Summit Wealth & Retirement Partners

I've worked with Rob for the past 5 years and I highly recommend him. Im not into doing the numbers myself and have always turned to him for all my financial stuff in general. He handles it all so Im worry free !
May 20th, 2017

I had spoken to a young lady at R G Financial Partners, and she was very clear and concise on what needed to be done. Very attentive service and I would recommend them to anyone who needs financial advice.
Mar 29th, 2013

I've had the pleasure of working with Rob Cuchiarro for over 15 years now, and I can confidently say that their expertise and guidance have made a significant positive impact on my financial well-being. From the moment I started seeking his advice, he has consistently demonstrated professionalism, knowledge, and a genuine commitment to helping me achieve my financial goals. Rob took the time to thoroughly understand my financial situation, short and long term objectives. Their personalized approach stood out to me they didn't offer generic solutions, but rather tailored their recommendations to fit my unique circumstances. This level of attention and care has truly set them apart from other advisors I've encountered. What I appreciate most about Rob and his team is their transparency. They took the time to explain complex financial concepts in a way that was easy to grasp, helping me to make informed decisions about my investments, retirement planning, and overall financial strategy. I never felt rushed or pressured into any decisions instead, I felt supported and encouraged to move at a pace that was comfortable for me. Furthermore their communication skills are exceptional. They have been prompt in responding to my inquiries and scheduling regular check-ins to review my portfolio's performance and discuss any necessary adjustments. This level of proactive communication has given me peace of mind, knowing that my financial matters are being actively managed. I highly recommend Rob and his team if you are seeking knowledgeable, trustworthy, and results-driven financial advisor. Their personalized approach, transparent communication, and commitment to their clients' success make them a standout professional in their field. I am grateful for their guidance and look forward to continuing our successful partnership.
Aug 21st, 2023