Summit Wealth Group 9175 South Yale Avenue, Tulsa, OK 74137
About the Business
Summit Wealth Group is a finance institution located at 9175 South Yale Avenue in Tulsa, Oklahoma, United States. As your personal CFO, we are dedicated to helping you invest smarter, optimize your income, and reach your financial goals. Our team will work with you to create a customized financial plan tailored to your unique goals and future income needs. We provide comprehensive strategies and solutions, ensuring transparency with our fee schedule aligning with your goals. With only 25% of financial advisors holding the CERTIFIED FINANCIAL PLANNER™ designation, you can trust our team of professionals to deliver independent, trusted advice and managed portfolios. Whether you are planning for major life events or simply looking to optimize your income, Summit Wealth Group is here to guide you every step of the way. Join us for a free assessment and receive valuable resources to help you navigate your financial journey. With our expertise and dedication, we aim to be your first call for any financial need.
Photos
Location & Phone number
9175 S Yale Ave # 100, Tulsa, OK 74137, United States
Hours open
Monday:
8:00 AM - 4:00 PM
Tuesday:
8:00 AM - 4:00 PM
Wednesday:
8:00 AM - 4:00 PM
Thursday:
8:00 AM - 4:00 PM
Friday:
8:00 AM - 1:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Shameless plus for our incredible financial advisors at Summit! We’ve walked away from every meeting with so much knowledge and such a sense of peace. The Summit team is the best in the biz and I’m so grateful for their wisdom and direction. If you’re looking for a team you can TRUST, this is where you want to be. We love you, Spinardi family!"
"Family run business, mother father and son and more there to help you plan and implement your financial future and retirement. They set up my Rath IRA and patiently explained to me anything I didn't understand and answered my concerns. They take into account the way I approach investments including how much risk I'm willing to have. They didn't use a one size fits all but more of a tailored approach to set my mind at ease. Thanks Luke for the long meetings I put you thru"
"Dependable and authentic people."
"Very professional & kind! Great company!"
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