Merrill Lynch Financial Advisor Christopher Dwyer - Punta Gorda (FL)

Brian Kidder My family has been working with Jamie for a few years now and she has been excellent. She is professional, honest and truly cares about the people she advises. She really does have the heart of a teacher in explaining money matters and is very reliable and easy to talk to and get a hold of with any questions. Bergen Wealth Management is the place to go for your financial needs.

Tierra Walker I had a fabulous time at the Behind The Scenes event. Lots of friendly people and network connections. Very informative and and fun

Justin Moorehead I was amazed at how fast the approval was. Great service. Thanks Speed Loans!

Tom Macklin Trudy and her Staff are wonderful to work with. If I have a question and they cant take my call, they are always quick to return it. Trudy sat down with my wife and me and developed an investment strategy that met our immediate and future needs. Very happy.

Pamela Jacobs I was at guest at this Financial seminar and had a very good experience with the team that presented the information. I have not attended a seminar like this before and it was very enlightening for me. I spoke for awhile with Mark afterward and am looking forward meeting with him and/or Dave and the team in the near future to plan out my future retirement goals.

fred hernandez Robert is extremely skilled with tax paperwork I feel strongly in highly recommending his services I will be back to my taxes again and telling my family and friends.

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!