Ready to start a conversation about your financial future? Reach out anytime.
Whether you're looking for a second opinion, exploring a new advisory relationship, or ready to build a financial plan, I'd be happy to talk. There's no obligation and no pressure.
Uniontown, OH 44685
Serving clients throughout Ohio and beyond
When you reach out, we'll schedule a brief introductory call to learn about your situation and goals. From there, I'll explain how Summit IFP can help and you can decide if it's the right fit â no pressure, no sales pitch.
Summit Investments and Financial Planning is a registered investment advisor in the State of Ohio. Registration does not imply a certain level of skill or training.