Summit Financial Partners - Glen Allen, Virginia

Summit Financial Partners: Un Equipo de Planificación Financiera de Alta Calidad

Con sede en Glen Allen, Virginia, Summit Financial Partners es una empresa de planificación financiera que ofrece servicios de asesoramiento financiero, consultoría financiera y compañías de inversión. En este artículo, exploraremos las características, ubicación y recomendaciones para personas interesadas en sus servicios.

Características y Especialidades

Summit Financial Partners se identifica como una empresa de mujeres propietarias y ofrece servicios en línea y en sitio. Los servicios incluyen planificación financiera, asesoramiento financiero, consultoría financiera, compañías de inversión y servicio de inversión. La empresa también ofrece asistencia en idiomas y acceso a instalaciones accesibles para personas con discapacidad.

Los clientes de Summit Financial Partners han comentado sobre la profesionalidad, personalidad y habilidad de la empresa para manejar una amplia gama de desafíos financieros, desde planes de jubilación hasta cambios en la legislación fiscal y movimientos internacionales.

Ubicación y Acceso

La dirección de la empresa es 5231 Hickory Park Dr A, Glen Allen, VA 23059. Los clientes pueden contactarlos por teléfono al 804-290-0162 o visitar su sitio web en summitrva.com. La empresa ofrece apuntamientos en línea y servicios en sitio, lo que facilita la planificación financiera para personas con necesidades específicas.

Opiniones y Calificación

Summit Financial Partners ha recibido 17 reseñas en Google My Business con una calificación promedio de 5/5. Los clientes han elogiado a la empresa por su profesionalismo, personalidad y habilidad para manejar desafíos financieros complejos.

Los clientes han comentado sobre la capacidad de la empresa para adaptarse a sus necesidades individuales, desde planes de jubilación hasta inversiones y cambios en la legislación fiscal. La empresa ha demostrado ser una fuente de apoyo y orientación financiera confiable para sus clientes.

Recomendaciones

Para personas interesadas en servicios de planificación financiera, Summit Financial Partners es una excelente opción. La empresa ofrece una amplia gama de servicios, desde asesoramiento financiero hasta consultoría financiera y compañías de inversión.

La ubicación de la empresa en Glen Allen, Virginia, facilita el acceso para personas de la región. Los servicios en línea y en sitio también permiten a los clientes planificar sus finanzas desde cualquier lugar.

La empresa se identifica como mujeres propietarias, lo que puede ser un factor atractivo para personas que buscan apoyo y orientación de una empresa con valores similares.

Información de Interés

Para obtener más información sobre Summit Financial Partners, visite su sitio web en summitrva.com o contactélos por teléfono al 804-290-0162.

👍 Reviews of Summit Financial Partners

Susan M.

5/5

Professional, personal and proficient. Summit has seen us through twenty years of planning including an international move, tax law changes, college funding, retirement, and all of life’s financial challenges. We are in great shape for whatever the future holds because of their diligence and suggestions.

Jennifer G.

5/5

We've been clients of Jennifer and Summit Financial Planning for nearly 15 years. Their fee-only/fiduciary approach attracted us to the firm, their alignment and respect of our values, along with Jennifer's intelligence and compassion won our business. They supported our desire to be generous while preparing for the future. Through the years, Jennifer and Michael have continually invested in building personal relationships with us. They have provided excellent guidance and financial management to allow us to develop and reach our financial goals. It's a pleasure to meet with them to review how our progress is tracking and have the peace of mind that our plan is headed in the right direction. We chose to hire a financial planner to have one less thing to worry about and their approach allowed us to follow their advice to plan for the long-term: set goals, make a plan and stick with it -- and it has certainly paid off! I look forward to continuing to work with Summit Financial for years to come.

Kathleen M.

5/5

Jennifer and Mike at Summit are wonderful financial planning professionals! They really listen to my concerns, respond quickly whenever I have questions, and provide options for my investments. I feel secure in my retirement goals thanks to their guidance. Summit fees are much lower than management through my former employer. I am so glad my funds are in such good hands!

Michael S.

5/5

When considering financial planners, it was important to us to choose someone with similar values, who were not exclusively focused on simply making or managing money, but genuinely had our best interests at heart. Jennifer, Michael, and Lauren make us feel like part of their family. We feel valued as individuals, and we know that they are guided by high moral and ethical standards. After meeting with them, getting to know them, and discussing our financial plan, we were able to rest easy knowing that our goals were mutually shared. When you combine this personal connection with their vast experience and knowledge, I have no reservations about recommending Summit Financial Partners to any of my friends and family.

Lou C.

5/5

Spent a number of years with a large corporate financial group and the results were OK, but the service was terrible. We went through a number of advisers, none of which we chose, and never had any relationship with anyone.
In searching for a fee-only, fiduciary we met with several individuals. We found Jennifer to be the one most aligned with our values, goals, and our view that our association was a partnership based on communication and respect.
Jennifer and Mike are professional, knowledgeable, and personable. They are a true pleasure to work with.

Steve C.

5/5

Like several other reviewers, Kathy and I are longtime clients of Summit Financial Partners. By nature, we're conservative investors and Jennifer and Michael have always taken the time to know us and to listen to our financial as well as personal goals. We highly recommend Summit to anyone considering a financial advisor.

Gary B.

5/5

After researching the various financial planners that are available in the Richmond area, along with their approach to providing financial services to their clients, my wife and I decided to work with a fee-only, fiduciary, financial planner. The fact that our financial planner would be a fiduciary (i.e. committed and bound to always providing advice that is in our best interest) coupled with the fact that we would know exactly how much that service was costing us (monthly, quarterly and annually), was very important to us. We talked with two fee-only firms and ultimately selected Summit Financial Partners. That was six years ago, and we could not be happier with our decision. Jennifer and Mike not only have the education and experience in the financial services field to advocate for and advise their clients, they also keep up with changes in the industry through continuing education and then endeavor to inform their clients of new or changing issues through e-mails, one on one client meetings and/or self-produced videos. Additionally, they invest the time necessary to fully understand their client’s current situation as well as their goals for the future and all the minutia in between, so that they can put together a practical, logical, and most importantly, successful, financial plan. My wife and I have transitioned to the retirement phase of our plan and because of the detailed planning and advice we received from Summit, we are thoroughly enjoying every day and as we look to the future, that same ongoing planning and advice gives us peace of mind.

DeDe J.

5/5

Jennifer and her team are top-notch planners. Their client-centric approach helps their clients feel confident in their financial futures. Strong technical knowledge combined with a very effective communication style means you can't go wrong by choosing Summit!