Financial Planners in Fort Wayne

“Summit Consultants is a class act. The Spoltman family has been taking care of my entire family' financial planning for years. They do a fantastic job of managing our assets and planning for financial success. I would highly recommend them for any financial planning services.“

“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“

“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.“

“I came to Tradewell based on a recommendation from a good friend. I have been working with the Tradewell team for 10 months now and have found them all to be knowledgeable, courteous and informative. I moved all of my investments to Tradewell for my retirement planning. Additionally, they provided in-office attorney assistance for writing of my will and health care representative, as well as my living will. They also have an in-office health insurance expert who is assisting me with review of best options for marketplace plans since I have opted for early retirement and do not yet qualify for Medicare.Tradewell has been able to meet of all of my planning needs with the various experts all in one office. They offer such complete services with their team which is large enough to meet the needs of all customers and yet small enough to invest a personal interest in each person to whom they provide their services.I would highly recommend the Tradewell team for all of your investment planning needs!“

“Mark and Chris are very informative and easy to get ahold of, no matter how large or small of a question I have. As a young professional and small business owner, they have set up my personal and business finances for success. I highly recommend their services!“