This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Sequinox
- Financial Services
- Lancaster, PA
About this business
Specialties Sequinox is a Lancaster, PA financial services company that primarily serves retirees and those nearing retirement. By specializing in retirement planning, we can concentrate on the unique issues that confront our clients. We offer more than just financial planning and investment advice -- we deliver customized retirement planning strategies that address your individual needs, such as wealth management, estate planning, tax-reduction, long-term care and MediCare. History Established in 2001. In 2001, Joseph Wirbi... read more
Location details
941 Wheatland Ave Suite 101, Ste 301, Lancaster, PA, 17603, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | Closed | |
| Sat | Closed | |
| Sun | Closed |
Sequinox is all about Joe Wirbick. Challenged him on occasions thru the years on return performance and bottom line stay with low cost ETFs with low maintenance fees and let power of compounding create your wealth not line pockets of Joe and team. Be careful with this kid. Will love you to death (literally) but as agent on record to over $700k investments will not even return a call and NEVER buy any annuities from him!! Joe You are still listed as Agent of record on insurance policy and annuity (Agent Joe Wirbick) so assume... read more
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.
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 i... read more
Frequently asked questions about Sequinox
How is Sequinox rated?
Sequinox has a 4.7 star rating with 25 reviews.
When is Sequinox open?
Sequinox is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com