Summit Wealth Partners, LLC - Orlando (FL)

Kathleen Corbett They take good care of you. Huge help to me with the deaths and estates of my parents

Jocelyn Mathis They are a great sister credit union,...they make me feel like I am at my home credit union with a smile,,...thank you PCU!

stephanie morale I need raymond james to give me as a beneficiary of my deceased mother dolores ensslen who died 3/14/2024 . my brother the executer /poa has no communication with me on all of moms a counts and well fargo banking savings and checking which was cl9sed i recieved nothing where did that money go?-dolores ensslen estate .. the trustee glenn her son does not inform me or give me my annual financial statements for years which is his job he also closes accounts and does not give me my share ..hes not doing his job and needs to be fired ..raymond james refuses to give me my needed finsncial reports the manager tonya tells me only glenn can give this to me ...well how do i get this when he wont talk or communicate for 4 years now with me ..something smells bad with both the executer and raymond james..i would have given you are 0 for allowing my brother to treat a beneficiary this way i want what is rightfully mine per dolores ensslen will..also moms house is going up for sale my sister vivian has let me know but thats the executer job and shoyld formally be in writing to communicate witg beneficiarys

Byron Ward Excellent service from down home folks. Call, someone will answer speaking English and probably living near you in your community.

Sianne Gendron Sarah is incredible. She’s so patient in helping to set up, and adjust as needed, my financial goals and accounts. I have referred her to many friends, and they’ve all been beyond pleased with her, and her knowledge. Sarah does a great job explaining options, and any other questions I have. Highly recommend!

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!

Emily Pearl If you’re looking for friendly, reputable, and professional insurance agents, who truly care about their clients, I highly recommend Family First Financial! They are very knowledgeable and walk you through each process thoroughly if you have any questions regarding your policies. 10/10!