SUM Financial Services Group

Looking for sound financial management and a proven track record of delivering consistent growth? Look no further then Sum Financial! I've sought out Nathan's wisdom for years, his insight and passion have helped me make smarter financial decisions and aided my professional development. With Sum Financial you can expect superior wealth management with a personalized touch!
Mar 27th, 2024

Nathan and Sum Financial Services Group is an absolute gem in the realm of finance groups! First and foremost, their commitment to client orientation is unparalleled. They don't just see you as a number; they genuinely care about your financial well-being. Nathan takes the time to understand each unique situation and patiently educate the clients on various options, empowering them to make the best and most informed decisions for their futures. What truly sets them apart is their deep empathy towards their clients' financial situations. In a world where financial matters can be intimidating and overwhelming, Nathan approaches each case with compassion and understanding. Nathan is not just about numbers; he genuinely wants to see his clients thrive. Moreover, I appreciate that Nathan doesn't simply push products. He takes a holistic approach, looking at the entire picture of your financial landscape. This means considering a wide range of products and solutions tailored to your specific needs rather than trying to sell you something just to support the product. People, not products, is why Nathan entered this field. If you're looking for a Certified Financial Planner that not only knows his stuff but also genuinely cares about your financial well-being, look no further. I wholeheartedly recommend SumFSG to anyone seeking sound financial guidance and support.
Mar 5th, 2024

Worst customer service I've ever experienced. Nathan has supposedly managed my retirement account for the last few years and has continually fallen short of expectations. Stay very far away from this very unprofessional financial advisor as he will loose your money!
Jun 22nd, 2022