Client Experiences

REVIEWS

Discover what our clients have to say about their experiences with Summerlin Benefits Consulting and our commitment to personalized guidance, clear communication, and lasting relationships.

What Our Clients Are Saying

5 green stars

5.0 out of 5 stars on Google

  • caryn sirmans ★ Featured Review

    5 out of 5 stars

    Google
    If you want to lose none of your principal and get decent gains on your funds, this is the right place to start!
  • darlene miller ★ Featured Review

    5 out of 5 stars

    Google
    I had a great experience working with Summerlin Benefits Consulting for my annuity planning. From the start, they were knowledgeable, patient, and genuinely focused on helping me understand my options rather than pushing a quick decision. They took the time to explain how annuities work, the different types available, and how each option could fit into my long-term financial goals.

    What really stood out was their professionalism and transparency. Every question I had was answered clearly, and I never felt rushed or pressured. They made what can be a confusing process feel straightforward and manageable.

    I also appreciated their attention to detail and personalized approach. They didn’t offer a one-size-fits-all solution—instead, they tailored their recommendations to my specific needs and comfort level.

    Overall, I would highly recommend Summerlin Benefits Consulting to anyone looking for guidance with annuities or retirement planning. It’s clear they care about their clients and take pride in providing trustworthy, high-quality service.
  • Tiara Pollard ★ Featured Review

    5 out of 5 stars

    Google
    I’m beyond satisfied with Summerlin Benefits Consulting. The relationship feels personal, which is something I never had with my previous planner. They truly treat you like a person, not a number, and tailor everything to your needs. I also love how accessible they are! No long waits or random associates, just a small team, with a proven track record, that aims to know you and your needs!
  • Teena ★ Featured Review

    5 out of 5 stars

    SoTellUs
    Very informative in explaining the 2 different plans. I'm very happy that I changed my plans with Summerlin.
  • Napoleon Kornegay

    5 out of 5 stars

    Google
    The Summerlin group is very knowledgeable across many financial and Tax related arenas. If they can’t help you with the situation, they always know someone to refer you to get your answers. Their personal approach is always appreciated. My wife and I always enjoy the client appreciation events that are held frequently. As a retiree, I really appreciate their hands-on approach.
  • Cindy Reynolds

    5 out of 5 stars

    Google
    Very knowledgeable and friendly staff! We attended a seminar of theirs and they explained things that you were able to understand easily about your financial future. Highly recommend!
  • Chris Hamilton

    5 out of 5 stars

    Google
    Very smart investments,
  • gerald orso

    5 out of 5 stars

    Google
    The professional and understanding in providing the various investment opportunities and explaining it so I understand it. I’m looking forward to maintaining a financial relationship with them
  • Beverly

    5 out of 5 stars

    SoTellUs
    Interactions were fabulous: warm, friendly, informative and professional. Patient with all of my questions. Excellent experience‼️
  • Cathy Truxton

    5 out of 5 stars

    Google
    Stacey and all of her staff are so helpful. She has guided us to make decisions that are very helpful for our future. We recently moved from florida to tennessee, so we're really missing out on all the wonderful and informative dinners they put on.
  • Ann R

    5 out of 5 stars

    Google
    The serve was great. Stacy answer all my quiet and went over everything. Also made sure that can contact her anytime and gave document.
  • mary shelley

    5 out of 5 stars

    Google
    I just happen to attend one of their seminars and it was wonderful to actually follow along and understand about my financial future . They are very knowledgeable and answered every question I had .
  • Diane Hunter

    5 out of 5 stars

    SoTellUs
    Everything was broken down to make sure that I understood how the policy’s work. Very patient and understanding to my needs.
    Pleasure doing business with the team.
    Thanks for all your help
  • Elrick St. Clair

    5 out of 5 stars

    Google
    I was turned on to Summerlin by my brother. The experience made me fee like i was their priority. As a person that's been around i really am thankful for the help and attention. You are explained everything through the process of having them represent you.
  • Glory Gresham

    5 out of 5 stars

    Google
    It was a godsend we found financial planning that walked us through knowledge about the GREEN LINE and how our money is working to be there when we need it also how to make sure we provide for our families after we are no longer here.
  • Jamie Embree

    5 out of 5 stars

    Google
    Stacy and Summerland family made me feel comfortable about make life changing decisions. Can't say enough, thank you
  • Don Retallick

    5 out of 5 stars

    Google
    Stacy and her Team are amazing! I highly recommend working with them.
  • Rosie Mohn

    5 out of 5 stars

    SoTellUs
    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
  • Connie Bruckner

    5 out of 5 stars

    Google
    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.
  • MB T

    5 out of 5 stars

    Google
    Great team, feels like family!
  • Daymond Westergard

    5 out of 5 stars

    Google
    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.
  • Erika St.Clair

    5 out of 5 stars

    Google
    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.
  • Renee Reed

    5 out of 5 stars

    Google
    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.
  • John Ancona

    5 out of 5 stars

    Google
    Stacy, Keith and their Team are all knowledgeable, informative and professional. It’s a pleasure working with them all.
  • Gary Rowe

    5 out of 5 stars

    Google
    The service was excellent from start to finish. They helped me set up an annuity
  • Bob Dieppa

    5 out of 5 stars

    Google
    They offer annuities and also provide investment management of your retirement account based on your risk tolerance for a very reasonable fee per year. Very trustworthy group with lots of experience.
  • TS

    5 out of 5 stars

    Google
    Stacy and the rest of their staff are the most helpful in an area that requires the utmost precision. That's my money! Kennedy is a JOY to talk to and handled my 401k rollover with personal professionalism!
  • Cathy Tarver

    5 out of 5 stars

    Google
    Very knowledgeable and clear on explaining everything. Attentive to my needs. Everything was a smooth process. Highly recommend.
  • zay Curtis

    5 out of 5 stars

    Google
    Great company very professional!
  • Lester

    5 out of 5 stars

    SoTellUs
    Very helpful and professional. Explained things so even I could understand.
  • Mark

    5 out of 5 stars

    SoTellUs
    I love Summerlin because of the wealth of knowledge Stacy and her team have. They are diligent about their follow through and follow up! Extremely pleased and feel like my retirement plans are in very good hands.
  • Well Villageclub

    5 out of 5 stars

    Google
    Kennedy and Ashleigh are so on top of things. GREAT JOB!!
  • Troy Williams

    5 out of 5 stars

    Google
    Exceptional staff who makes you feel like part of the family!
  • Tonya

    5 out of 5 stars

    SoTellUs
    Stacey is very thorough and helpful. I really appreciate her honesty and integrity.
  • Kecia Williams

    5 out of 5 stars

    Google
    Stacey is excellent in explaining the difference in annuity funds. She makes it easy to understanding.
  • Dale Takio

    5 out of 5 stars

    Google
    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.
  • Bill Andrews

    5 out of 5 stars

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

    5 out of 5 stars

    Google
    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!
  • Rebecca Forgy

    5 out of 5 stars

    Google
    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.
  • Dawn Eisenhardt

    5 out of 5 stars

    Google
    Stacey explained everything in detail and in an easy to understand way.
  • Bruce Peterson

    5 out of 5 stars

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

    5 out of 5 stars

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

    5 out of 5 stars

    SoTellUs
    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!!!
  • Avis Mathews

    5 out of 5 stars

    Google
    The Summerlin Investment group staff are very professional and knowledgeable.
  • Debra

    5 out of 5 stars

    SoTellUs
    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.
  • Marius

    5 out of 5 stars

    SoTellUs
    Great team to work with!
  • Robert

    5 out of 5 stars

    SoTellUs
    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.
  • Kristie Baldwin

    5 out of 5 stars

    SoTellUs
    Always friendly, informative, and personal interested in helping
  • Shari & Steve Fuzzell

    5 out of 5 stars

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

    5 out of 5 stars

    SoTellUs
    Excellent Customer Service; Attentive and Expedient
  • Pam Richards

    5 out of 5 stars

    SoTellUs
    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.
  • Cindy Merrilees

    5 out of 5 stars

    SoTellUs
    Great help
  • Judy

    5 out of 5 stars

    SoTellUs
    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!
  • Dee

    5 out of 5 stars

    SoTellUs
    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.
  • Les Thornton

    5 out of 5 stars

    SoTellUs
    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.
  • Ft Caroline UMC

    5 out of 5 stars

    Google
    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.
  • Paul Bahlman

    5 out of 5 stars

    Google
    Very helpful and professional.
  • Ronald

    5 out of 5 stars

    SoTellUs
    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.
  • Robert Kennedy

    5 out of 5 stars

    Google
    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!
  • Michael Tipton

    5 out of 5 stars

    Google
    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.
  • Steve Toomey

    5 out of 5 stars

    Google
    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
  • Natalie

    5 out of 5 stars

    SoTellUs
    I was very happy with all the info & help
  • Mary Saunders

    5 out of 5 stars

    SoTellUs
    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
  • Sheila Jaudon

    5 out of 5 stars

    Google
    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.
  • Donna Kelsick

    5 out of 5 stars

    SoTellUs
    They stick to their word, not false advertising. The staff is great, and I enjoy their events, promotions, dinners etc, I would recommend clients to them, still trying to pull people's arm to come and listen to the presentation.
    .
  • Cynthia Hammond

    5 out of 5 stars

    Google
    I have been a client of Summerlin Benefits Consulting for over 5 years and I am here to say I'm completely satisfied with how my account is being handled, no complaints here.
  • Pearl

    5 out of 5 stars

    Google
    Summerlin benefits didn’t tell me that I was too young to further invest in my retirement . She didn’ tell me to wait until I amassed wealth. She helped me find the right financial product to help me feel good about a heathy foundation on which I can build.
  • Ellie Hunter

    5 out of 5 stars

    SoTellUs
    Stacey and her team are wonderful
  • Charlene Higgins

    5 out of 5 stars

    Google
    I have been with Summerlin Benefits Consulting for 5 years. I highly recommend them for your annuity needs. The entire staff are amazing. I guarantee that they will give you exceptional service.
  • Atim Itiat

    5 out of 5 stars

    SoTellUs
    Summerlin benefits staff are the best. They take the time to explain the process in a language that someone with absolutely no clues can understand. They are so knowledgeable and I love them so very much.
  • Vic D Hubbard

    5 out of 5 stars

    Google
    From our first interaction we were pleased by the Professional and Friendly Summit Associates. Every phone call is met with our names and always cordial and personal.
  • Debra Harris

    5 out of 5 stars

    Google
    Wonderful group of people
  • Christine Johns

    5 out of 5 stars

    Google
    Summerlin has been up front and supportive to my needs. They are very customer friendly and have social events for their customers which make us feel appreciated
  • Dorothea

    5 out of 5 stars

    SoTellUs
    Correction…Summerlin Benefits Consuting not Summerlin Financial.
  • Crear, Paula Crear

    5 out of 5 stars

    SoTellUs
    I loved Summerlin Benefits Consulting because they help you get your financial portfolio in order for retirement.
  • Janice Gil

    5 out of 5 stars

    SoTellUs
    Great input
  • Valerie Carter

    5 out of 5 stars

    SoTellUs
    They maintain great contact with us. They ensure that any questions or concerns are addressed. Summerland has lived up to all promises and exceeds all expectations.
  • David and Darlis

    5 out of 5 stars

    SoTellUs
    We attended their presentation and very interested, made appt and Stacy so good at explaining everything where we could understand. Others in the office were very responsive as well. Very glad we checked out out and had Summerlin handle our account.
  • Melissa DeLoach

    5 out of 5 stars

    Google
    Absolutely wonderful experience dealing with Summerlin Benefits Consulting. Family owned business that offers educational seminars that make it easy to understand for the financial layman. Stacy is excellent at helping you make decisions tailored to your individual needs.
  • James Davis Jr.

    5 out of 5 stars

    SoTellUs
    I love Sutherland because they give you the whole lowdown of what you’re doing and what the returns will be on the money you invest. If you need to talk to them in person, they will make arrangements to do so and not brush you off.
  • Laura Flint

    5 out of 5 stars

    SoTellUs
    Very helpful
  • Beverly Gracey

    5 out of 5 stars

    SoTellUs
    I am very pleased with the personal attention given and the knowledge of my agent.
  • Paul Frendahl

    4 out of 5 stars

    Google
    So far we are pleased with the results, but we are in very safe products with a goal of not losing money. Next year our goal will change to increasing wealth and that will be more of a test.
  • Lisa Cohen

    5 out of 5 stars

    SoTellUs
    Great experience with Summerlin Benefits Consulting!!! They go the extra mile and are very helpful! Thanks SBC!!!
  • S Cook

    5 out of 5 stars

    Google
    Summerlin Benefits Consulting is where to go for your financial future. Stacy and staff are always looking out for my best interests and try to maximize my money for my retirement.
  • Susan Mason Burns
    Facebook
    Wonderful financial benefits and great personnel.
  • Gregory Boss

    5 out of 5 stars

    SoTellUs
    I really really appreciate Summerlin, because they are so awesome and keeping us informed.
  • James Chavers

    5 out of 5 stars

    SoTellUs
    Always on top of their game regarding my finances
  • Tony Como

    5 out of 5 stars

    SoTellUs
    efficient
  • Nanci H Cash

    5 out of 5 stars

    Google
    I had a wonderful experience with Summerlin benefits. I will admit it took me a while to decide if this was what I wanted to do and I am so glad that I did. They walked me through every step of the process. Always available to answer questions. They have made me feel that I can contact them any time with any question I have.
  • Derry Boyd

    5 out of 5 stars

    SoTellUs
    I love Summerlin Benefits Consulting because they care about you as a customer, client. They will help you make the best decisions about your money. They will answer any questions you have. They will not pressure you to be a part of their organization, they will explain everything in a meeting and let you decide.
  • Teresa Berrier

    5 out of 5 stars

    SoTellUs
    I love the Summerlin benefit consulting team they look after our money. Also patient with some of old ones. They also have events that are nice. Thank all the girls.
  • Pat Bishop

    5 out of 5 stars

    SoTellUs
    I have been very pleased with Stacey and her staff. They are always courteous and professional whenever I call. They always let me know of upcoming events.I look forward to doing business with her for many years.
  • Ted Basil

    5 out of 5 stars

    SoTellUs
    Summerlin Consulting is very knowledgeable and professional. They have always been able to answer our questions and provide excellent guidance and advise. All of there staff are very pleasant and professional.
  • lynn asciutto

    5 out of 5 stars

    Google
    Summerlin Benefits Consulting is the BEST, most trust worthy and family oriented company for your retirement funds. Their strategies will lead to a better financial future!! When you are a client of theirs, they certainly look out for your own best interests, keep your money safe from market downfalls and always treat you with the most highest regard & respect!!
  • Karen Arnold

    5 out of 5 stars

    SoTellUs
    I am thankful for the patience and knowlege showen to me and towards me by the staff at Summerlin Benefits. I am forever grateful
  • Sherry Bailey

    5 out of 5 stars

    SoTellUs
    This is a really great group of people. Helpful, giving, knowledgeable….
  • Barbara Aldridge

    5 out of 5 stars

    SoTellUs
    I loved Summerlin Benefits Consulting because Stacey always takes the time to answer any questions I have and she is very knowledgeable about all of the products and companies she represents.
  • Georgianna Akel

    5 out of 5 stars

    SoTellUs
    Great
  • Shaun

    5 out of 5 stars

    SoTellUs
    Summerlin Benefits impressed me from the very beginning with the presentation I was invited to. Once I met with Stacy, after receiving such a clear message and sincere intention to help protect my investment through communication of their strategy options, there was no doubt I made the right choice. And it is such a satisfaction and confidence that I am with the right wealth managers. The customer follow-up and personable interactions have been impressive and open to an establishment of a future ease of rapport as my investment future progresses.
  • Belinda` Pride

    5 out of 5 stars

    Google
    I just want to say how much I loved my experience with Summerlin. I was nervous about moving money and unsure if it was the right decision for me at this time. The seminar answered questions I had and after meeting with Stacey I began to understand the functioning of an annuity even more and knew I made the right choice. Thank you Summerlin and I look forward to a growing relationship with you.
  • Deanna Anderson

    5 out of 5 stars

    Google
    Summerlin Benefits Consulting has more than met my expectations.
    Stacey and her office group go far and above to help and to keep you updated you on everything. I highly recommend this company!!!
  • Judy Williams

    5 out of 5 stars

    SoTellUs
    Very professional, knowledgeable, organized. Maintained communication through the process of moving funds and establishing the account. Very patient and explained in layman's terms.
  • Lori Osborne
    Facebook
    Stacy and her team are amazing, super friendly, and extremely knowledgeable! And I absolutely love the products that Summerlin Benefits Consulting, Inc. offers - so amazing for starting to stabilize our investments for retirement. I was beyond excited at all the bonuses I got when we moved my 401K in August! 🥰
  • Michael Crear

    5 out of 5 stars

    Google
    Great work by Stacy
  • Sharon Bramblett

    5 out of 5 stars

    Google
    I have been dealing with Stacy for around 5 years. When l first met her at a presentation, before l could ask a question she had the answer. There have been times that l needed to talk to someone on her team immediately and without fail they were they and handled my request faster than my expectations. I am so greatful for going to the free seminar, l have never had this level of confidence with anyone financially; and l worked in banking for over 33 yrs).
    Thank you Stacey and Team!!!
  • Rob Leacock

    5 out of 5 stars

    Google
    We just signed up a month ago so cant speak to the income per centages but the service was first class all through the process! They do what they say and their service has been outstanding! We love their business principles and how that affect us in the positive!
  • Mary Hart

    5 out of 5 stars

    Google
    This company has excellent customer service and I feel very secure with my investments. Highly recommend
  • Joann Zilch

    5 out of 5 stars

    Google
    Stacy has explained and streamlined the process for us. Very happy with the professionalism and accessibility of this company.
  • Ed Takio
    Facebook
    Incredible customer service and support. Above and beyond expectations. Stacy and team are proactive rather than reactive. Best service ever recieved by an advisor in the financial realm.
  • William O'donnell
    Facebook
    Stacy and crew care about you like family and protect your investments as if it was their money. With her amazing green line, your money grows while being safe. Would highly recommend this company. 5☆☆☆☆☆☆
  • Shannon Hartley
    Facebook
    Great financial advice!!!
  • Cindy Gissy Merrilees
    Facebook
    Very professional and knowledgeable. Explains things in a way that is understandable.
  • Robbin Ingram
    Facebook
    Summerlin Benefits Consulting Inc.
    Provides excellent and professional service to their clients.
    I've attended many seminars for the past year and left just as confused than when I came. Stacy and her team helps you to understand clearly how to prepare for your future well being. I appreciate her honesty and concern for her clients. Thank you Summerlin Benefits Consulting, Inc. for your support.
  • Amber Bullington Tipton
    Facebook
    I have worked with Summerlin Benefits for several years, and I have nothing but great things to say about this team. Efficient, knowledgeable, innovative, and courteous etc... Stacy, Ashleigh, and Alexis you are appreciated, and your genuine help and care is beyond 5 Stars!!!
  • Sharon G

    5 out of 5 stars

    Google
    Summerlin Benefits Consulting group really cares about their clientele. Stacy Summerlin listens carefully, explains thoroughly, is honest, and tells you what type of product would best fit what you're looking for as an investment.

    I was previously with another financial advisor who did NOT listen to my fears about money/investments and put me in a product that was not right for me. They charged me tons of fees and lost 1/4 of my investment in just a few months. I'm 58 and my husband is 64. We do not have the luxury of time to wait for the market to gain back any loss we may incur when there is a downslide.

    My money is now in a safer investment; and, I feel much better about having the Summerlin group manage my investments, as well as, feeling like I have a friend that will provide solid, honest advice and guidance for making good financial decisions into my elder years.

    Just knowing they are there to discuss financial matters gives me a sense of peace and safety. I would highly recommend the Summerlin Benefits Consulting group and the products they represent to anyone wanting to grow their money with a sense of security especially during these precarious times.
  • judy roscoe

    5 out of 5 stars

    Google
    I highly recommend Summerlin Benefits Consulting !! Stacie and Alexis were extremely helpful in determining the correct product for my needs!
    Thank You!!
  • Atim Itiat

    5 out of 5 stars

    Google
    Wish I knew about Summerlin benefits sooner. They opened my eyes to a whole new world, love them and will not hesitate to tell my friends to come see for themselves.
  • Jodie Watkins

    5 out of 5 stars

    Google
    Very detailed, thorough snd great follow up!
  • Lanie Hartley

    5 out of 5 stars

    Google
    Stacey is amazing!! Thank you for your dedication and professionalism!!
  • Gargi Chipalkatti

    5 out of 5 stars

    Google
    I would highly recommend talking with Stacy & Keith Summerlin regarding fixed indexed annuities.
    After attending one of Stacy's seminars, I definitely came out of the experience with a better financial understanding of fixed indexed annuities. She has a way of speaking succinctly and in a way that a layman can understand.
    The company provided prompt service and also they never hesitated to answer and questions that came up.
  • Gus Ttshowbiz
    Facebook
    I never knew the transition from having insurance provided by your employer to getting insurance on your own could be so smooth but with the guidance of Summerlin Benefits Consulting it really gives you peace of mind and confidence in this company so thank you Stacy & Stephania!
  • Mark Bullington

    5 out of 5 stars

    Google
    Great personal service!
  • Carol Carter
    Facebook
    I have been working with Stacy for several years. It has been a very professional relationship. Feel very lucky to have found her to help me find health care insurance. Stacy is solution oriented and found me a solution every year. Very grateful.
  • Diane Torres

    5 out of 5 stars

    Google
    In switching from one Florida Blue plan to another, my auto payment was not collected. I was in the process of a move and didn't notice at the time. Stephania of Summerlin Benefits Consulting successfully advocated on my behalf. My coverage continued without a gap and I didn't have to go dangerous situation of being uninsured until the fall enrollment. I highly recommend this fine firm to handle your insurance needs.
  • Judi Dufour McCullar
    Facebook
    Stacy and Stephana assisted my husband and I when we retired and needed health insurance. We were advised by Stacey to go with a short term (3months) policy to get us by until we reach 65 years of age. Then I will ask them to help us through that when we get there. Good job, very nice and they know what they are doing. Each person's situation is different and Stacey listen to us and advised to our best advantage. Thank you very much.
  • Judi McCullar

    5 out of 5 stars

    Google
    My husband and I retired and was in need of advice about what to purchase for medical insurance. Stacey advised us, per our circumstances, to go with a 3 month short term policy to carry us over until we hit 65 years of age. We are healthy, knock on wood.....and when we reach 65 we will be asking help with that transition of policies to choose from. Thank you for your great advice it has saved us a ton of money!
  • Marcus Cooper Ukelele
    Facebook
    Stephania and Stacy are both knowledgeable, keenly aware of the options for my current insurance needs, and never fail to respond efficiently to my queries. I've never felt pressured to buy what I don't need, and I feel I'm always given options across the cost spectrum. Good job girls!
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Google and other reviews may be submitted by clients or non-clients. Neither cash nor non-cash compensation was provided for these reviews, and no agreements were entered into between Summerlin Benefits Consulting Inc, SBC Wealth Management, Stacy J. Summerlin, Keith A. Summerlin and any reviewer.  Comments represent the reviewer’s opinions and may not be representative of any other person's experience with the firm. The absence of a reply should not be construed as concurrence with the review as privacy statutes may restrict the ability to both respond with specifics and to draw the reader’s attention to any discrepancy in the true identity of the reviewer.

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