Summit Retirement Solutions

Jun 2026

Jay is available to talk by phone or meet in person whenever we reach out. He is always prepared for our talks with the information he thinks we will need. We are very happy with his attention to detail and the investments that have been made on our behalf.

May 2026

My wife and I could not be happier with Summit Retirement Solutions!

Like many people nearing retirement, we had many separate, disparate retirement accounts: 401Ks, IRAs, and Roth IRAs, as well as other investments such as mutual funds. We had done a reasonable job over the years saving and investing, then realized that the kinds of things we would need to start doing going into retirement were completely different.

We were very fortunate to meet Jay from Summit and after a couple of meetings with him realized that he would be able to provide the kind of expertise we really needed. Having his expert team consider all of our investments as a whole, think...read full review

May 2026

We have been working with Jay for 3 years on our retirement planning and have found him to be extremely knowledgeable, and able to navigate the complexities of retirement planning in a way that we can understand and feel comfortable with. What truly sets him apart, Is his incredible patience. He has never rushed us through a single decision, willingly answers our endless questions and ran multiple what-if scenarios until we felt completely comfortable. He is an active listener who genuinely cares about aligning your personal portfolio with your personal life goals. If you want a brilliant strategist who treats you like a person rather than a number, this is the place...read full review