Financial Planners in Fort Wayne

“My husband and I have the upmost trust and confidence in Summit Consultants. Our personalized goal planning sessions with our advisor, Erik Tom, always leaves us feeling secure about our financial future. Erik is a wonderful partner that consistently and proactively brings a wide range of industry knowledge to ensure we are on track with our goals. We highly recommend working with Erik and Summit Consultants for a professional and personal experience!“

“My husband and I recently started working with Joe and Austin at Wealth Advisors Group. They put you at ease and take the time to explain everything to you. I highly recommend them.“

“it is an absolute pleasure and privilege for us to have Bob providing us with sound financial and estate planning management. Bob is an experienced financial/estate planner who is full of integrity and a man of his word. He makes a strong effort to get to know all of his clients/prospects through face-to-face meetings and by asking questions and listening. He also has a genuine interest in just getting to know people. I can't emphasis enough how much value the personal relationship adds to the overall experience in terms understanding and/or avoiding misunderstandings, more timely results, and accuracy. I would highly recommend working with Bob and I am confident that you will enjoy working with him.“

“My experience with Howard Bailey started in 2016 about a year before I retired. I wish I had started with them sooner than that. From the first meeting Casey reviewed all my debts and assets. He reassured me that my retirement goals were within reach. We came up with a plan and we have been staying on target ever since. His advice was sound and every step of the way their staff has been on top of all my needs. My annual review this year was just more good news. The Social events they sponsor are a great way to stay in touch with other clients and each events gives us new advice for better living in life and retirement.Charles Miller“

“Very professional organization. Really felt at home as soon as I walked in the door. Would recommend these guys to anyone.“