See What Our Clients Say About Antonio (Tony) Lugo?
I am writing a review for Antonio Lugo, who has been our financial consultant/advisor for several years. During our time with him we can report him as a very caring and professional person. He is a competent advisor, who listens and works cooperative with his clients. He has proved to be a person of integrity, trustworthiness, and honesty.My husband and I enjoyed working with Antonio and leave our meetings feeling heard and understood. It is an honor to have this opportunity to write this review and hope that it will motivate and encourage others to reach out to him. We have not been disappointed with our commitment and relationship with him.
Tony is the absolute BEST! As one of the speakers said at his appreciation lunch “Tony cares!”.
I have been working with Tony for more than a decade. He is constantly working to improve his offerings, expertise and services to his clients. I look forward to working with Tony during the next decade to ensure a financially-secure future in preparation for my retirement years.
Antonio Lugo of Smart Wealth is extremely knowledgeable and patient when explaining financial investment options. Tony cares. I have recommended him to family and friends.
Tony Lugo and his team are top notch financial professionals. Highly effective and trustworthy. Excellent communication skills, and dedicated service.
Five stars for incredible financial planning and coaching services! Antonio Lugo’s expertise and clear communication have significantly enhanced my financial confidence. With a personalized approach Tony has helped me navigate complex financial decisions with confidence. Highly recommend Antonio Lugo at Smart Wealth Strategies to anyone seeking top-notch financial guidance!
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Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
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