SUMMIT FINANCIAL GROUP

5.0(
1
)

Financial Planning, Insurance Agencies, Accountants/Tax Consultants,

... +1 more

Services we offer

COMPREHENSIVE FEE-BASED FINANCIAL PLANNING FIRM. BUSINESS, ESTATE, EDUCATION & RETIREMENT PLANNING. INSURANCE: LIFE, LONG TERM CAR, DISABLITY, GROUP. STOCKS, BONDS, MUTUAL FUNDS, ETF'S, REIT'S, VARIABLE & FIXED ANNUITIES. SEPARATELY MANGED ACCOUNTS & WRAP ACCOUNTS, IRA'S, SEP'S, 401(K)'S, PROFIT SHARING, DEFERRED COMP, ETC.

Services we don't offer

MORTGAGE, TAX PLANNING AND HEALTH, AUTO AND PROPERTY AND CASUALITY INSURANCE.

Amenities

Senior Discount

no

Accepted payment methods

Check

Reviews

5.01 Reviews
Write a review
Number of StarsImage of DistributionNumber of Ratings
5
100%
4
0%
3
0%
2
0%
1
0%
Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Write a review
Showing 1-1 of 1 reviews
MARJORIE R.
03/2005
5.0
financial advisor
  + -1 more
AFTER MY HUSBAND DIED, I WAS AT A LOSS IN MORE WAYS THAN ONE. SINCE I'M ALONE, FINANCIAL GUIDANCE IS IMPORTANT TO ME. THEY WERE SO KIND AND HELPFUL.
Description of Work: WORKED UP A VARIETY OF PROGRAMS TO HELP ME WITH ASSET PRESERVATION AND AVOIDING HIGH TAXES.
Rating CategoryRating out of 5
quality
5.0
value
5.0
professionalism
5.0
responsiveness
5.0
punctuality
5.0
Yes, I recommend this pro
$20

    Contact information

    6625 WAGNER WAY STE 320, Gig Harbor, WA 98335

    www.summitplans.com

    Service hours

    Monday:
    8:00 AM - 4:00 AM
    Tuesday:
    8:00 AM - 4:00 AM
    Wednesday:
    8:00 AM - 4:00 AM
    Thursday:
    8:00 AM - 4:00 AM
    Friday:
    8:00 AM - 4:00 AM

    Licensing

    Bonded
    Insured
    State Contractor License Requirements

    All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves. To find more licensing information for your state, visit our State Contractor License Requirements page.

    *Contact business to see additional licenses.

    Service Categories

    Financial Planning,
    Insurance Agencies,
    Accountants/Tax Consultants,
    Mortgage Companies

    FAQ

    SUMMIT FINANCIAL GROUP is currently rated 5 overall out of 5.

    Monday: 8:00 AM - 4:00 AM

    Tuesday: 8:00 AM - 4:00 AM

    Wednesday: 8:00 AM - 4:00 AM

    Thursday: 8:00 AM - 4:00 AM

    Friday: 8:00 AM - 4:00 AM

    SUMMIT FINANCIAL GROUP accepts the following forms of payment: Check
    No, SUMMIT FINANCIAL GROUP does not offer free project estimates.
    No, SUMMIT FINANCIAL GROUP does not offer eco-friendly accreditations.
    No, SUMMIT FINANCIAL GROUP does not offer a senior discount.
    No, SUMMIT FINANCIAL GROUP does not offer emergency services.
    No, SUMMIT FINANCIAL GROUP does not offer warranties.
    SUMMIT FINANCIAL GROUP offers the following services: COMPREHENSIVE FEE-BASED FINANCIAL PLANNING FIRM. BUSINESS, ESTATE, EDUCATION & RETIREMENT PLANNING. INSURANCE: LIFE, LONG TERM CAR, DISABLITY, GROUP. STOCKS, BONDS, MUTUAL FUNDS, ETF'S, REIT'S, VARIABLE & FIXED ANNUITIES. SEPARATELY MANGED ACCOUNTS & WRAP ACCOUNTS, IRA'S, SEP'S, 401(K)'S, PROFIT SHARING, DEFERRED COMP, ETC.
    MORTGAGE, TAX PLANNING AND HEALTH, AUTO AND PROPERTY AND CASUALITY INSURANCE.

    Contact information

    6625 WAGNER WAY STE 320, Gig Harbor, WA 98335

    www.summitplans.com

    Service hours

    Monday:
    8:00 AM - 4:00 AM
    Tuesday:
    8:00 AM - 4:00 AM
    Wednesday:
    8:00 AM - 4:00 AM
    Thursday:
    8:00 AM - 4:00 AM
    Friday:
    8:00 AM - 4:00 AM