Client Testimonials

What clients are saying about Summerlin Financial Advisors, Inc. ...

Successful Business Owners - Billy & Trish Ward

“Three generations of the Ward family have benefited from Steve Summerlin’s life insurance and estate planning advice. Throughout our 25-year relationship, Steve has focused our attention on ‘value’, rather than price, which has enabled us to smoothly transition our 50-year-old grocery business from one generation to the next.”

Billy & Trish Ward, Ward’s Supermarket, Gainesville, Florida

Successful Business Owner - Fred Henderson

“ I value the personal service that is the hallmark of Steve Summerlin’s company. I am confident that Steve will provide the insurance advice that is best for my family and me. Steve is the person that I trust most to be there for my family in a time of crisis.”

Fred Henderson, CEO, Henderson Land Trust, Gainesville, Florida

Successful Professional - Herb Morgan

“I have known and worked with Steve Summerlin for over 15 years, as a volunteer leader and two-term President of the Florida Association of Insurance and Financial Advisors. The trust and confidence I have in Steve as my personal insurance advisor are absolute.”

Herb Morgan, Executive Vice President, FAIFA
Tallahassee, Florida

Successful Professional - John Berry

“Steve Summerlin’s clients are his friends and his friends are his clients. I’m proud to say I’ve known him as a friend and client since 1972. I would trust him with my life, not just my life insurance.”

John T. Berry, Esquire, Executive Director, Michigan Bar Association
Lansing, Michigan

Certified Advisory Corp offers Financial Planning and Asset Management
TransAm Securities, Inc. offers Securities, Member FINRA, SIPC

1111 Douglas Avenue, Altamonte Springs, FL 32714
Ph: 407-869-9800

Summerlin Financial Advisors, Inc. is not an affiliate of Certified Advisory Corp.

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