SF
Summit Financial Advisors
Asesoramiento fiduciario para una planificación de la jubilación con confianza.
5(5 reseñas)
Business
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Asesoramiento fiduciario para una planificación de la jubilación con confianza.
Summit Financial Advisors en Honolulu, HI, en 1163 S Beretania St ofrece planificación financiera fiduciaria y orientación de inversiones por parte de planificadores financieros certificados (CFP) como Glennel, Kelley y Doug. Los clientes elogian un asesoramiento sincero, minucioso y sin presión, con seguimiento activo y apoyo para la planificación de la jubilación. Cabe destacar que ofrecen evaluaciones anuales a domicilio para revisar las inversiones y las necesidades futuras. Han ayudado a familias a asegurar su futuro financiero desde 2010.
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Estrategias personalizadas para asegurar una jubilación cómoda, incluyendo planes de ahorro y gestión de ingresos.
Asesoramiento experto sobre opciones de acciones y carteras de inversión adaptadas a tu tolerancia al riesgo y tus objetivos.
Seminarios y sesiones individuales para ayudar a los clientes a entender la gestión del dinero y los conceptos básicos de la inversión.
Revisiones integrales de todas las inversiones, incluidas cuentas externas, con consultas a domicilio disponibles.
Servicios para varias generaciones, ayudando a los hijos adultos y a las familias a construir futuros financieros seguros.
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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