Sequinox

I feel confident in the people at Sequinox. Joe is great to work with & very positive. Everyone else, Matt, Theresa are there for us too. In the almost year and a half since we've been with Sequinox, I feel like we're really on a path with a plan to a good retirement.
Mar 18th, 2022

Working with Joe, Matt, and Joseph at Sequinox has given my husband and me such an incredible peace of mind over our finances. Joe and his entire team are professional, personable, and responsive to all of our questions and concerns. I only wish I had known about the benefits of working with a Certified Financial Planner (CFP) and fiduciary sooner! It is amazing to work with a professional who is ethically bound to put your financial goals and needs first, and is trained and licensed to understand and model virtually every investment and retirement scenario you can think of! My husband and I are already looking forward to our next annual planning meeting, while knowing that Joe and Matt are only an e-mail, phone call, or Zoom meeting away if we have any questions, changes, or concerns in the meantime. I would recommend Sequinox to anyone!
Jul 24th, 2021

Apr 5th, 2021

Just wasnt a good fit for our situation. Joes guidance on liability insurance was very informative, but as for investments, half of our money went into annuities, which we did not want. The other half went to a 3rd party investment firm, which did ok. Then we were sold an insurance policy which the premiums were very high compared to an almost identical policy with our Prudential agent. If you are looking for whole life or universal life insurance, please go to your own agent and compare rates. You may be be pleasantly surprised. Before you write him a check for the investment plan book that he will print for you, make sure you understand what he is selling. We thought we did. Chuck and Helen Reinfried
Mar 27th, 2020

Just wasn't a good fit for our situation. Joe's guidance on liability insurance was very informative, but as for "investments", half of our money went into annuities, which we did not want. The other half went to a 3rd party investment firm, which did ok. Then we were sold an insurance policy which the premiums were very high compared to an almost identical policy with our Prudential agent. If you are looking for whole life or universal life insurance, please go to your own agent and compare rates. You may be be pleasantly surprised.Before you write him a check for the investment plan book that he will print for you, make sure you understand what he is selling. We thought we did.Chuck and Helen Reinfried
Aug 1st, 2019