Tenet Financial Group Larson Ln, Aledo

Tenet Financial Group Reviews

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  Everette Moss
  5

  This review comes four months after Tenet Financial Group completed the initial and largest body of work for my company. The working relationship is ongoing due to the nature of the professional services being provided. I hope this review serves as an endorsement that you are in the right hands when you hire Tenet Financial Group. Professional services vendors can be a little tricky to assess, especially when one is hiring a firm to manage a process that is unfamiliar to you. There are certain moral attributes of a firm that just doesn’t have time to show themselves prior to signing the contract. I am pleased to say that Tenet Financial Group’s Integrity, Honesty, Reliability, Responsiveness, and Competence have shown their true colors over the past four months and are all at the highest level. As a business owner, I rely on many professional services firms to keep my company operating efficiently. Tenet keeps everything in order for me, such as IRS compliance, so that I can focus on implementing strategy. It is a pleasure to work with everyone at Tenet. Even the CEO is more than willing to engage with clients directly and sincerely makes ethics and “doing the right thing” the number one priority.

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  Lawrence Hufty
  5

  Working with Tenet Financial Group for the past 12 years has been an incredible experience. They helped me start my company using my 401k funds, and administered the program. Using my 401k funds meant that I had to setup my company as a C-Corp. Two people truly stand out for me. Erin Kimble was my day to day advisor as I navigated through the use of my funds and setting up 401k plans for my staff. Erin was consistent and accurate, ensuring that I did the proper valuations and that reporting was done in a timely basis. Recently, my company had obtained enough funds that I was able to buy back my shares and close out the 401k. Enter Sarah Sawatzky. The temperment of an angel. Unwinding the company from the 401k plan, I thought, would be easy peasy. Well, it wasn't. And sometimes I think my frustrations showed. Yet Sarah stayed cool, calm and collected. She never wavered on what I needed to do, would patiently explain it all to me, and no matter how irritated I became with the process, she kept me focused and on track. Today, we closed out the 401k officially. Had it not been for Erin and Sarah, and their desire to provide incredible service, this would never have happened. I highly recommend Tenet Financial Group.

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  Rance terrell
  5

  Tenant has been wonderful throughout our entire process and has really made starting a business much less stressful than what most have to go through. We appreciate all the knowledge and support so much!

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  Katie Rincon
  5

  Nadia helped us obtain our SBA. She was very professional and always available when we had questions. Along with her wealth of knowledge concerning SBA's, she was very positive and encouraging throughout the whole process. We would highly recommend Tenet Financial Group . HomeWell Care Services/ Tampa, Fl

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  Tino Villani
  5

  Made the task of setting up a business and 401K plan simple and enjoyable. Everyone I worked with was prepared, capable and coordinated with the rest of the team. Great experience!

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  Kimberly Snow
  5

  I am new to the business world and am starting my own franchise. Tenet Financial was recommended to me to use in order to navigate the complicated (for me, anyway) financial system to get going. Everyone at Tenet I came into contact with was personable, helpful and quick to reply to calls/emails. Kelly Krueger in particular came to my rescue on numerous occasions to help me facilitate the resolution of errors made by Fidelity. She guided me through the process from start to finish with professionalism, but also with humor and ease. I recommend Tenet highly!

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  Maxine Bernstein
  5

  Tenet Financial Group handled my financing arrangement when I purchased my Allstate agency franchise. It was not only my first franchise purchase but also my first time owning a business. Everyone at Tenet was great at walking me through the process and "holding my hand" as necessary every step of the way. I would highly recommend Tenet as a partner for funding your franchise purchase.

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  Les Kleinman
  5

  I worked with Tenet on starting my own company and rolling over my 401k to start the funding. They were extremely knowledgeable om the process needed to stay in compliance with the laws around ROBS and startups. Tenet walked me through every step to ensure I knew exactly what to do. Diane really took care of my needs from start to past finish, as I need to reach out to her for other items later on after we completed and she still went out of her way to help. One really impressive thing I noticed was the response time, being a former Marine I try to get things done yesterday and most people I work with do not, but Tenet especially Diane would respond to my inquires extremely fast not leaving me waiting for important information. All I can say to sum up is if you have the chance use Tenet for your needs!

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  Juan Ramos
  5

  Diane, Lindsey and Jen over at Tenet Financial Group were extremely helpful and supportive. We used a ROBS to fund our franchise and due to some of our personal circumstances, it got a little difficult; but, they guided us through the entire process of incorporating and funding our business. Thanks to your team, we are now the proud owners of Lawn Doctor of Denton, TX!

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  Greg Lomen
  5

  Very helpful team! They provided a ROBS program that allowed me to access my 401K and provide funding for my business, when my bank of 20 years wouldn't. Diane and the team are very kind, informative and helpful. Give them a call and see if they can help you make your dreams come true!