Summit Wealth Strategies - Redding, California

Shannon Angstadt

Working with Andy and Kyle at Summit Wealth has been awesome! They are readily available whenever I have questions or need assistance. In addition, they take the time to explain everything and offer various options to choose from that best suit my goals. Both Andy and Kyle are friendly, easy to talk to and always willing to help. I highly recommend Summit Wealth!

Laura Winstead

Kyle,

Your guidance and support have been truly exceptional throughout the years. From the initial dream of owning a home five years ago to finally making it a reality, your assistance has been invaluable. I’m deeply grateful for your unwavering patience and the incredible support you’ve provided through the ups and downs. You’ve been there for so much of my journey, and I can’t thank you enough for being such a fantastic advisor.

With heartfelt appreciation,
Laura Winstead

Holly Kellogg

After our first financial planner retired, we decided we needed to do a better job of selecting the individual AND the company we were going to entrust with our savings. Over the course of a year, we interviewed 23 different financial planners before we finally selected Keith Fedor with Summit Wealth Strategies (SWS). We had worked hard for our retirement nest egg, and we knew that we didn’t want to just be another client account that some financial planner would plug into the same basic investments as all their other clients. The first things we wanted to know about was Keith and the company’s experience and qualifications. With that satisfied, we asked about what their strategy for our wealth management would be, and we were impressed with the well-rounded, “We’ll enable your lifestyle” approach to investments, security, and liquidity. We liked that Keith was younger because the average age of a financial planner is mid- to late-50’s and we wanted someone who would be around longer than we would. We appreciated that he listened, and asked questions. When we asked for additional information, he was prompt in getting that to us. After nearly a year with Keith, we provided yet another investment company with all our information, and after analyzing all our investments, they indicated that they could not do any better for us than what we already had! This reinforced our trust in Keith, and in SWS. Once I retired, we found we needed more income than we had originally planned for, and Keith was patient and thorough in explaining our options for additional revenue, and even some of the tax considerations of each. When we started a business, and had to draw down some of our investments, Keith was supportive and made helpful suggestions. Through all of this, we can unconditionally recommend Keith Fedor and Summit Wealth Strategies to anyone. And that sense of security gives us the best peace of mind!

R McWilliams

Andy and Keith have been available to us for all our financial planning needs. They both are always available to answer any questions. They have our utmost trust that they are looking out for our best interest. The entire office is a great team.

Michele Schriver

Keith has been very helpful and made it seem less with transitioning our funds where they need to be. He is always on time with our zoom meetings and greets us with such kindness. He is very enthusiastic, competent and compassionate when helping us make decisions. Keith answers all the questions we have and continues to demonstrate his dedication in helping us by sharing his knowledge and experience while thoroughly explaining everything we need to know about our investments with using an up to date platform. He has always taken his time with us and continues with our meeting until we feel satisfied. I would highly recommend Keith and his team to anyone looking for an advisor.

D R Boustead

My wife and I connected with Keith Fedor at a business conference nearly 7 years ago. From the beginning what Keith cared about most was understanding our personal financial goals and crafting a solution geared to meet those goals. We have been empowered with online asset mapping and financial monitoring tools that provide real time feedback. We have been able to schedule regular video conference calls with Keith and stay informed with current market conditions. Please don't hesitate to reach out to Keith and begin your relationship with Summit Wealth Strategies!

Paolo Sabella

Keith has been extremely helpful in helping me develop a retirement plan. His calm demeanor has always eased my anxiety over making such important life decisions. His firm, Summit Wealth Strategies, has access to a wide selection of quality investment products. I highly recommend Keith. He’s always available when I need him.

Darlene Brown

We have been clients of Andy Duff since 2008 and highly recommend his services as a financial advisor. We are completely assured that our funds are managed in our best interest and thanks to Andy feel confident that our retirement is secure. Andy's attributes: honest, knowledgeable, competent, caring and patient.