Your guidance and support have been truly exceptional throughout the years. From the initial dream of owning a home five years ago to finally making it a reality, your assistance has been invaluable. I’m deeply grateful for your unwavering patience and the incredible support you’ve provided through the ups and downs. You’ve been there for so much of my journey, and I can’t thank you enough for being such a fantastic advisor.
With heartfelt appreciation, Laura Winstead
August 2024
After our first financial planner retired, we decided we needed to do a better job of selecting the individual AND the company we were going to entrust with our savings. Over the course of a year, we interviewed 23 different financial planners before we finally selected Keith Fedor with Summit Wealth Strategies (SWS). We had worked hard for our retirement nest egg, and we knew that we didn’t want to just be another client account that some financial planner would plug into the same basic investments as all their other clients. The first things we wanted to know about was Keith and the company’s experience and qualifications. With that satisfied, we asked about... read full review
July 2024
Working with Andy and Kyle at Summit Wealth has been awesome! They are readily available whenever I have questions or need assistance. In addition, they take the time to explain everything and offer various options to choose from that best suit my goals. Both Andy and Kyle are friendly, easy to talk to and always willing to help. I highly recommend Summit Wealth!
Kyle,
Your guidance and support have been truly exceptional throughout the years. From the initial dream of owning a home five years ago to finally making it a reality, your assistance has been invaluable. I’m deeply grateful for your unwavering patience and the incredible support you’ve provided through the ups and downs. You’ve been there for so much of my journey, and I can’t thank you enough for being such a fantastic advisor.
With heartfelt appreciation,
Laura Winstead
After our first financial planner retired, we decided we needed to do a better job of selecting the individual AND the company we were going to entrust with our savings. Over the course of a year, we interviewed 23 different financial planners before we finally selected Keith Fedor with Summit Wealth Strategies (SWS). We had worked hard for our retirement nest egg, and we knew that we didn’t want to just be another client account that some financial planner would plug into the same basic investments as all their other clients. The first things we wanted to know about was Keith and the company’s experience and qualifications. With that satisfied, we asked about... read full review
Working with Andy and Kyle at Summit Wealth has been awesome! They are readily available whenever I have questions or need assistance. In addition, they take the time to explain everything and offer various options to choose from that best suit my goals. Both Andy and Kyle are friendly, easy to talk to and always willing to help. I highly recommend Summit Wealth!