Summit Wealth Strategies

( 3 Reviews )

The Forum at Cherry Creek _ Main Office, 425 S Cherry St Ste 840
Glendale, CO 80246
303-954-8141

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Hours

Friday:

8:00 AM - 12:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:00 AM - 5:00 PM

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 5:00 PM

Thursday:

8:00 AM - 5:00 PM

CALL DIRECTIONS REVIEWS

Chamber Rating

5.0 - (3 reviews)

About
^{Summit Wealth Strategies}

Summit Wealth Strategies team of highly experienced professionals have hundreds of years of combined industry experience with a primary focus on pre-and post retirees, using customized financial strategies. These include: Retirement Income Maps, Social Security Maximization Strategies, Retirement Income Strategies, Tax Free Retirement Strategies, Estate Tax Preservation, Wealth Preservation Strategies, Accumulation Strategies, along with the appropriate product and service offerings.

Contact Info

303-954-8141

Products

Brokerage accounts
Common stoks
Educational traditional, Roth, Simple, and SEP IRAs
ETFs
Low cost mutual funds
Retirement plans

Services

Asset protection planning
College planning
Income distribution planning
Legacy and estate planning
Premium financing
Retirement plans

Questions & Answers

Q What is the phone number for Summit Wealth Strategies?

A The phone number for Summit Wealth Strategies is: 303-954-8141.

Q Where is Summit Wealth Strategies located?

A Summit Wealth Strategies is located at The Forum at Cherry Creek _ Main Office, 425 S Cherry St Ste 840, Glendale, CO 80246

Q What is the internet address for Summit Wealth Strategies?

A The website (URL) for Summit Wealth Strategies is: http://gosummitwealth.com/

Q What days are Summit Wealth Strategies open?

A Summit Wealth Strategies is open:
Friday: 8:00 AM - 12:00 PM
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM

Q How is Summit Wealth Strategies rated?

A Summit Wealth Strategies has a 5.0 Star Rating from 3 reviewers.

Hours

Friday:

8:00 AM - 12:00 PM

Saturday:

Closed

Sunday:

Closed

Monday:

8:00 AM - 5:00 PM

Tuesday:

8:00 AM - 5:00 PM

Wednesday:

8:00 AM - 5:00 PM

Thursday:

8:00 AM - 5:00 PM

Ratings and Reviews
^{Summit Wealth Strategies}

Overall Rating

( 3 Reviews )

Write a Review

Matt Dorminey _{on Google}

Apr 21st, 2023

Loren Kirkland _{on Google}

Apr 20th, 2023

Joe Reinhard _{on Google}

Apr 19th, 2020

Paul at Summit has been an incredibly knowledgeable resource for financial planning advice.
I had met with several advisors whose advice reflected a dated world-view; were as Paul was the first person I spoke to who understood my perspective on where the world was headed, and how to capitalize on those changes through investments in the years to come
If you're looking for an innovative, future-forward perspective I would highly recommend Paul Orlino at Summit for you investment needs.

Overall Rating

( 3 Reviews )

Summit Wealth Strategies