Summit Financial Partners

Name: Summit Financial Partners
Address: 5231 Hickory Park Drive, Glen Allen, VA, 23059, US
Telephone: (804) 290-0162
Price range: $$$
Rating: 4.2

Fee-only fiduciary financial planning with a personal touch in Glen Allen.

4.2(5 reviews)

financial-advising

$$$

Directions Call Website

About

Summit Financial Partners is a fee-only fiduciary financial planning firm in Glen Allen, VA, dedicated to aligning with clients' values and long-term goals. Reviews highlight their professional, knowledgeable, and compassionate approach, offering personalized guidance for retirement planning and investment management. Clients appreciate the emphasis on communication, respect, and building lasting relationships to provide peace of mind.

Photos

1 / 1

Location

5231 Hickory Park Dr A, Glen Allen, VA 23059, USA

Get directions

Information

5231 Hickory Park Drive

Glen Allen, VA, 23059

(804) 290-0162 www.summitrva.com/

Is this your business?

Claim Summit Financial Partners to manage your storefront, respond to reviews, and receive customer leads.

Services

Fee-Only Financial Planning

Comprehensive financial planning services with transparent, fee-only pricing and fiduciary duty to act in your best interests.

Retirement Planning

Personalized strategies to help you set and achieve retirement goals, ensuring long-term financial security and peace of mind.

Investment Management

Expert guidance on investment options and portfolio management tailored to your risk tolerance and financial objectives.

Wealth Management

Holistic wealth management services including estate planning, tax strategies, and goal tracking for overall financial health.

Values-Based Financial Advice

Financial planning aligned with your personal values and ethical standards, fostering a trusted partnership.

4.20 · 5 reviews

Overall rating

Diana Blessing

via Google

· 9 months ago

I have never done business with this company and I never will. I must get at least one robocall a day from them. Despite me calling back from a voicemail and telling them to remove me from the calling list, I still get calls. I answered and pushed the button to speak with someone and told them to stop calling me. Still I get calls. I thought there was some sort of federal law that you had to stop bothering people when they told you to stop calling them. If you're so hard up for clients that you have to resort to this sort of harassment that tells me everything I need to know about your company, and your inability to do the minimum of not calling someone who asked you not to call them speaks volumes about how well you listen to a serve your customers.

Lou Canulli

via Google

· 2 years ago

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.

Kathleen Meilink

via Google

· 2 years ago

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!

Jennifer Gwyn

via Google

· 2 years ago

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.

Michael Stuart

via Google

· 3 years ago

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.

Tom Love is a highly-rated financial advisor based in Glen Allen, VA, offering personalized financial planning and investment management services. With certifications including CFP®, CRPC®, and CRPS®, he provides expert guidance tailored to individual client goals. Reviews highlight his passion, knowledge, and trustworthiness, with clients praising his ability to explain complex concepts clearly and align strategies with personal values. He is noted for fostering strong client relationships and offering dedicated support for retirement planning and portfolio management.

View details →

accountant

Short Pump, VA

Garner, Adams & Associates, PLLC

Garner, Adams & Associates, PLLC is a highly-rated CPA firm located in Ridge, VA, specializing in comprehensive accounting, tax preparation, and CFO services. With a perfect 5-star rating from clients, the firm is praised for its professionalism, responsiveness, and ability to maximize tax savings. Reviews highlight the team's expertise, including George Garner and other CPAs, who provide thorough support for entrepreneurial endeavors, complex tax returns, and financial planning. The firm offers a user-friendly portal for document uploads and is known for its exceptional customer service, making tax season a stress-free experience for clients both locally and remotely.

Directions Call