Exceedia Reviews

5.0

100% would recommend to a friend

(3 total reviews)

Jesse Vu

100% approve of CEO

100% positive business outlook

Reviews by job title

3 reviews
5.0
14 Apr 2018

Great place to learn

Recommend
CEO approval
Business outlook

Pros

Jesse Vu is a great mentor who encourages you to pursue your interests. She knows a lot about financial planning, taxes, and relationships.

Cons

If you are not good at meeting people on your own or you are shy, it's a very hard industry to work in. Unless you are always getting leads, you have to be good at meeting people.

5.0
15 Apr 2017
Recommend
CEO approval
Business outlook

Pros

Wednesday meetings we get food and the chance to have open communication about whatever we want to talk about. We get personalized business coaching and the company is always sharing its success with us. We get the freedom to work a flexible schedule and the owner trusts us. They let us make decisions about how we want to do things as long as it is always with the clients best interest in mind. The CEO bought a massage chair so the staff have a place to relax after a hard day. The company really encourages relationships and our ideas are encouraged and often implemented.

Cons

Sometimes we hire the wrong people and it disrupts the organization. The CEO has a lot of ideas and sometimes we don't have the resources to implement all the ideas. The high standards for client planning require a lot of time and training and sometimes it's frustrating to try to learn so much. We use a lot of technology and programs and non-tech people have a difficult time

5.0
18 Dec 2016
Recommend
CEO approval
Business outlook

Pros

Democratic community, associates are treated with respect, primary focus is ensuring clients' needs come first before profits, vision and mission is in alignment with company culture, clients and associates love the environment, everyone is caring towards each other, the associates have their own offices with large windows, company is on the cutting edge of innovation with financial strategies, community initiatives, caring, competent, and very knowledgeable advisors

Cons

Changes in CRM, setting up the systems has been a process of learning, challenges in the beginning with associates who were not a good fit

Glassdoor has 3 Exceedia reviews submitted anonymously by Exceedia employees. Read employee reviews and ratings on Glassdoor to decide if Exceedia is right for you.