Summit Consultants, Inc.

About us

In an ever-changing financial climate, it can be difficult to create a financial strategy confidently, let alone have the time to manage one that you can seek growth with over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to work towards achieving your goals. We are an independent financial services firm dedicated to assisting our clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with independent advice and recommendations. Our utmost goal is to provide tailored strategies that can grow with our clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.

Services