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.

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

Cancelled doing business with them because could never get ahold of account management, spent hours…read morecalling them trying to get answer. After cancelling, continued to bill me despite in writing each month was no longer using them. Tried for 1 hour to get credited and stop the billing for services not used, never got to talk to anyone that would help would just transfer me to different departments.

We've been with Paychex (originally Oasis) for nearly 30 years, and it has been a slow, frustrating…read moredecline ever since Paychex took over. What used to be a supportive, reliable relationship has turned into an absolute nightmare. Customer service is almost nonexistent -- it takes multiple calls and emails just to get basic questions answered, if at all. There's no consistency, no follow-through, and zero sense of urgency. We've been passed around from rep to rep without ever getting real help. Worse, their pricing has become outrageous. Fees have ballooned, and there's no transparency in how they calculate what we owe. We strongly suspect we've been overcharged for state unemployment taxes and other employer costs, but getting a straight answer is nearly impossible. We are a small, family-run business -- the exact kind of client Paychex claims to support. But instead of helping us, they've taken advantage of our loyalty and made it clear that once you're in, they stop trying. We will be leaving Paychex as soon as our contract ends and will never return. We're actively warning other local businesses to avoid them as well. There is absolutely no benefit to working with a giant payroll provider that treats small businesses like we're disposable.

I met with John Bozer to go over my insurance coverage. I can state with absolute confidence that…read morehe is an ethical and caring man. He guided me as to what was best for me; where he did not make a commission. He took his time and was very helpful. Go to John if you have questions about your insurance, coverage or choices. You can do so with absolute confidence.

From the owner: Turning 65? We can help youread more

In Sarasota Schwab Bianca is always ready to answer all our questions & guide us through our…read moretransactions. She is professional, patient & knowledgeable. We enjoy working with her!

I was told I would get assistance opening an inherited traditional and Roth IRA. I was "assisted"…read morein the lobby where I had to provide sensitive information. I saw the concerned look on the receptionists face and asked if there was something wrong as she looked up data. She said no that she was trying to read. When I tried to give history about what I needed she told me to not talk because she was talking. She kept asking me for emails and I was upset and couldn't find them. When I asked to see someone else she sat me down in the front lobby and got me a cup of coffe and went away with my paperwork and came back with instructions to go home and do my paperwork there. I checked afterward and found only one account. I conclude she simply got rid of me. I was very unhappy with this service and will take my inherited money out the first chance I get. Of course there is a charge for doing that. The advertisements that Charles Schwab offers high touch services are just ads

I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

We had been with Well Fargo Advisors for several years…read more However, the move to HD Money was the very best move we have ever made. The whole team stays on top of the market and watches your accounts as if it was their own. We just wish we knew about them sooner. Never been happier with the results we have had even in the bear market. If you are not pleased with your advisors, call Stuart today for an evaluation of your account. Frank and Phyllis N

They was supposed to set me up as beneficiary to my mothers account and failed. When I went to make…read morea sale to collect some funds for other investment's they locked me out with restrictions on my account. made a big mistake hiring this firm. Do yourself a favor. Do not use these people.

My experience with their credit card has caused me to begin moving ALL of my money to Schwab. I had…read moreBadger Bobs replace three toilet valves in my bathrooms for $900. They have been back to my house three times and two of the three are still not functional. I reversed the credit card the first time and Badger Bobs came back and Temporarily fixed the issue. Now that two of the three are not working again, I went to reverse the charge again but the last rude, obnoxious Fidelity rep I talked to stated that Badger Bobs said the item was fixed and she would not help me at all. Fidelity has provided the WORST customer service I have ever received in my life. I immediately canceled the credit card and am in the process of moving my account balances to Schwab. I have been with Fidelity for over twenty years, but upon researching I have found that Schwab is the leading money management firm for personal investors. Anyone in Lakewood Ranch should take note of this!

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!!