Summit Wealth Advisors - Tampa (FL)

5 /5 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.

5 /5 Jeffery Chamberlin: I can’t say enough good things about Kelly, and how much she has helped me… she and Jordan have been Lifesavers for me since my wife past… They’ve helped me with my financials, and then on top of every need that I have when I’ve called them… I would recommend them to anyone at any time

5 /5 Amanda Ayers: The best part about working with Eric is KNOWING, without a single doubt, that he truly cares about the well being me and my family. His knowledge, attentiveness, professionalism and other wonderful personality traits are just what brings it all together. Theres no uncomfortable sales pitch with Eric. He simply listened to what I had to say and what my goals were and provided the best options. I recommend Eric and Summit Wealth Advisors to anyone who is looking to start planning for or to build on their retirement. You will not regret it.

5 /5 Tammi Casagni: It has been a wonderful experience working with Kelly Wilhite. Her knowledge and expertise surpasses all others we consulted with and she has helped us get on track with our financial planning. Thank you Kelly!

5 /5 Kristin Green-Vogt: I’ve worked closely with Eric Wilbur over the last 7-8 years and have always been super impressed with his communication, professionalism, and ability to guide me through my investments. Highly recommend!