Reviews for Summit Consultants, Inc.

Mar 2023

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.
Feb 2023

Summit Consultants are wonderful. Trustworthy, hard working, they go above and beyond to help us in any way they can. I've been working with them for probably 25+ years. First with Steve, and now with Chris with assist from Nick and others. Whenever I come in, my wife and I are the priorities, they'll take the time to offer an update on our investments, (not that we have a lot) and also offer basic financial advice.When I first started working with them, Steve told me that they many folks who they handle with not a lot of means, and they figured that if they treat all people well, that the business will grow. It seems to have done so. They took great care helping my...read full review
Feb 2023

The Spoltmans and the entire team at Summit Consultants are wonderful people to work with. I have been trusting my retirement savings with them for nearly 10 years and I have nothing but good things to say about them. They are honest, trustworthy, and very knowledgeable in the world of investing. Definitely the people you want on your side to help navigate through these difficult years. I would recommend them to anyone.

From Summit Consultants, Inc.

Live Life. Worry Less. Managing Your Financial Future since 1988. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org | sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.