Financial Planners in Redding

“I have had a wonderful experience with Summit Wealth Strategies over the past several years. My advisor, Kyle Bird, has gone above and beyond to help me grow my retirement accounts, invest wisely, and provide general counsel for all my financial questions. He is very patient, knowledgeable, great at educating his clients, and demonstrates integrity in every area of his work. It is evident that he genuinely cares about his clients, and it has put my mind at ease to have him helping me achieve my financial goals. I highly recommend him!“

“Jason is someone I’ve gotten to know and genuinely respect. He’s professional, kind, and always willing to help—exactly the kind of person you want to do business with.“

“Leroy is an outstanding advisor. He responds quickly to voicemail & email. I highly recommend him.“

“Huge shout out to Jason, for taking the time and going above and beyond to answer all my question. I highly recommend anyone looking for someone to help with 401k roll overs or any financial needs to contact Jason.“

“Lewis Chamberlain at Next Level Investing is the kind of financial advisor you want in your corner. His deep knowledge of the market, combined with his genuine commitment to his clients’ success, makes working with him both reassuring and rewarding. He takes the time to understand your goals, explain your options clearly, and craft strategies that truly fit your financial needs. Beyond his expertise, it’s his professionalism, integrity, and approachable nature that set him apart.“