
I had the great pleasure of coming across Mike's services and have been so fortunate to work with him. His attention to detail, customer service and personalized approach are second to none. I...
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Summers Financial Planning and Investments, established in 1984, is dedicated to helping clients at various stages of their financial journey, from those just beginning to save for retirement to retirees focused on wealth preservation. Led by Michael VZ Summers, a Certified Financial Planner with extensive education and experience, the firm offers a range of financial services tailored to meet individual client needs.
Michael Summers holds a Master of Science in Financial Services and enjoys engaging with the local community while spending quality time with family. The firm prides itself on its personalized approach to financial planning, ensuring that clients receive comprehensive support in areas such as estate planning, retirement, and education savings.
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I had the great pleasure of coming across Mike's services and have been so fortunate to work with him. His attention to detail, customer service and personalized approach are second to none. I...
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