Summit Financial Advisors

Description

• Summit Financial Advisors is an independent wealth management firm offering dedicated advice in comprehensive financial planning and investment management. We offer a tailored, team-based approach to address the changing needs of successful individuals, families, and business owners. Our knowledge and experience help guide clients through rocky financial terrain, offering clarity in order to pursue their financial goals. Our prospective clients often approach us with the following questions: Am I saving enough? When can I retire? How do I transition from accumulation to distribution? Are my assets properly aligned for my risk tolerance? Are they working as hard to accomplish my goals as they should be? My financial life has become too complicated. How can I make it easier? Can I afford to send my children to college? How can I transition my business? Is my family properly protected against an unexpected loss of income? At Summit Financial Advisors, we understand these challenges and can offer targeted strategies to help address your goals. We value strong relationships built on an in-depth knowledge of our clients financial situation. Our independence and ability to offer unbiased advice uniquely positions us to be our clients primary advisor, working as a liaison with other professionals in your life to accomplish your goals. Backed by the strength of LPL Financial, the largest independent broker/dealer in the nation*, we strive to guide your financial journey from base to summit. *As reported by Financial Planning magazine, June 1996-2014, based on total revenue. -Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org www.sipc.org -Third-part posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. -For a list of state in which we are registered to do business, please visit http://summitadvisorsmn.com/
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  Headquarters:10900 Wayzata Boulevard Suite 830, Minnetonka, Minnesota, United States

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  Phone Number: +1 763-582-9000

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  Website: https://www.summitadvisorsmn.com

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Summit Financial Advisors

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• |  NAICS Code: 541611  |

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