Services Offered
Retirement Planning
Personalized strategies to secure a comfortable retirement, including savings plans and income management.
Investment Management
Expert guidance on stock options and investment portfolios tailored to your risk tolerance and goals.
Financial Education
Seminars and one-on-one sessions to help clients understand money management and investment basics.
Annual Financial Evaluations
Comprehensive reviews of all investments, including external accounts, with in-home consultations available.
Family Financial Planning
Services for multiple generations, helping adult children and families build secure financial futures.
Reviews
5(5 reviews)
Rating Distribution
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Valerie Holt-Parker
via Google
over 2 years ago
Since 2010, Doug and Kelley at Summit Financial Advisors aided us in securing a financial future for not only us but our adult children and their families as well. They helped us understand the basics of managing money and investment choices. They have provided detailed information about the stock options so we can make wise decisions. We are in a much better position financially since working with Summit Financial Advisors. Mahalo Doug and Kelley for servicing us over the years with your care and expertise. We are forever grateful!
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Marla Ferrervia Google
over 2 years ago
We are extremely happy with Summit Financial Advisors. Our Financial Planner, Glennel Jordan, goes above and beyond to make sure all our questions are researched and answered. We were able to make an informed decision on our investments and select the those that best fit our needs and comfort level with confidence. Highly Recommended!
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PEEKAY808via Google
over 2 years ago
We attended a free retirement seminar a couple years ago and since then began working with Summit’s Kelley Tom. We love Kelley and Summit. Kelley explains things to us in a way we can understand. We always feel very welcome and Kelley continues to help educate us in different investment strategies. Definitely recommend!!
J
Joanne Libariosvia Google
over 2 years ago
Been working with Doug and recently (last the last 10 years!) Kelley from Summit Financial Advisors. What a super team. No pressure. Good honest expert advice. Personality plus. I am so impressed with Kelley. Never a lack of follow up. She comes to our house to do an annual evaluation which includes not only discussing accounts that I have with them but also what's happening with my other investments. Recently my daughters have been working with Kelley in getting started in securing their own financial futures. Highly recommended and I hope people will consider using their services if needed.
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Taz Rocvia Google
over 2 years ago
I've been working with Glennel for several years now and can say with full confidence that she has my best interests at heart. She is a CFP which means that she is a fiduciary, however beyond that she is incredibly sincere, intelligent and thorough in the work that she has done for me. The planning that we have done together has made be feel so confident and at ease with my retirement. I can't say enough good things about Summit Financial and Glennel. If you are shopping for a financial planner, definitely set up a meeting with her!
