Let previous customers tell you.
Diane knows the importance of developing a trusted relationship with her clients.These families have already benefited greatly from Diane's expertise.
Thank God I found you ! I cannot imagine what would have happened without you...not very many out there as pleasant, professional, patient, honest and competent as you are. I feel now that I have sincere, understanding support. ~ SMY, Oviedo FL
We have entrusted Diane with our family's finances for over 10 years because of her professionalism and reliability. ~ TAM, Winter Park, FL
ATTENTION TO DETAIL
For more than a decade, our family has relied upon Diane for her expertise, professionalism and attention to detail. Diane has continually exceeded our expectations every step of the way. ~ BDM, Winter Park, FL
WEALTH OF KNOWLEDGE
For over 10 years, Diane Summers was our trust officer and private banker for a complex family portfolio. We have always been very impressed with her wealth of knowledge, attention to detail, dedication and outstanding customer service. I would highly recommend Diane to anyone seeking a top notch financial manager.
~ MMC, Winter Haven, FL
Knowing Diane is in charge of my finances, I don't worry about anything!
~ DCC, Melbourne, FL