Summit Wealth Advisors - Tampa (FL)

Damon Alston No information at this time

Ruth Limon Great service. Highly recommend you do your financial planning with these group of amazing people. Knowledgeable with teacher hearts. Great people!

M D (Bigdtravels) Tina and her entire staff do an outstanding job providing CPA and Financial Services. Whether it’s business or personal they are highly skilled to assist with both

Carla Lamb Jackson Hewitt in Crawfordville has handle my taxes for years. The atmosphere is very welcoming and they always have a friendly attitude. Natosha is absolutely phenomenal and always goes above and beyond exceeding all expectations. She has exceptional costumer service. For anyone looking into getting their taxes file I would highly recommend you go see her!

Tom Sullivan I’ve been a client of Jaime’s for years. In fact, I was with her father before she took over his practice. What I like best about this firm is they shoot straight. They speak to me in plain English and always offer sound advice.

Lorraine Alvior We are first time farm owners. From day one that we contacted Michelle, she has been so helpful. Very professional and efficient. Took her time to discuss and explain everything to us. Her assistant Stephanie was there for us when we needed information. She was quick to respond and very detailed. They both made all the process so easy for us. We have never experience loan processing this simple and easy. Thank you so much Michelle and Stephanie and to Farm Credit of Florida for this wonderful journey of being a farm owner. We greatly appreciate all your help.

Cameron Amend Jordan Lacy has been incredibly helpful in simplifying my finances and guiding me toward my goals, while teaching me along the way. He is professional, knowledgeable, and always make me feel confident in the decisions we make. Highly recommend his services!

Joe 10 years later, and it’s just as fast, Brittany is just as quick and helpful, she needs a promotion. I love this place.

Ronnie Peck Nice office and the staff was friendly , good place for a small loan if you can pay off quickly , quick easy forms and quick deposit.

dorothy laun steve takes a personal approach to your concerns and handles your account as he would a family member. very professional and caring.the most appealing quality is his outlook and ability to get you the most for your money with keeping you in the loop so you can feel good and relax that you are being taken care of. I would and have recommended him highly .