Guide > Audit & Consulting in Florida > Audit & Consulting in Sarasota > SRQ Wealth
SRQ Wealth
1 North Tuttle Avenue, Sarasota, FL 34237
Location & Phone number
1 N Tuttle Ave Suite 1, Sarasota, FL 34237, United States
About the Business
SRQ Wealth is a finance institution located at 1 North Tuttle Avenue in Sarasota, Florida, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, SRQ Wealth is committed to providing expert guidance and support every step of the way. Visit us today to start building a secure financial future.
Photos
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"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."
"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!"
"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."
"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."
"We have been a part of the SRQ Wealth family for many years. Our initial experience left us with an amazing feeling of confidence that our financial future would be guided by the right people. Over the years that feeling has continued to grow. Their hard work, progressive thinking and attention to personal detail is second to none. I would highly recommend the SRQ Wealth team to everyone!"
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