Summit Financial Group

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2000 Crow Canyon Pl Ste 450
San Ramon, CA 94583

Summit Financial Group, located in San Ramon, CA, is dedicated to enriching the lives of its clients, offering comprehensive wealth management and financial planning services tailored to individual needs. Their experienced team provides strategies for investment management, risk assessment, and estate planning, ensuring that clients receive personalized guidance at every stage of their financial journey.

With a strong focus on collaboration, Summit Financial Group serves a diverse clientele, including business owners, corporate executives, families, and foundations. Their commitment to understanding client aspirations and building effective strategies is complemented by a suite of resources aimed at helping individuals achieve financial independence and legacy planning.

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5.04 reviews
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Kate P.
6/13/2009

Laura is one of the best in the industry! She takes great care of her clients, is very honest and reliable. She is there when you need her, and she is a great resource for anyone in the Contra...

Mark M.
12/24/2023

Amazing Service our representative Aaron Peabody is second to none. Great service and even better knowledge of the market!! Thank You Aaron and Team you have been amazing!!

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Prasad D.
7/21/2013

Very professional and friendly people. They take enough time to understand your needs and explain you in detail about solution. Price may be higher compared to others but they never checked clock...

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Andrea P.
1/13/2011

Laura is awesome. She takes the time to listen. She gives great advice and she even wants to help out with decisions about "smaller" ticket items like refrigerators, etc. She helps people with...

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