Experience ERX

"When the trust is high, communication is easy, instant, and effective."

— Stephen Covey

Pharma

 & Investment Banking Executives

P. & K., Clients for 2 years

"Before engaging with Mike Giongo and ERX Wealth Partners, our approach to financial planning, investments, insurance, tax, and estate management involved a disparate group of professionals.

As our financial situation grew more complex, the need for a General Manager to unify and coordinate our overall approach became apparent. Working with Mike has made this possible – not only does he directly oversee financial planning and investments, but he also efficiently organizes across other professions and advocates for us when necessary.

We can now have peace of mind, knowing that our overall financial plan is seamlessly integrated without any gaps between its various elements."

Physician Medical Group

& Family

– Dr.  M., Clients for 24 years

"For over two decades, I've had the privilege of entrusting our family's wealth management to Mike Giongo and the EMPOWER_x team at ERX Wealth Partners.

Since the inception of our partnership, the cornerstone of ERX has consistently been trust and integrity.

Mike and his dedicated team have adeptly furnished our family and medical practice with forward-thinking wealth advisory, astute investment management, asset protection, and strategic business consulting services. Their approach is both personal and systematic, a blend that is complemented by cutting-edge technology.

I wholeheartedly endorse ERX Wealth Partners to anyone in pursuit of great people, process, and technology to meet their financial planning requirements." 

Physician Medical Group

 & Family 

– Dr. L., Clients for 8 Years

"For over six years, I've had the privilege of collaborating with Mike Giongo. Throughout this period, Mike has played a pivotal role in assisting me, a busy medical professional, in the restructuring and protection of my assets. Under his guidance, we have successfully minimized the potential risks, losses, and external threats to my assets.

Mike maintains consistent communication, regularly sharing fresh insights and strategic ideas to optimize my overall portfolio. He and his team are always just a quick phone call away, available to provide advice whenever I need it."

Physician Family 

Physician Medical Group

& Family 

Fashion Industry Executive

– Beth  C., Client for 6 years

"Having known Mike for many years, both on a personal and professional level, I can confidently attest that his expertise in wealth management is unparalleled. As a trusted mentor and advisor, he has consistently provided me with invaluable insights and maintains a dedicated team ready to support me in any area.

Mike maintains continuous communication to keep me updated and present new opportunities. His round-the-clock availability speaks volumes about his commitment to his clients.

The strength of Mike's character, his unwavering honesty, and his unblemished integrity are truly exceptional. I am in awe of what he has accomplished and continues to build."

Entrepreneur - Business Owner 

– R M., Client for 2 years

"I started working with ERX Wealth Partners after I went through a divorce. Since that time Michael Giongo has been in constant contact with me planning for my financial security, retirement, and estate planning.

You make me feel that I’m the most important person that you will talk to that day. You have given me astute advice and are always happy and engaging but at the same time, I never doubt your professionalism. You always explain everything thoroughly and I never feel uncomfortable asking questions or expressing my opinion."

Corporate Executives

 & Retirees

– Thomas & Patricia W., Clients for 22 Years

“My wife and I have known and worked with Michael since about 2003, the year I retired from Verizon Communications.

Over most of the ensuing 20 years we have trusted Michael with our financial future. 

The three most critical qualities for a financial investment manager are:  knowledge, accessibility, and above all, ethics. Michael gets the highest grades for each of those. 

For Michael, his clients are his friends. He deeply cares for each and every one, not just on a professional level but as friends. As such, he takes seriously the trust he is given. Each and every day he puts his heart and soul into earning that trust and is always quickly accessible without complaint. In today's financial instabilities and uncertain futures, those qualities are far more critical than ever before.

“In a few words, the ERX Client Experience is outstanding. Michael and his son Mike (operations) provide services that always meets or exceeds our needs and expectations. We have every confidence that they will always continue to do so.”

Financial Services Industry Executive

– Thomas D., Associate for 33 years

"I have known and been a close friend of Mike’s since his time with starting with Merrill Lynch over three decades ago.

Having spent my career as an executive of an investment and retirement plan wholesaler, I have observed every level of financial advisor. I place Mike at the top of the list based on his remarkable, comprehensive approach to serving his clients. His level of care and attention to detail combined with his depth of investment and market experience place him in a rare category. 

In my view, the investment world and client experiences would be far better if the profession was filled with experienced, caring professionals like Mike.

Mike, based on my career and experiences, the above represent my thoughts about you as a professional.”

Pharma Executive 

"I never had a professional advisor help me with trying to reach my financial goals so I was a little apprehensive about the transition to working with an advisor for the first time, but your knowledge, experience, and communication gave me the comfort level I needed to make the adjustment.  The creation of the Estate Map and cash flow excel spreadsheets were particularly helpful."