Reviews of Sequinox (Financial Consultant)

Dick Williams

We chose Sequinox because our daughter had chosen them, and had nothing but good things to say about them. She is a hard person to please, and we felt that if she really was impressed with Sequinox and their people, then they would certainly be good for us. We have since found out that she was correct in her assessment, and we're very happy to be Sequinox clients.

Jane Wolf

Until I met Joe Wirbick and was introduced to Sequinox I had a very bad outlook on financial advisors in general. They always seemed so accommodating and friendly but once they got the money, in my experience they left me flat. Working with Sequinox I feel that my interests are heard and being attended to. They call and schedule a meeting to review my portfolio in increments as I asked. During those meetings I feel that I am given the time to ask questions and to get advice from someone who understands my financial needs. I highly recommend them as personable and competent financial advisors.

Pat Rettew

Sequinox always treats us like we are important to them and our concerns are always addressed quickly and efficiently. We would recommend Sequinox to anyone seeking personal guidance in financial matters.

Lissa Olson

The Sequinox staff is always very attentive and supportive and Mike Zimmerman has done a great job for me, treated me with respect even though I am certainly not one of their most lucrative clients! I do not worry about my investments with Sequinox watching over me.

Jane Wolf

Until I met Joe Wirbick and was introduced to Sequinox I had a very bad outlook on financial advisors in general. They always seemed so accommodating and friendly but once they got the money, in my experience they left me flat. Working with Sequinox I feel that my interests are heard and being attended to. They call and schedule a meeting to review my portfolio in increments as I asked. During those meetings I feel that I am given the time to ask questions and to get advice from someone who understands my financial needs. I highly recommend them as personable and competent financial advisors.

Pat Rettew

Sequinox always treats us like we are important to them and our concerns are always addressed quickly and efficiently. We would recommend Sequinox to anyone seeking personal guidance in financial matters.

Lissa Olson

The Sequinox staff is always very attentive and supportive and Mike Zimmerman has done a great job for me, treated me with respect even though I am certainly not one of their most lucrative clients! I do not worry about my investments with Sequinox watching over me.

Daniel Wenger

I have really been impressed with Joe and Mike as financial counselors. They seem to know where is the best place to invest and get great returns. They are very personable and great to get along with. I do no regret joining their firm about ten years ago.

Carol Shearer

A more knowledgeable, friendly, caring group you won't find. Joe restructured our portfolio to reflect a better financial picture for us going into retirement. The whole team works as a team!

D Landis

In my early sixties I was unexpectedly terminated from my lifelong job. I had expected to work into my late sixties to early seventies. I had experience with Sequinox because they are my parents' financial adviser. I was impressed with the service, knowledge and experience displayed by Sequinox in protecting and maximizing my parents' assets. As the main income earner for our family I feared for our future. Sequinox showed my wife and me how our 401 K, IRA, Social Security, and insurance could be coordinated to allow our lifestyle to continue without major impact.

Carol Burkholder

We appreciate Sequinox for the seminar at the library and than having Mike spend time with us to go over a retirement Portfolio. We trust putting our future in their hands.

P Kevin Wenger

Sequinox is the most friendly and personalized Investment and financial team that my wife and I have ever met or worked with. Trust and the level of comfort and ease in who you work with in personal financial matters is everything, and Joe, Mike and the Equinox teams excels in all those areas.

Marlin Hershey

Sequinox is definitely the firm we came to love and trust for our retirement planning and advice. When trusted friends tell you of their years of sound returns and wise planning we knew this was the place to explore. And their advice hasn't been wrong. Our advisor, Mike is someone who became like family to us. He steers us in the correct direction and doesn't turn the rudder with every uncertain or changing wind of the current financial market. Thanks for sage advice! Anyone out there looking - Sequinox will give you a chance just to chat and explore together - we know you'll set up the second appointment and soon be satisfied clients!

Chuck Reinfried

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

Carol Burkholder

We appreciate Sequinox for the seminar at the library and than having Mike spend time with us to go over a retirement Portfolio. We trust putting our future in their hands.

James Lewis

Sequinox has been a great organization to work with. With Sequinox, there have been no dumb financial questions! We feel like the staff are family. Their caring and helpful approach has gone a long way in building our relationship. Thank you Mike!

Bob Walton

Joe has always understood our needs and recommended investments to meet those needs.

Richard Hibshman

We picked Sequinox because of their special concern for keeping the investments of seniors in a safe, conservative, but productive investment portfolio.

Bob Walton

Joe has always understood our needs and recommended investments to meet those needs.

Richard Hibshman

We picked Sequinox because of their special concern for keeping the investments of seniors in a safe, conservative, but productive investment portfolio.