Summit Financial Partners - Glen Allen, Virginia

Summit Financial Partners

Summit Financial Partners is a top-rated financial services company located at 5231 Hickory Park Dr A, Glen Allen, VA 23059. They offer a wide range of financial planning, advisory, and investment services, making them a one-stop solution for all your financial needs. Their specialties include financial planning, financial advice, financial consulting, investment services, and being a woman-owned business.

In addition to their expertise, Summit Financial Partners provides exceptional customer service. They offer online appointments, onsite services, and assistance in multiple languages. The company is also fully accessible, with wheelchair-friendly entrances, parking lots, and restrooms.

To schedule an appointment, it is recommended to call ahead or visit their website. Summit Financial Partners is committed to providing personalized attention to each client, ensuring they receive the best possible financial guidance tailored to their unique situation.

Overview

• Address: 5231 Hickory Park Dr A, Glen Allen, VA 23059
• Phone: 8042900162
• Website: summitrva.com
• Specialties: Financial planner, Financial advisor, Financial consultant, Investment company, Investment service
• Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended, Free parking lot, On-site parking

Reviews and Opinions

Summit Financial Partners has received 17 reviews on Google My Business, with an impressive average rating of 5 out of 5 stars. Clients appreciate the professionalism, personal touch, and expertise provided by the team at Summit. Many have expressed their gratitude for the guidance and support throughout various life events, such as international moves, tax law changes, college funding, and retirement planning. The company's dedication to its clients' financial well-being has helped them build a strong reputation in the community.

👍 Reviews of Summit Financial Partners

Susan M.

5/5

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.

Jennifer G.

5/5

We've been clients of Jennifer and Summit Financial Planning for nearly 15 years. Their fee-only/fiduciary approach attracted us to the firm, their alignment and respect of our values, along with Jennifer's intelligence and compassion won our business. They supported our desire to be generous while preparing for the future. Through the years, Jennifer and Michael have continually invested in building personal relationships with us. They have provided excellent guidance and financial management to allow us to develop and reach our financial goals. It's a pleasure to meet with them to review how our progress is tracking and have the peace of mind that our plan is headed in the right direction. We chose to hire a financial planner to have one less thing to worry about and their approach allowed us to follow their advice to plan for the long-term: set goals, make a plan and stick with it -- and it has certainly paid off! I look forward to continuing to work with Summit Financial for years to come.

Kathleen M.

5/5

Jennifer and Mike at Summit are wonderful financial planning professionals! They really listen to my concerns, respond quickly whenever I have questions, and provide options for my investments. I feel secure in my retirement goals thanks to their guidance. Summit fees are much lower than management through my former employer. I am so glad my funds are in such good hands!

Michael S.

5/5

When considering financial planners, it was important to us to choose someone with similar values, who were not exclusively focused on simply making or managing money, but genuinely had our best interests at heart. Jennifer, Michael, and Lauren make us feel like part of their family. We feel valued as individuals, and we know that they are guided by high moral and ethical standards. After meeting with them, getting to know them, and discussing our financial plan, we were able to rest easy knowing that our goals were mutually shared. When you combine this personal connection with their vast experience and knowledge, I have no reservations about recommending Summit Financial Partners to any of my friends and family.

Lou C.

5/5

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.

Steve C.

5/5

Like several other reviewers, Kathy and I are longtime clients of Summit Financial Partners. By nature, we're conservative investors and Jennifer and Michael have always taken the time to know us and to listen to our financial as well as personal goals. We highly recommend Summit to anyone considering a financial advisor.

Gary B.

5/5

After researching the various financial planners that are available in the Richmond area, along with their approach to providing financial services to their clients, my wife and I decided to work with a fee-only, fiduciary, financial planner. The fact that our financial planner would be a fiduciary (i.e. committed and bound to always providing advice that is in our best interest) coupled with the fact that we would know exactly how much that service was costing us (monthly, quarterly and annually), was very important to us. We talked with two fee-only firms and ultimately selected Summit Financial Partners. That was six years ago, and we could not be happier with our decision. Jennifer and Mike not only have the education and experience in the financial services field to advocate for and advise their clients, they also keep up with changes in the industry through continuing education and then endeavor to inform their clients of new or changing issues through e-mails, one on one client meetings and/or self-produced videos. Additionally, they invest the time necessary to fully understand their client’s current situation as well as their goals for the future and all the minutia in between, so that they can put together a practical, logical, and most importantly, successful, financial plan. My wife and I have transitioned to the retirement phase of our plan and because of the detailed planning and advice we received from Summit, we are thoroughly enjoying every day and as we look to the future, that same ongoing planning and advice gives us peace of mind.

DeDe J.

5/5

Jennifer and her team are top-notch planners. Their client-centric approach helps their clients feel confident in their financial futures. Strong technical knowledge combined with a very effective communication style means you can't go wrong by choosing Summit!