Weekly Financial Tip

Our Financial Advisors Worth Their Fees? - Josh Oller | Financial Advisor

Having a financial advisor to help you navigate through the often murky waters of investing, financial planning and wealth management can be very helpful. But the value comes with a price tag. In this week's financial tip, Josh looks at the costs vs benefits of having a financial advisor, specifically whether or not the value received is worth the cost. Take a look!

New to Summit?

Our clients come from all over the country, all walks of life, and with many different values and priorities. One thing all of our clients have in common? They see their financial resources as simply one of the ways to unlock their full potential.

Fill out the form below to schedule a complementary 30 minute phone call with one of our advisors to see where we can best serve you on your journey towards financial contentment!

Request a Free Consultation

Thank you!
Oops!