Most of us have been there – the investor looking for the conscientious, proactive, professional financial advisor – and caught instead by that “advisor” looking to gain a new client, sell a few mutual funds and then move on to fresh pastures perhaps to be heard from once or twice per year when opportunity knocks. Such was my experience as well until I met Summit 6 years ago. Summit turned out to be that elusive , proactive advisor I had been looking for all those years, the type of advisor who actually advises and follows up on my portfolio on a regular basis, the type of advisor you feel is giving you personalized, individual attention. My portfolio has been performing extremely well these past 6 years and I feel happy and secure in my retirement.
Successfully retired GM, Industrial