Edward Jones - Financial Advisor: Travis Henry, CFP®|AAMS® - Live Oak (FL)

Michael Larson This is the bank for you if you want to be more than a forgotten number! Jimmy and Faith go above and beyond! I cant thank yall enough for taking care of my family and I.

Joy Thomas I went into vystar not expecting to come out completely feeling different. Teller Mary Norwood helped me and how helpful and professional she was was excellent but for me she made me feel very comfortable to talk and interact with. Go see her and tell her Joy sent you.

Erin Greene Shivanna has been my savior at Farm Bureau! She is so easy to work with and makes things super simple and helps me better understand what I’m dealing with. She is always so patient and always has such a wonderful attitude and a smile on her face! So glad she is a part of Farm Bureau!

Mark Thompson I was in the final stages of a business acquisition transaction that required key person life insurance coverage and accessed Michael and Susan Gray online at MEG Financial. They responded quickly and Michael and I were talking on the phone hours after my inquiry. We discussed my short timeline to secure this coverage and Michael explained the required next steps and that if we jumped into the application process quickly we could have this coverage in place to meet my timeline requirements. He found the most affordable coverage and carrier option for my coverage request and completed the initial application on the phone. Michaels wife Susan then jumped in through emails and phone calls to expedite the required physical exam and submission to the carrier underwriters and walked the application through to ultimate acceptance such that the policy could be issued in time for my transaction to close. I highly recommend Michael, Susan and their Team to anyone looking for key person life insurance coverage. They are located I believe in Florida and I am on the west coast in Washington state and their knowledge and responsiveness in this process made me feel like I was working with someone in the office building next door.

Barbara Venema Paul has been our financial advisor for many years. He’s always willing to meet with us to discuss strategies and details of the financial products available. Paul is very knowledgeable and has offered suggestions to keep our portfolio growing. He is honest and reputable.

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!