Axis Financial Solutions - Hallandale Beach (FL)

Courtney Heath SRQ Wealth has been a game changer for our family. We had been taking many of the right steps as we plan for retirement and our family goals but Karin, Justin, and the entire team have really helped us level up and plan in a much more fulsome way that is paying off for us both financially and in peace of mind. Not only are they providing great financial advice and investing our funds wisely, they are an active partner, helping us stay on track, which we needed to realize our goals. 10/10 recommend. If you dont yet have a financial planner or yours isnt realizing your goals, you should definitely connect with SRQ.

Oleg Chuprino Incredibly helpful staff. All the difficulties that arose with the opening of the account were resolved in a very short time. In other banks, they simply asked me to call the service line and there, after a bunch of verification, they began to solve my problem. Everything about this bank is different. If necessary, they themselves call whom they need, but they solve my problem right at the bank.

Caitlyn Rivard THE BEST loan officer in Key West! My fiancé and I were first time home buyers when Heather helped us in purchasing our first home! Not only was Heather super helpful throughout the entire purchasing process, but she was so reassuring and quick to respond when we needed her assistance! I am so beyond grateful for Heather! 10/10 highly recommend to anyone looking for a truly incredible loan officer. Thank you so much Heather!!!

Al Miller Next to The Cafe..

Rick Woodward We have been with Edward Jones for a number of years. We recently moved to Amelia Island and decided it would be easier to have our financial advisor here and be able to do face to face meeting. OMG what a difference Crystal has made in our first couple meetings. I feel like I am working with a totally different firm. I have to say people make the difference and Crystal has made a big difference. In my opinion she has gone above and beyond my expectations. She is helpful, listens well, explains well, follows through and I just feel like she takes everything so personal and wants to do the best possible job she can like these are her investments. But yet allows you the freedom to be creative so you have your touch on the investments. I cant say enough good things about her and her awesome assistant Michele. My wife and I feel extremely comfortable and trust them. I cant say we have had that feeling in the past with a couple other Edwards Jones advisors we have worked with. I highly recommend Crystal and Michele if you are looking for people you can trust.

Stephanie Kapets Highly recommend Melissa at Clarity Financial Design. Melissa helped me to understand and plan for my immediate cash flow needs as well as long term requirements for retirement, childrens higher education, and travel goals.