Summit Retirement Solutions

Jun 2026

I first met Jay & his staff at a dinner presentation & signed up to discuss my financial investments. He has a unique approach to personalize a plan specific to my needs. He is available ongoing to help navigate the ever changing financial environment to meet my personal situation using state of the art software. Everyone at Summit is very accommodating, friendly and knowledgeable. I highly recommend Jay and his staff for their expertise and financial planning experience.

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