P & L Financial Services - Gainesville (FL)

Jaidyn Knight Stephen Jurrissen provided me with quality customer service that gave me confidence and comfort when it came to my investments. He was thorough, patient, knowledgeable, and kind - an excellent example of what Fidelity has to offer. I was very impressed and will continue to see Stephen in my years to come with this company!

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.

Milli Chambers Ryan and Carol always go the extra mile for their clients:)

Tammy Lovett They are awesome. Willing to help with what ever they can. A very professional and caring team. I am so lucky to have them as my accountants.

Fatih Yildirim They constantly call and want to give loans, dont believe them and dont do business with them. Im tired of talking to Indians like that.

Mary Beck Very knowledgeable about what is available & good to return your phone call.

Derek Wentworth Jay is an awesome financial advisor. He is a “hands on” advisor who gives that personal touch. I find him very informative, professional, trustworthy, and knowledgeable. The numerous years of experience he has combined with the personal service you receive will be hard to match from any “big box” financial services/investment company. I highly recommend Jay.

Elizabeth Leavesley This bank is a good place to go. Their employees are very helpful with all my banking needs. Victoria Kolb is a very nice person that helps me every time I go in there with questions.