“We highly recommend Summit Wealth Strategies and Andy Duff. He has been invaluable to us by helping us structure our investments to best suit our needs, and to set up accounts that are user friendly. We value his integrity and knowledge.“
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1388 Court St, Redding
Financial Planners
“Huge shout out to Jason, for taking the time and going above and beyond to answer all my question. I highly recommend anyone looking for someone to help with 401k roll overs or any financial needs to contact Jason.“
Financial Planners
Financial Planners
“Jason is amazing to work with. Absolutely no pressure and at the same time very knowledgeable. He is highly recommended and I will continue to do my financial planning with him.“