Financial Planners in Fort Wayne

“Stopped in for a personal review that I needed help with and met with Alec and Brady I cant praise them enough for the valuable help they gave me! I give them 10 stars here if I could I do recommend this place.“

“We have been with Summit since 1993. Sorry to see Steve retire but his son has stepped into his shoes and filled them well.“

“it is an absolute pleasure and privilege for us to have Bob providing us with sound financial and estate planning management. Bob is an experienced financial/estate planner who is full of integrity and a man of his word. He makes a strong effort to get to know all of his clients/prospects through face-to-face meetings and by asking questions and listening. He also has a genuine interest in just getting to know people. I can't emphasis enough how much value the personal relationship adds to the overall experience in terms understanding and/or avoiding misunderstandings, more timely results, and accuracy. I would highly recommend working with Bob and I am confident that you will enjoy working with him.“

“I can't say enough about my experience with WAG. Everyone is so friendly and helpful. I worked with Chris, who was amazing, open and honest. I know he worked on all my needs with my best interest in mind, which puts me at ease for my financial goals and retirement journey.“

“Everyone is so helpful and pleasant. We have been with them for 15 years and they have done well by us.“