Exemplar Financial Network

Exemplar Financial Network Reviews

Reviews 6
4.3
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We have been with Exemplar Financial Network for 2...

We have been with Exemplar Financial Network for 25 plus years. We feel extremely confident with our relationship with them. We have received very professional advice on investing our money. They also handle our taxes professionally and in a timely manner. I would not hesitate to recommend them to anyone.

I have been using Exemplar for 15 years or so and ...

I have been using Exemplar for 15 years or so and have found them to be professional, friendly and extremely helpful. Many family members and friends use their services and all seem to be happy with the work that Exemplar does. I recommend them to anyone that would ask for my recommendation.

We have been clients of Exemplar for 15 years. Du...

We have been clients of Exemplar for 15 years. During that time they helped us successfully navigate the Great Recession and plan for our retirement. We have enjoyed our interaction with their professional team members and the options and advice they have provided. We would highly recommend Exemplar to help you in planning for the future.

We have been clients for 15 years and my parents w...

We have been clients for 15 years and my parents were before us. Dave and Cameron have always been professional and very helpful. Everyone in the office is very helpful. I would definitely recommend them to anyone for their services.

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Exemplar didn t process our taxes properly in 2017...

Exemplar didn t process our taxes properly in 2017 and here we are, year 2020 and still owe $5,000. Your company offered to do our taxes for the following year at no charge as an apology. We did not take you up on that. Reason being, I sat down with a financial advisor and specifically asked what I can do to make sure we do not owe again during consecutive years. This was asked because supposedly you set us up on a payment plan, we gave you all of our banking info, but among other things that didn t happen. I set it myself months later after nothing had been deducted from our balance, and we ended up paying more on interest. So thank you for that. This company has been the worst headache for us, and for what they charge to file your taxes, do NOT bother.

Exemplar Financial Network

Exemplar Financial Network

4.3