See What Our Clients Say About Antonio (Tony) Lugo

 
 
 
 
  
 
 
 Smart Wealth Strategies, Inc.
  
 16 Google reviews 
 
 Write a review 
  
 
 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 sidney watkins 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
great service so far.... Good products to help with money management and and consolidation all in one place.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Deborah Giannini 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Antonio helped me navigate through the procedure when signing up for Medicare. We discussed my specific situation, went over the best options  and he got it done with ease. I am very appreciative of his knowledge and expertise. 👍
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Patricia Garza 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been working with Antonio (Tony) Lugo for many years, upwards of a decade. During that time, I have found Tony to be trustworthy and always looking for ways to improve how he delivers investment management advice to me. One example is the use of Right Capital software that brings all one’s financial investments in one place and is a great tool not just to manage investment but also to help understand and better plan financial strategies into the future.

Tony is an excellent adviser and I highly recommend his services.

Patricia G
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Myra Johnson 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Antonio Lugo, is a Bad Ass smart money man whom I met in a workshop over ten years ago.  I was inspired to grow my money so I called him. His overall knowledge, understanding of how habits can influenced to create a wealthy mindset of everything. Like insurance, investments and etc..... He explained in details everything with the whole picture. I benefited from so much he offered me.  My latest adventure was my retirement with selecting Medicare benefits. This bad ass, showed me step by step each plan for me to think about what I wanted. Patience he had and I am so grateful for all of his knowledge, understanding and skills. Thank you for helping me with so many journeys of successions. Forever I am with you to grow my money and your helpful knowledge you go above all for your people's as a caring, person as if I was your family.  Thank you for All You  Do to Help because of your  Loving Spirit!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Andrew R. 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
A great place to work with if you are looking for a personalized approach to wealth management.  Tony takes the time to understand your situation, goals, needs, and preferences before curating a strategy to fit your unique portfolio.  That effort extends beyond the initial set up as he also frequently reevaluates your positions based on any changes to tax exposure, investment product offerings, or general life changes.  He is always eager to share information and tools he thinks his clients will find valuable to help ensure you understand where your money is invested and how it all fits into the plan.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Rafael 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Antonio Lugo, of Smart Wealth Stratigies is a very detailed individual,, Antonio, is very professional he goes put of his way to make sure he explains anything you ask him about finance and he makes sure that you understand he makes sure you walk away with no questions.I have been working with Antonio, for years and the reason he has been my financial fiduciary is because he is very good at what he does I'm very satisfied with him and continue to refer him to family and friends. Nice work Antonio.
Thanks
Rafael Saenz
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Mary Joyce-Cahill 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Tony Lugo is a brilliant advisor.  His expertise, personalized coaching style, and holistic approach have helped me immensely navigate complicated personal and financial issues. I highly recommend Tony and his team!!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Rebecca Holmer 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Tony is great and very helpful. He is great to work with. He helped my husband and I with  our medicare supplemental insurance.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Michelle cohen 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I was very pleased with the services signing up for Medicare. All was handled for me to meet the guidlines.
  
 
  
 
 
 
   
 
 Verified by Trustindex  
Trustindex verified badge is the Universal Symbol of Trust. Only the greatest companies can get the verified badge who has a review score above 4.5, based on customer reviews over the past 12 months. Read more
 
 
  
 
 
 

Links to third party websites are for general information purposes only and do not constitute any offer or solicitation to buy or sell any services or products of any kind. The other parties are responsible for the content on their website(s). You are encouraged to read and evaluate the privacy and security policies on the specific site you are entering. They are not intended and should not be relied upon as investment, insurance, financial, tax, or legal advice.