Business Profile
Business Services
Anderson Business Advisors, LLCReviews
Customer Review Ratings
4.1/5 stars
Average of 49 Customer Reviews
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Review fromEliana A
Date: 05/23/2025
1 starEliana A
Date: 05/23/2025
Based on our experience, we strongly advise others to look elsewhere. Anderson is clearly unprepared to handle specialized business needs and does not deliver the professional service they promise.
We signed up for Registered Agent services with Anderson to support our business expansion across multiple states—primarily to enroll in healthcare insurance programs and offer behavioral and mental health services. Initially, things went smoothly: they helped us in obtaining business addresses and certificates in several states.
Problems began when we tried to file in NY and PA. Although we had already paid for the service, Anderson recommended that we just change our business name on the forms— a solution that clearly showed a lack of understanding of the requirements in our field. Healthcare insurances require the business name on tax and state filings to exactly match the business certificate. Making such a change would have defeated the entire purpose of hiring a registered agent.
Trying to make sense of the situation, we did our own research and suggested filing for a DBA as a solution. Anderson started questioning the legality of our entire business structure. This left us completely confused—how could there suddenly be legal concerns when they had already helped us register in multiple states? Why was this only becoming an issue now? It made no sense.
To make matters worse, Anderson referred us to another legal entity for documents they claimed were needed. When we chose not to renew our Platinum membership due to ongoing issues, they stopped assisting us —despite us having already paid in full for foreign filing. Months later, nothing has been resolved, and communication has been poor, with our contact consistently unavailable. Extremely frustrating and disappointing.Anderson Business Advisors, LLC
Date: 05/29/2025
Thank you for your feedback. We're sorry to hear that your experience did not meet your expectations and appreciate the opportunity to clarify.
Anderson Business Advisors specializes in asset protection, tax planning, and estate planning, providing business structuring and compliance support such as registered agent services and state-level filings. While we assist with procedural filings, we do not provide legal representation for state-specific healthcare regulations, and we are always transparent about the scope of our services.
In your case, we assisted with foreign filings for your LLC based on the structure and information initially provided. As your engagement with our attorney team progressed and the nature of your business became clearer—specifically the offering of behavioral and mental health services in multiple states—we identified that your operations may fall under the Corporate Practice of Medicine (CPOM) doctrine in many states. CPOM laws restrict non-licensed individuals and general business entities from owning or controlling medical practices, and noncompliance may expose your organization to serious legal and regulatory risks.
When we recognized that your business model might require specific professional structuring and licensure, we recommended consulting with local healthcare regulatory counsel. This was not to complicate your expansion, but to help protect your organization from operating out of compliance with state law.
We also understand that your objective was to meet specific insurance enrollment requirements. However, it’s important to recognize that compliance with insurance carrier standards does not equate to legal authorization to provide healthcare services in a given state. In fact, most insurers assume that the business is already properly structured and licensed under state law before credentialing occurs.
We never claimed that foreign registration alone conferred legal operating status. In fact, our team made substantial efforts to explain that registration is not equivalent to legal authority to provide healthcare services, which often requires formation of professional entities, licensure of all providers, and adherence to state-specific healthcare laws.
We understand that this may have been unexpected, especially after prior filings were completed. However, our responsibility is to help clients avoid unintended exposure—not just to process forms. That is not a reflection on your intent, but a demonstration of our commitment to compliance, risk mitigation, and long-term client success.
We remain committed to supporting our clients professionally and ethically. Should you choose to re-engage, we’re happy to assist in setting up a compliant asset protection strategy—provided your operations align with applicable legal requirements.Review fromSheldon B
Date: 05/09/2025
5 starsSheldon B
Date: 05/09/2025
Anderson Business Advisors and particularly their Senior Strategist Shaena ******* has been very kind and professional to me for the past several years. Shaena has successfully helped me setup multiple business entity structures all across the United States. She has guided me to do business the right way thru Asset Protection, Privacy & Anonymity Strategies, Understanding Income Types & Business Entities, Strategies for Structuring Different Investing Activities, Tax Mitigation Using Entity Structuring, and Advanced Business Planning for Tax Reduction. To avoid the trial and error learning curve, I highly recommend getting in touch with Shaena Aguilar if you want to start or run your business successfully.
-Sheldon ****** (Anderson Client)Anderson Business Advisors, LLC
Date: 05/18/2025
Thank you so much, Sheldon, for your thoughtful and generous review! We’re thrilled to hear about the positive experiences you’ve had working with Shaena and the value you've gained from our strategic planning services. Your trust over the past several years means a great deal to us, and we're proud to have been a part of your journey in building a strong, well-structured business foundation across the U.S.
Shaena and the entire Anderson team are committed to empowering our clients with the tools and guidance they need to succeed, and it's incredibly rewarding to know that our efforts have made a meaningful impact. We truly appreciate your recommendation and look forward to supporting you in your continued success.Review fromGreg D
Date: 02/17/2025
5 starsGreg D
Date: 02/17/2025
I recently became interested in investing and passive income. I found Anderson Business Advisors through some searches on YouTube. The detailed content in the videos was exactly what I was looking for. Those introductory videos led me reading Toby's book titled "Infinity Investing". It was exactly the information I was looking for. I then attended some of their free webinars and discovered they offer all the services and information I need to reach my goals. I have become a member and I am now in the process of setting up my business structure and then will begin learning their techniques to start investing with confidence. I am very happy with the service and information I have received to this point. I look forward to learning more about investing, taxes, etc. from their courses and library in their member portal.Anderson Business Advisors, LLC
Date: 02/18/2025
Thank you for your feedback. We are happy to hear you see value in our services and delivery.Review fromVivien H
Date: 01/02/2025
5 starsVivien H
Date: 01/02/2025
As a new investor, Anderson provides easy access to online lessons. The best part is that I can ask questions anytime via the portal. They get things done efficiently and communicate well with their clients, which reduce my stress level as a new investor..Anderson Business Advisors, LLC
Date: 01/13/2025
Thank you for sharing your experience! We're thrilled to hear that the online lessons and client portal have been helpful as you start your investment journey. Providing efficient service and clear communication is always a priority, and we’re glad it has helped reduce your stress. We’re here to support you every step of the way and look forward to seeing your success!Review fromJonathan P
Date: 11/03/2024
4 starsJonathan P
Date: 11/03/2024
After years of running my business mostly solo, I chose to work with Anderson and another vendor as my complexity increased. As a Platinum member, I value their portal for quick, reliable answers, often just to confirm what I already know. Anderson has suited my needs well for enhancing asset protection, tax prep, and handling my LLC’s shift to S-Corp taxation. My experience aligns with BBB reviews, and I think their services offer solid value.
With a business background and knowledge in asset protection, my advice is to start simple—focus on income first, then consider more complex setups. Setting up multiple entities too early could lead to frustration and dissatisfaction.Anderson Business Advisors, LLC
Date: 11/05/2024
Thank you for taking the time to share your experience! It’s wonderful to hear that our team and resources have been valuable to you as a Platinum member, especially as your business needs have evolved. We're glad the portal has been a reliable resource for quick confirmations and support. Your advice on starting simple and prioritizing income is invaluable, especially for those new to asset protection and entity structuring. We appreciate your insight and are committed to continuing to meet your needs as you grow. Thank you for choosing Anderson to support your journey!Review fromDennis P
Date: 11/03/2024
5 starsDennis P
Date: 11/03/2024
I've started working with Anderson Advisors to establish asset protection, tax strategies, and anonymity going forward with my investments, Jun has listened carefully to my concerns and needs and put together a proposal to achieve the intended goals. Looking forward to working with them.Anderson Business Advisors, LLC
Date: 11/05/2024
Thank you so much for sharing your experience with us! We're thrilled that Jun has been attentive to your concerns and crafted a proposal tailored to your goals. We look forward to working closely with you and are excited to help you achieve all your objectives moving forward!Review fromSerena L
Date: 10/28/2024
5 starsSerena L
Date: 10/28/2024
I had my onboarding call with Jun B and have loved every interaction with her. She’s no nonsense, offers actionable advice, and fielded all my questions with ease and respect! I’m a newbie RE investor but it was a no-brainer to sign up, especially with the offer they had on the table, and how she seamlessly helped me understand the value having their team on my side could bring. My future business/life goals seem that much more achievable, and I know that when (not if) I get in any kind of bind or lawsuit, they will have me covered!! Thanks Jun and team!!Anderson Business Advisors, LLC
Date: 10/30/2024
Thank you so much for sharing your experience! We're thrilled to hear how impactful your onboarding call with Jun was—she truly has a gift for making complex topics clear and empowering new investors like you with confidence. Knowing we can support your journey and future goals is why we're here, and we’ll be right by your side every step of the way. Welcome aboard, and here’s to achieving big things together!Review fromGuillermo R
Date: 09/11/2024
5 starsGuillermo R
Date: 09/11/2024
Great and knowledgeable personnel. Anderson Advisors has been incredibly helpful to us we are so grateful for everyone.Anderson Business Advisors, LLC
Date: 09/16/2024
Thank you so much for the kind words. We look forward to helping you build your business plan!Review fromKrista L
Date: 09/11/2024
1 starI regret hiring Anderson Business Advisors to create an LLC and trust for me. Each time I call, there's never anyone to answer the phone. I rarely receive a call back when requested. It's unfortunately their customer service is more then lacking.Review fromJavier G
Date: 09/10/2024
5 starsJavier G
Date: 09/10/2024
Anderson Business Advisors are one of a kind. They are fast, efficient, knowledgeable, team players ready to meet and construct your understanding in Real Estate and Asset Protection.
This is everything I needed/need in navigating Business Structure, Operating Agreements, and Tax Strategy.
Thank you, AndersonAnderson Business Advisors, LLC
Date: 09/11/2024
Thank you so much for the glowing review of your experience! We're thrilled to hear that our team was able to provide the support and guidance you needed. Helping you navigate real estate, asset protection, business structure, and tax strategy is exactly what we strive for. We're grateful for the opportunity to work with you and look forward to continuing our partnership!
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