Summit Wealth & Retire Partners

Adelle DiGiorgio 

on Google

2 months ago

As a client of Summit Wealth & Retirement Partners for more than 20 years, I cannot over emphasize how pleased I am with their services. They are the most client centered company I have ever dealt with. Despite volatile financial markets over the years, our portfolio continued to grow and we were well positioned for retirement as we continue to be. I have recommended them to several friends who also found them to be experts in their field and great to deal with. I'd give them 100 stars! 

Trevor Gearin 

on Google

4 months ago

Summit Wealth & Retirement has been assisting in managing wealth in my family for three generations. Rob and Geoffrey have both been exceptional in their efforts to assist me with my portfolio and estate matters. I would not be in as good a position as I am without their help, and the amount of services and talent on hand at Summit Wealth continues to grow. I cannot reccomend their services enough! 

Scott Klein 

on Google

10 months ago

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

Wayne Johnson 

on Google

10 months ago

I was referred to Summit Wealth & Retirement by my insurance agent a number of years ago and have been very pleased since Day 1. Their team has been helpful with everything from establishing advantageous tax positions to the sale of my business assets and creating a comfortable path to retirement. What they don't know or can't do is always followed by a quality referral to someone who can help. Kudos to the Summit crew ! 

Michael Markowitz 

on Google

2 months ago

Rob and his entire operation is first class all the way. They are always available and ready to offer advice and assistance. I have been working with them from prior to my retirement and now into retirement and it’s been seamless. Rob’s advice and predictions are on point! One of the best decisions my wife and I have made was to place ourselves in his capable hands.