We had a very disappointing experience. Despite premium pricing, the level of service did not meet…read moreexpectations. Communication was lacking, and overall execution fell short. I would recommend considering other options.

After many years, I sadly came to realize that this organization does not care about the individual…read moreperson. They just care about money and they reduplicate your tax things and try to make you feel stupid every year case in point my father died and for the next three years, they harassed me and claimed him on my taxes, even though they filed the original death taxes the first year, and I had Lucy swearing that she never saw the death certificate, but how did they file it? And then to fix the problems that they created they charged me !! yeah just stay away. That's the kindest thing I can say, don't get taken in by them

Steve, Karin, Tyler, Heather and Dana have always gone out of their way to make sure all of our…read morefinancial needs are met. We were fortunate to have found SRQ Wealth!

I've known Amy at SRQ Wealth for years, and while I'm not a client of the firm, I've greatly…read morebenefited from her advice, especially regarding the differences between Roth and traditional IRA savings, both for myself and now for my daughter, who is working full-time. Much of the insight she's shared comes from her deep experience at SRQ Wealth, and it's had a meaningful impact on how we approach long-term financial planning.

Jeff is truly an expert in understanding risk tolerance. He is the best at what he does and I…read morereally appreciate his quarterly meetings. I now can feel confident about my financial future!

I just had to write a review. Jeff Labelle is so good at what he does. Not only does he stay on top…read moreof my account, which I have found many other financial advisors do not, he always responds to me promptly whenever I have any questions or concerns no matter how silly they must be to him!!

Reviewing the service of Lucas Pastuszka…read more Lucas is an attorney with deep expertise in the crypto world. I contacted him with a concern that I might become yet another victim of a crypto scam. I described my concerns in detail and found him, at all times, to be very empathetic, warm and service oriented. He immediately made me feel comfortable to trust and work with him on the resolution of this issue. Lucas contacted me several times with sage advice on how best to deal with the issue. It is clear he is a valued expert in this field and his knowledge and suggestions have enabled me to solve this problem without getting scammed for a lot of money from a fake crypto source. I can recommend him without reservation. You won't be disappointed!

I'm beyond grateful to initiate crypto for setting me up with my account and for introducing me to…read morethe world of Crypto. The idea of investing in cryptocurrency overwhelmed me and I proceeded with a lot of caution at first, but with the help of Lucas at Initiate Crypto, I was able to get set up quickly, felt comfortable to begin investing right away, and have since been happily watching my investments grow. Every question that I had about cryptocurrency.... and there were quite a few (i.e. how it functions, how to buy/sell cryptocurrency, the cryptocurrency benefits and the cryptocurrency risks)....Lucas was able to answer every single one. He is very well informed on not only cryptocurrency in general, but also the latest crypto news. If you're genuinely interested in investing in cryptocurrency, but feel way in over your head, have a lot of questions about it, and don't feel equipped to do it all by yourself, I highly highly recommend Initiate Crypto's invaluable services to guide you through getting set up. I'm very grateful to Initiate Crypto and Lucas for giving me the strong foundation necessary to navigate the world of cryptocurrency with ease and excitement.

I met with Jon Rissler about our finances and saving for the retirement. He is really professional…read moreand has a very laid back no pressure approach. I feel so much more comfortable knowing what I have to do now, so I can retire when and how I want to in the future.

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

SEC Registered Investment Advisory Firm, very successful and profitable discretionary asset…read moremanagement program, experienced advisors and staff. Very friendly and low-key.

From the owner: We specialize in financial services, specifically Wealth Management, Asset Management, Financial…read morePlanning, Retirement Planning, Estate Planning, and general Financial Advising services.

Mr. Paz is phenomenally difficult to get a hold of. He's typically unresponsive and slow to act…read more His advice is contradictory and bares the distinct scent of extraneous motivations. The overwhelming majority of contact with his office occurs through his (sweet, yet slow to understand) assistant, Caroline. I encourage that you seek your financial advice and counseling elsewhere.

Michael has been my financial advisor for years. He is knowledgable, knows market trends and gives…read moreme sound advice. Have recommended him to many of my friends! He is wonderful!