This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
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 |
THANK YOU SO MUCH, Summit Wealth Group! Our experience with Scott Marks, Kristin Engel and the Summit team has been exceptional. The one word that comes to mind is “wisdom.” My wife and I are extremely pleased with their professionalism, highest integrity, and courteous service. They took ample time to understand our whole financial picture. They gave us a plan that is easy to understand and gives us confidence about our retirement — taking into consideration our work plans, 403(b) savings, Social Security, family considerat... read more
Me & my family have been clients of Randy Morris since 1982. Over the past 41 years he and Summit Wealth Group have served us loyally with good sense advice for long term growth. The entire Summit gang have responded quickly and professionally to our questions and needs. Now 2 of my adult children are also clients of Scott Marks!
Cathy and I had our annual review yesterday with Scott. He’s been our advisor for a few years now , and his attentiveness to our financial situation has been, and continues to be, stellar. We appreciate his expert guidance and his calming words regarding the current market situation. We also enjoyed talking about family and other “non business “ topics.
I work for a federal agency and have attended 3 retirement seminars provided by my agency. The seminars provided all the details about what happens when. However, working with Scott @ Summit Wealth has given me the peace of mind I need. He and his team have taken my goals and we have developed a plan with all of the details I need to be confident in my future.
Scott Marks is an excellent financial advisor. My husband and I were wanting to find someone to help us steward our finances well, achieve our desires and goals and have a plan for our future. Scott got to know us and listened to us well. He then came up with a sound financial plan which we are following. In addition to our annual review, Scott is always available to answer our questions and give wise counsel throughout the year. As a result of our relationship with Scott I have so much peace.
Frequently asked questions about Summit Wealth Group
How is Summit Wealth Group rated?
Summit Wealth Group has a 5 star rating with 19 reviews.
When is Summit Wealth Group open?
Summit Wealth Group is closed now. It will open tomorrow at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com