My husband and I have the upmost trust and confidence in Summit Consultants. Our personalized goal planning sessions with our advisor, Erik Tom, always leaves us feeling secure about our financial future. Erik is a wonderful partner that consistently and proactively brings a wide range of industry knowledge to ensure we are on track with our goals. We highly recommend working with Erik and Summit Consultants for a professional and personal experience!
March 2023
Summit Consultants is a class act. The Spoltman family has been taking care of my entire family' financial planning for years. They do a fantastic job of managing our assets and planning for financial success. I would highly recommend them for any financial planning services.
February 2023
Summit Consultants are wonderful. Trustworthy, hard working, they go above and beyond to help us in any way they can. I've been working with them for probably 25+ years. First with Steve, and now with Chris with assist from Nick and others. Whenever I come in, my wife and I are the priorities, they'll take the time to offer an update on our investments, (not that we have a lot) and also offer basic financial advice.When I first started working with them, Steve told me that they many folks who they handle with not a lot of means, and they figured that if they treat all people well, that the business will grow. It seems to have done so. They took great care... read full review
My husband and I have the upmost trust and confidence in Summit Consultants. Our personalized goal planning sessions with our advisor, Erik Tom, always leaves us feeling secure about our financial future. Erik is a wonderful partner that consistently and proactively brings a wide range of industry knowledge to ensure we are on track with our goals. We highly recommend working with Erik and Summit Consultants for a professional and personal experience!
Summit Consultants is a class act. The Spoltman family has been taking care of my entire family' financial planning for years. They do a fantastic job of managing our assets and planning for financial success. I would highly recommend them for any financial planning services.
Summit Consultants are wonderful. Trustworthy, hard working, they go above and beyond to help us in any way they can. I've been working with them for probably 25+ years. First with Steve, and now with Chris with assist from Nick and others. Whenever I come in, my wife and I are the priorities, they'll take the time to offer an update on our investments, (not that we have a lot) and also offer basic financial advice.When I first started working with them, Steve told me that they many folks who they handle with not a lot of means, and they figured that if they treat all people well, that the business will grow. It seems to have done so. They took great care... read full review