Summit Wealth Group
14500 North Northsight Boulevard, Scottsdale, Arizona 85260
About the Summit Wealth Group
Summit Wealth Group is a leading accounting, finance, and insurance agency located at 14500 North Northsight Boulevard in Scottsdale, Arizona, United States. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized financial planning, investment management, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Summit Wealth Group is committed to providing you with expert guidance and exceptional service. Contact us today to schedule a consultation and start building a brighter financial future.
Photos of Summit Wealth Group
14500 N Northsight Blvd Suite 112, Scottsdale, AZ 85260, United States
Opening hours of Summit Wealth Group
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews of Summit Wealth Group
"Me & my family have been clients of Randy Morris since 1982. Over the past 41 years he and Summit Wealth Group have served us loyally with good sense advice for long term growth. The entire Summit gang have responded quickly and professionally to our questions and needs. Now 2 of my adult children are also clients of Scott Marks!"
"Cathy and I had our annual review yesterday with Scott. He’s been our advisor for a few years now , and his attentiveness to our financial situation has been, and continues to be, stellar. We appreciate his expert guidance and his calming words regarding the current market situation. We also enjoyed talking about family and other “non business “ topics."
"Scott Marks is an excellent financial advisor. My husband and I were wanting to find someone to help us steward our finances well, achieve our desires and goals and have a plan for our future. Scott got to know us and listened to us well. He then came up with a sound financial plan which we are following. In addition to our annual review, Scott is always available to answer our questions and give wise counsel throughout the year. As a result of our relationship with Scott I have so much peace."
"I cannot say enough about Summit Wealth Group. I moved my money over with Scott a few years ago when I moved to the Phoenix area. He has a good understanding of the markets and has done a great job handling my accounts. My portfolio is constantly out performing the market. The fees are very reasonable for the performance, products, and services provided. Walking into an office with friendly faces is always a plus. Not to mention if you call the office, you won’t get an automated answering machine. I find joy in the little things in life."
"We absolutely love Summit Wealth and Scott Marks. We’ve been with him since 2017 and have achieved goals we didn’t even know we had. The annual in person financial check-in’s are invaluable and between these meetings we can always rely on Scott to briskly answer questions and provide his recommendations but is always open to alternative moves that are important to us. We truly feel part of the Summit Wealth family and can’t imagine where we would be financially without his expertise."
-
Allied Insurance Group
2424 E Broadway Blvd UNIT 114, Tucson, AZ 85719, United States
-
Chris Gurton - COUNTRY Financial Representative
7510 N La Cholla Blvd, Tucson, AZ 85741, United States
-
Buy LowCost Insurance
505 W Ajo way, Tucson Az 85713 4893 E Speedway, Tucson Az 85712, 505 W Ajo Way, Tucson, AZ 85713, United States
-
ABC Insurance
743 W Irvington Rd, Tucson, AZ 85714, United States
-
Freeway Insurance
1806 E Irvington Rd, Tucson, AZ 85714, United States
-
L.A. Insurance
2020 E Irvington Rd, Tucson, AZ 85714, United States
-
Alvarez Insurance Agency
4733 S 12th Ave, Tucson, AZ 85714, United States
-
Alvarado Insurance Inc.
4455 S Park Ave #103, Tucson, AZ 85714, United States
-
Raeschelle Ortiz: Allstate Insurance
231 W Esperanza Blvd Ste D, Green Valley, AZ 85614, United States
-
Nicole Ferrero - State Farm Insurance Agent
15990 S Rancho Sahuarita Blvd Ste 140, Sahuarita, AZ 85629, United States
-
Dedicated Money Management
4621 E Le Marche Ave, Phoenix, AZ 85032, United States
-
FocalPoint Wealth Management
20860 N Tatum Blvd #195, Phoenix, AZ 85050, United States
-
Vertess Advisors, LLC
20860 N Tatum Blvd #300, Phoenix, AZ 85050, United States
-
Lifetime Investments & Insurance LLC
4512 E Kelton Ln, Phoenix, AZ 85032, United States
-
EJG CPA Advisors
22849 N 19th Ave, Phoenix, AZ 85027, United States
-
Kasten Financial Services
21001 N Tatum Blvd, Phoenix, AZ 85050, United States
-
Adams Consulting Firm
3967 E Melinda Dr, Phoenix, AZ 85050, United States
-
MK Financial Solutions
16820 N 44th St, Phoenix, AZ 85032, United States
List of local businesses, places and services in Arizona
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos