Summit Pointe Financial Group
2641 Northeast McBaine Drive, Lee's Summit, MO 64064
Hours open
Monday:
8:00 AM - 5:30 PM
Tuesday:
8:00 AM - 5:30 PM
Wednesday:
8:00 AM - 5:30 PM
Thursday:
8:00 AM - 5:30 PM
Friday:
8:00 AM - 5:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Summit Pointe Financial Group is a leading financial institution located at 2641 Northeast McBaine Drive in Lee's Summit, Missouri, United States. As a trusted name in the world of finance, Summit Pointe offers a wide range of services including wealth management, investment planning, retirement planning, and more. With a team of experienced professionals, Summit Pointe is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference that personalized financial guidance can make.
Reviews
"Tim is great to work with. He is very responsive to our needs while giving us guidance at the same time. We have recommended Summit Point to everyone in our family."
"I was using another financial company for over 30 years and then Kevin Kemmerer contacted me to due to financial review of my assets and I was blown away with his recommendations. I then switch a good portion of my assets to invest and his companies returns were outstanding and I wish I had invested 100% with Summit Pointe. I will continue to give them money to invest for me. One of the best decisions I have made in my financial planning history."
"Firm has handled wife's roll over 401k funds for several years. Always above average returns with minimal expenses. Would highly recommend his firm for any investment needs."
"We are so glad to have been referred to Summit Pointe Financial Group! Chris and Tim have been very helpful in making sound decisions for our family amd retirement. If ever a question or a need for clarification, they are quick to respond. So happy we made the switch to this group!"
"They are phenomenal! I left a previous advisor because they didn’t listen to my needs. Summit is so good, listened to me and handles my money. They are ahead of the curve. I highly recommend them!"
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