Summit Wealth & Retirement Partners

Closed

(5)

Call

Website

Photos

55 Oak Ct Ste 210

Danville, CA 94526

+1 (925) 927-1900

http://www.summitwealthandretirement.com

Summit Wealth & Retirement Partners provides a trusted advisory service for successful families and individuals seeking to enhance their financial well-being. Their tailored approach aims to empower clients to make informed decisions and achieve greater financial security. By seamlessly merging tax considerations with investment strategies, they offer a comprehensive solution that caters to each client's unique needs.

Clients benefit from the personalized touch of local expertise, fostering regular in-person consultations for a more intimate experience. Additionally, the firm leverages the extensive resources of Charles Schwab to ensure a robust support system at every stage of the financial planning process. Summit Wealth & Retirement Partners serves as a reliable partner, committed to guiding clients towards financial prosperity with diligence and care.

Generated from the website content

Also at this address

Melissa Cowperthwaite - Stearns Lending

Parthian

Diablo Valley Masonry

Kathy Mertens-Pickett at Guaranteed Rate (NMLS #325906)

Reviews

4.05 reviews

John E.

6/28/2014

My wife and and I have worked with Rob Cucchiaro for 3 years. We are closing in on retirement and needed help in planning toward that stage in our professional lives. With Rob our portfolio is...

Read more on Yelp

Joanne D.

4/24/2022

We have been working with Summit Wealth and Retirement Partners for 10 years and have been extremely pleased. If you're looking for integrity, expertise, great communicators and just plain great...

Read more on Yelp

Chris J.

2/22/2022

We worked with the worst tax accountant ever Debbie Pham. She was very recently a real estate agent and it shows. She lost documents and submitted incorrect tax forms to the IRS. When...

Read more on Yelp

Anna K.

8/11/2014

I have been using their services for about 2 years now and so far I've had a very good experience. I have no business background whatsoever (I am a health care worker) and my finances were in...

Read more on Yelp

jan m.

11/18/2014

I have known and respected Rob Cucchiaro for his honesty, knowledge, listening skills and expertise as a financial adviser for several years. When Rob became a partner at Summit Wealth &...

Read more on Yelp

Own this business?

See a problem?

Rest home, with health care incidental, Investment advisory service, Financial consultant

Retirement Capital Strategies

Retirement Capital Strategies, based in San Jose, CA, is a financial advisory firm founded by CEO Tom Vaughan, a Certified Portfolio Manager with over three decades of experience in the industry. Specializing in crafting personalized portfolio strategies, the firm assists clients in building and maintaining their wealth, optimizing retirement plans, and maximizing Social Security benefits. With a dedicated support team and a focus on providing excellent financial advice, Retirement Capital Strategies has garnered praise from clients for their proactive approach to market fluctuations and commitment to helping individuals achieve their financial goals. Through regular meetings, market updates, and tailored investment adjustments, the firm aims to guide clients towards a secure and prosperous financial future.Generated from the website

Rest home, with health care incidental, Investment advisory service, Financial consultant

California Retirement Plans

California Retirement Plans, based in Walnut Creek, CA, specializes in designing custom retirement plans and providing annual administration services tailored to the unique needs of businesses across the United States. With over 25 years of experience, the company prides itself on delivering expert consulting and technical support to ensure clients have retirement plans that align with their specific objectives. Recognized for their exceptional service and responsiveness, California Retirement Plans has built long-lasting relationships with a diverse range of clients, helping them navigate the complexities of retirement plan regulations. Their commitment to understanding each client's individual requirements has established them as a trusted partner in the retirement planning industry. Generated from the website

Business services, nec, nec, Services, nec, nec, Financial consultant

Royal Alliance Associates

Royal Alliance Associates, now known as Osaic Securities, provides a range of securities and investment advisory services through Osaic Wealth Inc., a registered broker-dealer and investment adviser, and a member of FINRA and SIPC. The firm operates alongside several co-broker dealers and advisory services, ensuring a diversified offering for its clients. As a part of its commitment to transparency, Royal Alliance Associates encourages clients to learn about the professional history of their financial professionals through FINRA's BrokerCheck. The information shared is intended as a courtesy, and users are advised that linking to external websites may result in leaving their primary site without any representation of accuracy or completeness of information found there. Generated from the website