"When Scott Marks became our financial adviser in the Spring of 2017, we were asking a lot of him. Joe has been diagnosed with Parkinson’s disease and had to resign from his architectural firm and became disabled. We discussed our financial goals with Scott, and the need for an accelerated schedule, to not only provide for the family financially but to help plan for future healthcare expenses. In addition to this, our son was only two years away from starting college.

We have always felt that Scott has been looking out for our best interests. We never felt pressure to move quickly, we have been well informed about all options, and the support to understand our financial picture has been given since our first meeting. We would recommend Scott without qualifications."

- Lynn M.

This statement was provided by a client on 07/11/2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

My husband and I are long-time clients of Summit Wealth Group. Year in and year out, they consistently provide an exceptional level of investment guidance and overall financial service. They truly listen to our needs/goals, develop effective strategies, communicate clearly and regularly, and deliver results that exceed our expectations. The entire staff goes above and beyond. Summit Wealth Group has elevated the bar for what it means to be a trusted advisor. They are so important to us that we think of them as extended family. Thank you Summit Wealth for taking such extraordinarily good care of us! We are clients for life.

Kathryn S.

This statement was provided by a client on 07/28/2023. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For addional reviews, search us wherever local businesses are reviewed.