Our Clients' Experience with Us
“I have had Steve, and now his son Christopher, as my advisors for almost my entire "investing life." Because of their thoughtful and excellent guidance I am able to enjoy my retirement years with little worry. I have never been steered wrong when dealing with Summit Consultants. Always a pleasant family atmosphere at the office. They came highly recommended to me and I would encourage everyone to go in and just talk about the possibilities.” – Katrina
“I would highly recommend Summit Consultants to anyone. We love working with Heather. She always gets back to us right away if we have questions or need to take out some money from our investments. Feels like we are talking to a friend. So glad we are with your firm.” – Lisa
“I interviewed 6 different financial advisors, and as soon as we met with Summit, we knew we were home. Honest and caring, they treat you like you are one of the family. I would, and I have highly recommended them to everyone I know.” – Mark
“Summit Consultants is a class act. My family has used them for years. The Spoltman family has taken great care of to advise us in all aspects of our financial planning. I would highly recommend them for your financial planning needs.” – Matt
“Summit Consultants, Inc. is the best financial planners that we have worked with for more than 20+ years. Everyone there explains everything that they recommend and don’t move ahead until you are totally comfortable and onboard with your investment plan. Also, they are genuinely interested in you, your family and the success of your investment plan. They will make sure all financial areas of your life such as estate planning, wills and tax planning are in order per your wishes. Thank you, Summit!” – Greg