FSR Wealth Strategies

"We have been worth FSR for 6+ years. They have been great. The team considers a tax strategy as you plan your portfolio and do a year-end tax discussion to see if any changes need to be made to minimize upcoming taxes. Their network off professionals also provides value add-ons like Medicare planning and economic forecasting."

"Have been working with FSR Wealth for about 6 months now and am totally pleased with the planning and execution they are providing for my retirement. I've interviewed or used maybe a dozen different firms over the years and never felt really confident in them or cared for. The folks at FSR are fiduciaries that are personable, caring, responsive and experienced. I feel I have a great retirement income plan that I have confidence in with a group a people that I feel I can trust."

"Near retirement, I directed them to take risk out of my portfolio. Scott told me he was putting my money in a fund that could not lose more than 4% in the worst scenario. He left my money in all stocks (unknown to me) and the value fell by 25% due to Covid. He did what he thought I should do, not what I asked for. Presume it was because he wouldn’t make anything for himself if he took my money out of stocks. Unethical and just wrong."

"I recently had a consultation with Sean regarding reduction of my tax burden for retirement savings. He spent about an hour and a half with my mother and I, answered all of our questions, and determined that based on our current goals retaining their annual services wouldn't necessarily be beneficial. I was really impressed with his level of knowledge, and that he didn't attempt to sell us services that were not needed! Thank you!"

"Do not use this place! Bob made an error on my fiance' and my taxes in 2014. When you are paying a CPA $350 each to have returns done they should be correct. My Fidelity advisor and I called Bob to tell him what he needed to do for mine to be done correct and he ignored what we agreed to and did nothing. A CPA should understand Roth IRA's, but neither Bob nor his relative who is a financial advisor in this office gave me the correct advice and actually would have cost me more money had my Fidelity guy not taken care of me. Unfortunately I did have to pay my new CPA to correct his error. I did not trust Bob to touch my taxes any further even if he offered to do it for free. As if that is not bad enough, my fiance' went to Bob and asked him to correct the mistake he made on his taxes and he wanted $250 to make the correction. Are you kidding me??? I have no idea how much he would have wanted to correct mine, but likely another $250. We already paid him $700 between the both of us. We paid him because he should be know more than us; so why are we telling the CPA what he did wrong? His response was I will fix it, but you are going to pay almost as much as you paid to have them done originally. So does he make these mistakes and purposefully not follow through on what he says so he can charge you to correct? This is unprofessional and unethical!"