Summar Financial - Miami (FL)

Catherine Thompson Working with Brandon was an excellent experience . He assisted me in fulfilling several financial goals. What stands out most is his timely responsiveness and professionalism . I never felt pressured to make any decisions which was important to me. He offered suggestions and was very knowledgeable about market conditions . I highly recommend calling Brandon to assist you with any financial needs and a bonus is - he is local to the panhandle .

Katherine Paradise I would like to give Jacksonville Wealth Management a shout out. This team of professionals have exceeded my expectations. They have walked me through the process of investing in a very patient and professional manner. It feels great to have a team like this customizing my plans and insuring I have a great future ! I have had some poor experiences in my past and feel blessed to be part of this organization. I hope this helps you trust your investments with JAXWEALTH !!!

Jennifer Made an appointment to discuss investments with Bob, we talked for an hour. Gave him all my information to have my rollover IRA transferred to his company to have him manage. Sent over the additional information he needed via email and never heard from him again. I emailed him & called his office twice. His receptionist told me the first time I called that he was out of the office. (Which I took as out for a meeting or something) Then when I called a week later she said he was still out of the office in North Carolina. I told her I wished someone would have told me he was on vacation vs just “out of the office”. She laughed and said “well he has an office there & he should be able to return your emails or call you” I told her how unprofessional this whole situation was. After that I still didn’t hear back. Now after a month if not longer I have emailed Bob yet again to inform him and just have it documented that I do not wish to have him handle my roll over IRA and that I was very disappointed in the lack of professionalism. Of course no email back. Please take your business elsewhere if you want to have someone who is professional and reliable.

donna morgan Alex has done our taxes and advising for years. So knowledgeable and trust worthy. Highly recommend Bridge Financial!

Q plus 2020 Jason Beutke was priceless. This was my first land purchase and closing and I had so many questions. He always answered my questions. So glad you were at closing to explain and clarify some of the paperwork. Thank you so much!!

entrenaconfren Horrible service

ZOTA Studios Excellent group, extremely knowledgeable with a client first approach. Would highly recommend for anyone searching!