Summit Consultants, Inc.

Summit Consultants, Inc.

Financial Services

Fort Wayne, Indiana 64 followers

About us

Live Life. Worry Less. Managing Your Financial Future since 1988. More than a tagline. Encompassing the many facets of sound, comprehensive financial planning, our knowledgeable and experienced team of advisors strives to create a relationship with our clients that lessens the day-to-day stress of financial worries and planning, allowing clients to spend more time on what matters most to them: family, friends, hobbies, travel, volunteering, and their other interests. While we can’t stop the 24-hour news cycle, we try to do our part so you can live life and worry less. In an ever-changing financial climate, it can be difficult to create a financial strategy confidently, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to achieve your goals. We are an independent financial planning firm dedicated to assisting our clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies coupled with objective advice and recommendations. Our utmost goal is to provide tailored strategies that may grow with our clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams. Visit us at: www.summitconsultantsinc.net. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CA, CO, FL, GA, HI, IL, IN, KS, KY, MD, MI, MO, NC, NV, OH, OR, TN, TX, VA, WA Securities and advisory services offered through LPL Financial, a Registered Investment Advisor | Member FINRA/SIPC www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Industry
Financial Services
Company size
2-10 employees
Headquarters
Fort Wayne, Indiana
Type
Self-Employed
Founded
1988
Specialties
Financial Planning, Investment Management, Insurance Planning, Estate Planning, and Retirement Planning

Locations

Employees at Summit Consultants, Inc.

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