Summerlin Benefits Consulting

5.0

234 reviews

57 Homegrown Way, Unit 301 Yulee, FL 32097

855-809-2894

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With over 25 years of professional experience, at Summerlin Benefits Consulting we understand the importance of safety and stability when planning for retirement. It is our mission to help our clients develop strategies that will keep their retirement savings safe. We also believe in making retirement as simple as possible for our clients by providing retirement benefits that suit your individual needs and goals. We work with you and provide all the necessary information you need in order to make an informed decision about saving and protecting your money for retirement.

Rosie Mohn

12/10/25

Excellent. Outstanding. Stacy always makes time for her clients as necessary. She comes fully prepared so she can explain & make recommendations. I'm so grateful I fou

Rosie Mohn gave Summerlin Benefits Consulting a 5 star Review

Connie Bruckner

12/09/25

Everybody at Summerlin Benefits consulting has been very professional and kind. The seminars we attended prior to signing up with them were enlightening, educational and helpful in making our final decision.
My husband and I signed up for our first product with them over a year ago. Now in 2025 we added 2 other products to our portfolio with them. We are Extremely pleased with their services. Their seminars are very helpful to understand the products they have to offer. I would recommend Summerlin Benefits Consulting to anyone interested in improving or adding more value to their portfolio.

Summerlin Benefits Consulting Replied: Thank you for your wonderful review! We’re so glad to hear that our seminars and team have been helpful to you both throughout your journey with us. It means a lot that you’ve chosen to grow your portfolio with us over the past year, and we truly appreciate your trust.

Connie Bruckner gave Summerlin Benefits Consulting a 5 star Review

Terry Lee

12/04/25

Terry Lee gave Summerlin Benefits Consulting a 5 star Rating

MB T

12/04/25

Great team, feels like family!

Summerlin Benefits Consulting Replied: Thank you so much for your kind words. Hearing this truly means the world to our team. We’re grateful for the trust you’ve placed in us and are honored to support you in reaching your goals.

MB T gave Summerlin Benefits Consulting a 5 star Review

Daymond Westergard

11/25/25

Wonderful experience! Professional and personalized approach that fits our needs. They explained everything in ways I could understand with no pressure or hype. I am comfortable with their management and oversight of my portfolio. My annual reviews show that trust is well placed.

Summerlin Benefits Consulting Replied: Thank you for your wonderful review. We’re so happy to know our personalized approach and clear guidance have made you feel confident and supported.

Daymond Westergard gave Summerlin Benefits Consulting a 5 star Review

Rebecca Forgy

11/19/25

Very helpful and always looking for ways to grow our money. They keep us updated on new ways to get more out of our money. Very pleased with their friendly staff. Very personable and knowledgeable and easy to work with. Always there to answer any questions and concerns. Great company to invest with.Stacy and her team are remarkable and do a great.job.in investing.our money.

Rebecca Forgy gave Summerlin Benefits Consulting a 5 star Review

Erika St.Clair

11/08/25

We highly recommend you call Summerlin for all your financial and retirement advice. Best decision we ever made for our future was attending one of their events.

Erika St.Clair gave Summerlin Benefits Consulting a 5 star Review

Renee Reed

11/05/25

We are receiving great services from Summerlin Benefits. They are thorough and keep us informed. We are very pleased and highly recommended them for your financial future.

Renee Reed gave Summerlin Benefits Consulting a 5 star Review