Summit Advisors, LLC - Seminole, Florida
Address: 6247 Seminole Blvd #200, Seminole, FL 33772, United States.
Phone: 7273690737.
Website: mysummitadvisors.com
Specialties: Financial planner.
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointment required, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Summit Advisors, LLC
⏰ Open Hours of Summit Advisors, LLC
- Monday: 9:30 AM–5 PM
- Tuesday: 9:30 AM–5 PM
- Wednesday: 9:30 AM–5 PM
- Thursday: 9:30 AM–5 PM
- Friday: 9:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a comprehensive overview of Summit Advisors, LLC, presented in a formal and helpful tone, suitable for someone seeking financial planning services:
Summit Advisors, LLC: A Dedicated Financial Planning Resource
Summit Advisors, LLC is a reputable financial planner firm dedicated to providing personalized guidance and strategic solutions to individuals seeking to achieve their financial goals. Located in Seminole, Florida, at 6247 Seminole Blvd #200, Seminole, FL 33772, United States, Summit Advisors operates with a commitment to client well-being and a deep understanding of the complexities of modern finance. Their dedicated phone line is 7273690737, and you can find more detailed information on their website: mysummitadvisors.com.
Location and Accessibility
The firm’s physical location at 6247 Seminole Blvd offers clients a convenient and professional environment. Summit Advisors prioritizes accessibility for all visitors. The office features a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring inclusivity. Furthermore, there’s a dedicated wheelchair-accessible toilet available on-site, demonstrating a strong commitment to accommodating diverse needs. Appointments are required for all consultations, and the team strongly recommends scheduling them in advance to guarantee optimal service.
Key Features and Services
Summit Advisors distinguishes itself through a client-centered approach. They focus on building long-term relationships based on trust and transparency. The firm provides a range of services, including:
- Retirement Planning: Helping clients develop strategies for a comfortable and secure retirement.
- Investment Management: Constructing diversified portfolios aligned with individual risk tolerance and financial objectives.
- Financial Planning: Comprehensive assessments of financial situations and development of tailored plans for wealth accumulation, estate planning, and tax optimization.
- Estate Planning Guidance: Collaborating with legal professionals to ensure a smooth and efficient transfer of assets.
They also offer on-site services and online appointments, catering to the diverse scheduling needs of their clients. This flexibility underscores their dedication to providing accessible and convenient support.
Client Feedback and Reputation
Based on publicly available information, Summit Advisors consistently receives high praise. The company has garnered a remarkable average opinion of 5/5 across its Google My Business reviews. Feedback frequently highlights the expertise and dedication of their team, particularly the commitment to thorough analysis and tailored recommendations. Many clients express satisfaction with the proactive communication and personalized attention they receive. It appears that a key strength lies in the advisor’s ability to translate complex financial concepts into understandable terms, fostering confidence and informed decision-making.
👍 Reviews of Summit Advisors, LLC
