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Summit Financial Planning Inc
- Finance
- Short Pump, VA
About this business
Fee Only Financial Planning
Location details
5231 Hickory Park Dr Suite A, Ste A, Short Pump, VA, 23059, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | 9:00 a.m. to 5:00 p.m. | |
| Sun | 9:00 a.m. to 5:00 p.m. |
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.
Always there to answer any questions you have. Very friendly and outgoing! Glad to have them helping me!
Always there to answer any questions you have. Very friendly and outgoing! Glad to have them helping me!
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... read more
Excellent professional service! Ms. Luzzatto and Mr. Sigmon LISTEN to you and provide a portfolio to suit your personal needs. The ability to invest in Dimensional Funds lets you diversify and buffer against stock market fluctuations. They are Fiduciaries and look out for your best interests. Highly recommend!
Frequently asked questions about Summit Financial Planning Inc
How is Summit Financial Planning Inc rated?
Summit Financial Planning Inc has a 5 star rating with 18 reviews.
When is Summit Financial Planning Inc open?
Summit Financial Planning Inc is closed now. It will open at 9:00 a.m.
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