Four Quadrants Advisory N Meridian St, Carmel

Four Quadrants Advisory Reviews

• D

  Dr. Don Potts
  5

  Four Quadrants has dramatically changed the way we view our professional and personal financial planning. They are an exceptional group of talented professionals. From the very start they initiated a concise plan that has given us clarity and confidence in our financial future. The comprehensive services, all under one roof, are what really set them apart. Four Quadrants offers us business consultants, financial planners, tax managers and accountants working cohesively to formulate and maintain our financial strategy. The entire team is extremely responsive and they have provided us with invaluable advice for all of our practice and personal concerns. We only regret that we did not connect with Four Quadrants sooner!

• D

  Drew Gilf
  5

  Four Quadrants has had such a tremendous impact on our lives from the moment we joined them. To date, we are following a carefully guided plan with a renewed sense of security and well-being. Their advise over the years and clear-cut direction has been spot on both personally and professionally. With Four Quadrants' team approach, you have access to a team that is so knowledgeable and experienced that any need or concern is met with quick and thoughtful responsiveness. We are so grateful for the individualized and personal attention that Four Quadrants provides.

• C

  Cynthia Anderson
  5

  We are so happy that we made the decision several years ago to partner with Four Quadrants Advisory! Their talented and professional team members always respond to our questions and concerns with thorough and thoughtful responses. It is extremely helpful to have advisors behind the scenes who can objectively review information and help us to make non-emotional business decisions. In addition, the financial and accounting services have been phenomenal. Thank you to Brogan, Stacy, and the entire team at Four Quadrants!

• A

  Andrew Simpson
  5

  Four Quadrants Advisory has helped me tremendously navigate my practice through some challenging times pre-COVID and even more so during the pandemic. They've been clear and transparent about how to achieve goals between debt management, retirement, overhead, and even without intrusive practice management or doctor decisions. Having it all under one umbrella is great too. The most comprehensive group I've been around.

• L

  Leonard Ostrowski
  5

  4 Quadrants has been a godsend to my practice and personal life. Trying to wear all the hats of a practice owner is a daunting task. Having a group of professionals to help mitigate the workload is a tremendous weight off my shoulders. Especially with all the challenges this past year presented us with, having 4 Quads to help me stay on top of things and navigate us through all the chaos I could not be more grateful! With my third year approaching with 4 Quadrants, I cannot recommend them enough!

• L

  Linda Pellosie
  5

  I can honestly say Four Quadrants Advisory has been life changing for me. There are so many hats you have to wear as a business owner and Dentist that it can be completely overwhelming. Right when you feel there are not enough hours in the day to balance work and family life, the worries about saving enough for retirement, repaying massive student loans, and other financial decisions start to kick in. Four Quadrants came up with a plan for me that is working by what seems like magic. Things are getting done that would have taken me years to accomplish on my own, and I would have probably made a lot of mistakes along the way. I'm so glad I connected with such an amazing team of expert financial advisors!

• B

  Barry Webber
  5

  Over the few years I have been clients with them, they have helped me navigate so many pitfalls and challenges I've faced in my dental practice. Every experience I've had with them has been pleasant and professional and they are very quick to respond to questions I send their way. My wife and I always look forward to our trips to Indianapolis for our annual reviews which are both instructive and fun. My friends that I've referred to them thank me regularly for making the introduction.

• D

  Denise Hand
  5

  As a new practice owner, Four Quadrants has guided me through transition, acquisition, and major decision-making in the early days of ownership.  They are just a phone call or email away with any question that I have, directing me to the team member with the most expertise in that particular area. If you've ever wished you could say "let me check with my team and see what they think", you're looking in the right place 😁

• D

  David Salomons
  5

  There is not enough space to detail all the positive and amazing work 4 Quadrants Advisory has done for me in the 2 years since became a client. They allow me to focus on just doing Dentistry. It was best decision I ever made!!

• S

  Seth Brown
  5

  Four Quadrants has proven to be an invaluable asset to our dental practice. They have guided us through numerous challenging periods of our business ownership and set us on the path towards a more rewarding and prosperous career.