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October 2023
As a young couple that is new to investing and planning for retirement the SRQ is beyond helpful. Karin and her team are patient and thorough. We feel confident knowing our long term financial goals are on track with people who truly care.
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September 2023
Karin, Steve and Justin are amazing professionals. No detail is too minor, no challenge too daunting. Each of them exudes warmth and real caring, all while providing a superlative level of service. I would refer anyone to them for wealth advice, without reservation.
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September 2023
Justin Salemy is incredibly knowledgeable, personable and responds to requests in a very timely manner.I've been a client for several years and do not have a huge account. He treats me as if I were his most important.He would be an excellent Financial Advisor for any client.
