Wellspring Wealth Partners - Ameriprise Financial Services, LLC - Tampa (FL)

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!

mayi Yepes David Kassir’s approach to financial planning is based on a deep understanding of the market and unwavering commitment to his clients. He is patient, attentive, and always available to answer any of my questions and concerns. David always takes the time to explain complex financial concepts in a way that is easy to understand, and ensuring that I am always fully informed and confident about all of my financial decisions .

Wade Lehman It was the most hassle free experience I have ever had concerning applying for a loan. In less than two hours from calling to having money in hand. A big thank you to our loan officer Tina Hart at the Milton Fl branch office, thanks to you I will always use your company for any future financial needs I may have.. !!!

Jill Cole Thank you for your help! You answered my questions in a very straightforward and honest way. I will definitely come back and recommend you to others as you were recommended to me.

Kristi Kirkland My forever cc merchant, favorite entrepreneur, most awesome Lady Boss, and best resource for all things in the payment processing industry. This Lady seriously knows her stuff!

Haytham Abukahdeir Very helpful with their services. Alexander Ammar is amazing!

Kate Kevin had been my financial advisor for years. I trust him implicitly. He takes care of me like family.

Edd Varmo Great attention to clients, always take their time with their customers and make you feel comfortable though every process youre going through; either is taxes, financial services or even immigration. They speak English and Spanish which also helps. Absolutely no complaints. Keep on with the good work.

Bonnie Stempel Now retired, we used their tax services for our business for over 30 years. Always a pleasure! Honest, efficient, fast, respectful, & friendly. Like visiting family every year!