At Sequinox, we consider ourselves champions for our clients. That means finding the best ways to help you reach your personal financial goals, whether you're saving for retirement or searching for a way to decrease your taxes. Plus, we'll help you understand the "hows" and the "whys" every step of the way.
Overall, Sequinox has demonstrated exceptional dedication to their clients, providing personalized service, expert guidance, and a strong focus on ethics and integrity.
Despite Joe's guidance on liability insurance being informative, Chuck Reinfried experienced some dissatisfaction with the investments and insurance offered, leading to a relatively low rating.