Watch out folks. David Krasnoff is back to Punta Gorda on 10/11/22 and 10/12/22 offering a free…read moredinner if you can make it through his canned presentation. Remember when he asks the color of a Yield sign, it's not yellow and black, it's red and white. LOL.

We bought an annuity from David. He told us to keep the money in for a year so we could make…read moreinterest on the investment without any interest penalty, so we kept our annuity for two years. When we withdrew our money to get a better interest rate, we were penalized 100% of our earned interest. He wasn't honest with us. The only reason he wanted us to keep the money in the account for a year was so he could get his commission. He doesn't care about his clients, it's all about what's best for him. If you want to invest, do it anywhere but here, YOU'LL BE SORRY!

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.

Chuck Made Tax Season Stress-Free!…read more Big thanks to Chuck Cash at AIS Tax & Financial! Our taxes were super complicated this year because of all the hurricane losses, but Chuck made the whole process so easy. He had everything wrapped up in under an hour -- and got us a refund on top of it. Couldn't ask for a better experience. Highly recommend Chuck if you want a tax advisor who really knows his stuff and makes tax season stress-free!

Everything went well with our complicated taxes this year. Exceptional knowledge and professionals…read more What a relief to find our new tax preparer!

Chad is about the worst person you could ever get financial advice from. If you don't make over…read more$100,000 a year, expect to be berated and belittled. Chad is the most unprofessional individual I have encountered in the financial field. Edward Jones should be ashamed to have him as an employee. People talk to financial advisers to get help and advice, not to be put down. If you are looking for financial guidance, look elsewhere.

Chad is a real fiduciary. He is very knowledgeable and patiently shows me what is happening with…read moremy funds while teaching me all about the investment system. I'm confident about my portfolio and now I'm also more experienced. This office makes sure I see them at least once a year to review my portfolio. Gigi is extremely courteous and helpful. I highly recommend this team!

Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

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.

I had the pleasure to meet with Eric to discuss life insurance options for me and my family. Eric…read morewas extremely knowledgable and answered all my questions to make sure I understood everything. I highly recommend Eric and the services he offers. Top notch!

Eric assisted me with obtaining a plan that not only will help my family if something happens to me…read morebut also has living benefit! Smooth process and he is very attentive to your needs.

This was an introductory meeting and in the short time I was with Nicole I could tell that she…read moreknows her stuff! Thank you Nicole! See you during tax season!

Nicole is the best! I've been in business for 20+ years and never had an accountant or tax person…read morewho could compare to her. These past 3 years have been so much easier to navigate as a business owner. I couldn't recommend her highly enough!