SRQ Wealth - Sarasota (FL)

5 /5 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.

5 /5 Jordan Owens: Steven and Karin at SRQ Wealth are the kind of people you immediately feel comfortable with. They don’t just talk about numbers or plans — they take the time to really understand you, your family, and what matters most. What I appreciate is how they make complex decisions feel clear and manageable, and how they always seem to spot things others might miss. What really sets them apart is the confidence you walk away with — knowing your future and your family’s legacy are in capable, trustworthy hands.

5 /5 Kim L: SRQ Wealth is an amazing company who truly cares about their clients. Each person no matter their position within the company is extremely helpful and pleasant. Karin. Amy, and Steve are professional and very knowledgeable. They speak in terms that are understandable, so when you walk away from a meeting or call you have a clear picture of the conversation. They all go out of their way to make sure that our needs are met and do so in a timely manner. Each person genuinely makes you feel like family. They are trustworthy and always look for what is right for the client. It is an absolute pleasure to be apart of such an amazing company as SRQ Wealth!! I highly recommend them for any member of the family!

5 /5 dave frishman: Steve and his team at SRQ Wealth were so professional in dealing with our uncle’s estate and his trust planning. They are top notch and I would recommend them for any kind of financial planning or estate needs that you may have. Thank you again Steve for the hard work and effort in helping our family out.

5 /5 Maria lk: SRQ Wealth has been invaluable in guiding our retirement planning. After meeting with Juliana and Steve, we knew it was the right fit for our needs. We now feel confident traveling abroad extensively knowing we have a team of experts keeping our finances in order. Their ability to anticipate future needs and keep us on track gives us true peace of mind.