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November 2023
I've been a client for 16 years. The entire staff is knowledgeable and friendly. They have the services and knowledge of a large firm with the feel and comfort only a family business can provide. They make investing comfortable and easy!
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November 2023
I've been investing with Summit for over 10 years- I always receive honest and comprehensive financial advice. Summit is a great family run company you can trust.
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November 2023
I worked with Kenneth and he was very professional. I was new to investing and he took the time to explain my options. I didn't feel pressured and was very comfortable through the whole process. I would definitely recommend to anyone.
