SF
Summit Financial Partners
Planification financière fiduciaire à honoraires uniquement, avec une touche personnelle à Glen Allen.
4.2
Business
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Planification financière fiduciaire à honoraires uniquement, avec une touche personnelle à Glen Allen.
Summit Financial Partners est une société de planification financière fiduciaire à honoraires uniquement basée à Glen Allen, Virginie, dédiée à s'aligner sur les valeurs et les objectifs à long terme de ses clients. Les avis soulignent leur approche professionnelle, compétente et bienveillante, offrant des conseils personnalisés en matière de planification de la retraite et de gestion des investissements. Les clients apprécient l'accent mis sur la communication, le respect et la construction de relations durables qui apportent la tranquillité d'esprit.
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Des services complets de planification financière avec des tarifs transparents et uniquement sur honoraires, et une obligation fiduciaire d'agir dans votre intérêt.
Des stratégies personnalisées pour vous aider à définir et atteindre vos objectifs de retraite, assurant une sécurité financière à long terme et une tranquillité d'esprit.
Orientation experte sur les options d'investissement et la gestion de portefeuille adaptée à votre tolérance au risque et à vos objectifs financiers.
Des services de gestion de patrimoine holistiques, y compris la planification successorale, des stratégies fiscales et le suivi des objectifs pour une santé financière globale.
Planification financière alignée sur vos valeurs personnelles et vos normes éthiques, favorisant un partenariat de confiance.
Note globale
Diana Blessing
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
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
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
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
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.
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