Insurance Agent
463155 Florida 200, Yulee
Insurance AgentYulee 5.0 (81)
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Insurance Agent in Yulee, FL
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Recent Google reviews
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.
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.
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!
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.
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.
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