Mariner - Sarasota (FL)

Szymon Wojtasik I’ve always been overwhelmed by credit card options—so many terms, hidden fees, and confusing reward systems. CardRates helped me cut through the noise. I found a card that fits my lifestyle and doesn’t punish me for not being a financial expert. The site made me feel like I was making an informed decision, not just guessing.

Phylis Cauthen Recently, I met with Mike Milne at Ocala Capital, LLC and found him to be a true professional in the financial industry. He has a wealth of knowledge that he uses to provide the best possible services to his clients, and I highly recommend a conversation with him.

Miranda Sharkey Gretchen is wonderful to work with. She is extremely knowledgeable in her field, very personable and gets things done!!! Highly recommended

Ed Gregory Mr. Allison and his team are first rate. I have full trust in their financial recommendations and feel secure with their management of my accounts.

Apolo Starr My tax prepairer was professional and friendly. A winning combination. I was there approximately one hour. My taxes were completed and filed on line before I left. Good job guys.

Buddy Baumann I’ve worked with Eric over the last 6 years. He’s been very responsive and creative with ways to diversify my investments. I’m glad to be working with the Summit Wealth Team to help secure my family’s future.