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April 2024 by Amanda Georgiades
We are fairly new to SRQ Wealth, but from every contact point with them, they have been consistently knowledgeable, helpful, organized, professional, and kind. We look forward to working with them well into the future.
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March 2024 by Linda Driggs
Without a doubt, Steve and Justin have our best interest to heart. They match with our financial goals and continue to help guide us through the process. I would highly recommend SRQ Wealth! L Driggs.
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March 2024 by Arthur Clode
Been with Steve and Karen and SRQ for 32 years. They are the utmost professionals and have handled our ever changing accounts well. You need this firm!
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February 2024 by John Sidor
Great character counts. I have known Justin Salemy for several years and he embodies great character with the integrity and values you would want from your wealth management Trusted Advisor. Justin is a thought leader; exploring what continuous improvement SRQ Wealth can make to bring value to their clients and his teammates. Justin and his colleagues’ goal for a client is financial freedom and not just about money. Justin has shared the SRQ Wealth philosophy about finding their clients "why" and aligning their resources to pursue it. SRQ Wealth helps clients define that "why" and create a financial plan that lets them live out their unique vision of freedom.
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February 2024 by Janet Salemy
The team at SRQ Wealth is great! I am newer to working with them but they are very efficient, knowledgeable and have systems and processes in place to make sure nothing falls through the cracks.Their investment strategies and thought process adds a lot of value and makes me feel very comfortable and optimistic about my portfolio.They also provide tax strategy, estate planning and much more.Highly recommend!
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February 2024 by Jack Prestigiacomo
Fantastic group to work with!
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February 2024 by Thomas A Quinn Jr
My wife Nancy and I were so comfortable with the professional and knowledgeable way that our account was handled by SRQ Wealth and in particular the guidance afforded by Mr. Justin Salemy.A very enjoyable and satisfactory experience.It is without hesitation that I would recommend this individual to anyone looking for a satisfactory result with their retirement planning.The Quinns of Sarasota Florida
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February 2024 by Kelly Jorge
My husband and I have had nothing but amazing experiences with SRQ and everyone on their team. Not only have they helped us with our current finances and retirement planning, they have also helped us and encouraged us to get all of our affairs in order (life insurance, wills, etc.). They are wonderful, trustworthy, responsive, and organized. They never let things fall through the cracks. I highly recommend SRQ.
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January 2024 by Nancy Norris
the staff at Srq wealth are always amazingly!
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January 2024 by Eli Martin
SRQ Wealth has helped me open and manage multiple long term accounts for retirement. I highly recommend using them for any type of financial management, all employees were extremely nice, and truly care about their clientele.
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January 2024 by lia webster
it’s great! wonderful costumer service
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January 2024 by Cindy Loughlin
As relatively new clients of SRQ Wealth, this review is a summary of initial impressions and experiences which lead us to believe we've made an excellent decision to join SRQ Wealth's family of clients.Their concept of a Concierge Approach to service appealed us immediately. SRQ Wealth is at the center of all our financial planning needs. In addition to the firm's local talented team members, they have access to national resources and maintain a network of local contacts for tax, estate, banking, etc. services.From the first meeting, we felt there was genuine interest in our family & financial situations. A broad range of questions and discussion topics, including our life / financial goals preceded any talk of "how to invest our money". It was clear to us from the start we would be treated uniquely with a financial plan designed for us.Although we have not been through a full annual cycle of service, our initial experiences from the new client on-boarding, to the first exposure of their investment strategies, to follow-up meetings have been outstanding. Each encounter with every team member has been impressive -- there is personal warmth with a professional manner.We look forward to growing our relationships with Steve, Karen, Justin and the SRQ Team ... even at this early stage, we confidently recommend SRQ Wealth.John & Cindy Loughlin
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January 2024 by Toby Deutsch
The SRQ Wealth team have cared for my finances for over 10 years. They are available and responsive whenever I have a question or a new need. I always feel that we deal with my needs and agenda, not a cookie cutter solution. I couldn’t recommend them more highly.
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January 2024 by Richard Segall
caring, intelligent and helpful . can't praise them high enough
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January 2024 by joe Mendels
Asking SRQ, wealth management to help manage our affairs is one of the most sensible things I have done over the past decade. They put together details in a way that no other advisers have ever done for us. Their approach is comprehensive and their planning forward looking. it’s a big plus, but they are so accessible and easy to communicate with. We strongly recommend them.
