Jackie Barikhan - Summit Lending - Huntington Beach (CA)

Heather Nyhof About 10 years ago I opened a do-it-yourself-online-trading account because I thought it would be fun. Fast forward a few years and I realized its not fun. I needed someone to take over this account... but I didnt know anyone and I didnt trust anyone. I met Mr. David Green and knew he was the one to help. His personality is warm and friendly, hes not pushy, and you can just tell hes a good guy. And he was able to explain things to me in a way I understood. He took care of the entire process of getting my old account transferred-- all I had to do was sign a few papers and he took care of it all.

James Jenkins A curious mix of physical fitness and financial wellness. Mind, body, and security that should lead to a well-rounded life.

Richard Cisneros The staff was very helpful in answering my questions about their radio ad. The adviser I spoke with was knowledgeable and me made feel at ease.