Photos for Summit Financial Partners
Reviews for Summit Financial Partners
Add your commentBook an Appointment Online
Pricelist Photos
Add a photo
Summit Financial Partners
5231 Hickory Park Dr A, Glen Allen
Directions Call Website Suggest an Edit
Professional, personal and proficient. Summit has seen us through twenty years of planning including an international move, tax law changes, college funding, retirement, and all of life’s financial challenges. We are in great shape for whatever the future holds because of their diligence and suggestions.
Spent a number of years with a large corporate financial group and the results were OK, but the service was terrible. We went through a number of advisers, none of which we chose, and never had any relationship with anyone.In searching for a fee-only, fiduciary we met with several individuals. We found Jennifer to be the one most aligned with our values, goals, and our view that our association was a partnership based on communication and respect.Jennifer and Mike are professional, knowledgeable, and personable. They are a true pleasure to work with.
Excellent professional service! Ms. Luzzatto and Mr. Sigmon LISTEN to you and provide a portfolio to suit your personal needs. The ability to invest in Dimensional Funds lets you diversify and buffer against stock market fluctuations. They are Fiduciaries and look out for your best interests. Highly recommend!