“I am writing as the daughter of a deceased mother. My mother, Genora Greene was a long-time client of Tony Engrassia, at Wealth Management Strategies in Rocky Mount. After her death, my sister and I followed her instructions and went to see Tony. We were both already familiar with he and his company, as my sister and I had previously met jointly with him to learn about my mother’s investments. I had even attended a few Christmas gatherings in his office with my mom. What fun times seeing my mom laugh with Santa.
What a relief it was to know Tony had taken such wonderful care of my mom and her finances.
All 4 grandchildren received a financial gift from their beloved Mema. My sister and I also received financial gifts. But the most important gift came from Tony in his “binders” that had my mom’s finances and “buckets” all clearly printed and understandable. He was able to report to us the needed information for taxes, executor/estate matters, etc.
My sister and I both have complete trust in Tony and the staff of Wealth Management Strategies. Needless to say, both she and I have placed our trust in Tony, Anthony, and Marie Engrassia to handle our investment needs.
Looking forward to many more years of working together!”
- Jefferys, Dalma
“The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide guarantee of future performance or success. Delma J. December 2022”
“Where would we be today without the help of the Wealth Management Strategies Team, I shudder to even imagine it. Tony and his staff have been such a blessing to us. They have held our hands, like family, every step of the way as we planned for our retirement. No question was ever too silly or asked too often as we journeyed through these ten years (thus far). Their good was to help plan us a retirement that would carry us through the years ahead with ease and allow me to sleep at night without worry. We appreciate this group of professionals, more than words can ever say. We are thankful to be under their watchful care.”
- Dail, Ray & Wanda
“The above testimonial are the views of this individual client and do not represent the views of all clients. No compensation was provided for this review. This testimonial does not provide guarantee of future performance or success. Ray & Wanda D. November 2022”