Summit Financial Advisors specializes in helping pre-retirees and retirees achieve their financial goals through thoughtful planning and education. They offer a range of services, including financial planning, retirement planning, income planning, estate planning, tax planning, long-term care planning, and investment advice. Clients appreciate their expertise in managing retirement accounts and navigating complex paperwork, recognizing the importance of having knowledgeable professionals by their side. Since 2010, the firm has helped clients understand the basics of managing money, making investment decisions, and understanding stock options, which has led to improved financial positions. Clients frequently mention the caring and attentive approach of their advisors, particularly highlighting the efforts of financial planners who go above and beyond to answer questions and provide detailed information. Many express satisfaction with the guidance received, feeling confident in their investment choices and their financial future. Overall, Summit Financial Advisors is highly recommended for their personalized service, expertise, and commitment to helping clients live their best life with happiness and peace of mind.
Glennel is instrumental in the high success of managing my financial wealth, patient, responsive, knowledgeable, and keen insight to customize options that meets my needs.
December 2023
I'm really happy with Glennal, she is up to date and very attentive to my goals.
November 2023
Summit has been very helpful in setting up my retirement accounts.You seriously need experts to help negotiate all the details and paperwork!Terry
