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Summit Wealth & Retire Partners
- Financial Services
- Danville, CA
About this business
Location details
55 Oak Ct, Ste 210, Danville, CA, 94526, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I can’t say enough good things about Summit Wealth & Retirement Partners. Rob has supported my family for over a decade, and I have full trust and confidence in Rob, Nick, and the entire team. They’ve guided my family through very complex trust-related legal issues, helped me navigate employer retirement plans, and offered actionable career advice. They’re incredibly responsive and genuinely enjoyable to work with. There’s no better feeling than receiving their guidance and being able to make informed decisions about my fina... read more
I have been with Summit and the great team Rob has put together for many years now for numerous things like financial planning, tax planning, and retirement savings consulting to name a few. They are hands down the best in the business and very professional. I have the utmost confidence they do everything in my best interest as a client, communicate well with with timely email replies/updates/newsletters, and always available for a zoom meeting when needed. Plus most importantly, let's face it, Rob's expertise and knowledge ... read more
I contacted Summit Wealth and Retirement Partners in 2021 when I wanted to buy a house but had no idea what I could reasonably afford given my competing interest in retiring as early as possible. With Rob Cucchiaro's skillful analysis, planning and guidance I was able to buy a house and retire much earlier than I ever expected. In addition to helping me figure out how much house I could afford, Rob put me in touch with an excellent mortgage broker as well as an estate attorney who helped me set up a trust. Since then, Rob ha... read more
We couldn’t be more pleased with our experience at Summit Wealth and Retirement Planning. From the start, their team showed a genuine dedication to understanding our long-term goals and creating a strategy that truly reflects our family’s needs. They guided us step by step in setting up a family trust, making the process clear and seamless, while ensuring every detail was aligned with our wishes for the future. What impressed us most was their thoughtful approach to diversifying our current wealth. Rather than pushing gener... read more
As I was nearing retirement age, a friend of ours introduced us to Rob Cucchiaro and Summit Wealth. We didn't have a large estate but hoped with the right financial planning we could provide for our future and perhaps leave something for our daughter. Rob and the team at Summit have made those hopes a reality. We have a diversified portfolio that's designed to weather the usual ups and downs of the market, plus an annuity that acts as an income guarantee for the rest of our lives. Beyond that, we also appreciate that Summit ... read more
Frequently asked questions about Summit Wealth & Retire Partners
How is Summit Wealth & Retire Partners rated?
Summit Wealth & Retire Partners has a 5 star rating with 38 reviews.
When is Summit Wealth & Retire Partners open?
Summit Wealth & Retire Partners is open now. It will close at 4:30 p.m.
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