Summit Financial Advisors

Marc _{on Google}

Jan 27th, 2023

For me to verbally state that the entire team here at Summit Financial Advisors have been an incredible asset for myself and my family would honestly be a complete understatement.
I was formally introduced to Douglas Slagel and a short time later, Kelley Tom many years ago. I was rather naive as to what a financial advisor was capable of, but more importantly, I wasnt sure why I would need one for helping me achieve both my short and long term financial goals.
Trust is something that is not given, but earned. Doug and Kelley have consistently been honest, professional, and practical with their expert advice . . . never sugar coating anything . . . while laying out avenues and channels on investments, growth opportunities, and any possible risks as well.
Any concerns that I have ever had, has been shared and addressed openly. They have been extremely helpful with my all of my infinite questions and inquiries . . . always ensuring that I have a firm understanding on making sound decisions on my present and future endeavors.
After close to 20 years of professional advice, I am happy to report that their guidance and expertise now includes other members of my immediate family and friends as well!
I will forever be grateful to be a part of the Summit Financial Advisors extended Ohana where they truly do welcome and treat everyone that enters into their office . . . as family.
Schedule an appointment to meet with their team today and youll get to experience first hand why they come highly recommended by myself and many others as well.

Zack Jordan _{on Google}

Oct 29th, 2017

I've had my personal finance do a complete turnaround once I began working with Glennel from Summit Financial. I came into it with a good chunk of credit card debt, minimal savings or equity. Besides the sound investment advice she's given me since our first meeting, Glennel has an incredible talent for finding ways to save on all your monthly expenses without sacrificing lifestyle (and in my case, improving it, go figure). I've literally turned my financial life around, increased savings, eradicated all credit card debt and even was able to purchase my dream home just over a year ago. I was always skeptical, and thought I wasn't making enough money to need a financial advisor (although I was making decent money), but i've since realized how wrong I was... everyone, regardless of income can benefit from a financial advisor, and personally I can say that Glennel and her partners at Summit are extremely knowledgable, great communicators (even with me who's very ignorant and uneducated in anything finance related). Most importantly, I felt extremely confident that MY best interests were the top priority in everything we did and discussed. Highly recommended!