Summit Financial Wealth Advisors - Ruston (LA)

Jeannie Tinker Kelly Brantley has a knack for numbers! It is a God given talent and mission that she uses to help clients from all over the US. Kelly’s outgoing personality and southern charm are keys to her ability to build long lasting relationships with clients and friends. I had the pleasure of attending three events where Kelly was the key note speaker. She is a great speaker and is very knowledgeable. She interjects stories of her own life in her presentations and wins over her audience with her humor, warmth and sincere caring heart.

Seth Thibodeaux Mr Royce helped me out with getting a loan and he did an amazinggg job!! Very professional and helped me with everything I needed!!

Martin Spellman Jennifer Cook was *always* there to help us, answer questions, etc. She returned calls, texts or emails very quickly, usually within an hour, during the day, at night, on weekends and even when she was sick! Filling out the forms and other paperwork was almost all done electronically via email or website, so we could do it when convenient after work or weekends. Jennifer wasnt afraid to give her honest opinions. I couldnt ask for a better home mortgage loan experience. Very highly recommended.

Patricia Richard Excellent service. Always ready to help

Chloe Super nice employees and clean lobby. Can be a little slow at times but there are usually only 2 tellers available at most.

William Dekemel I have been working with Jerrold for years and he is awesome. He takes his time with his clients and listens to their needs and comes up with an investment plan catered to his clients. Also, his secretary, Michelle, is thorough with all information and she is super nice as well. Give these guys a try if you are looking for a financial advisor. You won’t be sorry.