Larry Miller Scott was extremely knowledgeable and very patient with us. I am a very detail oriented person and my wife and I have very different risk tolerances. He walked us through everything until we were totally comfortable and ready to make our decisions.. We’re very happy with our choices.
Ed Diller Andy was a great source for advice on every aspect of social security. My wife and I were able to maximize our benefits thanks to his guidance.
Ronald Brynarsky Amaya is the best !! Keep coming back cuz of her. You better keep her around and give her a huge raise of some sort. If it wasnt for her I wouldnt even bother coming back. Thanks again Amaya!!
James Lewis Sequinox has been a great organization to work with. With Sequinox, there have been no dumb financial questions! We feel like the staff are family. Their caring and helpful approach has gone a long way in building our relationship. Thank you Mike!
sl29 I just had my first meeting with Lisa for help with my buisness taxes and I have to say I walked in not knowing if she would be a good fit to help me as a small business owner. During our first meeting she related to my situation so well and shared her experiences and let me know that she can get me on track to meet my goals. I left with such a great feeling of adding the right person to my small team!
Steve Dotter Bill has been my financial advisor for years. He is always available and always gives sound advice . He has helped prepare me for the future and retirement years. I highly recommend.