Summit Wealth Group - Lakewood, Colorado

Okay, here’s a comprehensive overview of Summit Wealth Group, designed to be a helpful and informative resource:

Introduction to Summit Wealth Group

Summit Wealth Group is a respected financial advisory firm dedicated to providing comprehensive wealth management solutions. They operate with a client-centric approach, prioritizing long-term relationships and personalized strategies. Located in Lakewood, Colorado, the firm offers a stable and trustworthy presence within the financial landscape. For those seeking experienced guidance in navigating their financial future, Summit Wealth Group presents itself as a dependable partner.

Location and Contact Information

The firm’s physical address is Address: 141 Union Blvd #270, Lakewood, CO 80228. Individuals can easily reach them via telephone at Phone: 36454679. Their official website, Website: summitwealthgroup.com, provides a wealth of information about their services and team. It’s worth noting that the facility is designed to be wheelchair accessible, featuring an accessible entrance and parking lot, as well as a dedicated accessible restroom.

Specialties and Services

While specific service details are not explicitly listed, Summit Wealth Group appears to specialize in a broad spectrum of financial planning areas. Based on industry standards and the nature of wealth management, it’s likely they offer services such as:

• Retirement Planning
• Investment Management
• Estate Planning
• Tax Planning
• Insurance Planning

Client Experience & Reputation

Summit Wealth Group enjoys a remarkably positive reputation within the community. They boast 13 reviews on Google My Business, consistently receiving an impressive average opinion of 5/5. Feedback suggests a dedication to exceptional client service, characterized by accessibility and a genuine commitment to understanding individual financial goals. It’s evident that the team fosters a relaxed and approachable atmosphere – one that encourages open communication and builds strong, lasting relationships. The longevity of some client relationships, as exemplified by a client who’s worked with the firm for over 20 years, speaks volumes about their stability and trustworthiness.

Important Considerations

Prior to scheduling an appointment, it’s recommended to contact Summit Wealth Group to discuss your specific financial needs. Appointments are recommended to ensure adequate time for a thorough consultation. The firm is clearly committed to providing a welcoming and convenient experience for all clients, including those with mobility considerations.

Conclusion & Recommendation

Summit Wealth Group demonstrates a clear commitment to client satisfaction and financial expertise. Their accessible facilities, dedicated team, and overwhelmingly positive feedback make them a strong contender for individuals seeking a reliable and supportive wealth management partner. We strongly encourage anyone considering a financial advisor to explore their services further by visiting their website: summitwealthgroup.com. Contacting them directly is the best way to begin a conversation about achieving your long-term financial aspirations.

👍 Reviews of Summit Wealth Group

Richard C.

5/5

My wife and I have been working with Dan Gilbertson of Summit Wealth Group for well over 20 years. We have been nothing but thrilled how we have been treated by Dan and his excellent staff. He is always accessible for any questions or concerns that we may have. He has done so with an incredible sense of humor that adds to our wonderful relationship. I have referred several of my friends to Summit and they have been equally impressed as I have been. It just has been a tremendous piece of mind to have the expertise and competence from the Summit staff at my disposal.

Pat H.

5/5

Summit Wealth Group has been great for my husband and I. What I enjoy most is it takes all the worry from investments. When we go in we are always treated like we are important. Dan Gilbertson honestly wants to know what we are doing and how life is treating us. He cares. He has everything prepared on where we are in the market, what (if any) changes he proposes, and even though no one knows, assures us of Summit Wealth Group following the market and keeping us personally in mind as they make decisions for our accounts. Dan is a man of faith and integrity and it is obvious in how we are treated and how our accounts are taken care of.

Cook F.

5/5

Summit Wealth Group has been our financial planners for over 30 years, and we have always had the upmost trust in how they managed our accounts. They have always been very professional and courtesy in dealing with us.

Paul S.

5/5

Dan Gilbertson has been our financial advisor for years and we are comfortably retired

Ken E.

5/5

I am very satisfied working with staff at Summit Wealth Group.

Mikaela W.

5/5

Josh M.

5/5

Leqisha O.

5/5