Summit Investment Group

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10505 S 68th Ave E
Tulsa, OK 74133
+1 (918) 477-7227
http://summitinvesting.com

Summit Investment Group is a financial services firm based in Tulsa, Oklahoma, offering expertise in financial and wealth planning, investment management, retirement income planning, legacy planning, tax strategies, insurance, and business strategies. With a focus on retirees, near-retirees, and business owners, Summit Investment Group provides personalized strategies to help clients reach their financial goals, evaluating and adjusting along the way to ensure they stay on track.

Led by experienced financial advisor Curtis Wilson, Summit Investment Group serves clients throughout the Tulsa, Oklahoma City, and Edmond areas, providing tailored solutions for growing and protecting wealth, planning for the future, and securing retirement income. Their team of professionals listens to clients' hopes and goals, proposing customized strategies based on their unique situations, and partnering with them to navigate the twists and turns of life's financial journey.

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