Business Details
About
Financial Consultant
Financial planning and wealth Management for every stage of life Reach your goals - invest smarter - optimize income.
Location
Hours
Reviews
5.0
7 reviews
5 stars
7
4 stars0
3 stars0
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1 star0
- RBRobert BooneNov 11, 20255.0Been our financial advisor for 20 years!
- RPRafael PortilloNov 3, 20255.0Complete financial services advice and planning. Excellent advice.
- APAna PortilloNov 3, 20255.0It has always been a great experience working with Integrated Financial Solutions. They have always taken care of our needs.
- ASariane sorahanMar 21, 20235.0Summit Wealth Group is a confidential, trustworthy company. Their staff are personable and attentive!
- MBMai BooneFeb 18, 20225.0My grandma has been seeing Ted as a financial advisor for quite some time and it has always been a pleseant experience! Ted and his team are awesome and helpful. Definitely would reccomend.
Frequently Asked Questions About Summit Wealth Group
What services does Summit Wealth Group provide?
Summit Wealth Group offers financial planning and wealth management services to help clients reach their goals, invest smarter, and optimize income.
Where is Summit Wealth Group located?
Summit Wealth Group is located at 5030 Business Center Dr #110, Fairfield, CA 94534, US.
What are the business hours for Summit Wealth Group?
Summit Wealth Group is open Monday to Thursday from 8:00 AM to 4:00 PM, and Friday from 8:00 AM to 1:00 PM. The office is closed on Saturdays and Sundays.
How can I contact Summit Wealth Group?
You can contact Summit Wealth Group by phone at +1 707-439-3483 or via email at ted@summitwealth.net.
Does Summit Wealth Group have an online presence?
Yes, Summit Wealth Group has a website at https://www.summitwealth.net/ and a Facebook page at https://www.facebook.com/190266051031037.
How can I arrange a financial consultation with Summit Wealth Group?
You can call Summit Wealth Group at +1 707-439-3483 to schedule a consultation and learn more about their services.
What nearby real estate agents could I contact if I'm considering buying or selling property after consulting Summit Wealth Group?
Nearby real estate agents include Carla Shaheed Realtor, Carrie Sellers Foley, Merry Serrano, Crista Olbrantz, Sarbjot Singh, RE/MAX Gold: Maggie Padilla, Tammie Margolles, Alicia Denson - The Denson Group, Denise Kirchubel Real Estate, Wiley & Wiley - RE/MAX Gold, Dana Smith Cello, Roderick J. Giles, Ileana Rosado, Re/max Gold-Randie Boardman, Jonas Zuniga RE/MAX GOLD, Silvia Gomez Goltiao, Marie Octena, and RE/MAX Gold: Alexis Jaurique.
Are there any nearby restaurants where I can dine before or after visiting Summit Wealth Group?
Yes, Sticky Rice Chinese Bistro and Bar is a nearby restaurant where you can enjoy Chinese cuisine and drinks before or after your visit.
What nearby medical facilities or doctors are close to Summit Wealth Group if I need health services?
Nearby medical professionals include Dr. Alok Bose, MD (pediatrician), Dr. Kathleen Newkumet, MD, FACC (pediatrician), Dr. Kishor Avasarala, MD (pediatrician), and Cardiology specialists.
Is there an ATM close to Summit Wealth Group for convenient cash withdrawals?
Yes, there is a Wells Fargo ATM near Summit Wealth Group for your cash withdrawal needs.