Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors - Staten Island (NY)

5 /5 Kris Sauza: I found Dennis through Google and was immediately impressed by his reviews. Knowing mutual peers on social media also reassured me that he was the right person to go to for financial advice. Meeting him in person confirmed that decision. As we spoke, I reflected on my financial choices in my 20s—having fun but not always making the smartest investments. Now in my 30s, as a realtor with a city pension and a strong interest in building wealth through smart investments, I knew I needed a more strategic approach. Dennis was straightforward, knowledgeable, and thorough, walking me through everything from A to Z, explaining the differences between low-risk, medium-risk, and high-risk investments and their potential rewards. Of course, I did my own research using ChatGPT, and while everything online looks attractive, every insight reminded me to consult with a financial advisor. I’m so glad I did! Dennis helped me choose smarter and safer investments that align with my long-term goals. He even gave me a hybrid strategy to complement my city pension with smart investments, maximizing my financial future. As a real estate professional, I know the importance of building multiple streams of income, and Dennis helped me develop a well-rounded plan to grow my wealth efficiently. Whether you’re planning for retirement, looking to invest in stocks, real estate, or a combination of both, Dennis is the go-to guy for financial advice. I will definitely be using him in the future, and if I could give 10 stars, I would! Highly recommend him to anyone looking to make informed, strategic financial decisions.

5 /5 Amy Andriekus: Choosing Dennis to be my financial planner has been one of the best decisions I made in the last year. He is professional, knowledgeable, and personable. He makes sure to communicate with me regularly about my portfolio, answers my questions promptly and thoroughly, and completely understands my financial goals. I am beyond thrilled with the performance of my portfolio and have the utmost confidence that Dennis will be the best financial planner to continue to help manage my portfolio for many, many years.

5 /5 Alexander Ingman: Dennis is a true professional who is always looking out for his clients and their future. He is always on top of his game and providing services that contribute to your future. Highly recommended.

5 /5 Kathie Oerfradi: I have been working with Dennis for over 10 years. He manages investments by individually tailoring them to each client, instead of the "status quo" that other advisors seem to follow. Dennis is extremely knowledgeable and professional. His quick response time to my inquiries or questions amazes me. I highly recommend Dennis without any reservations. If you want to see your investments grow, trust me, Dennis is the best.

5 /5 Anthony Shaut: Over the last few years, my family has gradually moved a variety of investment accounts over to Surmanek Wealth Management. Moving accounts can be an administrative pain but Dennis has went out of his way to take on the burden of the paperwork and make the transition seamless. On one specific occasion, Dennis spent hours on phone calls to ensure we got a rate on an annuity that we would have otherwise lost out on due to delays by our prior advisor. Beyond the administrative piece, we have been very pleased with our returns on the variety of investments that Dennis has helped us with. His expertise, personalized approach, and commitment to goals have exceeded all expectations. I highly recommend Dennis and his team to anyone seeking sound investment advice and an honest advisor