e3 Wealth 165 Elmhurst Drive, Kyle, TX 78640

"I have dealt with Joe and Terry practically since their beginning. I am fairly savvy about investments, but I wanted a professional to handle my actual retirement plan, anything I did would be gravy. I interviewed several advisors. The lady at RBFCU was nice, but looked to be in early high school. The gentleman from Wells Fargo was nice, but didn't have a plan of his own. My CPA, Dan Musick, introduced me to Joe Quartucci and Terry Taylor. I intellectually sparred with them about finances, investments, an retirement plans. Joe is very well informed, very intelligent, and passionate about his profession. He is very open about what he believes, and he is dedicated to his family. He is at an age that is old enough to know his stuff, but young enough that his career will last longer than I probably will so I feel confident he will manage my retirement start to finish. We don't always agree on politics, but we have many interesting conversations and he at least thinks about his views so I'm sure he'll come around. He treats me like family, I wonder if he does that for all of his clients, but he makes us feel special. Overall, he gets an A+ for the last 10 years or so."