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Summit Wealth & Retirement Partners
- Financial Services
- Danville, CA
About this business
Specialties For over 30 years our firm has provided comprehensive wealth management services to Bay Area families. We specialize in retirement & tax planning and manage over $500M on behalf of our clients. History Established in 1986. The company was founded in 1986 to serve the needs of high net worth families with concentrated asset holdings in real estate and private business interests. RG Financial was renamed Summit Wealth & Retirement Partners in March of 2012. Meet the Business Owner Robert C. Business Owner Rob has b... read more
Location details
55 Oak Ct Suite 210, Ste 210, Danville, CA, 94526, 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 |
After having self directed my pension account for many years, we decided to search for an investment firm to guide financial planning and our investment strategy. One of our highest priorities was to identify a group which we would have confidence in advising our son and assist in guiding his future financial decisions when we were no longer able to do so. Integrity, honesty and sound investment advice were of paramount importance. We enlisted Summit Wealth after meeting Hal Porter and Ryan McCloskey. They have exceeded all ... read more
We followed Scott Terry from his previous advisor position to Summit over 6 years ago. Which makes somewhere in the neighborhood of him being our financial advisor over 25 years. He knows what he’s doing and takes your financial matters very personally. He’ll reach out but not pester you to invest or make any moves that aren’t in YOUR best interest. We’ve just completed a full trust and have now consolidated all our investments with Scott at Summit. He has proven his worth and experience to us. John Artz Mark Mezzano
My portfolio has been with Summit Wealth for over 8 years. Rob, along with his professional and friendly team, have always been quick to respond to any questions or concerns I might have. One of the most important aspects of choosing a wealth management firm is trust, and Summit Wealth & Retirement has mine.
My relationship with Summit Wealth & Retirement Partners goes way back before I retired in 2001. I highly value their advice and professionalism, especially that of Rob Cucchiaro who has managed my account over many years. I particularly enjoy the discourse we have had regarding the decision making process. Henry J Buhrmann
Rob was wonderful to work with. He helped our mutual client navigate his divorce with expertise and care. He is incredibly responsive and supportive. He has my highest recommendation.
Frequently asked questions about Summit Wealth & Retirement Partners
How is Summit Wealth & Retirement Partners rated?
Summit Wealth & Retirement Partners has a 5 star rating with 34 reviews.
When is Summit Wealth & Retirement Partners open?
Summit Wealth & Retirement Partners is open now. It will close at 5:00 p.m.
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