About
Overview
BBB Accredited Since: 6/14/2021
Years in Business: 13
BBB Accreditation & Rating
About This Business
Products and Services
retirement planning
annuities
life insurance
financial planning
Business Details
- BBB File Opened:
- 1/17/2020
- Business Started:
- 1/1/2012
- Business Started Locally:
- 1/1/2012
- Business Incorporated:
- 1/1/2012
- Type of Entity:
- Corporation
- Business Management:
- Ms. Stacy Summerlin, President/CEO
- Mr. Keith Summerlin, Executive Vice President
Additional Contact Information
- Principal Contacts
- Ms. Stacy Summerlin, President/CEO
- Customer Contacts
- Ms. Stacy Summerlin, President/CEO
- Mr. Keith Summerlin, Executive Vice President
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB records show a license number of L077348 for this business, issued by Florida Department of Financial Services
Florida Department of Financial Services
200 East Gaines St.
Tallahassee FL 32399
BBB records show a license number of P093301 for this business, issued by Florida Department of Financial Services
Florida Department of Financial Services
200 East Gaines St.
Tallahassee FL 32399
BBB records show a license number of W560440 for this business, issued by Florida Department of Financial Services
Florida Department of Financial Services
200 East Gaines St.
Tallahassee FL 32399
Additional Information
- Business Categories
- Life Insurance, Financial Planning Consultants, Retirement Planning Services, Annuities
Industry Tip
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