SmartAsset Reviews

: 4

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25% Would buy here again

Most relevant positive review

  2021-05-22
Must try
No consultants can advise any customers to save taxes I pay taxes more then one and half million ...Read on
Joyce

Most relevant negative review

  2024-03-06
RMD info
I was totally expecting some useful info on RMDs, but it turned out to be a ploy to push me towar...Read on
Jarret Zieme

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    Would buy here again
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    Must try

    No consultants can advise any customers to save taxes I pay taxes more then one and half million yearly Smart Asset helped to invest rather then to pay entire taxable amount to authorities Of course if you are under taxable slabs ,that much amount is right of government
    Many people are aware a good part of taxable amount can be diverted to investment as per law and provisions Two things happen government get reserve in terms of investment and I get money back after selected period with interest
    This is how Smart team managed this all amount
    In my point of view there is no harm to contact them to know how best offers they suggest what is not workable myself .I will say- keep in touch of such organization.


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    Would buy here again
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    RMD info

    I was totally expecting some useful info on RMDs, but it turned out to be a ploy to push me towards financial advisors. I just want the facts, not some sales pitch.


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    Money wasted

    I thought SmartAsset would help me make some smart money decisions, but it totally let me down. Turns out, it was a complete waste of time. They're not helpful to anyone - not me, not the advisors. They're just running a big scam!


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    Lead generation service

    I've been advising people for over thirty years now, so I thought it was time to grow my client base. I heard great things about SmartAsset's lead generation service, so I decided to give it a shot. I hate to say it, but I was let down big time. Even though I shelled out a bunch of cash, the leads they sent me were terrible. And don't even get me started on the customer service - it was basically non-existent. After all the leads they sent my way, I couldn't close a single deal. What a complete waste of my time and money.


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