Summit Wealth Group - Scottsdale, Arizona

Address: 14500 N Northsight Blvd, Scottsdale, AZ 85260.
Phone: 23881794.
Website: summitwealthgroup.com.
Specialties: -.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 29 reviews on Google My Business.
Average opinion: 5/5.

Location of Summit Wealth Group

23881794

Summit Wealth Group, located at Address: 14500 N Northsight Blvd, Scottsdale, AZ 85260, is a reputable financial services firm that offers a wide range of financial solutions to its clients. With a Phone: 23881794 and Website: summitwealthgroup.com, this company has made it easy for potential clients to reach out and inquire about their services.

One of the key features of Summit Wealth Group is their commitment to accessibility. They offer a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, making it easy for clients with mobility challenges to visit their office. Additionally, they have restrooms available on-site, and they recommend making an appointment before visiting.

While the company's Specialties: are not explicitly listed on their website, they offer a broad range of financial services, including retirement planning, investment management, estate planning, and insurance services. Their team of experienced financial advisors works closely with clients to develop customized financial plans that meet their unique needs and goals.

According to Opinions: from Google My Business, Summit Wealth Group has an impressive average opinion of 5/5, based on 29 reviews. Many reviewers praise the company's knowledgeable and friendly staff, as well as their personalized approach to financial planning.

Overall, Summit Wealth Group is a reliable and accessible financial services firm that offers a wide range of financial solutions to its clients. If you're looking for a financial advisor who can help you plan for your future, we highly recommend visiting their website or giving them a call to schedule an appointment. Their team of experts is dedicated to helping you achieve your financial goals and build a secure future.

Reviews of Summit Wealth Group

Summit Wealth Group - Scottsdale, Arizona

Chan McLeod

5/5

Summit Wealth Group has served my family for many years in a highly professional and productive manner. Working with Scott Marks has been an incredibly positive experience. He epitomizes the service-oriented professional who works to assist his clients in the best way for their financial needs. I have the utmost confidence that he is helping my family make the best financial decisions. Besides his financial acumen and understanding of the markets and funds, Scott is the best I have ever seen at communicating with his clients--whether difficult questions about investment decisions or simple questions, he is prompt in responding and with a careful and thoughtful approach to whatever problem we have presented to him. I am very appreciative of all Scott and the Summit Wealth team do for my family.

Rick Roth

5/5

We have been working with Randy and Scott and the entire Summit team for many years now, and there is no doubt that they have exceeded our expectations in every aspect of our relationship. Summit takes their role as fiduciaries very seriously, and Scott has been extraordinary in his attention to our account and our planning. Over the years, there have been many instances of unusual circumstances that have required careful thought, planning, investigation, and presentation of options; in each case, the Summit team has been a true partner in the process driving each situation to a satisfactory conclusion.

All of this, of course, starts with the management of our account and investments, and we have never been disappointed with the insights and professionalism we experience with Scott and his team. We trust them all to maintain our best interests; and we have referred several of our family and friends to Summit which is the best example of our opinion and experience.

We look forward to a secure and solid future with our partnership with Summit.

Jimmy Turner

5/5

I was with my previous financial planner for over 30 years. He is a great guy and did an okay job. After speaking with one of my brothers about his experience with Summit Wealth, and more specifically Randy and Scott, my wife and I decided to consider switching companies. It was a difficult decision, but we made the transition in 2020. We don't live in Arizona, but the communication has been even better than our former planner who was local. We couldn't be happier. We've become friends, not just customers, and our accounts have grown tremendously. It has definitely been the best decision we've every made related to our finances. Thank you Summit Wealth!

Alan Brown

5/5

I couldn't be happier with the service I've received from Summit.
I've worked with Scott for about 8 years and what a difference it's made in my portfolio. He's so knowledgeable and has been very helpful in navigating my finances. He's very prompt answering my calls and always gets back to me within hours. I highly recommend their service to anyone who is looking for a financial advisor. He's the best, thank you Summit!

Jim Kuna

5/5

We have been clients at Summit Wealth for just over a year now and could not be happier. Scott and the entire team are great to work with and are super responsive whenever we need anything. The plan they set up is fantastic and custom tailored to our needs. The company I was with prior had a very generic approach. Not at Summit, everything is personalized for us. Very highly recommended.

David Verwer

5/5

My wife and I met for our annual review / planning meeting with Scott. This will be our 9th year with Summit Wealth, and honestly, our experience gets better every year. Super grateful for the partnership and long term relationships we have with the Summit Team. Highly recommend Summit Wealth Group!

David Scott

5/5

We have a lot of trust in Scott Marks in regards to handling our financial investments. We have been with Summit Wealth Group since 2011 and have been very pleased with our experience with them. We recommend them to family members and friends.
David & Diane Scott

J Miller

5/5

I was diagnosed with Parkinson's in 2011 which made it imperative that we have a plan in place for retirement. Scott Marks and Summit Wealth Group worked with us to put together a comprehensive investment strategy that secured our financial future. They are thorough, knowledgeable and client oriented. We cannot say enough of them and the care they have shown us.