SQ and Associates - Bronx (NY)

Kanwar Gill Outstanding Financial Adviser I am delighted to share my experience working with Kerim Tulun , KT wealth management. From the moment we engaged his services, I was impressed by their professionalism, deep knowledge, and genuine dedication to my financial well-being. Kerim possesses an exceptional ability to demystify complex financial concepts, making it easy for me to understand and make informed decisions. He took the time to thoroughly assess my financial situation, goals, and risk tolerance, and crafted a personalized financial plan that perfectly aligns with my aspirations. What truly sets Kerim apart is his unwavering commitment to his clients. He is always accessible, responsive, and willing to go the extra mile to address any concerns or questions I may have. His integrity and ethical approach to financial advisory are evident in every interaction. He is knowledgeable, trustworthy, and dedicated financial adviser.

Jonah Lipsky Stephanie has been a wonderful financial advisor for me over the past 6+ years. Ever since I got a job where I was starting to earn some extra income, she has been my go-to person for figuring out how to work with my financial situation to grow my wealth for the future, and also how to think about money and wealth for my life right now. More than just a financial advisor, she has helped me to think about money and wealth in a holistic fashion, since it really is not just the money that matters, but your quality of life that matters most. As a hourly-fee-only advisor, she has zero incentive for you to park your money with her, since thats not her business model. She only accepts an hourly fee, as opposed to managing your assets, which means her advice is free from any possible outside pressure to encourage you to do this or that with your money. Ive learned a ton from her, and I cant recommend her highly enough.

Riley Burns WCC has been doing my taxes and helping me understand my finances for years and I have only kind and lovely things to say about them. They’ve always been thorough, professional, and honest.

Nicole Lewis-Elliott Very friendly staff and helpful also

Michael Silbermintz Got my funds in my account in about a week after applying. I have to say I was expecting this whole process to drag along for at least a couple of weeks but MCH was great with their timely responses and an overall hassle free experience. I wouldnt hesitate to recommend them. I was unsure at first but thought of contacting them anyway and see how things go. Everything just snowballed from thereon since they were really good to work with.