Edward Jones - Financial Advisor: Diane Thomas, ChFC®|AAMS® - Eustis (FL)

Courtland Hunt I refer my clients to J.B. because of his variety of financial products and ability to cater to those just getting started with investing as well as with advanced portfolios.

Tee Whyte Love this branch. They are fast and efficient. Yuly is amazing the lady on the phone service is also amazing. They are really helpful opening my business account.

Kery Knutson In a word... trust. Not only does Scott know his stuff financially but hes a trusted professional, great communicator and all-around good person. I had put off finding a financial advisor but when I met Scott at a local event I knew he would be great to work with and I was right! Scott is a highly recommended professional!

David Knowlton Have enjoyed working with Brad for many years.

Arlett Alvarez I highly recommend Summar Financial, especially my experience with Santiago Lopez, who has been exceptional in managing my account. Santiago is always attentive, responsive, and goes above and beyond to ensure all my needs are met. His dedication and professionalism make working with Summar Financial a pleasure. Thank you, Santiago, for your outstanding support!

Alisha Walker Danielle is by far the best person to work with. She’s very understanding and helpful. We are so thankful for all her help.

Teresa Davis They are the best. If I have had a problem they have fixed it immediately. I thank you for being there.

Heidi Portillo Layde R she is amazing and work wonderful for me today thank you for all you help and pacient