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Summit Investment Advisors
Summit Investment Advisors: Planificación financiera confiable y proactiva en Roseville.
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Summit Investment Advisors: Planificación financiera confiable y proactiva en Roseville.
Summit Investment Advisors en Roseville ofrece planificación financiera y asesoría de inversiones bien informadas. Los clientes valoran al personal amable y profesional, la preparación para la jubilación, la distribución mínima obligatoria (RMD) y la orientación fiscal, y explicaciones claras. El equipo se mantiene actualizado, ofrece asesoramiento reflexivo a corto y largo plazo y construye relaciones continuas y de confianza.
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Estrategias integrales para prepararse para la jubilación y afrontarla, que incluyen la gestión de las distribuciones mínimas requeridas (RMD) y retiros fiscalmente eficientes.
Asesoramiento de inversiones personalizado y gestión de carteras adaptada a tus objetivos financieros a corto y largo plazo.
Asesoría experta en cuestiones fiscales y estrategias para minimizar las obligaciones fiscales y maximizar la eficiencia financiera.
Explicaciones proactivas y claras y análisis de escenarios para respaldar la toma de decisiones informadas en todos los asuntos financieros.
Asistencia con estrategias patrimoniales y planificación financiera a largo plazo para asegurar tu legado y el futuro de tu familia.
I have been with Summit since 2018. During this time I have dealt with several associates, and each and every one is friendly, professional and extremely knowledgeable. They helped me get ready for retirement, helped me through the process and now work to pulls monies from the correct accounts for RMD and tax issues. The services I have receive from Summit have left me financially better off and a very satisfied customer. Face to face meetings are always informative and helpful plus if I have a question I can always reach someone knowledgeable that answers my question or solves the issue I bring forward promptly and professionally. I would not consider switching financial institutions.
I’ve been working with Summit Investment Advisors for over 15 years. They are knowledgeable, proactive, and always take the time to explain things in a clear and thoughtful way. I feel genuinely supported in my financial goals, and their guidance has brought me so much confidence and clarity. I highly recommend to anyone looking for truly exceptional financial planners.
Brian at Summit is very knowledgeable and has done a wonderful job handling my investments since I moved to Summit about 2 1/2 years ago. Summit keeps me up to date, and provides sound advice for both my short-term and long-term goals. I got a referral to them from a good friend when I became dissatisfied with my former financial advisor, and have been pleased ever since.
Scott is a great analyst at Summit. He is very patient and we never feel rushed through an appointment. He takes the time to walk through different scenarios. He consults with other professionals if there are questions he can't answer and he even shares opinions that might be outside his expertise, always following it with a referral of someone he knows who is an expert, who can provide more help.
I would recommend Summit to anyone looking for financial planning advisors. It is a stellar team across the board, and everyone that I have interacted with personally - Sean, Brian, Matt, Jack, and Kristi- are really, really good at their jobs. Brian in particular has been an invaluable source of sound advice as I have navigated some interesting straits. He takes the time to explain the implications of different outcomes and continue looking until we have found the best solution. I look forward to many more years of partnership with him and the rest of the office. They are the definition of trustworthy.
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