“Josh and his team at Summit Wealth Group have been a blessing to my family. The knowledge and experience that Josh’s team has is exceptional. I am confident that with the help of Summit Wealth Group my family and I will meet and exceed our financial goals.“
“*** has done an excellent job managing our portfolio and pointing out new way to save money on our tax plan. He has done an excellent job being available for any questions that we may have, and is prompt at returning calls. His rates are very reasonable for the work that he does. We have very pleased with our experience and do not hesitate in referring him to our family and friends“
“We would not consider investing our money anywhere else. John and Tiffany have helped us with our money as well as invested it wisely. They really are The Best! Tommy and Mary Dent“