Reviews of Summit Financial Advisors (Financial Consultant)

Zack Jordan

I've had my personal finance do a complete turnaround once I began working with Glennel from Summit Financial. I came into it with a good chunk of credit card debt, minimal savings or equity. Besides the sound investment advice she's given me since our first meeting, Glennel has an incredible talent for finding ways to save on all your monthly expenses without sacrificing lifestyle (and in my case, improving it, go figure). I've literally turned my financial life around, increased savings, eradicated all credit card debt and even was able to purchase my dream home just over a year ago. I was always skeptical, and thought I wasn't making enough money to need a financial advisor (although I was making decent money), but i've since realized how wrong I was... everyone, regardless of income can benefit from a financial advisor, and personally I can say that Glennel and her partners at Summit are extremely knowledgable, great communicators (even with me who's very ignorant and uneducated in anything finance related). Most importantly, I felt extremely confident that MY best interests were the top priority in everything we did and discussed. Highly recommended!