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Summit Wealth Group
- Financial Services
- Scottsdale, AZ
About this business
Our team is passionate about helping you reach your wealth management and retirement income goals through careful, customized financial planning.
Location details
14500 N Northsight Blvd Suite 112, Ste 112, Scottsdale, AZ, 85260, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 3:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I was diagnosed with Parkinson's in 2011 which made it imperative that we have a plan in place for retirement. Scott Marks and Summit Wealth Group worked with us to put together a comprehensive investment strategy that secured our financial future. They are thorough, knowledgeable and client oriented. We cannot say enough of them and the care they have shown us.
Scott and the team at Summit are always thorough and very direct in addressing our specific questions and concerns.
We have been working with Randy and Scott and the entire Summit team for many years now, and there is no doubt that they have exceeded our expectations in every aspect of our relationship. Summit takes their role as fiduciaries very seriously, and Scott has been extraordinary in his attention to our account and our planning. Over the years, there have been many instances of unusual circumstances that have required careful thought, planning, investigation, and presentation of options; in each case, the Summit team has been a ... read more
I was with my previous financial planner for over 30 years. He is a great guy and did an okay job. After speaking with one of my brothers about his experience with Summit Wealth, and more specifically Randy and Scott, my wife and I decided to consider switching companies. It was a difficult decision, but we made the transition in 2020. We don't live in Arizona, but the communication has been even better than our former planner who was local. We couldn't be happier. We've become friends, not just customers, and our accounts h... read more
We have a lot of trust in Scott Marks in regards to handling our financial investments. We have been with Summit Wealth Group since 2011 and have been very pleased with our experience with them. We recommend them to family members and friends. David & Diane Scott
Frequently asked questions about Summit Wealth Group
How is Summit Wealth Group rated?
Summit Wealth Group has a 5 star rating with 32 reviews.
When is Summit Wealth Group open?
Summit Wealth Group is closed now. It will open tomorrow at 8:00 a.m.
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