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October 2023 by Kelly Roan
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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October 2023 by Marina Parkin
The team at SRQ Wealth is absolutely fantastic. They have really put Client Experience as their top priority and it shows in every step of the journey, from coming in to their office for the first time, to the communication and attention to detail throughout the work they do with their clients. Happy to be working with these amazing individuals.
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September 2023 by Leslie Loftus
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 by Sue Morris
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.
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September 2023 by Ben Hanan
The professionals at SRQ Wealth take a very comprehensive approach to financial planning and work with clients not only on their financial plans, but also their estate plans. A true pleasure to work with.
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September 2023 by Aaron Solender
Never had an easier or friendly way of managing my money than with SRQ. Justin and his team always have your best interests in mind and are able to communicate to any level of financial knowledge.
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September 2023 by allison imre
I cannot begin to describe how much. I respect and admire the entire SRQ Wealth team. Karin and Steve are tremendous professionals, great friends and amazing partners in business.
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September 2023 by Brian McCarthy
SRQ Wealth. My Associate Wealth Advisor is Justin Salemy CFP. I have selected Justin and the firm to manage my investment portfolio. First and foremost I trust them to look out for my family. Second they have the experience and expertise to ensure that decisions are made in my family's, not the firm's, best interest. Third they keep me informed by meeting frequently. I have a Harvard MBA and have been a CEO of both private and public companies over my 50 year career. I have been a broker/dealer of my own firm. The point - I am able to manage my own portfolio. My wife and I choose to have SRQ do so.
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September 2023 by Kyle Kefauver
The SRQ Wealth team has been great to work with. Response time is very quick. You can tell they really care about their clients. I have known Justin for over 20+ years and can vouch for his credibility and knowledge. Highly recommend!
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September 2023 by Heather Jesiotr
I found SRQ Wealth on a google hunt for financial planners, as we were somewhat new to the area. I noted the 5 star average review, but had not heard of them prior. Justin Salemy contacted me within 10 minutes of my web inquiry; normally, I'm super suspect about a robo call back or an over eager team "ready to help", but Justin immediately put me at ease. There was zero pressure, and it was a very easy conversation. We scheduled time to talk initial details the following week and when we met, the co-owner of the company joined our meeting. The team is impressive in all aspects - their communication, fast action, flawless teamwork, and the simple follow through is something that is so lacking in companies everywhere. They built a customized plan for our family that fit our long-term goals and didn't miss a detail in their intake process. I am extremely happy with the investment approach we selected and look forward to a long relationship with this team. Thank you, Justin, Karin, Amy, Taylor and the whole SRQ Team!
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August 2023 by Donald Fell
Superb professionals at all levels within the SRQ organization. They are truly a 'one stop shop' for all my financial planning and financial planning questions. And, not unimportant, they are great to work with!
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August 2023 by Tracy Sasson
It was an absolute pleasure working with Justin Salemy. The tremendous insight, knowledge, resources, and above all genuine care that Justin brings into every discussion truly sets the support apart from any other past experiences. I had been dealing with a complicated financial situation involving a family member who was recently widowed. Justin went above and beyond to set my mind at ease, providing resources and tailoring a plan to ensure future security goals. He is extremely patient, extraordinarily dedicated, always taking the time to explain thoroughly no matter how many questions are asked. The sincere care, genuine compassion, support and time Justin invested, helped give me invaluable peace of mind. I highly recommend Justin and SRQ Wealth to anyone looking for a trusted, honorable, and caring financial advisor and firm.
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August 2023 by William Long
The remarkable dedication and tireless work ethic Justin Salemy applies to his craft has consistently impressed me. His unwavering professionalism shines through in every interaction, reflecting his commitment to delivering the best possible results for his clients. I’ve known Justin for over two decades and had the opportunity to work with him directly and indirectly. Beyond his career, Justin's deep devotion to his family further exemplifies his character and values. He is a standout figure in the field, embodying integrity, hard work, and genuine care.
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August 2023 by Micheal Cooley
Last year my family went through some life-changing events that left us with a few important financial decisions to make. I was uncomfortable with the prospect of doing it alone and felt it required more knowledge and expertise than I possessed. After asking around a couple of friends suggested the folks at SRQ Wealth so I reached out to them.The initial presentation was very professional and personable. There were no high-pressure tactics and the team was very transparent about how everything works. They took the time to get to know us and our circumstances before recommending a strategy.Upon on boarding we were walked through the set-up process and given a guided tour of all the tools which were made available to us. They took the time to break down anything we asked about no matter how basic it may have seemed to a financial professional and have been very responsive to any questions or concerns we’ve had since. They also check in periodically to ensure we are on track and aren’t in need.Thus far we’ve been pleased with the outcome of their strategy and always look forward to working with Justin, Stephen, and team.
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July 2023 by David K.
Steve and the team are great! I have been with them for years and really like their investment strategies. And they are very thorough with their meetings and follow up items.
