Summerlin Benefits Consulting

The staff explained the plans in a way that was easy to understand and was very patient while I went through the process with them. I would highly recommend this company when looking into money management. Read more >

I feel very happy and secure knowing Stacy and her fine staff are monitoring the latest in market trends that will continue to be both-in my own, and also my family’s best interest for years to come.
Beyond her acumen for investment professionalism, she makes me feel more like part of her family when discussing my future with her; not merely just a fiduciary client.
If I was able to, I would transfer all my investments over to her with total trust and confidence for my family’s future.
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We’ve been clients for over 4 years. Just entering retirement, it’s quite a relief to see my retirement accounts are safe and growing. Stacy and her staff have been quick to respond to our needs. We’re setting up a business and their recommendations have been spot on with minimal impact to our accounts. Read more >

Very helpful and professional. Read more >

I had received many dinner invitations through the mail for seminars about financial possibilities for the future. My wife and I just retired so we finally accepted the invitation. Stacy explained what we could do with our investment so well, we decided to make a one on one meeting at her office. At the meeting she thoroughly explained the plan and we accepted her offer and it was a very pleasurable experience. We highly recommend Summerlin Consultants for your retirement business. Read more >

Stacy Summerlin and her crew were/are OUTSTANDING! They ALL take the time to explain everything that they are doing, where your money is going, and answer and quell any fears we had. Their ENTIRE staff stopped to help, direct, schedule, and answer ALL our questions and concerns. Two of their staff members are worthy of very high praise. Julia Swanson had set up the initial set up and has shown us through the delicate maze of things to do. The other person of high praise is Kennedy Collins. No question is too stupid or if you are not understanding anything, she is more than happy to help you and show you what you need to do. Kennedy was our go between with the company and us.
An honorable mention is Alexis Roscoe. Without her help, I could not have moved my IRA to the products that Summerlin was providing. Thank you Stacey and your staff for everything! Read more >

Stacy and her Associates are beyond exceptional...they make certain my money is working for me..they recommend programs to help protect me against market drops.up front and honest Read more >

Everyone at Summerlin's has been outstanding! Nice, considerate, willing to listen to your wants and needs. I have never had anything but the best experience with this firm and its employees. Read more >

I was very happy with all the info & help Read more >

I love Summererlin Benifits Consulting because they listen to my needs from my initial visit and a few years later amazingly am in the perfect position I was hoping to get into. Love their professionalism and and the way they explain things so I can understand it. Thanks Read more >