Summerlin Benefits Consulting

The Summerlin Team and their devices have been a god send. They have helped ensure the financial security of my widowed mother in a way that no other financial advisor was able to accomplish. From planning before my father passed, to each step along the way in the 5 years since, they have made every aspect (often confusing for Mom) easy and seamless all while yielding amazing returns and performance in a transparent alignment with Mom’s desires, needs and ultimate long term financial security. Without them, my mother surly would not have the worry-free lifestyle she has now when it comes to her financial independence.

Stacy is very knowledgeable and made my wife and I very comfortable investing our money. The staff is very efficient and friendly. Highly recommend

Summerlin Benefits is a class act organization. We have been clients for 2 1/2 years and really appreciate Stacy & Team’s expertise. They have helped bring diversification to our retirement saving with safe investing. The staff is always polite and very helpful. We appreciate the reviews and the education they offer. They are the model on how to treat clients!

Stacey explained everything in detail and in an easy to understand way.

Dealing with Summerlin has been very enjoyable. They are professional and prompt with all of their deliverables. Ashley has been a pleasure.

I love summerlin benefits consulting because they are caring about people and their money with expertise

John LOVED Summerlin Benefits Consulting

Michael Strongly Recommends Summerlin Benefits Consulting

We can always trust all employees to do a stellar job, keeping us abreast of all appointments and communicating any upcoming events that Summerlin may sponsor. Stacy is a very knowledgeable and trustworthy financial representative. We can always trust her to look out for our best financial interest. We definitely will recommend Summerlin to our friends and family! Thank you Stacy and staff!!!

The Summerlin Investment group staff are very professional and knowledgeable.

I attended a Summerlin seminar a few years ago, and I really liked the way Stacy approached the topic of retirement savings. I did not need her services at that time, but I told myself when the time came, I wanted to talk to her again. Well, I attended another seminar, and I felt SBC and Stacy were right for me. Over the course of a couple of weeks, Alexis and Kennedy helped me to transfer assets and establish new accounts. Looking forward to working with SBC, and I will recommend Stacy to family and friends.

Great team to work with!

Summerlin Benefits Consulting does an excellent job. Stacy and her team explain things very well. The team does an excellent job answering our questions. We are very happy with them.

Always friendly, informative, and personal interested in helping

Converted our TSP, traditional and Roth
savings, effortlessly. Impressed with professionalism, responsiveness, and sincerity of all team members.

Excellent Customer Service; Attentive and Expedient

Professional, helpful, efficient. Stacy understood our needs, made appropriate recommendation. Follow-up with Kennedy and Alexis was prompt and thorough. Everyone on the staff has been very friendly and responsive. Especially value the personal interactions and ability to meet locally (Orange Park). Am recommending to friends.

Great help

The team at Summerlin is tops! They are concerned and caring of each client's individual needs. They explain and provide information in a professional and caring manner. I’m so glad that they are providing me with the best benefits!

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.

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.

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.

Very helpful and professional.

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.

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!

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

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.

I was very happy with all the info & help

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

Excellent service with a smile from owner Stacy and her team. Stacy and Kennedy made sure I understood and had everything I needed. Seamless service! I recommend to all Summerlin Benefits Consulting for all.