Business Information

Business Name

Summit Financial Advisors, LLC

Category

Financial Services

Company Excerpt

At Summit Financial Advisors your financial well-being is our goal. Our services are designed to provide you with answers to your financial questions, solutions to your financial challenges and guidance so you can achieve financial security.

Company Details At Summit Financial Advisors your financial well-being is our goal. Our services are designed to provide you with answers to your financial questions, solutions to your financial challenges and guidance so you can achieve financial security. As a “FEE-ONLY” firm we are compensated solely by fees paid by you the client. We do not sell financial products and do not accept commissions or compensation from any other sources. We are paid by you and work only for you!  We are an independent state Registered Investment Advisor not affiliated with any brokerage or insurance company and therefore not driven by sales quotas. We provide unbiased advice and accept a fiduciary responsibility to act in the best interest of our clients at all times.  We consider financial planning a process rather than a one-time event. We work closely with our client; learn about them and determine their individual needs. We then customize a plan specifically for them, assist them in putting their plan into action, and provide them with periodic reviews to make sure their plan is still on course.  We are committed to providing value that exceeds our fees. With our Retainer or Fixed Fee Financial Planning services you will know in advance what your fees will be. Contrast this with other financial advisors whose costs can vary greatly based on their commission charges or assets under management fees. We save you money whenever possible by searching out and recommending investments and other financial products that have low initial and on-going management expenses.

Contact Information

Contact Name Robert Wilgos
Address Line 1 12 Penns Trail
Address Line 2 Suite 351
City

Newtown

State

Pennsylvania

Zipcode

18940

Phone Number 215-750-0219
Email Address

rwilgos@summitfa.net

Website

http://www.SummitFA.net