guidant Financial
Guidant Financial is a business specializing in providing financing options for entrepreneurs and small businesses. They offer a variety of services, including 401(k) business financing and SBA Business Loans. The company has a reputation for helping thousands of small businesses launch and achieve their dreams.
Customers have praised Guidant Financial for their exceptional customer service. For instance, Katie Hall from the accounting services department was commended for her proactive approach and observation skills. A client who faced challenges navigating different departments while seeking specific accounting assistance received help from Katie. She suggested establishing a single point of contact for the client's inquiries, which proved to be an invaluable solution.
Another customer praised Alexa for her knowledge and availability in helping them make a significant purchase. Alexa provided needed information and answered many questions, making the process confident and smooth.
The Guidant team, particularly Tanay Floyd, was also praised for their knowledge and professionalism throughout the financing process. Tanay was noted for being patient and responsive in handling complex questions and situations.
Overall, Guidant Financial is commended for their excellent service, knowledgeable staff, and professionalism in helping businesses launch and grow.
Reviews
Guidant Financial helped me greatly in my 401k to Rollover for Business Startups plan. They were with me every step of the way, and my liaison was responsive, professional, and walked me through everything. Highly recommend working with them - the client experience was unparalleled.
I just completed my first very first year end document review for 2025 with the kindest, most patient representative name Aiko. She was knowledgeable, professional and friendly. I didn't feel rushed at any point during the call and we went through step by step and were able to complete the entire form together. Who does that? Aiko that's who. Wish all customer service representatives were like her.
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Hours
Good to know
- offers military discount
Location
2404 Bank Drive Ste 310, Boise, ID 83705
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