I entered into an agreement in 2019 for Arete Financial to negotiate my interest-bearing debts (credit cards and 1. The best aspect of Arete is definitely the employee's i work among they bring life to your day and the company. Complaint Type: Billing/Collection Issues. The company in whole is very lenient when it comes to family emergencies most if not all companies will have issues with medical leaves, bereavement etc, if the time is needed the time is given and our job is always here when we get back REGARDLESS of the circumstances, although like any other job because of our high volume of clientele we do get extremely busy and everyday is fast paced, if you are a slow worker this is not the job for you, Arete puts into you, what you put into them, there is always room for growth and raises/promotions are given very frequently and very quickly in almost a matter of a few months of working here i had already been given 2 raises. Typically management is driven off of numbers and Motive, my current manager is "for the people" for lack of better words, we are not micromanaged but are expected to hit our daily goals if not higher, monthly employee appreciation events are held, bonus's are thrown out very often which is typically where competitiveness comes in hand, it motivates me to reach higher for what is expected. All in all from all the places I've worked in my long history of Customer service based jobs this by far exceeds what you could ask for from a company! It didn’t take long for scammers to try to exploit the. They Keep everything Positive and keep everyone up to date on new moves being made with the company or upcoming changes or events, basically they are very transparent in their approach so that's a major plus you'll never be in the dark and even down to Department Mangers its the same its the most ideal situation you could ask for in regards to being managed and allowed to manage your day and get work done without feeling like eyes are burning through your back if you know what I mean. The debt forgiveness plan, announced in August, would wipe away up to 20,000 in student loan debt 10,000 for most borrowers. The Upper Management is a Great group of individuals who seem to be as upbeat and personable with the employees as can be. Its Honestly one of the best if not The Best places i've had the pleasure of working at. Your greeted with smiles and high fives from co-workers nearly every day coming into the office which is always good way to start your day. With the world of financial services being ever changing, Mary is excited for the mark she has left and will continue to leave in this industry.The overall tonality at Arete is a very Employee Friendly/Family based environment. Arete, meaning “striving for excellence” in Greek, is the exact concept Mary wanted to instill in her company. Whether it’s a weekend phone call to strategize tax planning or a meeting in the office, Mary is attentive and hands on.Īfter 7 years of successfully building MLR, Mary saw the additional support that clients were seeking and decided to partner with two local professionals to add legal and financial services, giving clients a “one-stop-shop” for financial health and wellbeing.įrom here, Arete Financial Solutions was born. Santa Ana company to pay feds 835,000 to settle student loan scheme that allegedly netted 43 million Arete Financial's assets were frozen when the Federal Trade Commission discovered the company. Mary treats every client like family, always offering assistance when needed. MLR now proudly serves over 2,000 clients and 500 businesses by offering personalized services catered to each individual/businesses needs. In 2014, Mary took a leap of faith and started MLR Professional Tax and Accounting Services, leaving the corporate world behind in pursuit of supporting small businesses. Reviews from Arete Financial Freedom employees about Work-Life Balance. Some of the advisors at Arete Wealth Management may also be. The holding company owns another wholly owned subsidiary, Arete Wealth Management, LLC, which is a broker-dealer. It is wholly owned by its parent holding company, Old Growth Capital, LLC. She has over 30 years of experience, gaining her Enrolled Agent Certification during that time. Arete Wealth Advisors was founded in 2007, and it has been registered with the SEC since 2009. Mary is no stranger to the tax and accounting industry.
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