SF
Summit Financial Advisors
Treuhänderische Beratung für eine sichere Ruhestandsplanung
5(5 Bewertungen)
Business
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Treuhänderische Beratung für eine sichere Ruhestandsplanung
Summit Financial Advisors in Honolulu, Hawaii, in der 1163 S Beretania St bietet treuhänderische Finanzplanung und Anlageberatung von CFP-zertifizierten Finanzplanern wie Glennel, Kelley und Doug. Kunden loben eine ehrliche, gründliche Beratung ohne Druck, mit aktiver Nachverfolgung und Unterstützung bei der Ruhestandsplanung. Bemerkenswerterweise bieten sie jährliche Vor-Ort-Bewertungen bei Ihnen zu Hause an, um Investitionen und künftige Bedürfnisse zu überprüfen. Seit 2010 haben sie Familien dabei geholfen, eine sichere finanzielle Zukunft zu sichern.
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Personalisierte Strategien, um einen angenehmen Ruhestand zu sichern, einschließlich Sparplänen und Einkommensplanung.
Fachkundige Beratung zu Aktienoptionen und Anlageportfolios, maßgeschneidert auf Ihre Risikotoleranz und Ziele.
Seminare und Einzelgespräche, die Kunden helfen, Geldmanagement und die Grundlagen der Geldanlage zu verstehen.
Umfassende Überprüfung aller Investitionen, einschließlich externer Konten, mit Vor-Ort-Beratungen möglich.
Dienstleistungen für mehrere Generationen, die erwachsene Kinder und Familien dabei unterstützen, sichere finanzielle Zukünfte aufzubauen.
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!
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!
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!!
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.
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!
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