Finance Department - Fernandina Beach (FL)

Mishelle Kochel We have been blessed to have Karen as our tax preparer back in the day when she was helping her dad, Ken. We have moved to 7 other states since that time and she has been providing expert customer service and professional tax preparation each amd every year, regardless of where we have lived. I wouldnt go to or trust anyone else!!!

V K We have banked here for over 15 years! They are the nicest people at every location!!! I have been in many of their locations and everyone one of them greet you when you walk in the door. Of course I am partial to the one I use all the time on Barclay. It is a pleasure bank with them!!!!

Cheryl Hornikel Jon Lee was able to make considerable growth in my investment portfolio in a short period of time. I am excited to finally have my portfolio in the competent hands of a professional investment advisor! Highly recommended!

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!

Yaz The best credit union in America! I was able to get a car loan with having no credit history and I got an AMAZING rate, thank you so much to Cayla for helping me out with everything, she is super nice and helpful and even helped me out when the dealership I got the car from added a $7000 warranty without my knowledge and refused to refund, but thank you to Cayla and the auto adviser she set me up with Jonathan I was able to get my $7000 back. Jonathan and Cayla are both the best people!!! Thank you!

Dennis Pfeiffer I love this bank! i walked in to cash a check on my birthday and they actually sang Happy Bityhday! I left feeling happy. Inverness branch manager Mary is awesome and the staff is always upbeat and personable. Highly recommend.