This profile has been claimed by the business owner or representative.
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
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!
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 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 !
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 39 reviews.
When is Summit Wealth & Retire Partners open?
Summit Wealth & Retire Partners is open now. It will close at 4:30 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com