Summit Wealth Strategies

Financial Planners

1910 Market St suite a, Redding, CA 96001
(530) 246-4333
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Reviews for Summit Wealth Strategies

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  • Mar 2024

    We highly recommend Summit Wealth Strategies and Andy Duff. He has been invaluable to us by helping us structure our investments to best suit our needs, and to set up accounts that are user friendly. We value his integrity and knowledge.

  • Mar 2024

    My wife and I connected with Keith Fedor at a business conference nearly 7 years ago. From the beginning what Keith cared about most was understanding our personal financial goals and crafting a solution geared to meet those goals. We have been empowered with online asset mapping and financial monitoring tools that provide real time feedback. We have been able to schedule regular video conference calls with Keith and stay informed with current market conditions. Please don't hesitate to reach out to Keith and begin your relationship with Summit Wealth Strategies!

  • Mar 2024

    Keith has been extremely helpful in helping me develop a retirement plan. His calm demeanor has always eased my anxiety over making such important life decisions. His firm, Summit Wealth Strategies, has access to a wide selection of quality investment products. I highly recommend Keith. He’s always available when I need him.

From Summit Wealth Strategies

We're a boutique firm providing white-glove financial services without the hefty price tag. But "small" doesn't mean a lack of resources or experience. Our team has combined experience of over 60 years in financial services, and we use an industry powerhouse as our broker-dealer: LPL Financial.

Hours

Monday: 9AM - 4PM
Tuesday: 9AM - 4PM
Wednesday: 9AM - 4PM
Thursday: 9AM - 4PM
Friday: 9AM - 4PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Summit Wealth Strategies

1910 Market St suite a, Redding

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