Reviews
Overall rating
Harrison briscoe
15 Oct, 2024
Summer is knowledable, communicative and easy to work with. She was able to save me a huge chunk off my taxes that I can now put back into my small business. I highly recommend her.
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Ivan
15 Oct, 2024
I needed help with last minute tax planning and Summer was able to help me out and educate me along the way. Excellent service
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Connie norman
27 Sep, 2024
Summer is amazing!! I was super stressed out this year with taxes and she was calm, cool and collected and assured me that it was probably not going to be as bad as I thought and she was correct. She is the only one that will be handling my taxes from here on out. Highly recommended
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Alicia owens
22 Sep, 2024
From the 1st call Ms. Summer showed empathy, which I needed the most to release my anxiety level.
By carefully listening to my situation and need of Professional Services, her Knowledge and Conviction as a CPA was Topnotch giving me the opportunity to rely on her expertise and move forward. The tools used, her skills and deep knowledge combined with her passion for her craft result in a more than capable CPA. Highly recommend her.
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Desiree hinojosa
04 Sep, 2024
Universal Wealth is an outstanding company dedicated to providing comprehensive financial services with a focus on accessibility and fairness. Andre’s extensive experience and expertise in the financial industry are evident in the company's innovative approach and commitment to client success. His integrity and strong character shine through in every aspect of his work, ensuring that Universal Wealth operates with transparency and dedication to its values. Andre's leadership and genuine concern for client needs have been instrumental in shaping the company’s reputation for excellence. I highly value Andre’s contributions and the principled way he drives Universal Wealth’s mission forward.
-Desiree Hinojosa
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Maribel alvarez
02 Sep, 2024
Thank you so much Pennington law for all your great estate planning and Universal Wealth services. I am so grateful for all that you do in the community.
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Eric garrison
01 Sep, 2024
Excited, thankful, and grateful that the awesome attorney, Andre, is also owner of Universal Wealth, and a member of Forbes Council!!! He brings the same genuine passion for helping people everyday! Blessed to be on the journey with you!
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Danny h
01 Sep, 2024
I came to Andre Pennington and his team at universal wealth to help my family and I with estate planning. His team was very delicate, understanding and knew how to guide us effectively. If you're in need of anything relating to law, family and finances, don't hesitate to give them a call at universal wealth. They're amazing!
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Auraiwan mercer
01 Sep, 2024
Professional and good service.
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Tim parnell
01 Sep, 2024
This company is a family for family! Thank you Universal Wealth for all that you do!
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Tasha holtzinger
01 Sep, 2024
Andre Pennington is a wealth of knowledge. My clients and I met with him last week. They have many things they want to get in order and under our company Universal Wealth we are able to help them with all of it. They were so at ease with the process of being able to have everyone on the call that is an expert in each of the field that we needed to address. They were so excited to move forward and felt at peace with the game plan and fully understood the plan, and who was in charge of what.
Thank you Andre and Universal Wealth.
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Toni serrano
01 Sep, 2024
Universal Wealth has helped my family and many of of clients get their finances and estate in order. Very knowledgeable and professional.
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