Holloway Wealth Management - Gainesville (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.

Henry Kokenzie Sean is great, You get a fair price and he knows his stuff. Good gold prices and always interesting finds. If you dont see it, just ask, he might just have it.

Charles Taylor Its just the beginning of the day! I was met with a huge amazing smile and directions. Next we were directed to registration where again met by smiles and information. The excitement joy and outline of information was incredible! Im so excited to learn and grow and explore my options for retirement and protect my retirement and at the same time understand my true finish line. Thank you all and its gonna be a great great day!!! Now that the day is nearing the end, I have to say its been incredible! Awesome informative speakers that held my attention 100 percent! Their desire to help families in powerful and motivating. I purchased the program for 495 primarily so I could donate 3 to other families. Thank you all for this incredibly wonderful event!

Margret Streetman Kevin is a wealth of knowledge! I never feel like I have enough time to ask all the questions that I have for him. He knows how to grow wealth in the markets because he knows then like the machine they are. What an asset having him in my life.

Jennifer Vannoy Working with Trish has been an absolute game-changer. She tackled the worst mess I’m sure she’s ever seen and turned it into organized, accurate, and understandable books. Her attention to detail, clear communication, and no-judgment support made what could have been an overwhelming process feel manageable. I trust her completely and can’t imagine working with anyone else. If you need a bookkeeper who’s truly the best at what she does—look no further! Go with Fire Financial Solutions!

Chris Sutherland Our family came to Sunrise Wealth Advisors a few years ago because we wanted to be certain we were doing everything possible to make the most out of our (eventual) retirement. Not only did our personal advisor, Nick, walk us through everything we wanted to know, he took the time to find out about our interests and values because we told him it was important to us to invest in companies we believed in. He has taken everything weve ever talked about into account and made absolutely amazing investment decisions for us ... our portfolio has absolutely blossomed! The entire team has been welcoming and helpful to an unparalleled degree. We couldnt be more pleased with having chosen Sunrise Wealth Advisors for planning our future!

kenny baker Wow! The one place who will gladly provide you with a “Common Sense Stategies” with products that most brokers simply will not provide or make available, due to these strategies can be had without brokerage fees!

Allison smith It is so nice working with “The Michael California!” Not only is he super nice and helpful, but the entire office team is extremely nice! I love how knowledgeable he is, and how he actually cares about me being comfortable with my investments.

Jacob Right off the bat Corey and Isabella were so incredibly helpful and made me feel immediately welcome walking in, Victoria and Ms.Kathy made it incredibly easy and fast to get a new card as well as get me my first secured card, best banking experience I have ever had! if I could I would give 6 stars!